Handelsavisen
prelaunch
Companies EXHO.PA
EX
EXHO.PA Euronext Paris Unclassified

Sodexo SA

€45,86
Open in Charts → Attach watcher ⌖
EUR
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
P/E
EV / Rev
Div yield
5,02 %
Op margin
4,1 %
ROE
18,4 %
Net margin
2,9 %
Debt / equity
1,43
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Sodexo SA operates in the global business services sector, providing food services and facilities management solutions to corporate, institutional, and healthcare clients.

Business. Sodexo SA operates in the global business services sector, providing food services and facilities management solutions to corporate, institutional, and healthcare clients.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
HOLD19 analysts
3 buy13 hold3 sell
Avg 12m price target45,18

Analyst recommendations

19 analysts · consensus Hold
Buy3
Hold13
Sell3
12-month price target
45,18
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
19 analysts · indicative
Ownership
not yet wired
Profitability
18,4 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning EXHO.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to EXHO.PA. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Sodexo SA operates in the global business services sector, providing food services and facilities management solutions to corporate, institutional, and healthcare clients.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    Sodexo maintains a leveraged capital structure with a debt-to-equity ratio of 1.43, indicating significant reliance on debt financing relative to shareholder equity. The company holds €92 million in cash and equivalents against €5.43 billion in long-term debt, resulting in a negative net cash position. Liquidity is assessed as medium, supported by a current ratio of 1.08, which suggests adequate short-term asset coverage for liabilities but limited buffer for unexpected shocks. Operating cash flow stands at €964 million, providing a baseline for debt servicing and operational flexibility.

    Profitability metrics show a return on equity of 18.36% and a return on assets of 4.68%, reflecting efficient use of equity capital despite the high leverage. The company generated €24.07 billion in revenue with a gross profit of €2.83 billion, resulting in an operating income of €985 million and net income of €695 million. These figures indicate a low-margin business model typical of service-intensive industries, where operational efficiency is critical to maintaining profitability.

    Revenue concentration and geographic exposure details are not provided in the available data, limiting the ability to assess segment-specific risks or regional dependencies. The absence of segment and geographic breakdowns prevents a detailed analysis of revenue mix and potential concentration risks.

    Growth trajectory analysis is constrained by the lack of historical period data. Without multi-year revenue or net income trends, it is not possible to evaluate the company's growth momentum or consistency over time. The current financial snapshot provides a static view of performance without context for historical progression.

    Risk factors include medium liquidity risk and low dilution risk. The key flag notes that net cash is negative after subtracting total debt, highlighting the company's reliance on external financing. The low dilution risk suggests that share count stability is maintained, with basic and diluted shares outstanding both at 145.84 million, indicating no significant pending equity issuances.

    Recent events, filing observations, and news are not detailed in the provided data. The analysis relies solely on the financial snapshot and risk assessment, with no additional context from recent disclosures or market events.

    Key takeaways
    • High leverage with a debt-to-equity ratio of 1.43 and negative net cash position.
    • Strong return on equity of 18.36% despite low-margin operations.
    • Medium liquidity risk with a current ratio of 1.08.
    • Low dilution risk with stable share count.
    • Lack of historical data limits growth trajectory analysis.
    • Absence of segment and geographic data restricts concentration risk assessment.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    €45,86
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    €3.79B
    Net cash
    -€5.33B
    Current ratio
    1.1
    Debt / equity
    1.4
    ROA
    4.7%
    ROE
    18.4%
    Cash conversion
    139.0%
    CapEx / revenue
    -1.4%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    3,45
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    19
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-06 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate3,25
    Revenueno estimateno estimate23,8B EUR
    Operating incomeno estimateno estimate725,5M EUR
    Full-year consensus mean (period as reported by source) · consensus in EUR. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution19 analysts
    Strong buy1
    Buy1
    Hold14
    Sell2
    Strong sell1
    12-month price target€48,98 · Median €47,88
    Low €40,00High €65,00
    Operating income · consensus725,5M EUR
    EPS surprise
    +65,1 %
    reported vs consensus · beat
    Revenue surprise
    +1,2 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low€38,50
    Mean€45,18
    Median€45,00
    High€54,00
    Spot€45,86
    −1.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin4,1 %Below median
    Net Margin2,9 %Below median
    ROE18,4 %Above P75
    Capex / Rev-1,4 %Above P75
    D/E1,43Bottom quartile
    Cash Conv1,39Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Return On Assets
      net_income / total_assets
    • Return On Equity
      net_income / total_equity
    Source documents
    • Sodexo SA Market data — financials · 2026-07-10

    Ownership & reference

    Leadership

    • Sophie BellonChairman of the Board, Chief Executive Officer

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    EXHO.PACanonical
    Euronext Paris · EUR

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage