CTAS

Cintas Corporation

IndustrialsSpecialty Business ServicesNASDAQ

$171.26

-$1.09 (-0.64%)today

Conviction

6/ 10

Fair Value$212.41

Upside+24.03%

Signal14.42

Market Cap$68.0B

52W Range$165.60–$229.24

Next EarningsMar 25

Conviction History

Conviction Changes

No conviction changes recorded

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$75.76

Current Price$165.71

Upside / Down-54.3%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

26.5%/yr

±5.2% · revenue growth to justify current price

FCF-Based Reverse DCF

24.2%/yr

±3.4% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Bull Case

Cintas uniform services; pricing power; route density moat; ancillary services growing.

Bear Case

Labor cost inflation; penetration limits in core uniform rental.

Updated Apr 7

Research Feed

analysisMar 25

Conviction: unchanged

CTAS Q3 FY2026 Earnings Beat + Business Analysis

CTAS Q3 FY2026: Revenue $2.84B (+8.9%), EPS $1.24 (beat). Gross margin all-time high 51.0%. Guidance raised. 8.2% organic growth = bullish labor market signal.

sec_10qMar 1

Conviction: unchanged

CTAS Q2 FY26: Margin Expansion & Organic Growth Holding

CTAS Q2: 9.3% revenue growth, 8.6% organic. Margin expansion led by uniform rental COGS efficiency. Aggressive capital return: M buybacks, M dividends. Valuation fair but not cheap at 43x P/E. Thesis ...