A Look at Aramark’s (ARMK) Valuation After New Guidance, Segment Sale, and Dividend Boost

Simply Wall St.11-29

$Aramark(ARMK-W)$ revealed several updates that caught investors' attention this week. These include its latest annual 10-K filing, new fiscal 2026 revenue guidance, and a 14% boost to its quarterly ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2587575447?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4214000-choice2-main-header/1585186565403","is_english":true,"pubTime":"2025-11-29 12:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2587575447","market":"sg","top_or_hot":-1,"title":"A Look at Aramark’s (ARMK) Valuation After New Guidance, Segment Sale, and Dividend Boost","media":"Simply Wall St.","content":"<div>\n<p>$Aramark(ARMK-W)$ revealed several updates that caught investors' attention this week. These include its latest annual 10-K filing, new fiscal 2026 revenue guidance, and a 14% boost to its quarterly ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nyse-armk/aramark/news/a-look-at-aramarks-armk-valuation-after-new-guidance-segment\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look at Aramark’s (ARMK) Valuation After New Guidance, Segment Sale, and Dividend Boost</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look at Aramark’s (ARMK) Valuation After New Guidance, Segment Sale, and Dividend Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-29 12:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-services/nyse-armk/aramark/news/a-look-at-aramarks-armk-valuation-after-new-guidance-segment><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>$Aramark(ARMK-W)$ revealed several updates that caught investors' attention this week. These include its latest annual 10-K filing, new fiscal 2026 revenue guidance, and a 14% boost to its quarterly ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nyse-armk/aramark/news/a-look-at-aramarks-armk-valuation-after-new-guidance-segment\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0034235188.USD","symbol_name":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-services/nyse-armk/aramark/news/a-look-at-aramarks-armk-valuation-after-new-guidance-segment","article_id":"2587575447","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4214000-choice2-main-header/1585186565403"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-services/nyse-armk/aramark/news/a-look-at-aramarks-armk-valuation-after-new-guidance-segment","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2587575447","pubTimestamp":1764389961,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Aramark revealed several updates that caught investors' attention this week. These include its latest annual 10-K filing, new fiscal 2026 revenue guidance, and a 14% boost to its quarterly dividend payout.\nSee our latest analysis for Aramark.\nAramark’s recent moves, including a major segment divestiture and the launch of advanced hospitality solutions, landed just as its stock has struggled to maintain upward momentum. While the past twelve months show a total shareholder return of -7.7%, its...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","ARMK":"Aramark","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","BK4209":"餐馆","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1989763005.USD":"东方汇理教育基金A2 Acc","BK4561":"索罗斯持仓","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV"},"translate_title":"新指引、部门出售和股息增加后爱玛客(ARMK)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARMK":0.9},"content_text":"$Aramark(ARMK-W)$ revealed several updates that caught investors' attention this week. These include its latest annual 10-K filing, new fiscal 2026 revenue guidance, and a 14% boost to its quarterly dividend payout. See our latest analysis for Aramark. Aramark’s recent moves, including a major segment divestiture and the launch of advanced hospitality solutions, landed just as its stock has struggled to maintain upward momentum. While the past twelve months show a total shareholder return of -7.7%, its three- and five-year total returns of 26% and 42% hint at longer-term strength and resilience amid changing market dynamics and new growth strategies. If these developments have you curious about other industry standouts, it’s a great time to broaden your search and discover fast growing stocks with high insider ownership With Aramark trading at a noticeable discount to analyst price targets and delivering double-digit dividend growth, investors may be considering whether this is a compelling entry point for value-focused portfolios or if the market is already factoring in its next stage of expansion. AdvertisementMost Popular Narrative: 16.3% Undervalued With Aramark’s last close at $37.17 and the most popular narrative estimating fair value at $44.43, expectations for a potential re-rating stand out against the subdued share performance. Here is a catalyst from the consensus view fueling that optimism:  Accelerating wins of large, multi-year contracts, particularly in Sports & Entertainment, Education, and Healthcare, as organizations turn to outsourcing non-core services, point to sustained, above-trend future revenue growth and long-term contract expansion. Expansion in international markets, with double-digit organic growth in regions like the U.K., Chile, and Spain, and strategic wins in healthcare and entertainment sectors, demonstrates a deliberate move to diversify and lower cyclicality, which should bolster overall revenue and earnings stability.  Read the complete narrative. Want to know what makes Aramark’s valuation tick? The narrative combines ambitious contract expansion with a bold growth forecast and margin rebound. Uncover the factors driving the analysts’ fair value, and see what is fueling their conviction and raising eyebrows on Wall Street. Result: Fair Value of $44.43 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, persistent labor cost pressures or delays in ramping up new contracts could quickly dampen the upside in Aramark’s growth story. Find out about the key risks to this Aramark narrative. Another View: What Do the Numbers Really Say? While the consensus narrative labels Aramark as attractive, our SWS DCF model takes a more cautious stance. It pegs fair value at $31.56, below today’s price. This suggests Aramark could be trading above its underlying worth. Does DCF highlight hidden risks, or is the market seeing something more? Look into how the SWS DCF model arrives at its fair value. ARMK Discounted Cash Flow as at Nov 2025 Build Your Own Aramark Narrative If you want to go beyond consensus or dig into the details yourself, you can easily put together your own take. Doing so takes less than three minutes. Do it your way A great starting point for your Aramark research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for More Investment Ideas? Step ahead of the crowd and position yourself for tomorrow's opportunities by targeting unique growth areas, income streams, and disruptive trends that others might miss.  Capitalize on potential market upswings by reviewing these 920 undervalued stocks based on cash flows, filled with companies trading below their intrinsic values and primed for re-rating. Boost your portfolio’s yield by locking in passive income through these 15 dividend stocks with yields > 3%, featuring stocks with reliable payouts and attractive returns above 3%. Ride the next wave of innovation by tapping into the future with these 25 AI penny stocks and see which companies are set to redefine industries through artificial intelligence.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2587575447","isCrawlerRequest":true}