US Foods Holding (USFD) Aktienübersicht
Die US Foods Holding Corp. vermarktet, verkauft und vertreibt zusammen mit ihren Tochtergesellschaften frische, gefrorene und trockene Lebensmittel und Non-Food-Produkte an Foodservice-Kunden in den Vereinigten Staaten. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 4/6 |
| Dividenden | 0/6 |
USFD Community Fair Values
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Analyst Price Targets
US Foods Holding Corp. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$93.42 |
| 52-Wochen-Hoch | US$111.42 |
| 52-Wochen-Tief | US$69.88 |
| Beta | 0.82 |
| 1 Monat Veränderung | -14.78% |
| 3 Monate Veränderung | 0.71% |
| 1 Jahr Veränderung | 19.26% |
| 3 Jahre Veränderung | 134.72% |
| 5 Jahre Veränderung | 163.60% |
| Veränderung seit IPO | 275.03% |
Aktuelle Nachrichten und Updates
Narrative-Update • Sep 19
USFD: Future Execution Will Balance Restaurant Demand Headwinds And Fuel Cost Uncertainty
Analysts have nudged the fair value estimate for US Foods Holding higher to about $86 per share, reflecting updated price targets supported by recent research that highlights solid quarterly execution, steadier revenue and margin assumptions, and ongoing cost and efficiency initiatives. Analyst Commentary Street research on US Foods Holding points to a generally constructive tone, but with pockets of caution that matter for anyone weighing the stock at current levels.Seeking Alpha • Sep 11
US Foods Holding: Great Business, Mediocre Investment
Summary US Foods Holding (USFD) delivers strong operational growth, with Q2 2026 revenue up 4.5% and significant margin expansion. USFD’s Pronto program and AI-driven initiatives are driving innovation, with Pronto revenue projected to reach $1.3B in 2026 and $1.7B in 2027. Management guides for 2026 revenue growth of 4–6%, EBITDA growth of 9–13%, and adjusted EPS up 18–24%, supported by ongoing share buybacks. Despite robust performance, USFD trades at a premium to most peers and offers only market-level upside, justifying a reaffirmed 'hold' rating. Read the full article on Seeking Alpha
Narrative-Update • Sep 05
USFD: Self Help And Buybacks Will Shape Medium Term Outlook
Analysts have lifted the updated fair value estimate for US Foods Holding to $115.88 from $104.50, citing higher price targets following strong Q2 execution, reaffirmed FY2026 guidance ranges, and ongoing self help efforts that support slightly firmer assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research on US Foods Holding points to a broadly constructive tone following Q2 results and reaffirmed FY2026 guidance.Narrative-Update • Aug 21
USFD: Elevated Expectations Will Face Mixed Restaurant Demand And Fuel Cost Risks
Analysts increased the fair value estimate for US Foods Holding to $84.30 from $75.09, citing a series of higher Street price targets that reference solid recent results, reaffirmed 2026 guidance ranges, and ongoing self help initiatives. Analysts say these factors support modestly higher revenue growth, profit margins, and future P/E assumptions despite a still challenging restaurant demand backdrop.Recent updates
Narrative-Update • Sep 19
USFD: Future Execution Will Balance Restaurant Demand Headwinds And Fuel Cost Uncertainty
Analysts have nudged the fair value estimate for US Foods Holding higher to about $86 per share, reflecting updated price targets supported by recent research that highlights solid quarterly execution, steadier revenue and margin assumptions, and ongoing cost and efficiency initiatives. Analyst Commentary Street research on US Foods Holding points to a generally constructive tone, but with pockets of caution that matter for anyone weighing the stock at current levels.Seeking Alpha • Sep 11
US Foods Holding: Great Business, Mediocre Investment
Summary US Foods Holding (USFD) delivers strong operational growth, with Q2 2026 revenue up 4.5% and significant margin expansion. USFD’s Pronto program and AI-driven initiatives are driving innovation, with Pronto revenue projected to reach $1.3B in 2026 and $1.7B in 2027. Management guides for 2026 revenue growth of 4–6%, EBITDA growth of 9–13%, and adjusted EPS up 18–24%, supported by ongoing share buybacks. Despite robust performance, USFD trades at a premium to most peers and offers only market-level upside, justifying a reaffirmed 'hold' rating. Read the full article on Seeking AlphaNarrative-Update • Sep 05
USFD: Self Help And Buybacks Will Shape Medium Term Outlook
Analysts have lifted the updated fair value estimate for US Foods Holding to $115.88 from $104.50, citing higher price targets following strong Q2 execution, reaffirmed FY2026 guidance ranges, and ongoing self help efforts that support slightly firmer assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research on US Foods Holding points to a broadly constructive tone following Q2 results and reaffirmed FY2026 guidance.Narrative-Update • Aug 21
USFD: Elevated Expectations Will Face Mixed Restaurant Demand And Fuel Cost Risks
Analysts increased the fair value estimate for US Foods Holding to $84.30 from $75.09, citing a series of higher Street price targets that reference solid recent results, reaffirmed 2026 guidance ranges, and ongoing self help initiatives. Analysts say these factors support modestly higher revenue growth, profit margins, and future P/E assumptions despite a still challenging restaurant demand backdrop.
