Aramark Holdings (ARMK)vsUL Solutions Inc. (ULS)
ARMK
Aramark Holdings
$53.37
-0.48%
INDUSTRIALS · Cap: $14.27B
ULS
UL Solutions Inc.
$96.81
-2.41%
INDUSTRIALS · Cap: $19.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Aramark Holdings generates 525% more annual revenue ($19.41B vs $3.11B). ULS leads profitability with a 11.3% 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-
ULS
Buy62
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
Intrinsic value data unavailable for ULS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 65.2% YoY
Growing faster than its price suggests
Every $100 of equity generates 26 in profit
Earnings expanding 36.4% YoY
Areas to Watch
Grey zone — moderate risk
1.8% margin — thin
Operating margin of 4.6%
Elevated debt levels
Expensive relative to growth rate
Trading at 14.8x book value
Premium valuation, high expectations priced in
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 : ULS
The strongest argument for ULS centers on Return on Equity, EPS 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 : ULS
The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.3x leaves little room for execution misses.
Key Dynamics to Monitor
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.
ARMK generates stronger free cash flow (278M), providing more financial flexibility.
Monitor SPECIALTY BUSINESS SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARMK scores higher overall (66/100 vs 62/100) 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 →UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
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