(SW) Sodexo - Overview

Sector: Industrials | Industry: Specialty Business Services | Exchange: PA (France) | Market Cap: 6.673m EUR | Total Return: -2.2% in 12m

Food Services, Facilities Management, Employee Benefits, Event Catering
Total Rating 39
Safety 65
Buy Signal -0.73
Specialty Business Services
Industry Rotation: +0.6
Market Cap: 7.75B
Avg Turnover: 12.9M
Risk 3d forecast
Volatility22.9%
VaR 5th Pctl3.95%
VaR vs Median4.51%
Reward TTM
Sharpe Ratio-0.57
Rel. Str. IBD23.1
Rel. Str. Peer Group27.5
Character TTM
Beta-0.068
Beta Downside-0.014
Hurst Exponent0.477
Drawdowns 3y
Max DD49.06%
CAGR/Max DD-0.16
CAGR/Mean DD-0.45

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SW Sodexo

Sodexo S.A. (SW) is a global provider of integrated food services and facilities management headquartered in France. The company operates across diverse segments including healthcare, education, corporate offices, and large-scale event venues. Its service portfolio encompasses technical building maintenance, energy management, and specialized catering solutions.

The business model relies on long-term service contracts which provide high visibility into recurring revenue streams. As a major player in the outsourced services sector, Sodexo benefits from the corporate trend of consolidating non-core operational tasks under a single global provider to achieve economies of scale.

Investors can further evaluate these operational trends by reviewing the detailed financial metrics available on ValueRay.

The company also develops digital tools for meal vouchers and workplace experience solutions, reflecting a shift toward technology-enabled facility management. Following the spin-off of its benefits and rewards division, Pluxee, Sodexo has sharpened its focus on its core food and technical FM operations.

Headlines to Watch Out For
  • Post-Pluxee spinoff organic growth targets drive investor confidence in core food services
  • Labor cost inflation and workforce availability pressure operating margins in key markets
  • Corporate return-to-office trends dictate volumes in business and administrative facility management
  • Expansion of high-margin sustainable food services improves long-term profitability and ESG valuation
  • Large-scale event contracts and Olympic hospitality revenue boost short-term organic sales growth
Piotroski VR-10 (Strict) 5.0
Net Income: 1.12b TTM > 0 and > 6% of Revenue
FCF/TA: 0.09 > 0.02 and ΔFCF/TA -3.19 > 1.0
NWC/Revenue: 0.23% < 20% (prev 2.45%; Δ -2.23% < -1%)
CFO/TA 0.13 > 3% & CFO 1.98b > Net Income 1.12b
Net Debt (4.87b) to EBITDA (2.47b): 1.98 < 3
Current Ratio: 1.02 > 1.5 & < 3
Outstanding Shares: last quarter (147.1m) vs 12m ago -0.71% < -2%
Gross Margin: 11.39% > 18% (prev 0.13%; Δ 1.13k% > 0.5%)
Asset Turnover: 314.4% > 50% (prev 292.4%; Δ 22.05% > 0%)
Interest Coverage Ratio: 5.68 > 6 (EBITDA TTM 2.47b / Interest Expense TTM 348.0m)
Altman Z'' 2.10
A: 0.01 (Total Current Assets 5.97b - Total Current Liabilities 5.86b) / Total Assets 14.8b
B: 0.19 (Retained Earnings 2.76b / Total Assets 14.8b)
C: 0.13 (EBIT TTM 1.98b / Avg Total Assets 15.2b)
D: 0.55 (Book Value of Equity 6.11b / Total Liabilities 11.2b)
Altman-Z'' = 2.10 = BBB
Beneish M -2.94
DSRI: 1.04 (Receivables 4.20b/3.86b, Revenue 47.8b/45.6b)
GMI: 1.10 (GM 11.39% / 12.56%)
AQI: 0.99 (AQ_t 0.52 / AQ_t-1 0.53)
SGI: 1.05 (Revenue 47.8b / 45.6b)
TATA: -0.06 (NI 1.12b - CFO 1.98b) / TA 14.8b)
Beneish M = -2.94 (Cap -4..+1) = A
What is the price of SW shares?

