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Vulcan Value Partners - Small Cap's investment thesis on Sodexo S.A. ($SW.PA) — Q1 2025 | Buyside Digest

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$SW.PANASDAQSodexo S.A.

BULL

Vulcan Value Partners - Small Cap—SW.PA

Fund Letter

Q1 2025

Published March 31, 2025

View Fund Profile

$56.95USD

-1.9% vs last month

$54.20Pitched

+5.1% since pitch

Market Cap$8.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Sodexo is the third-largest on-site food and facilities manager globally, benefiting from a large underpenetrated insourced market. The company has...

— C.T. Fitzpatrick

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What other investors think about $SW.PA, and what else Vulcan Value Partners - Small Cap is buying.

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Brandes Core Plus Fixed Income FundBULL

Pitched Mar 31, 2026

During the quarter, we initiated a position in France-based Sodexo, a global leader in food services and facilities management.

View all $SW.PA pitches →