Compass Group PLC

Compass Group is engaged in providing outsourced food and support services. The five sectors in which Co. operates are: Business & Industry, which provides food for employees during their working day; Healthcare & Seniors, which helps hospitals in the public and private sectors manage and enhance quality of food and support services; Education, which provides dining solutions from kindergarten to college; Sports & Leisure, which provides hospitality and service at sporting and leisure venues, exhibition centers, visitor attractions and events; and Defence, Offshore & Remote, which provides food and support services to companies in the oil and gas and mining and construction industries.
  • TickerCPG
  • ISINGB00BD6K4575
  • ExchangeLondon Stock Exchange
  • SectorTravel & Leisure
  • CountryUnited Kingdom

Analysts

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2019

...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2019

...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Solid organic growth in H1, but this cannot be extrapolated to the rest of the year

>H1 publication in line, organic slowdown anticipated for H2 - Compass has reported interim earnings in line, with solid organic growth of +6.6% (+6.4% excluding the impact of Easter weekend) and a stable margin at 7.6%. That said, guidance for FY 2019 implies a slowdown in organic growth in H2 (c.4.5% est.) vs H1, since H1 benefited from one-off effects (calendar, sporting events in the US), given the less favourable comparison base in H2 (particularly in Q4 in US) a...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Solide croissance organique au S1, non extrapolable sur le reste de l’année

>Publication S1 en ligne, ralentissement de l’organique attendu au S2 - Compass a publié des résultats S1 2019 en ligne, avec une solide croissance organique à +6.6% (+6.4% hors impact de Pâques) et une marge stable à 7.6%. Néanmoins, la guidance 2019 implique un ralentissement de la croissance organique au S2 (c.4.5%e) vs S1, le S1 ayant bénéficié d’effets « one-off » (effets calendaires, calendrier d’évènements sportifs aux USA) alors que la base de comparaison se d...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2019

...

Compass Group PLC - March 2017 (LTM): Peer Snapshot

Peer Snapshot:  Compass Group PLC - March 2017 (LTM) 9 June 2017 (in US millions) FYE Sep-15 FYE Sep-16 LTM Mar-17 FYE Oct-15 FYE Sep-16 LTM Mar-17 FYE Dec-15 FYE Dec-16 LTM

Compass Group PLC: Proposed special dividend increases leverage temporarily; ratings unaffected

CORPORATES ISSUER COMMENT 10 May 2017 Contacts Martin Hallmark 44-20-7772-1953 VP-Sr Credit Officer [email protected] Nathalie Tuszewski 44 20 7772-1096 Associate Analyst [email protected] Richard Etheridge 44-20-7772-1035 Associate Managing Director [email protected] Compass Group PLC Proposed special dividend increases leverage temporarily; ratings unaffected Comp

Compass Group Plc: Discussion of key credit factors following upgrade to A3

CORPORATES CREDIT OPINION 8 March 2017 Update RATINGS Compass Group PLC Domicile Chertsey, United Kingdom Long Term Rating A3 Type Senior Unsecured - Fgn Curr Outlook Stable Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Martin Hallmark

Moody's upgrades Compass to A3; outlook stable

London, 02 March 2017-- Moody's Investors Service, has today upgraded the long term debt ratings of Compass Group PLC to A3 from Baa1. Concurrently Moody's has upgraded the rating on the company's GBP 2 billion Euro Medium Term Note programme to A3 from Baa1. The outlook on all the ratings is stable.

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Solid organic growth in H1, but this cannot be extrapolated to the rest of the year

>H1 publication in line, organic slowdown anticipated for H2 - Compass has reported interim earnings in line, with solid organic growth of +6.6% (+6.4% excluding the impact of Easter weekend) and a stable margin at 7.6%. That said, guidance for FY 2019 implies a slowdown in organic growth in H2 (c.4.5% est.) vs H1, since H1 benefited from one-off effects (calendar, sporting events in the US), given the less favourable comparison base in H2 (particularly in Q4 in US) a...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Solide croissance organique au S1, non extrapolable sur le reste de l’année

>Publication S1 en ligne, ralentissement de l’organique attendu au S2 - Compass a publié des résultats S1 2019 en ligne, avec une solide croissance organique à +6.6% (+6.4% hors impact de Pâques) et une marge stable à 7.6%. Néanmoins, la guidance 2019 implique un ralentissement de la croissance organique au S2 (c.4.5%e) vs S1, le S1 ayant bénéficié d’effets « one-off » (effets calendaires, calendrier d’évènements sportifs aux USA) alors que la base de comparaison se d...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : In line H1 2019 results, FY 2019 outlook revised slightly up after a very solid H1 organic growth

>H1 2019 results in line with impressive organic growth of +6.6% - Sales came in at £ 12.5bn in line with organic growth of +6.6%, slightly above consensus at +6.4% (ODDO BHF 6.5%), which suggests a slight slowdown in Q2 (at c.6.3% in our calculations) vs Q1 (at +6.9%). Excluding the timing of Easter (+0.2% estim.), organic growth reached +6.4% in H1. H1 2019 organic growth was supported by North America as well as Europe (o/w driven by the UK Defence contract wins).§...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : In line H1 2019 results, FY 2019 outlook revised slightly up after a very solid H1 organic growth

>H1 2019 results in line with impressive organic growth of +6.6% - Sales came in at £ 12.5bn in line with organic growth of +6.6%, slightly above consensus at +6.4% (ODDO BHF 6.5%), which suggests a slight slowdown in Q2 (at c.6.3% in our calculations) vs Q1 (at +6.9%). Excluding the timing of Easter (+0.2% estim.), organic growth reached +6.4% in H1. H1 2019 organic growth was supported by North America as well as Europe (o/w driven by the UK Defence contract wins).§...

