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    Assessing UniFirst (UNF) Valuation After A 3 Month Share Price Surge

    Simply Wall St·02/12/2026 23:42:40
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    Event driven look at UniFirst stock

    UniFirst (UNF) has been drawing fresh attention after a strong run in its share price over the past 3 months, prompting investors to reassess the uniform and workplace services provider’s current valuation.

    See our latest analysis for UniFirst.

    That recent 45.8% 3 month share price return, alongside a 21.4% year to date share price gain and a 9.5% 1 year total shareholder return, suggests momentum has picked up after a more muted multi year total return profile.

    If UniFirst’s move has you thinking about what else could be setting up for a strong run, now is a good time to scan 23 top founder-led companies.

    With the shares recently at $235.05, some investors may question whether a 45.8% 3 month return and UniFirst’s current valuation metrics leave upside on the table, or if the market is already pricing in future growth.

    Most Popular Narrative: 28.4% Overvaluled

    At a last close of $235.05 versus a narrative fair value of $183, UniFirst’s recent rally sits well above what this widely followed framework suggests, putting the focus squarely on the assumptions behind that gap.

    UniFirst is seeing improvements in operational execution and margin enhancement, with notable margin improvements in Core Laundry Operations, which is expected to positively impact net margins and earnings.

    Significant investments in technology, specifically an ERP system, are anticipated to enhance efficiency, leading to improved profitability and reduced operational costs once fully implemented, which should impact net margins positively in the long run.

    Read the complete narrative.

    Curious what kind of revenue pace, margin lift and future earnings multiple are needed for that $183 figure to hold up? The narrative blends modest growth, gradual profitability gains and a premium earnings valuation, all filtered through a discount rate just under 7% to land on that fair value call.

    Result: Fair Value of $183 (OVERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, there are still pressure points, including softer net wearer levels at existing customers and higher health care costs. These could squeeze margins and challenge the current narrative.

    Find out about the key risks to this UniFirst narrative.

    Build Your Own UniFirst Narrative

    If the current story does not quite match how you see UniFirst, you can test the same data, shape your own thesis quickly, and Do it your way.

    A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding UniFirst.

    Looking for more investment ideas?

    If UniFirst has sharpened your thinking, do not stop here. Use the screener to line up your next group of ideas before the crowd catches on.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.