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Updated 1m ago
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Sodexo S.A.ENXTPA:SW Stock Report

Market Cap €8.2b
Updated 1m ago
Share Price
n/a
1Y7.5%
7D-2.8%
1D0.3%
Portfolio Value
​
View

Sodexo S.A.

ENXTPA:SW Stock Report

Market Cap: €8.2b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Sodexo (SW) Stock Overview

Provides food services and facilities management services in North America, Europe, and internationally. More details

SW fundamental analysis
Snowflake Score
Valuation2/6
Future Growth2/6
Past Performance2/6
Financial Health5/6
Dividends4/6

Rewards

Price-To-Earnings ratio (18.3x) is below the Hospitality industry average (20x)

Earnings are forecast to grow 15.78% per year

Risk Analysis

Profit margins (1.9%) are lower than last year (2.8%)

Has a high level of debt

Unstable dividend track record


SW Community Fair Values

Create Narrative

See what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
7.1% overvalued intrinsic discount
AnalystConsensusTarget
•10d ago

Analyst Commentary Highlights Adjusted Outlook for Sodexo Amid Leadership Change and Renewed Contracts

258
0
11
AN
AnalystHighTarget
13.2% undervalued intrinsic discount
AnalystHighTarget
•1mo ago

Aging Global Demand And ESG Will Boost Service Contracts

28
0
3
AN
AnalystLowTarget
37.6% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Automation Pressures And Market Contractions Will Erode Margins

33
0
1

Top Analyst Narratives

AN
AnalystConsensusTarget
7.1% overvalued intrinsic discount
AnalystConsensusTarget
•10d ago

Analyst Commentary Highlights Adjusted Outlook for Sodexo Amid Leadership Change and Renewed Contracts

258
0
11
AN
AnalystHighTarget
13.2% undervalued intrinsic discount
AnalystHighTarget
•1mo ago

Aging Global Demand And ESG Will Boost Service Contracts

28
0
3
AN
AnalystLowTarget
37.6% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Automation Pressures And Market Contractions Will Erode Margins

33
0
1
View all narratives

Sodexo S.A. Competitors

Elior Group

Symbol: ENXTPA:ELIOR
Market cap: €498.2m

Accor

Symbol: ENXTPA:AC
Market cap: €10.7b

FDJ United

Symbol: ENXTPA:FDJU
Market cap: €4.1b

Société Anonyme des Bains de Mer et du Cercle des Étrangers à Monaco

Symbol: ENXTPA:BAIN
Market cap: €3.4b

Price History & Performance

Summary of share price highs, lows and changes for Sodexo
Historical stock prices
Current Share Price€56.40
52 Week High€59.08
52 Week Low€35.50
Beta0.21
1 Month Change-0.70%
3 Month Change12.02%
1 Year Change7.53%
3 Year Change-44.73%
5 Year Change-20.59%
Change since IPO215.59%

Recent News & Updates

User avatar
Narrative Update • Sep 03

SW: Higher P E Assumptions Will Test Execution On Large New Contracts

Analysts have raised the Sodexo fair value estimate from €48.76 to €52.66, reflecting updated price targets and views that recent research supports modestly higher revenue assumptions and a somewhat richer future P/E of around 18x. Analyst Commentary Recent research on Sodexo points to a mixed but generally constructive tone on valuation and execution.
User avatar
Narrative Update • Aug 14

SW: Transformation Execution Risks Will Likely Limit Benefits Of Recent Contract Wins

Sodexo's analyst fair value estimate has moved from €40.00 to €41.00, with analysts pointing to a series of higher Street price targets and expectations for the company’s multi year transformation as key support for the change. Analyst Commentary Recent Street research on Sodexo shows a wide spread of views on the stock, with several firms adjusting price targets and ratings as they reassess the company’s execution and multi year transformation plans.
User avatar
Narrative Update • Jul 30

SW: Contract Wins And Shift And Grow Plan Will Support Margin Execution

The analyst fair value estimate for Sodexo has been raised from €50.00 to €65.00, reflecting higher Street price targets around €59 to €64.20 and analyst views that the company is entering a multi year transformation with an adjusted P/E assumption in the updated model. Analyst Commentary Recent research on Sodexo points to a cluster of higher valuation marks across the Street, even where ratings remain cautious.