Narrative-Update • Aug 07
USFD: Self Help Execution And Index Inclusion Will Support Future Upside
The analyst fair value estimate for US Foods Holding has been raised from $117 to $127, reflecting updated Street research that points to solid Q2 execution, healthier EBITDA trends, and continued support for self help initiatives across independent customer channels. Analyst Commentary Recent research coverage on US Foods Holding has tilted toward a more constructive view, with several bullish analysts lifting price targets following the latest Q2 results.Narrative-Update • Jul 23
USFD: Government Contracts And Index Inclusion Will Support Future Upside Potential
The analyst fair value estimate for US Foods Holding has been adjusted slightly lower to $117 from $120 as analysts factor in updated Street price targets, modestly higher discount rate assumptions, and mixed signals around restaurant traffic and food distribution fundamentals. Analyst Commentary Recent Street research on US Foods Holding shows a mix of cautious and constructive views, but there is a clear pocket of optimism among bullish analysts who see room for the stock to reflect execution on growth plans and fundamentals in the food distribution business.Neues Narrative • Jul 09
Digital Platform Adoption And Cost Efficiencies Will Drive Long-Term Upside Potential
Catalysts About US Foods Holding US Foods Holding is a foodservice distributor that supplies restaurants, health care facilities and hospitality customers across the United States. What are the underlying business or industry changes driving this perspective?Narrative-Update • Jun 26
USFD: Softer Restaurant Traffic And Contracts Plus Buybacks Will Shape Outlook
Analysts have reduced the implied fair value for US Foods Holding from $107.40 to $104.50, citing lower organic growth expectations in light of softer chain restaurant traffic. They have also made modest adjustments to discount rate and margin assumptions, alongside noting lower Street price targets in the $88 to $90 range.Neues Narrative • Jun 25
Seller Pay Shift And Rising Fuel Costs Will Pressure Future Margins
Catalysts About US Foods Holding US Foods Holding supplies food and related products to independent restaurants, health care facilities and hospitality customers across the United States. What are the underlying business or industry changes driving this perspective?Analyseartikel • Jun 19
US Foods Holding (USFD) Stock Could Be 14.4% Undervalued After Q1 2026 Results
US Foods Holding (USFD) recently reported Q1 2026 results, with net sales of $9.6b, 2.8% higher than a year earlier, and total case volume up 1.4%, supported by independent restaurant volume growth. See our latest analysis for US Foods Holding. The Q1 2026 update appears to sit against solid recent momentum, with US Foods Holding’s share price up 13.12% over the past month and a 23.14% year to date share price return. Its 5 year total shareholder return of 137.43% points to strong longer term...Narrative-Update • Jun 12
USFD: Lab-Grown Meat Programs And Buybacks Will Support Future Rerating
Analysts have trimmed the blended fair value estimate for US Foods Holding by about $0.67 to $107.40. This reflects lower organic case growth expectations in a softer restaurant traffic backdrop and updated valuation frameworks that modestly adjust discount rate and future P/E assumptions.Narrative-Update • May 29
USFD: Buybacks And Tuck In M&A Will Support Future Rerating
Analysts have trimmed their average price target for US Foods Holding by about $1.27 to $108.07, reflecting recent target cuts from multiple firms and slightly more conservative assumptions on fair value, discount rate, revenue, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential relative to a current average target of US$108.07, even after recent trims, which implies room for the stock to rerate if execution stays on track.Analyseartikel • May 09
US Foods Holding Corp. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next
US Foods Holding Corp. ( NYSE:USFD ) shareholders are probably feeling a little disappointed, since its shares fell...Narrative-Update • Apr 26
USFD: Steady Q4 Execution And Tuck In M&A Will Support Re Rating
