Cintas (CTAS)

• Market cap: $83.1B
• 1 day: 0.51%
• 5 days: 1.24%
• 1 month: 5.43%
• 3 months: 3.76%
• 6 months: -3.77%
• Year to date: 13.00%
• 1 year: 23.11%
• 5 years: 303.13%
• 10 years: 911.11%
• Sector: Industrials
• Industry: Specialty Business Services

About: Cintas has roots tracing back to 1929, during which the Farmer family cleaned and re-sold dirty rags to manufacturing plants in Ohio. The firm has grown its business organically and through acquisitions, and today Cintas acts as a one-stop outsourcing partner for businesses. Cintas will design, manufacture, collect, and clean every employee uniform for a small weekly sum, taking on the upfront capital expense itself. In the same stop, Cintas can also replace soiled or depleted mats, mops, trash liners, towels, first aid, fire, and cleaning products. Businesses value an outsourcing partner like Cintas as it simplifies operations and leaves noncore tasks with high regulatory standards in the hands of professionals.

Employees: 46,500

Fund manager confidence

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

50% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 111

2% more funds holding

Funds holding: 1,331 [Q3] → 1,364 (+33) [Q4]

1.81% more ownership

Funds ownership: 61.23% [Q3] → 63.04% (+1.81%) [Q4]

8% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 483

9% less capital invested

Capital invested by funds: $50.8B [Q3] → $46.5B (-$4.32B) [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 17% upside

8 analyst ratings

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

Morgan Stanley Toni Kaplan 32% 1-year accuracy 9 / 28 met price target	4% upside $213	Equal-Weight Maintained	27 Mar 2025
Goldman Sachs George Tong 45% 1-year accuracy 9 / 20 met price target	13% upside $233	Buy Maintained	27 Mar 2025
UBS Joshua Chan 29% 1-year accuracy 5 / 17 met price target	17% upside $240	Buy Maintained	27 Mar 2025
RBC Capital Ashish Sabadra 49% 1-year accuracy 26 / 53 met price target	4% upside $215	Sector Perform Reiterated	27 Mar 2025
Truist Securities Jasper Bibb 50% 1-year accuracy 6 / 12 met price target	12% upside $230	Buy Maintained	27 Mar 2025