Recent updates

User avatar
Narrative Update • Sep 03

SW: Higher P E Assumptions Will Test Execution On Large New Contracts

Analysts have raised the Sodexo fair value estimate from €48.76 to €52.66, reflecting updated price targets and views that recent research supports modestly higher revenue assumptions and a somewhat richer future P/E of around 18x. Analyst Commentary Recent research on Sodexo points to a mixed but generally constructive tone on valuation and execution.
User avatar
Narrative Update • Aug 14

SW: Transformation Execution Risks Will Likely Limit Benefits Of Recent Contract Wins

Sodexo's analyst fair value estimate has moved from €40.00 to €41.00, with analysts pointing to a series of higher Street price targets and expectations for the company’s multi year transformation as key support for the change. Analyst Commentary Recent Street research on Sodexo shows a wide spread of views on the stock, with several firms adjusting price targets and ratings as they reassess the company’s execution and multi year transformation plans.
User avatar
Narrative Update • Jul 30

SW: Contract Wins And Shift And Grow Plan Will Support Margin Execution

The analyst fair value estimate for Sodexo has been raised from €50.00 to €65.00, reflecting higher Street price targets around €59 to €64.20 and analyst views that the company is entering a multi year transformation with an adjusted P/E assumption in the updated model. Analyst Commentary Recent research on Sodexo points to a cluster of higher valuation marks across the Street, even where ratings remain cautious.
User avatar
Narrative Update • Jul 16

SW: Higher P E Assumptions Will Challenge Future Cash Flow Resilience

The analyst price target for Sodexo has been raised by about €4 to €48.76, with analysts citing slightly firmer revenue growth assumptions, a marginally lower discount rate and a higher future P/E multiple as key supports for the updated valuation. Analyst Commentary Recent research on Sodexo points to a gradual reset higher in valuation expectations, with several firms lifting their price targets while keeping more cautious stock ratings.
User avatar
Narrative Update • Jul 02

SW: Future Earnings Execution Risks Will Likely Restrain Raised Guidance Benefits

The analyst price target for Sodexo in this Narrative Update moves from €38.50 to €40.00, reflecting valuation work that aligns with recent Street research, where some analysts raised their Sodexo targets, citing updated assumptions around revenue growth, margins and future P/E, even as others trimmed their views. Analyst Commentary Recent Street research on Sodexo shows a split view, with some firms lifting targets while others lean more cautious.
User avatar
Narrative Update • Jun 18

SW: Rebased Expectations Will Highlight Contract Wins And Margin Execution Potential

The Sodexo analyst price target has been revised to €50 from €49, as analysts factor in slightly higher revenue growth and profit margin assumptions, alongside a marginally higher discount rate and a modestly lower future P/E. Analyst Commentary Recent research commentary around Sodexo points to a mix of views, but the latest revision to a €50 price target sits in the context of several earlier adjustments, including both increases and reductions to prior targets.
User avatar
Narrative Update • Jun 04

SW: Reset Discount Rate And Mixed Execution Will Pressure Future Cash Flow Resilience

Analysts have adjusted the Sodexo fair value estimate from €51.15 to about €44.68. This reflects updated price targets in the €44 to €57 range and mixed views on revenue growth, margins and future P/E assumptions.
User avatar
Narrative Update • May 21

SW: Rebased Expectations Will Highlight Contract Wins And Margin Execution Potential

Analysts have made slight adjustments to the blended price target on Sodexo, with recent moves such as Citi lifting its target to €49. This comes alongside a cluster of reductions from other banks, generally reflecting updated views on revenue growth, margins and appropriate future P/E levels.
User avatar
Narrative Update • May 01

SW: Rebased Market Expectations Will Highlight Execution And Cash Generation Potential

The analyst price target for Sodexo has shifted from €65.50 to €50.00. This change is broadly in line with recent cuts from several banks as analysts recalibrate their assumptions on growth, margins and future P/E multiples.
Analysis Article • Apr 18

There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

The most recent earnings report from Sodexo S.A. ( EPA:SW ) was disappointing for shareholders. However, our analysis...
User avatar
Narrative Update • Apr 16

