US Foods Holding

Analysts Raise US Foods Target Following Margin Gains and Growth Outlook Amid Mixed Market Views

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Aug 24

Updated

22 Oct 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

10.2%

7D

1.9%

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1Y

10.2%

7D

1.9%

You can edit this narrative until Oct 23 11:05 PM. Then, changes will post as Updates.

Author's Valuation

US$92.417.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 22 Oct 25

Fair value Increased 1.17%

US Foods Holding’s analyst price target has been raised to $92.40 from $91.33. This reflects analysts’ increased confidence in the company’s growing margins and accelerated revenue, supported by balanced growth strategies.

Shared on 04 Sep 25

Despite ongoing macroeconomic headwinds, US Foods Holding is benefiting from accelerating case growth, margin expansion, and improved industry demand, leading analysts to maintain their fair value estimate at $91.33. Analyst Commentary Case growth at US Foods accelerated in Q2 despite macroeconomic headwinds, with potential catalysts for further improvement in the second half of 2025.

Shared on 07 May 25

Fair value Increased 15%

Shared on 30 Apr 25

Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 6.81%

AnalystConsensusTarget has decreased future PE multiple from 21.8x to 18.4x.

AnalystConsensusTarget Fair Value

US$92.4

17.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.25%

Food and Staples Retail revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.36%

Calculation

US$1.25b

Earnings '28

x

18.56x

PE Ratio '28

=

US$23.14b

Market Cap '28

US$23.14b

Market Cap '28

/

203.39m

No. shares '28

=

US$113.78

Share Price '28

US$113.78 Share Price '28

Discounted to 2025 @ 7.25% p.a.

=

US$92.22

Fair Value '25