At recent prices we see shares in Aramark Holdings (ARMK) to be fairly priced. Investors should demand a margin of safety due to heightened risks associated to the Coronavirus shutdowns and a hefty debt load on their balance sheet.
We see the business as having enough liquidity to support their business, helped by their highly variable cost model. The company was also improving its business by successfully integrating its acquisitions before the pandemic hit every business, so if and when, things return to normal, Aramark should return back on track.
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Aramark