Aramark vs Thomson-Reuters Corp

Aramark (ARMK) is overvalued and Thomson-Reuters Corp (TRI) is overvalued.

Both trade above our estimate of their intrinsic value. TRI is the closer of the two: -56%, against -73% for ARMK.

Values as of the 22 Sept 2026 close.

Aramark (ARMK)

Discounting its cash flows at 8.8% (average of 2 methods) values the shares at $32.78; the price of $56.59 is 73% above that value, and 77% of that value comes from beyond year five.

Leak Score 14/100 on 3 of 12 signals

Thomson-Reuters Corp (TRI)

Discounting its cash flows at 8.9% (average of 3 methods) values the shares at $61.26; the price of $95.66 is 56% above that value, and 76% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricARMKTRI
VerdictOvervaluedOvervalued
Price$56.59$95.66
Intrinsic value$32.78$61.26
Margin of safety-73%-56%
Leak Score14/100 (3/12)59/100 (3/12)
Market cap$14.9B$41.4B
Revenue growth, 5 years7.6%4.5%
Operating margin4.4%26.9%
Net margin1.9%21.2%
Return on equity11.8%14.2%
Debt to equity1.910.29
P/E39.5x25.6x
Forward P/E20.1x18.9x
P/B4.4x3.8x
Dividend yield0.9%2.7%

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