All companies
Compass Group logo

What smart money is saying about Compass GroupUnited Kingdom flag

CPG.L · Consumer Cyclical · Restaurants · Market cap $48.44B

3 funds in our archive have pitched Compass Group — most recently Oakmark Global Fund in March 2026.

Company profile

Compass Group PLC operates as a food and support services company in North America, Europe, and internationally. The company offers support services, such as cleaning in hospitals; reception services at corporate headquarters; managing remote camps; grounds and facilities services at schools and universities; and others. It serves business and industry; healthcare and senior living market; education; sports and leisure; and defense, offshore, and remote sectors. Compass Group PLC was founded in 1941 and is based in Chertsey, the United Kingdom.

Fund coverage · 3 theses

  • Oakmark Global Fund
    March 2026

    Compass Group is a scale leader in contract foodservice with resilient recurring revenues and an attractive entry point after multiple compression.

    Read the full thesis
  • Sands Capital Global Leaders
    June 2025

    Compass Group is a leading contract catering provider poised for continued growth in a $300 billion industry by outsourcing food service operations, delivering tailored solutions, and maintaining pricing advantages.

    Read the full thesis
  • Aoris
    December 2024

    Compass Group is the world's largest contract catering firm, benefiting from a growing trend of outsourcing catering services and gaining market share, particularly in the US and Western Europe.

    Read the full thesis

Read every full thesis on Compass Group

Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans