NASDAQ:CTAS

Cintas Corp (CTAS)

198.80
+1.92 (0.98%)
as of Sep 22, 2026, 8:00:00 pm Market Open.
27 watching
0
DON'T BUY
Have 1 million corporate customers. Cleaning is a stable business, but the worry is that CTAS trades at a very high PE given their growth, at 33x PE. Yes, they're defensive, but too pricey.
COMMENT
They report Thursday. He loved it when they merged with their largest competitor. He will listen to the conference call for the pace of their job creation amid this wide market gloom. They still have some business formation.
BUY
Their software helps outsourcing of mundane tasks for small businesses. This is a plus in today's lingering labour shortage where anything that replaces human labour is a tailwind.
BUY
They make small/medium-sized uniforms. He's worn them. Likes the stock. A recent merger gave CTAS a lot of firepower. Buy it and put it away.
COMMENT
They make work uniforms. If CTAS is doing well, then it indicates that small/medium businesses are holding up better than we thought.
PARTIAL SELL
Bought it in 2017 -- time for profit? Industrial and officer uniform service provider along with other services. They have been very consistent and successful. It is very cyclical however. It is getting very rich with the PE ratio being double their level of growth. It might be time to layer in some stops or sell half a position.
PAST TOP PICK

(Top Short Feb 4/11, Down 33.65% Total Return) He covered a long time ago at a small loss

TOP PICK
Top Short Largest uniform rental business in the US. Key component is supplying uniforms into manufacturing sector. Jobs moving from the US to overseas would have a negative impact. Short-term issues are high cotton prices and energy costs. Also has exposure to US auto sector. Expensive multiple of almost 18X next year’s earnings.
Showing 16 to 23 of 23 entries