US Foods Holding Corp.

NYSE:USFD Stock Report

Market Cap: US$19.7b

US Foods Holding Valuation

Is USFD undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of USFD when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: USFD ($91.68) is trading below our estimate of future cash flow value ($156.62)

Significantly Below Future Cash Flow Value: USFD is trading below future cash flow value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for USFD?

Key metric: As USFD is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for USFD. This is calculated by dividing USFD's market cap by their current earnings.
What is USFD's PE Ratio?
PE Ratio29.9x
EarningsUS$676.00m
Market CapUS$19.68b

Price to Earnings Ratio vs Peers

How does USFD's PE Ratio compare to its peers?

The above table shows the PE ratio for USFD vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average30.5x
PFGC Performance Food Group
39.9x31.22%US$13.2b
SYY Sysco
20x10.75%US$35.0b
CHEF Chefs' Warehouse
35.7x18.49%US$2.4b
ANDE Andersons
26.3x32.18%US$2.5b
USFD US Foods Holding
29.9x19.04%US$19.7b

Price-To-Earnings vs Peers: USFD is good value based on its Price-To-Earnings Ratio (29.9x) compared to the peer average (30.5x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does USFD's PE Ratio compare vs other companies in the US Consumer Retailing Industry?

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
BLMH Blum Holdings
1xn/aUS$7.88m
WNW Meiwu Technology
0.6xn/aUS$2.09m
No more companies available in this PE range
USFD 29.9xIndustry Avg. 18.7xNo. of Companies5PE01224364860+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: USFD is expensive based on its Price-To-Earnings Ratio (29.9x) compared to the US Consumer Retailing industry average (18.7x).

Price to Earnings Ratio vs Fair Ratio

What is USFD's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

USFD PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio29.9x
Fair PE Ratio31x

Price-To-Earnings vs Fair Ratio: USFD is good value based on its Price-To-Earnings Ratio (29.9x) compared to the estimated Fair Price-To-Earnings Ratio (31x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst USFD forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$91.68
US$109.53
+19.47%
6.81%US$120.00US$94.00n/a15
Apr ’27US$90.83
US$109.53
+20.59%
6.81%US$120.00US$94.00n/a15
Mar ’27US$96.61
US$110.20
+14.07%
6.78%US$120.00US$94.00n/a15
Feb ’27US$83.62
US$91.63
+9.57%
6.42%US$102.00US$82.00n/a16
Jan ’27US$75.32
US$91.40
+21.35%
6.91%US$102.00US$82.00n/a15
Dec ’26US$77.52
US$91.40
+17.91%
6.91%US$102.00US$82.00n/a15
Nov ’26US$72.62
US$92.13
+26.87%
6.11%US$100.00US$82.00n/a15
Oct ’26US$75.27
US$92.21
+22.51%
6.72%US$103.00US$82.00n/a14
Sep ’26US$77.60
US$91.47
+17.87%
7.57%US$103.00US$77.00n/a15
Aug ’26US$83.28
US$89.47
+7.43%
8.98%US$107.00US$77.00n/a15
Jul ’26US$77.42
US$85.58
+10.53%
5.78%US$95.00US$77.00n/a16
Jun ’26US$79.12
US$82.79
+4.64%
8.35%US$95.00US$61.62n/a16
May ’26US$66.33
US$79.16
+19.35%
7.80%US$90.00US$61.62n/a16
Apr ’26US$65.98
US$79.85
+21.02%
8.00%US$90.00US$61.62US$90.8316
Mar ’26US$71.68
US$80.26
+11.97%
7.06%US$90.00US$66.20US$96.6116
Feb ’26US$70.93
US$77.58
+9.37%
7.23%US$90.00US$66.20US$83.6216
Jan ’26US$67.46
US$76.70
+13.70%
7.05%US$90.00US$66.20US$75.3216
Dec ’25US$69.77
US$74.95
+7.42%
4.29%US$79.00US$66.20US$77.5215
Nov ’25US$61.44
US$67.15
+9.30%
8.00%US$75.00US$56.31US$72.6215
Oct ’25US$61.55
US$65.55
+6.51%
6.64%US$75.00US$56.31US$75.2715
Sep ’25US$59.21
US$64.73
+9.32%
5.25%US$75.00US$60.00US$77.6015
Aug ’25US$54.24
US$64.13
+18.23%
4.83%US$72.00US$58.00US$83.2815
Jul ’25US$52.56
US$64.13
+22.01%
4.83%US$72.00US$58.00US$77.4215
Jun ’25US$52.83
US$63.06
+19.36%
6.56%US$72.00US$52.00US$79.1215
May ’25US$50.68
US$58.45
+15.32%
5.68%US$64.00US$51.73US$66.3316
Apr ’25US$54.18
US$58.26
+7.53%
5.52%US$64.00US$51.73US$65.9816
US$109.53
Fair Value
16.3% undervalued intrinsic discount
15
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/08 21:25
End of Day Share Price 2026/04/08 00:00
Earnings2025/12/27
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

US Foods Holding Corp. is covered by 30 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays
Alok PatelBerenberg