The analyst price target for US Foods Holding has been adjusted slightly higher, with the model moving by about $0.20. Analysts point to broadly higher Street targets supported by recent research that presents Q4 as a steady quarter and reflects updated views on growth, profitability, and valuation assumptions.Narrative-Update • Apr 12
USFD: Future Execution And M&A Program Will Support Earnings Multiple Re Rating
Analysts have lifted the blended price target for US Foods Holding, with the fair value estimate moving from about $108.20 to roughly $109.53, citing a wave of recent target increases across major firms following what has been described as a mixed but solid Q4 print. Analyst Commentary Recent Street research on US Foods points to a cluster of price target increases around the latest Q4 results, alongside at least one downgrade, giving you a mix of optimism and caution to weigh.Narrative-Update • Mar 28
USFD: Future Execution And Buybacks Will Support Earnings Multiple Re Rating
Analyst price targets for US Foods Holding have shifted modestly higher, with multiple firms lifting their views into a broad range that now extends as high as an increase of $28, as analysts factor in recent quarterly results and updated outlooks on the business. Analyst Commentary Recent Street research around US Foods Holding reflects a generally constructive tone on valuation and execution, with several firms adjusting price targets and ratings following the latest quarterly update and sector work.Narrative-Update • Mar 14
USFD: Higher Earnings Multiple And Buybacks Will Support Future Upside Potential
Analysts have raised their blended price targets on US Foods Holding, with the range now extending into the high $80s to mid $90s. They cite a mix of generally constructive reactions to recent earnings and sector outlook updates, even as one firm adopted a more cautious stance with a downgrade.Narrative-Update • Feb 28
USFD: Higher Earnings Multiple And Buybacks Will Support A Constructive Outlook
Analysts have raised their blended price target for US Foods Holding to $110.20 from $104.07, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after a series of recent target revisions across the Street. Analyst Commentary Recent research has been active around US Foods Holding, with several firms updating price targets and one making a rating downgrade.Narrative-Update • Feb 14
USFD: Recent Buybacks And Guidance Will Shape Balanced Outlook
Analysts have lifted their average price target on US Foods Holding by about $12 to $104.07, citing updated assumptions on fair value, discount rate, revenue growth, profit margins, and future P/E, along with a broad series of recent target increases from major firms with only limited offsets from downgrades and trims. Analyst Commentary Street research on US Foods Holding has been active, with several firms updating their targets and ratings in a short span.Analyseartikel • Dec 22
What You Can Learn From US Foods Holding Corp.'s (NYSE:USFD) P/E
With a price-to-earnings (or "P/E") ratio of 30.9x US Foods Holding Corp. ( NYSE:USFD ) may be sending very bearish...Narrative-Update • Oct 22
Analysts Raise US Foods Target Following Margin Gains and Growth Outlook Amid Mixed Market Views
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.Narrative-Update • Sep 04
Digital Automation And Sustainable Sourcing Will Redefine Away Dining
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.Seeking Alpha • Feb 24
US Foods Holding: Still Not Likely To Beat The Market
Summary I rated US Foods Holding stock a 'hold' due to its fair valuation, despite impressive operational growth and solid future guidance. The company reported strong revenue and adjusted profit growth, driven by increased case volume and food cost inflation. Management's 2025 guidance projects significant earnings and EBITDA growth, yet the stock remains fairly valued compared to peers. US Foods Holding's acquisition strategy and share buybacks are positive, but I aim to outperform the market, not just match it. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
US Foods Holding: Rating Downgrade On Cautious FY 2025 Outlook