SW: Future Dividend Support Will Likely Reflect Mixed Execution And Repriced Earnings Risk

Analysts have trimmed the Sodexo fair value estimate by about €0.80 to €38.50, reflecting recent price target cuts across the Street and updated assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research has recently tilted more cautious on Sodexo, with several bearish analysts trimming price targets and revisiting their assumptions for growth and execution.
User avatar
Narrative Update • Apr 02

SW: Future Dividend Support Will Likely Be Limited By Execution And Valuation Risks

The updated analyst price target for Sodexo moves slightly higher to about €39.29 from €39.00, reflecting analysts' adjusted views on growth, margins and P/E assumptions following a series of mixed price target revisions, including a recent upgrade at Jefferies alongside several target cuts from other banks. Analyst Commentary Recent research signals a split view on Sodexo, with one fresh upgrade set against a cluster of earlier, more cautious revisions that focus on valuation, execution and growth risks.
User avatar
Narrative Update • Mar 18

SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience

The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.
User avatar
Narrative Update • Mar 04

SW: Future Dividend Support Will Likely Be Constrained By Execution Risks

We trim our Sodexo analyst price target by €1 to align with a series of recent reductions from €45 to €51 by major banks, as analysts factor in updated assumptions on discount rates, modest revenue growth expectations, and slightly softer margin forecasts. Analyst Commentary Recent Street research shows a clear tilt toward more cautious positioning on Sodexo, with several price targets adjusted lower and one downgrade in the mix.
User avatar
Narrative Update • Feb 18

SW: Trimmed Outlook And Dividend Will Shape Future Cash Flow Resilience

The analyst fair value estimate for Sodexo has been trimmed by about €0.18 per share, following a series of price target cuts from around €52 to a range of roughly €45 to €51 as analysts factor in slightly lower long term growth and profitability expectations and modestly adjust discount rates. Analyst Commentary Recent research updates on Sodexo point to a more cautious stance, with several firms trimming price targets and, in one case, lowering the rating.
User avatar
Narrative Update • Feb 04

SW: Higher Discount Rate And Dividend Support Ongoing Cash Flow Resilience

Analysts have trimmed their price expectations for Sodexo. Our updated fair value estimate has moved from €54.44 to €51.56, reflecting recent target cuts and more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.
User avatar
Narrative Update • Jan 21

SW: Reset Expectations Will Balance Dividend Support And Execution Risks

We are trimming our Sodexo fair value estimate from €51.35 to €39.00 as analysts broadly reset price targets, with several recent updates citing more cautious assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent Street research on Sodexo has turned more cautious, with several bearish analysts trimming price targets and, in one case, cutting the rating.
User avatar
Narrative Update • Jan 06

SW: Higher Discount Rate Will Still Support Cash Flow Resilience

Analysts have trimmed their price target on Sodexo to €58 from €63, citing updated views that are reflected in a slightly higher discount rate and marginally adjusted long term P/E assumptions in their models. Analyst Commentary Analysts are taking a more cautious stance on Sodexo after the latest price target move to €58 from €63, with the update mainly driven by a higher discount rate and adjusted long term P/E assumptions rather than any single new datapoint on the business.
User avatar
Narrative Update • Dec 23

SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience

Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.
Analysis Article • Dec 17

Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

Sodexo S.A. ( EPA:SW ) has announced that it will be increasing its dividend from last year's comparable payment on the...
User avatar
Narrative Update • Dec 09

SW: Future CEO And Recurring Contracts Will Support Cash Flow Resilience

Analysts have modestly reduced their price target on Sodexo, trimming fair value expectations from approximately EUR 58 to EUR 54. This adjustment reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, as also evidenced by recent Street research.
User avatar
Narrative Update • Nov 25

SW: Future CEO Appointment And Revenue Stability Will Support Improved Market Sentiment

Sodexo's analyst price target has been revised downward by approximately €1.25. Analysts cite slightly softer profit margins and a higher discount rate, even though revenue growth projections remain steady.
Analysis Article • Nov 20

Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's

Sodexo S.A.'s ( EPA:SW ) dividend will be increasing from last year's payment of the same period to €2.70 on 23rd of...
User avatar
Narrative Update • Nov 05

SW: Future Leadership Transition and Expanding Contracts Will Drive Improved Sentiment

