Compass: Look Past Tariffs, Focus On Capital Allocation Upside
2025-04-10 10:29:19 ET
Summary
- I retain a Buy rating for Compass Group after assessing the implications of a new global trade environment and the potential for value-accretive cash management initiatives.
- My view is that CMPGF's US operations should be largely unaffected by new US tariffs, taking into account its peer's disclosures and the company's performance during prior crises.
- CMPGY has opportunities to create value for its shareholders by resuming buybacks and making wise acquisitions in Europe.
My view of UK-headquartered Compass Group PLC ( CMPGY ) ( CMPGF ) (CPG.L) is still positive, supporting a Buy rating....
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Compass: Look Past Tariffs, Focus On Capital Allocation UpsideNASDAQ: CMPGY
CMPGY Trading
-1.55% G/L:
$30.225 Last:
360,211 Volume:
$30.33 Open:



