Company Profile · Consumer Cyclical

Compass Group PLC

CPG · LSE
Industry
Business Services
Exchange
LSE
Country
UK
Employees
590,000
Website
www.compass-group.com
Price at Publication
$31.1
Sep 18, 2026 close
Fair Buy
≤ $22
Margin-of-safety entry
Baillie Growth Score
45/100
Weak
Buffett Score
57/100
Medium
Intrinsic Value · Three-Tier Range Price at publication $31.1 · Within the fair intrinsic-value range

Composite valuation range · conservative $21–$22 / fair $29–$35 / optimistic $44–$47. At the publication price of $31.1 (Sep 18, 2026), Within the fair intrinsic-value range.

Financial snapshot
Market cap$50.55B
Revenue (TTM)$48.48B
EBITDA$3.81B
Profit margin4.16%
ROE26.88%
P/E (TTM)0.25
Forward P/E19.61
PEG1.56
EPS$1.19
Dividend yield2.36%
52-week range$25.80 – $34.48

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

About the company

Compass Group PLC provides food and support services in North America and internationally. The company offers support services, such as cleaning in hospitals; reception services at corporate headquarters; managing remote camps; grounds and facilities services at schools and universities; insurance brokerage services; and others. It serves business and industry; healthcare and senior living; education; sports and leisure; and defense, offshore, and remote sectors. The company was founded in 1941 and is based in Chertsey, the United Kingdom.

Background

History

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Industry position

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Research on this stock
45/100 Hold Compass Group: A Fifth Year of 4–5% Net-New Business and 96% Retention Make the Compounding Real, but at $31.10 a 5.1% Owner-Earnings Yield and 1.7x Leverage Leave No Conservative-Case Margin of Safety Compass Group is the global scale leader in contract food services, feeding employees, patients, students and spectators at client-owned sites, with about two-thirds of revenue from North America and 86% of FY2025 revenue from food rather than support services. FY2025 underlying revenue was $46.1bn with 8.7% organic growth and a 7.2% margin, and H1 FY2026 held 7.2% organic growth (3.8% net new, 2.7% pricing, 0.7% volume) while margin rose to 7.4%, but $2.3bn of first-half M&A lifted net debt to $8.6bn, or 1.7 times EBITDA, above the 1.0–1.5 times target, and ROCE slipped from 19.0% to 18.2%. Rating Hold: at $31.10 the shares sit inside the $31–34 base-case value but above the $27–29 conservative value, at roughly 19.6 times owner earnings, so existing holders are paid to stay while new buyers should wait for $22 or below. Compass Group PLCCPG · LSEBusiness ServicesSep 18, 2026