Cintas (CTAS)

• Market cap: $83.1B
• 1 day: 0.75%
• 5 days: 7.35%
• 1 month: 1.42%
• 3 months: 12.48%
• 6 months: 1.93%
• Year to date: 13.27%
• 1 year: 20.33%
• 5 years: 354.40%
• 10 years: 901.21%
• Sector: Consumer Staples
• Industry: Men’s & Boys Furnishings, Work Clothing & Allied Garments

About: Cintas is positioned as a one-stop shop that rents/sells uniforms and ancillary products and services, such as mops, first aid kits, and fire inspections. In its core uniform and facility services unit (a majority of sales), Cintas provides uniform rental programs for items including office attire, custom-tailored apparel, flame-resistant clothing, lab coats, and other profession-specific clothing. Facilities products include the rental and sale of entrance mats, mops, shop towels, hand sanitizers, and restroom supplies. Cintas' remaining businesses include first aid and safety services, fire protection services, and uniform direct sales.

Employees: 46,500

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

48% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 111

2% more funds holding

Funds holding: 1,331 [Q3] → 1,360 (+29) [Q4]

1.13% more ownership

Funds ownership: 61.9% [Q3] → 63.04% (+1.13%) [Q4]

9% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 482

9% less capital invested

Capital invested by funds: $51.3B [Q3] → $46.5B (-$4.84B) [Q4]

19% less call options, than puts

Call options by funds: $260M | Put options by funds: $319M

19% less funds holding in top 10

Funds holding in top 10: 32 [Q3] → 26 (-6) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $161 22% downside
• Avg. target: $214 4% upside
• High target: $240 16% upside

8 analyst ratings

• positive: 3 38%
• neutral: 3 38%
• negative: 2 25%

Morgan Stanley Toni Kaplan 29% 1-year accuracy 8 / 28 met price target	3% upside $213	Equal-Weight Maintained	27 Mar 2025
Goldman Sachs George Tong 42% 1-year accuracy 10 / 24 met price target	13% upside $233	Buy Maintained	27 Mar 2025
UBS Joshua Chan 41% 1-year accuracy 7 / 17 met price target	16% upside $240	Buy Maintained	27 Mar 2025
RBC Capital Ashish Sabadra 75% 1-year accuracy 39 / 52 met price target	4% upside $215	Sector Perform Reiterated	27 Mar 2025
Truist Securities Jasper Bibb 36% 1-year accuracy 5 / 14 met price target	12% upside $230	Buy Maintained	27 Mar 2025