Aramark Holdings (ARMK)vsThomson Reuters Corporation Common Shares (TRI)
ARMK
Aramark Holdings
$53.37
-0.13%
INDUSTRIALS · Cap: $14.27B
TRI
Thomson Reuters Corporation Common Shares
$86.04
+0.35%
INDUSTRIALS · Cap: $35.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Aramark Holdings generates 153% more annual revenue ($19.41B vs $7.66B). TRI leads profitability with a 19.9% profit margin vs 1.8%. ARMK appears more attractively valued with a PEG of 0.94. ARMK earns a higher WallStSmart Score of 66/100 (B-).
ARMK
Strong Buy66
out of 100
Grade: B-
TRI
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.7%
Fair Value
$31.42
Current Price
$53.37
$21.95 premium
Margin of Safety
-53.2%
Fair Value
$58.22
Current Price
$86.04
$27.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 65.2% YoY
Growing faster than its price suggests
Strong operational efficiency at 30.3%
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
1.8% margin — thin
Operating margin of 4.6%
Elevated debt levels
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ARMK
The strongest argument for ARMK centers on EPS Growth, PEG Ratio. Revenue growth of 14.7% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : TRI
The strongest argument for TRI centers on Operating Margin, Debt/Equity. Profitability is solid with margins at 19.9% and operating margin at 30.3%. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bear Case : ARMK
The primary concerns for ARMK are Altman Z-Score, Profit Margin, Operating Margin. A P/E of 40.5x leaves little room for execution misses. Debt-to-equity of 1.96 is elevated, increasing financial risk.
Bear Case : TRI
No major red flags identified for TRI, but monitor valuation.
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 1.19 — expect wider price swings.
ARMK is growing revenue faster at 14.7% — sustainability is the question.
TRI generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
ARMK scores higher overall (66/100 vs 59/100) and 14.7% revenue growth. Both earn "Strong 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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