Analysts have revised Sodexo's average price target downward, decreasing it by approximately EUR 5 to EUR 59. This reflects a more cautious outlook based on updated profitability and growth expectations.
Analysis Article • Nov 03

Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70

The board of Sodexo S.A. ( EPA:SW ) has announced that it will be paying its dividend of €2.70 on the 23rd of December...
User avatar
Narrative Update • Oct 22

Analyst Commentary Highlights Adjusted Outlook for Sodexo Amid Leadership Change and Renewed Contracts

The analyst consensus price target for Sodexo has been lowered by EUR 2 to EUR 59. This change reflects slightly reduced expectations for revenue growth and profit margins, according to recent analyst updates.
User avatar
Narrative Update • Oct 08

North American Education And Healthcare Deals Will Drive Future Success

Analysts have slightly reduced their price target for Sodexo from €61 to €59, citing minor adjustments in fair value and outlook metrics. Analyst Commentary Recent analysis reflects a nuanced view of Sodexo’s prospects, with opinions split between optimism regarding the company’s fundamentals and caution linked to valuation and execution risks.
User avatar
Narrative Update • Sep 02

North American Education And Healthcare Deals Will Drive Future Success

Analysts have modestly reduced Sodexo’s price target to €66.78, citing concerns over slower margin improvement, uncertainty around client retention and new business wins, and persistent macroeconomic headwinds. Analyst Commentary Bearish analysts are reducing price targets, citing concerns around Sodexo’s near-term growth outlook.
User avatar
New Narrative • Nov 12

Critical Growth In Food And FM Services Boosts Potential Amid Expansion Challenges

Strategic acquisitions and a focused operational pivot are set to boost Sodexo's revenue growth and improve margins.

Shareholder Returns

SWFR HospitalityFR Market
7D-2.8%-1.4%-1.4%
1Y7.5%4.1%-0.5%

Return vs Industry: SW exceeded the French Hospitality industry which returned 4.1% over the past year.

Return vs Market: SW exceeded the French Market which returned -0.5% over the past year.

Price Volatility

Is SW's price volatile compared to industry and market?
SW volatility
SW Average Weekly Movement3.5%
Hospitality Industry Average Movement3.5%
Market Average Movement4.3%
10% most volatile stocks in FR Market9.0%
10% least volatile stocks in FR Market2.1%

Stable Share Price: SW has not had significant price volatility in the past 3 months compared to the French market.

Volatility Over Time: SW's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1966370,378Thierry Delaportewww.sodexo.com

Sodexo S.A. provides food services and facilities management services in North America, Europe, and internationally. It offers food services, including retail services, food delivery, and meal and food vouchers, as well as digital food ordering services; and facility management services, such as technical service management, assets management, building maintenance, access control, deep cleaning, energy management, space planning, project management, front-of-house services, grounds maintenance, waste management, HVAC systems, mail management, commercial cleaning, workspace management, and pest control. The company also provides venue marketing and event ticketing services in airport lounges, stadia and arenas, conference centers, convention centers, cultural destinations, and global events; healthcare and seniors; and learning solutions to schools and universities.

Sodexo S.A. Fundamentals Summary

How do Sodexo's earnings and revenue compare to its market cap?
SW fundamental statistics
Market cap€8.23b
Earnings (TTM)€449.00m
Revenue (TTM)€23.62b
18.3x
P/E Ratio
0.3x
P/S Ratio

Is SW overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SW income statement (TTM)
Revenue€23.62b
Cost of Revenue€21.01b
Gross Profit€2.60b
Other Expenses€2.15b
Earnings€449.00m

Last Reported Earnings

Feb 28, 2026

Next Earnings Date

Oct 23, 2026

Earnings per share (EPS)3.08
Gross Margin11.02%
Net Profit Margin1.90%
Debt/Equity Ratio131.9%

How did SW perform over the long term?

See historical performance and comparison

Dividends

4.8%
Current Dividend Yield
88%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/13 02:39
End of Day Share Price 2026/09/11 00:00
Earnings2026/02/28
Annual Earnings2025/08/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sodexo S.A. is covered by 28 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Pravin GondhaleBarclays
Jack CummingsBerenberg
Stuart GordonBerenberg

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