Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
UNF
BUYREMOVEUniFirst Corporation · Industrials · United States · $4.8B · Avg Vol: $65M/d
UniFirst is a high-quality, stable uniform rental business, but it lacks any structural macro tailwinds or asymmetric growth drivers to justify a position in a concentrated 10-15 stock book.
COMPANY DESCRIPTION
UniFirst provides workplace uniforms, protective workwear, facility service products, and cleanroom apparel to businesses across various industries, offering rental, lease, and purchase programs. The company operates in a fragmented market but benefits from its comprehensive service model, strong customer retention, and extensive network of service centers, supported by a vertically integrated supply chain. UniFirst is a key player in the industrial laundry and uniform rental sector, providing essential services that enhance safety, hygiene, and brand identity.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.0B | 2.2B | 2.4B | 2.4B | 6.7% |
| EPS | 5.71 | 5.77 | 8.11 | 8.33 | 13.4% |
| Shares | 19M | 19M | 19M | 18M | -2.3% |
| Debt | 52M | 65M | 69M | 72M | 11.9% |
| Equity | 1.9B | 2.0B | 2.1B | 2.2B | 4.2% |
| Op CF | 123M | 216M | 295M | 297M | 34.3% |
| Inv CF | -187M | -488M | -162M | -155M | — |
| Fin CF | -69M | -26M | -50M | -101M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of UNF are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| UNF | UniFirst Corporation(you) | $4.8B | 74 | BUY |
| DLB | Dolby Laboratories, Inc. | $5.2B | 76 | BUY |
| MMS | Maximus, Inc. | $3.3B | 77 | BUY |
| AZZ | AZZ Inc. | $4.2B | 87 | STRONG BUY |
| FA | First Advantage Corporation | $2.7B | 62 | HOLD |
| ARMK | Aramark | $14.0B | 76 | BUY |
| ABM | ABM Industries Incorporated | $2.3B | 83 | STRONG BUY |
| AMTM | Amentum Holdings, Inc. | $5.8B | 51 | HOLD |
| ULS | UL Solutions Inc. | $20.1B | 79 | BUY |
| RBA.TO | RB Global, Inc. | $19.7B | 58 | HOLD |
Peer medians: ROE 11.5% · P/E 30.1x · Gross margin 28.6%