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

Increased risk weighs on COMPASS GROUP PLC., penalising its rating down to Neutral

The independent financial analyst theScreener just lowered 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 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as moderately risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Neutral. As of the analysis date February 7, 2020, the closing price was GBp 1,951.00 and its target price was estimated at GBp 1,742.04.

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Florent Laroche-Joubert
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Oussema Denguir
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/06/2020

...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Florent Laroche-Joubert
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Oussema Denguir
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/02/2020

...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Q1 20 trading update slightly above expectations, FY2020 outlook unchanged and facing weaker volumes in Europe as anticipated

>Q1 2020 trading update slightly higher than expected - Compass issued a Q1 2020 trading update with organic growth of 5.3%, slightly beating the consensus at +5.0% (ODDO BHF: 5.2%e), buoyed by North America, which is still very solid, whereas Europe is suffering as expected from lower volumes in the business & industry segment.By region, North America posted impressive organic growth of +7.5% (vs consensus +6.9%e, ODDO BHF 6.5%e), buoyed by the business & indust...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Q1 20 trading update slightly above expectations, FY2020 outlook unchanged and facing weaker volumes in Europe as anticipated

>Q1 2020 trading update slightly higher than expected - Compass issued a Q1 2020 trading update with organic growth of 5.3%, slightly beating the consensus at +5.0% (ODDO BHF: 5.2%e), buoyed by North America, which is still very solid, whereas Europe is suffering as expected from lower volumes in the business & industry segment.By region, North America posted impressive organic growth of +7.5% (vs consensus +6.9%e, ODDO BHF 6.5%e), buoyed by the business & indust...

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 : Q1 20 trading update slightly above expectations, FY2020 outlook unchanged and facing weaker volumes in Europe as anticipated

>Q1 2020 trading update slightly higher than expected - Compass issued a Q1 2020 trading update with organic growth of 5.3%, slightly beating the consensus at +5.0% (ODDO BHF: 5.2%e), buoyed by North America, which is still very solid, whereas Europe is suffering as expected from lower volumes in the business & industry segment.By region, North America posted impressive organic growth of +7.5% (vs consensus +6.9%e, ODDO BHF 6.5%e), buoyed by the business & indust...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Q1 20 trading update slightly above expectations, FY2020 outlook unchanged and facing weaker volumes in Europe as anticipated

>Q1 2020 trading update slightly higher than expected - Compass issued a Q1 2020 trading update with organic growth of 5.3%, slightly beating the consensus at +5.0% (ODDO BHF: 5.2%e), buoyed by North America, which is still very solid, whereas Europe is suffering as expected from lower volumes in the business & industry segment.By region, North America posted impressive organic growth of +7.5% (vs consensus +6.9%e, ODDO BHF 6.5%e), buoyed by the business & indust...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : FY 2019-20 less attractive with the group trading at a high valuation in the sector

>FY 2019-20 offers little upside... - Compass reported solid results for FY 2018-19, buoyed notably by organic growth, which remained very dynamic (+6.4%). Nevertheless, the outlook for 2020 looks less attractive, with organic growth expected to slow (ODDO BHF 4.9%e), given the demanding base of comparison, more challenging backdrop in Europe and the annualisation of certain contracts (Ministry of Defence in the UK notably). By region, North America is likely to ...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Une année 2020 moins attractive dans un contexte de valorisation élevée au sein du secteur

>Une année 2020 qui offre peu d’upside… - Compass a publié de solides résultats 2019, notamment soutenus par une croissance organique qui est restée très dynamique (+6.4%). Néanmoins, les perspectives sur 2020 paraissent moins attractives, avec un ralentissement attendu de la croissance organique (ODDO BHF 4.9%e), compte tenu de la base de comparaison élevée, d’un contexte plus difficile en Europe et de l’annualisation de certains contrats (Ministère de la Défens...

Ng Adrian

Compass Group PLC

1 director sold

A director at Compass Group sold 142,180 shares at 2,019p and the significance rating of the trade was 81/100. 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...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Florent Laroche-Joubert
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Oussema Denguir
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/06/2020

...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Florent Laroche-Joubert
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Oussema Denguir
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/02/2020

...

Alfred Glaser ...
  • Delphine Brault
  • Emira Sagaama
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/27/2019

...

Alfred Glaser ...
  • Delphine Brault
  • Emira Sagaama
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/11/2019

...

Florent Laroche-Joubert ...
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Manuel Martin, CEFA,CREA
  • Matthias Desmarais
  • Philippe Ourpatian

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/26/2019

...

Increased risk weighs on COMPASS GROUP PLC., penalising its rating down to Neutral

The independent financial analyst theScreener just lowered 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 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as moderately risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Neutral. As of the analysis date February 7, 2020, the closing price was GBp 1,951.00 and its target price was estimated at GBp 1,742.04.

Ng Adrian

Compass Group PLC

Ng Adrian

Compass Group PLC

Ng Adrian

Compass Group

Ng Adrian

Compass Group

MarketLine Department

Kylemore Services Group - Strategy, SWOT and Corporate Finance Report

Summary Kylemore Services Group - 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 Kylemore Service Group (KSG) offers catering services. It provides food service to contract catering, commercial restaurant, corporate hospitality and dining service providers. It also offers customized restaurant solutions to its clients. The company provides services to wide range ...

MarketLine Department

Massarella Catering Group Ltd. - Strategy, SWOT and Corporate Finance Report

Summary Massarella Catering Group 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 Massarella Catering Group Ltd. (Massarella Catering) is a provider of retail catering service. It offers services in food and beverages within shopping centers, department stores, garden centers, and retail and leisure outlets. The company operates restaurants and cafe under t...

MarketLine Department

The Brookwood Partnership Ltd - Strategy, SWOT and Corporate Finance Report

Summary The Brookwood Partnership 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 The Brookwood Partnership Ltd (Brookwood), a subsidiary of CH&Co Group, is a provider of contract catering services in the UK. The company offers catering services to several independently run schools. It provides breakfast, lunch and dinner services for pupils and staff on eve...

MarketLine Department

BaxterStorey Ltd - Strategy, SWOT and Corporate Finance Report

Summary BaxterStorey 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 BaxterStorey Ltd (BaxterStorey), a wholly-owned subsidiary of Westbury Street Holdings Limited, is a contract catering and hospitality services provider in the UK. The company provides catering services to a broad range of businesses and industries including international FTSE companies, fa...

MarketLine Department

CH&Co Group - Strategy, SWOT and Corporate Finance Report

Summary CH&Co Group - 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 CH&Co Group (CH&Co) is an independent contract catering company. It provides catering services to legal, corporate and commercial, media, schools, government establishments, insurance, accountancy, and banking firms. The company's catering services are offered under various brands including Ches...

Expert Corporate Governance Service (ECGS)

Compass Group - AGM 06 February 2020

Item 2: Advisory vote on the remuneration report. The positive features of the remuneration overwhelm our moderate concerns about its quantum and the insufficient challenge of some LTI targets. The remuneration is weighted more towards rewarding long-term performance, the payout is adequately aligned with performance, and the quantum may be explained by the Compass group's strong performance. Item 13: The re-election of Mrs Vittal previously recorded a high level of total dissent of 22% due to over-boarding concerns. This year, Mrs Vittal has reduced the number of directorships which now fall...

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.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Squarely in the neutral camp At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels, leaving us squarely in the neutral camp. • We need to see more from cyclical value. We believe the aforementioned major global indexes are likely to remain below resistance or have limited upside unless and until we see more definitive signs of bottoming within cyclical value areas of the market (e.g., Materials, Energy, banks, major autos & parts, etc.)... see page 2. • Indicators supportive of a neutral outlook. Sever...

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.

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