Michael Field

Morningstar | Narrow-Moat Compass Points the Way in 1H

Catering giant Compass Group romped through the first half of 2019 with organic revenue growth of 6.6%, while operating margins were held steady at all-time-highs of 7.5%. ­­While the revenue number at least was ahead of our expectations for the full year, management’s updated guidance is in line with our forecasts, indicating a slight moderation in the second half. We maintain our narrow moat rating for the company and our GBX 1670 fair value estimate for the stock. We believe the shares are currently fairly valued. Geographically, North America, which generates more than 60% of group revenu...

1 director bought

A director at Compass Group bought 6,025 shares at 1,654p and the significance rating of the trade was 62/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2019

...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2019

...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2019

...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2019

...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/08/2019

In the face of macroeconomic turbulence, office and retail real estate investment companies are “safe haven” stocks due to the durability of their dividends and their capacity to create value via their project pipelines. We particularly appreciate stocks which have adapted/clarified their strategies to fit new trends in the market. As such, we confirm our Buy recommendations on Gecina, Klépierre and Carmila and have upgraded Icade and Unibail-Rodamco-Westfield to Buy. Cf. report publi...

An unfavourable environment weighs on COMPASS GROUP PLC., which sees a downgrade to Neutral

The independent financial analyst theScreener just requalified the general evaluation of COMPASS GROUP PLC. (GB), active in the Restaurants & Bars industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as defensive. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Neutral. As of the analysis date May 14, 2019, the closing price was GBp 1,728.50 and its target price was estimated at GBp 1,577.10.

Ng Adrian

Compass Group

Ng Adrian

Compass Group

Ng Adrian

Compass Group

Ng Adrian

Compass Group

MarketLine Department

Unique Catering & Management Services Ltd - Strategy, SWOT and Corporate Finance Report

Unique Catering & Management Services Ltd - Strategy, SWOT and Corporate Finance Report Summary Unique Catering & Management Services Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Unique Catering & Management Services Ltd (Unique Catering) is a contract catering and related management services provider. The company’s product portfolio includes food and be...

MarketLine Department

Sodexo SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Sodexo SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Sodexo SA since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights Thi...

ICD Research Department

Bartlett Mitchell Limited: Leisure and Arts - Company Profile & SWOT Analysis

Synopsis ICD Research's "Bartlett Mitchell Limited: Leisure and Arts - Company Profile & SWOT Analysis" contains in depth information and data about the company and its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, mergers & acquisitions, recent developments, key employees as well as company locations and subsidiaries. Summary This report is a crucial resource for industry executives and anyone looking to access key information about "Bartlett Mitchell Limited" The report utilizes a wide ra...

ICD Research Department

CH&Co Group: Leisure and Arts - Company Profile & SWOT Analysis

Synopsis ICD Research's "CH&Co Group: Leisure and Arts - Company Profile & SWOT Analysis" contains in depth information and data about the company and its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, mergers & acquisitions, recent developments, key employees as well as company locations and subsidiaries. Summary This report is a crucial resource for industry executives and anyone looking to access key information about "CH&Co Group" The report utilizes a wide range of primary and secondary...

Compass Group PLC – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Compass - February 07th, 2019

Item 2: Approve the Remuneration Report The structure includes potentially excessive incentive pay.  Though this is partially mitigated by the salary, there are also questions over whether targets for incentive plans are set at challenging levels. Item 6: Re-elect the CEO The CEO serves as a member of the Nomination Committee, which does not meet best practice.

Jérôme VINERIER

Short term view - COMPASS GROUP : The trend is bearish.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 1,467.80 p. The bearish trend would be challenged above 1,723.70 p.

Jérôme VINERIER

Analyse court terme - COMPASS GROUP : La tendance est baissière.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 1 467,80 p. La tendance baissière serait remise en cause au-dessus de 1 723,70 p.

Jérôme VINERIER

Short term view - COMPASS GROUP : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 1,467.80 p. The bearish trend would be challenged above 1,723.70 p.

Jérôme VINERIER

Analyse court terme - COMPASS GROUP : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 1 467,80 p. La tendance baissière serait remise en cause au-dessus de 1 723,70 p.

Jérôme VINERIER

Medium term view - COMPASS GROUP : The trend is uncertain.

The trend is uncertain. Prices are falling and they may accelerate to the downside. A new bearish trend is attempting to emerge.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch