RBC maintains Cintas stock Sector Perform with $215 target

Published 12/03/2025, 16:30
RBC maintains Cintas stock Sector Perform with $215 target

Wednesday, RBC Capital analysts maintained their Sector Perform rating on Cintas (NASDAQ:CTAS) shares with a steady price target of $215.00. The firm’s analysis highlighted that Cintas experienced a moderation in revenue growth in the second quarter of 2025, mainly due to weaker catalog and direct sales. According to InvestingPro data, the company maintains an 8.12% revenue growth rate over the last twelve months, with impressive gross profit margins of 49.62%. Despite the slowdown, RBC Capital anticipates that these challenges will lessen, although they are closely observing potential declines in uniform rental revenues, which may be influenced by softening employment trends.

In the first half of 2025, Cintas reported incremental margins that surpassed their mid-term goal of 25-35%. However, RBC Capital suggests that the extent of this margin growth could become more moderate. The analysts are also keeping an eye on the potential effects of tariffs on the company’s performance in the near future. InvestingPro analysis indicates that Cintas is currently trading at high earnings and EBITDA multiples, with 13 additional ProTips available for subscribers.

Cintas has been able to achieve revenue growth and margin expansion that outpaces the industry standard. This success is attributed to the company’s effective execution, strategic focus on sectors less affected by economic downturns such as Healthcare, Education, and Government, and its ability to cross-sell and advance its digital transformation initiatives. InvestingPro data shows the company maintains a "GOOD" overall financial health score, has maintained dividend payments for 33 consecutive years, and operates with moderate debt levels. These factors contribute to the company’s resilience and potential for continued growth, as noted by RBC Capital’s commentary. Discover comprehensive analysis and more insights in the Pro Research Report, available exclusively to InvestingPro subscribers.

In other recent news, Cintas Corporation has made a notable offer to acquire UniFirst (NYSE:UNF) Corporation for $275 per share in cash, valuing UniFirst at approximately $5.3 billion. This proposal represents a 46% premium over UniFirst’s average closing price and follows previous attempts by Cintas to engage with UniFirst’s Board, which have been consistently rejected. Despite the significant premium, UniFirst’s board has unanimously declined the offer, citing it as not in the best interest of the company and its stakeholders. Truist Securities maintained a Buy rating on Cintas, although it adjusted its price target from $225 to $215 due to recent financial updates and mergers and acquisitions activity. Truist’s analysis indicates that the proposed acquisition would value UniFirst at 16 times its fiscal year 2025 EV/EBITDA ratio, while Cintas is currently trading at a higher multiple. Meanwhile, Baird lowered its price target for Cintas to $200 from $209, maintaining a Neutral rating, and noted that the stock’s recent 9% drop could present an entry point for long-term investors. The analyst at Baird highlighted Cintas’ strong margin performance and increased mergers and acquisitions activity as positive factors. Both firms emphasize Cintas’ potential for growth despite the recent adjustments in price targets.

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