Stock AnalizUS Foods Holding Corp. USFD
Food Distributors · IPO 2016 · data as of November 13, 2026
US Foods Holding Corp. (USFD) is a consumer discretionary company listed in the US with a market value of about $23.3B. In the twelve months to September 26, 2026 it had revenue of $40.3B and net income of $793M, a net margin of 2.0%.
Its overall Stock Analiz score is 1.6 out of 5 (weak). The strongest part is track record (3/5); the weakest is value (0/5).
Key numbers: a P/E of 30.3, a price to free cash flow of 22.1, 5-year revenue growth of 11% a year, a 5-year average ROIC of 7%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 56% below the current price.
Score: 1.6 / 5
Checks passed
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- 5-year revenue growth above 8% a year
- Profitable 5 years in a row
- ROE above 15%
- Positive free cash flow
- 20% to 100% of free cash flow returned to shareholders
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Strong R&D investment or growth above 20%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $40.3B | $39.4B | $37.9B | $35.6B | $34.1B | $29.5B | $22.9B | $25.9B | $24.2B | $24.1B | $22.9B |
| Net income | $793M | $676M | $494M | $506M | $265M | $164M | -$226M | $385M | $407M | $444M | $210M |
| Free cash flow | $1.1B | $959M | $833M | $831M | $500M | $145M | $224M | $502M | $374M | $528M | $385M |
| EPS (diluted) | $3.58 | $2.94 | $2.02 | $2.02 | $1.01 | $0.54 | $-1.15 | $1.75 | $1.87 | $1.97 | $1.03 |
| Net margin | 2.0% | 1.7% | 1.3% | 1.4% | 0.8% | 0.6% | -1.0% | 1.5% | 1.7% | 1.8% | 0.9% |
| ROIC | — | 9.2% | 8.6% | 7.8% | 4.8% | 3.6% | -0.6% | 6.1% | 8.0% | 7.1% | 5.2% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 15 analysts is $118.07, 9% above the current price; targets range from $65.00 to $135.00; the consensus rating is “Buy”; expected EPS is $4.75 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is US Foods Holding’s P/E ratio?
About 30.3, based on the last twelve months of diluted earnings per share (forward P/E about 21.8).
Is US Foods Holding stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 56% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does US Foods Holding pay a dividend?
Not currently.
Is US Foods Holding a good stock to buy?
We do not give buy or sell advice. US Foods Holding scores 1.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.