ARMK

Aramark

Consumer, Event Driven/Special Sit


Presented:12/06/2017
Price:$42.47
Cap:$10.70B
Current Price:$39.01
Cap:$10.28B

Presented

Date12/06/2017
Price$42.47
Market Cap$10.70B
Ent Value$15.27B
P/E Ratio28.5x
Book Value$10.01
Div Yield0.99%
Shares O/S252.02M
Ave Daily Vol1,210,975
Short Int1.97%

Current

Price$39.01
Market Cap$10.28B
Aramark engages in the provision of food, facilities, and uniform services to education, healthcare, business, sports, leisure, and corrections clients. It operates through the following segments: Food and Support Services North America (FSS North America); Food and Support Services International (FSS International); and Uniform. The FSS North America segment provides food and facilities services to colleges, universities, schools, hospitals, nursing homes, offices, concert venues, and correctional facilities in North America. The FSS International segment offers dining, catering, and facilities management services to schools, hospitals, nursing homes, office parks and buildings, arenas, stadiums, and correctional centers in the United Kingdom, Germany, Chile, China, and Ireland. The Uniform segment designs, manufactures, and delivers uniforms and work clothes. The company was founded in 1959 and is headquartered in Philadelphia, PA.

Publicly traded companies mentioned herein: Aramark (ARMK)

Highlights

The presenter is long shares of Aramark (ARMK), seeing upside driven by a combination of operational improvements, accretive recent acquisitions in favorable industries, and tax reform. By the presenter’s model, ARMK shares could appreciate to $60 over the next 12 – 18 months, with additional upside towards $70 in 2020.

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Idea Discussion

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