Aramark Holdings (ARMK)vsThomson Reuters Corporation Common Shares (TRI)
ARMK
Aramark Holdings
$55.56
+0.07%
INDUSTRIALS · Cap: $14.57B
TRI
Thomson Reuters Corporation Common Shares
$116.09
-0.27%
INDUSTRIALS · Cap: $53.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Aramark Holdings generates 153% more annual revenue ($19.85B vs $7.83B). TRI leads profitability with a 21.2% profit margin vs 1.9%. ARMK appears more attractively valued with a PEG of 0.87. TRI earns a higher WallStSmart Score of 65/100 (C+).
ARMK
Buy64
out of 100
Grade: C+
TRI
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.1%
Fair Value
$39.48
Current Price
$55.56
$16.08 premium
Margin of Safety
-46.0%
Fair Value
$61.08
Current Price
$116.09
$55.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 33.3% YoY
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 28.3%
Earnings expanding 47.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
1.9% margin — thin
Operating margin of 4.4%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ARMK
The strongest argument for ARMK centers on PEG Ratio, EPS Growth. PEG of 0.87 suggests the stock is reasonably priced for its growth.
Bull Case : TRI
The strongest argument for TRI centers on Market Cap, Profit Margin, Debt/Equity. Profitability is solid with margins at 21.2% and operating margin at 28.3%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bear Case : ARMK
The primary concerns for ARMK are P/E Ratio, Altman Z-Score, Profit Margin. Debt-to-equity of 1.91 is elevated, increasing financial risk. Thin 1.9% margins leave little buffer for downturns.
Bear Case : TRI
The primary concerns for TRI are P/E Ratio.
Key Dynamics to Monitor
ARMK profiles as a value stock while TRI is a mature play — different risk/reward profiles.
ARMK carries more volatility with a beta of 1.20 — expect wider price swings.
TRI is growing revenue faster at 9.5% — sustainability is the question.
TRI generates stronger free cash flow (722M), providing more financial flexibility.
Bottom Line
TRI scores higher overall (65/100 vs 64/100), backed by strong 21.2% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aramark Holdings
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Aramark provides uniform food, facilities, and services to education, health, business and industrial, sports, recreation, and correctional clients in the United States and internationally. The company is headquartered in Philadelphia, Pennsylvania.
Visit Website →Thomson Reuters Corporation Common Shares
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and Asia Pacific.
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