LONDON, July 3, 2026, 19:20 BST
- Compass slipped 1.36% after the London close, even as the FTSE 100 (INDEXFTSE:UKX) ended 0.2% higher at 10,679.03.
- Some public quote screens still show confusing long-term fields after April’s switch from pence to dollars, even as the live price sits in the low $30s.
- Compass’s June consensus has FY2026 revenue at $50.7 billion and underlying operating profit at $3.743 billion. With a market cap near $56.4 billion, that works out to about 1.1x sales and 15x operating profit.
London markets traded Friday. The London Stock Exchange ran its usual hours from 8:00 a.m. to 4:30 p.m. BST. Reuters reported a gain for the FTSE 100 at the close.
Compass Group PLC (LON:CPG) ended the session quoted at $32.86 for sellers and $32.89 for buyers at Hargreaves Lansdown, down 1.36%. The FTSE 100 (INDEXFTSE:UKX) added 0.2%, so Compass lagged the index by roughly 1.6 percentage points on the day.
The quote-history issue got less attention. Compass switched the currency for its ordinary shares on the LSE from British pence to U.S. dollars on April 1. According to Compass, the LSE restated past prices at a fixed 1 GBp to $0.0132080, while Bloomberg based its prices on daily exchange rates.
| Screen or source | Current dollar read | Long-term field shown |
|---|---|---|
| Compass method note | LSE history restated using a fixed FX of 1 GBp:$0.0132080 | Other data could change based on FX approach |
| Google Finance | Open at $33.28, market cap at $56.39 bln | 52-week high at $2,748 and low at $26 |
| Barron’s | Day range $32.65 to $33.34, market value $56.38 bln | Past year range $32.65 to $3,710.49; YTD change -98.97% |
This affects any screen sorting by 52-week drawdown or year-to-date loss. When the live price shows low $30s right next to four-figure dollar highs, it can push the stock into the wrong category, even if the underlying business numbers aren’t moving much.
Compass’s consensus file and current market value on public quote pages give a clearer read.
| Investor math | Figure | Implied read |
|---|---|---|
| Market value | $56.39 bln | Google Finance quote |
| FY2026 revenue consensus | $50.7 bln | Market value divided by revenue comes out to about 1.1x |
| FY2026 underlying operating profit consensus | $3.743 bln | Market value to profit roughly 15.1x |
| FY2026 organic revenue growth consensus | 7.2% | Same growth rate Compass showed in H1 |
Compass posted first-half revenue of $25.0 billion, with underlying operating profit coming in at $1.839 billion. The underlying margin rose 20 basis points to 7.4%. The company now sees 2026 underlying operating profit growth above 11% in constant currency.
Chief Executive Dominic Blakemore said in May that Compass had a “strong first-half performance.” Recent wins climbed 14% to $4.1 billion, with Business & Industry leading the pipeline, he said. Compass Group Corporate Website
AI risk is still hanging over the shares, with the stock-market focus not fading since earlier this year. Reuters said in February that around 20% of Compass revenue is tied to technology, professional and financial services customers. Blakemore put entry-level jobs at just 10%-15% of Compass’s 13% white-collar office exposure.
Compass sees pricing as a key edge, with Blakemore telling analysts in May the company has a “significant competitive advantage” here. Reuters said roughly two-thirds of Compass contracts now have dynamic pricing, and other deals have built-in food and labor cost adjustments. Compass raised prices nearly 3% and sees more moderate hikes ahead if inflation holds steady. Reuters
Compass plans to release its third-quarter trading update on July 21. The company also scheduled July 6 for currency elections, July 9 for DRIP elections, and July 14 for announcing the sterling dividend rate.