Summary I am downgrading US Foods Holding to a hold rating due to aggressive 2025 growth assumptions, particularly in independent restaurant case volumes. USFD delivered strong 4Q24 results with revenue up 6.2% y/y and adj EBITDA up 13.7% y/y, driven by strategic initiatives. Concerns arise from weakening demand in the independent restaurant category and the risk of USFD missing its FY25 guidance and consensus estimates. USFD's current valuation at 11x forward EBITDA is at the high end of its historical range, posing a risk of multiple deratings if growth targets are missed. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
US Foods Holding: This Pick Is No Longer On Sale
Summary US Foods Holding has shown strong revenue and profit growth, sending shares up 36.2% since August and 76.5% since February 2023. Despite positive financial performance, including a 6.8% revenue increase year-over-year recently and improved profit margins, the stock is no longer attractively priced. Management's future growth plans include annual revenue growth of 5% and EBITDA growth of 10% from 2025 to 2027, with significant capital allocation. Given the current valuation and recent stock performance, I am downgrading USFD from a 'Buy' to a 'Hold' recommendation. Read the full article on Seeking Alpha
Neues Narrative • Aug 22
Descartes Technology And Decisive Acquisitions Set To Propel Revenue And Earnings Growth
Implementation of new technology and digital platforms aims to boost operational efficiency and customer experience, potentially increasing net margins and revenue.Seeking Alpha • Aug 09
US Foods Holding: Still Appetizing At Current Levels
Summary US Foods Holding has shown strong growth in revenue and earnings, with shares up 36.6% since a bullish article was written about it in October 2023. Recent financial results for the second quarter of the 2024 fiscal year exceeded expectations, with revenue up 7.7% and earnings per share at $0.80. Management forecasts continued growth in revenue, earnings, and cash flow for the company, with plans for acquisitions and growth initiatives between 2025 and 2027. Read the full article on Seeking AlphaAktionärsrenditen
| USFD | US Consumer Retailing | US Markt | |
|---|---|---|---|
| 7D | -2.0% | -0.7% | -0.2% |
| 1Y | 19.3% | 3.2% | 12.1% |
Rendite im Vergleich zur Industrie: USFD übertraf die Branche US Consumer Retailing , die im vergangenen Jahr eine Rendite von 3.2 erzielte.
Rendite vs. Markt: USFD übertraf den Markt US, der im vergangenen Jahr eine Rendite von 12.1 erzielte.
Preisvolatilität
| USFD volatility | |
|---|---|
| USFD Average Weekly Movement | 4.2% |
| Consumer Retailing Industry Average Movement | 5.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiler Aktienkurs: USFD hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: USFDDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2007 | 30,000 | Dave Flitman | www.usfoods.com |
Die US Foods Holding Corp. vermarktet, verkauft und vertreibt zusammen mit ihren Tochtergesellschaften frische, gefrorene und trockene Lebensmittel und Non-Food-Produkte an Foodservice-Kunden in den Vereinigten Staaten. Das Unternehmen bietet außerdem MOXe an, eine All-in-One-Anwendung für die Gastronomie. Zu den Kunden des Unternehmens zählen unabhängige Restaurants mit einer oder mehreren Einheiten, regionale Konzepte, nationale Restaurantketten, Krankenhäuser, Pflegeheime, Hotels und Motels, Country Clubs, Regierungs- und Militäreinrichtungen, Hochschulen und Universitäten sowie Einzelhandelsstandorte.
US Foods Holding Corp.'s Grundlagenzusammenfassung
| USFD grundlegende Statistiken | |
|---|---|
| Marktanteil | US$20.21b |
| Gewinn(TTM) | US$728.00m |
| Umsatz(TTM) | US$40.13b |
27.8x
Kurs-Gewinn-Verhältnis 0.5x
Kurs-Umsatz-VerhältnisIst USFD zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| USFD Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$40.13b |
| Kosten der Einnahmen | US$33.09b |
| Bruttogewinn | US$7.05b |
| Sonstige Ausgaben | US$6.32b |
| Gewinn | US$728.00m |
Zuletzt gemeldete Gewinne
Jun 27, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 3.37 |
| Bruttomarge | 17.55% |
| Nettogewinnspanne | 1.81% |
| Schulden/Eigenkapital-Verhältnis | 112.5% |
Wie hat sich USFD auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/20 10:27 |
| Aktienkurs zum Tagesende | 2026/09/18 00:00 |
| Gewinne | 2026/06/27 |
| Jährliche Einnahmen | 2025/12/27 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
US Foods Holding Corp. wird von 29 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jeffrey Bernstein | Barclays |
| Alok Patel | Berenberg |
| Danilo Gargiulo | Bernstein |