Sodexo SA (SW.PA)
Company Info
| ISIN | FR0000121220 |
|---|---|
| Sector | Industrials |
| Industry | Specialty Business Services |
Highlights
| Market Cap | €11.89B |
|---|---|
| EPS (TTM) | €4.98 |
| PE Ratio | 16.35 |
| PEG Ratio | 1.09 |
| Total Revenue (TTM) | €23.80B |
| Gross Profit (TTM) | €2.85B |
| EBITDA (TTM) | €1.50B |
| Year Range | €64.00 - €84.10 |
| Target Price | €92.00 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Sodexo SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Sodexo SA had a return of 21.20% year-to-date (YTD) and 24.12% in the last 12 months. Over the past 10 years, Sodexo SA had an annualized return of 6.78%, while the S&P 500 had an annualized return of 11.39%, indicating that Sodexo SA did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 21.20% | 25.48% |
| 1 month | 7.93% | 2.14% |
| 6 months | 6.86% | 12.76% |
| 1 year | 24.12% | 33.14% |
| 5 years (annualized) | 4.93% | 13.96% |
| 10 years (annualized) | 6.78% | 11.39% |
Monthly Returns
The table below presents the monthly returns of SW.PA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.00% | -3.15% | 7.84% | 2.86% | 4.83% | -1.98% | 4.23% | -1.08% | -8.51% | 8.35% | 21.20% | ||
| 2023 | 1.72% | -3.60% | 2.64% | 7.93% | 3.96% | -0.20% | -7.45% | 6.09% | -1.51% | 2.42% | -1.48% | 4.54% | 14.97% |
| 2022 | 6.46% | -8.46% | -1.73% | -2.28% | -3.72% | -3.43% | 18.16% | -3.53% | 0.94% | 16.30% | 2.18% | 0.17% | 19.20% |
| 2021 | 6.13% | 7.84% | 3.23% | 1.61% | -4.69% | -0.63% | -8.64% | -2.61% | 8.23% | 10.85% | -11.86% | 6.95% | 14.39% |
| 2020 | -7.72% | -8.31% | -28.94% | 17.62% | -16.50% | -0.56% | -3.19% | 2.88% | 1.77% | -9.70% | 25.88% | -0.20% | -32.48% |
| 2019 | 4.74% | 6.13% | 1.64% | 4.17% | 0.73% | -0.19% | 0.83% | -0.53% | -0.10% | -4.27% | 7.30% | -0.14% | 21.60% |
| 2018 | -7.76% | 0.50% | -18.99% | 0.24% | 1.12% | 3.13% | 10.58% | -5.24% | 1.81% | -1.34% | 1.46% | -2.12% | -17.94% |
| 2017 | -6.27% | 3.58% | 6.47% | 5.85% | 4.07% | -6.79% | -11.81% | -1.80% | 7.62% | 3.55% | 0.46% | 2.10% | 5.05% |
| 2016 | 0.02% | 6.51% | 1.14% | -6.91% | 7.19% | 2.36% | 8.26% | -0.86% | 2.07% | -0.19% | -2.46% | 5.81% | 24.20% |
| 2015 | 10.65% | 2.19% | 0.81% | -0.52% | 3.97% | -9.30% | -0.38% | -7.58% | -5.65% | 9.42% | 15.55% | -3.66% | 13.18% |
| 2014 | 1.43% | 5.76% | -1.51% | 2.06% | 1.47% | -0.37% | -5.14% | 0.62% | 3.35% | -0.79% | 5.53% | 0.18% | 12.78% |
| 2013 | 5.47% | 8.17% | 2.48% | -12.78% | 3.55% | -2.53% | 7.28% | -2.75% | 3.30% | 3.65% | 3.43% | -0.41% | 18.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SW.PA is 74, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sodexo SA (SW.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Sodexo SA provided a 10.40% dividend yield over the last twelve months, with an annual payout of €8.50 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €8.50 | €2.26 | €1.75 | €1.46 | €2.11 | €2.00 | €2.00 | €1.75 | €1.60 | €1.31 | €1.18 | €1.16 |
Dividend yield | 10.40% | 3.11% | 2.68% | 2.60% | 4.19% | 2.60% | 3.07% | 2.14% | 2.01% | 2.00% | 1.99% | 2.16% |
Monthly Dividends
The table displays the monthly dividend distributions for Sodexo SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €6.24 | €0.00 | €0.00 | €0.00 | €6.24 | |
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.26 | €2.26 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.75 | €1.75 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.46 | €1.46 |
| 2020 | €2.11 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.11 |
| 2019 | €2.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.00 |
| 2018 | €0.00 | €2.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.00 |
| 2017 | €0.00 | €1.75 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.75 |
| 2016 | €0.00 | €1.60 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.60 |
| 2015 | €1.31 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.31 |
| 2014 | €1.18 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.18 |
| 2013 | €1.16 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.16 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Sodexo SA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sodexo SA was 68.95%, occurring on Oct 8, 2002. Recovery took 1097 trading sessions.
The current Sodexo SA drawdown is 1.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.95% | Jul 30, 2001 | 304 | Oct 8, 2002 | 1097 | Jan 18, 2007 | 1401 |
| -55.38% | Jun 5, 2017 | 714 | Mar 19, 2020 | 978 | Jan 10, 2024 | 1692 |
| -43.55% | Apr 30, 2007 | 377 | Oct 16, 2008 | 644 | Apr 20, 2011 | 1021 |
| -33.77% | Jun 23, 1998 | 437 | Mar 13, 2000 | 167 | Nov 8, 2000 | 604 |
| -32.91% | Jan 24, 1994 | 279 | Mar 7, 1995 | 76 | Jun 29, 1995 | 355 |
Volatility
Volatility Chart
The current Sodexo SA volatility is 8.20%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Sodexo SA compared to its peers in the Specialty Business Services industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SW.PA in comparison to other companies of the Specialty Business Services industry. Currently, SW.PA has a PE value of 16.3. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SW.PA in comparison to other companies of the Specialty Business Services industry. Currently, SW.PA has a PEG value of 1.1. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sodexo SA.
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Income Statement
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