as of Oct 23
CTAS
DefensiveCINTAS CORP
Cintas Corporation engages in the provision of corporate identity uniforms and related business services primarily in the United States, Canada, and Latin America. It operates through Uniform Rental and Facility Services, First Aid and Safety Services, and All Other segments. The company rents and services uniforms and other garments, including flame resistant clothing, mats, mops and shop towels, and other ancillary items; and provides restroom cleaning services and supplies, as well as sells uniforms.
Close · 3M
+28.25%
Held by 2 AI ETFs
as of Oct 26
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
PQUS · Accumulation · 6d
weight 0.640% → 0.720% (+0.080 pp)·stock up 13.4% in the 30 days before
Oct 23·entry $224.10·now $224.10Fresh
PQUS · Accumulation · 5d
weight 0.640% → 0.710% (+0.070 pp)·stock up 16.7% in the 30 days before
Oct 22·entry $224.04·now $224.10Fresh
PQUS · Accumulation · 5d
weight 0.630% → 0.690% (+0.060 pp)·stock up 10.7% in the 30 days before
Oct 21·entry $220.15·now $224.10Fresh
PQUS · Accumulation · 5d
weight 0.610% → 0.680% (+0.070 pp)·stock up 7.9% in the 30 days before
Oct 16·entry $213.69·now $224.10Drifting
PQUS · Weight increase · 2d
weight 0.640% → 0.670% (+0.030 pp)·stock up 6.8% in the 30 days before
Oct 15·entry $213.06·now $224.10Drifting
PQUS · Weight decrease · 2d
weight 0.720% → 0.610% (-0.110 pp)·stock down 2.8% in the 30 days before
Oct 5·entry $195.40·now $224.10
PQUS · Weight increase · 3d
weight 0.510% → 0.670% (+0.160 pp)·stock up 0.3% in the 30 days before
Aug 22·entry $207.40·now $224.10Drifting
PQUS · Weight increase · 2d
weight 0.510% → 0.660% (+0.150 pp)·stock up 0.3% in the 30 days before
Aug 21·entry $203.79·now $224.10Drifting
PQUS · Weight decrease · 2d
weight 0.540% → 0.520% (-0.020 pp)·stock down 3.3% in the 30 days before
Aug 15·entry $197.82·now $224.10
PQUS · Weight decrease · 2d
weight 0.580% → 0.530% (-0.050 pp)·stock up 14.3% in the 30 days before
Aug 7·entry $203.05·now $224.10
PQUS · Weight decrease · 2d
weight 0.630% → 0.580% (-0.050 pp)·stock up 17.4% in the 30 days before
Aug 2·entry $204.01·now $224.10
PQUS · Weight increase · 2d
weight 0.590% → 0.630% (+0.040 pp)·stock up 17.4% in the 30 days before
Jul 31·entry $204.63·now $224.10Drifting
PQUS · Weight increase · 2d
weight 0.700% → 0.720% (+0.020 pp)·stock up 20.5% in the 30 days before
Jul 25·entry $210.98·now $224.10Drifting
PQUS · Weight increase · 2d
weight 0.620% → 0.670% (+0.050 pp)·stock down 0.1% in the 30 days before
Jul 10·entry $179.64·now $224.10Chased
PQUS · Weight increase · 2d
weight 0.500% → 0.530% (+0.030 pp)·stock up 6.2% in the 30 days before
Jun 7·entry $173.65·now $224.10Chased
PQUS · Weight decrease · 2d
weight 0.620% → 0.600% (-0.020 pp)·stock down 2.6% in the 30 days before
May 22·entry $172.93·now $224.10
PQUS · Weight increase · 2d
weight 0.340% → 0.590% (+0.250 pp)·stock down 5.2% in the 30 days before
May 17·entry $174.51·now $224.10Chased
PQUS · Sudden change · 1d
weight 0.030% → 0.330% (+0.300 pp)·stock down 4.1% in the 30 days before
May 10·entry $164.67·now $224.10
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
PQUS has been gradually accumulating, lifting its weight from 0.61% to 0.68% in October after a brief trim, and AIEQ holds a token 0.05%. This conflicts with the framework verdict, since the AI buying looks driven by quality and momentum signals while a Buffett-style read sees a premium valuation with no margin of safety.
- Circle of CompetenceUniform rental, facility supplies, first aid and fire protection services run on route-based, recurring contracts with very stable unit economics, so ten-year cash flows are reasonably projectable.
- Economic MoatRoute density, scale-driven cost advantages and high customer switching costs across a fragmented market give Cintas a durable advantage likely to last a decade or more.
- ManagementThe data provided does not show shareholder communication candor or insider ownership, though the high ROE and steady growth suggest disciplined operations that would need to be verified in filings.
- Financial HealthAn ROE of 42% far exceeds the 15% threshold and 9.5% revenue growth points to positive owner earnings, though the figures given do not show debt levels, margin trends or any single weak year.
- Margin of SafetyAt roughly 41 times earnings, 13.5 times book and 42.5 times EBITDA, the price assumes years of flawless growth and leaves no margin of safety even for a wonderful company.
Cintas sits comfortably inside the circle of competence, has a clear route-density moat and shows excellent returns on equity. The valuation is the sticking point: paying about 41 times earnings leaves no margin of safety, so the framework returns Fail on price rather than on business quality, and management candor could not be judged from the data.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.