As of May 30, 2026, the stock is trading at EUR 47.20 with a total of 859,408 shares traded.
Over the past week, the price has changed by +9.04%, over one month by +4.89%, over three months by -11.47% and over the past year by -2.22%.

Is SW a buy, sell or hold?

Sodexo has no consensus analysts rating.

Sodexo (SW) - Fundamental Data Overview as of 28 May 2026
Market Cap USD = 7.75b (6.67b EUR * 1.1615 EUR.USD)
P/E Trailing = 15.0033
P/E Forward = 13.0719
P/S = 0.2826
P/B = 1.8799
P/EG = 3.3155
Revenue TTM = 47.8b EUR
EBIT TTM = 1.98b EUR
EBITDA TTM = 2.47b EUR
Long Term Debt = 3.94b EUR (from longTermDebt, last quarter)
Short Term Debt = 967.0m EUR (from shortTermDebt, last quarter)
Debt = 6.05b EUR (from shortLongTermDebtTotal, last quarter) + Leases 644.0m
Net Debt = 4.87b EUR (calculated: Debt 6.05b - CCE 1.18b)
Enterprise Value = 11.5b EUR (6.67b + Debt 6.05b - CCE 1.18b)
Interest Coverage Ratio = 5.68 (Ebit TTM 1.98b / Interest Expense TTM 348.0m)
EV/FCF = 8.94x (Enterprise Value 11.5b / FCF TTM 1.29b)
FCF Yield = 11.19% (FCF TTM 1.29b / Enterprise Value 11.5b)
FCF Margin = 2.70% (FCF TTM 1.29b / Revenue TTM 47.8b)
Net Margin = 2.35% (Net Income TTM 1.12b / Revenue TTM 47.8b)
Gross Margin = 11.39% ((Revenue TTM 47.8b - Cost of Revenue TTM 42.3b) / Revenue TTM)
Gross Margin QoQ = 10.61% (prev 11.14%)
Tobins Q-Ratio = 0.78 (Enterprise Value 11.5b / Total Assets 14.8b)
Interest Expense / Debt = 5.75% (Interest Expense 348.0m / Debt 6.05b)
Taxrate = 25.50% (64.0m / 251.0m)
NOPAT = 1.47b (EBIT 1.98b * (1 - 25.50%))
Current Ratio = 1.02 (Total Current Assets 5.97b / Total Current Liabilities 5.86b)
Debt / Equity = 1.68 (Debt 6.05b / totalStockholderEquity, last quarter 3.60b)
Debt / EBITDA = 1.98 (Net Debt 4.87b / EBITDA 2.47b)
Debt / FCF = 3.77 (Net Debt 4.87b / FCF TTM 1.29b)
Total Stockholder Equity = 3.79b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.40% (Net Income 1.12b / Total Assets 14.8b)
RoE = 29.67% (Net Income TTM 1.12b / Total Stockholder Equity 3.79b)
RoCE = 25.56% (EBIT 1.98b / Capital Employed (Equity 3.79b + L.T.Debt 3.94b))
RoIC = 14.87% (NOPAT 1.47b / Invested Capital 9.91b)
WACC = 5.05% (E(6.67b)/V(12.7b) * Re(5.74%) + D(6.05b)/V(12.7b) * Rd(5.75%) * (1-Tc(0.25)))
Discount Rate = 5.74% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -62.93 | Cagr: -0.41%
[DCF] Terminal Value 73.10% ; FCFF base≈1.52b ; Y1≈1.33b ; Y5≈1.08b
[DCF] Fair Price = 85.02 (EV 17.3b - Net Debt 4.87b = Equity 12.4b / Shares 145.8m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: -27.33 | EPS CAGR: -19.09% | SUE: 0.0 | # QB: 0
Revenue Correlation: 74.66 | Revenue CAGR: 2.37% | SUE: N/A | # QB: 0
EPS current Year (2026-08-31): EPS=3.30 | Chg30d=-6.41% | Revisions=-25% | GrowthEPS=-38.6% | GrowthRev=-1.8%
EPS next Year (2027-08-31): EPS=3.81 | Chg30d=-5.60% | Revisions=-33% | GrowthEPS=+15.5% | GrowthRev=+3.2%
[Analyst] Revisions Ratio: -33%