US Foods Holding (USFD) Resumen de Acciones
US Foods Holding Corp., junto con sus filiales, comercializa, vende y distribuye productos alimenticios y no alimenticios frescos, congelados y secos a clientes de servicios de alimentación en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
USFD Community Fair Values
Create NarrativeSee what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de US Foods Holding Corp.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$89.25 |
| Máximo en las últimas 52 semanas | US$102.13 |
| Mínimo de 52 semanas | US$69.88 |
| Beta | 0.84 |
| Cambio en 1 mes | 5.75% |
| Variación en 3 meses | -2.29% |
| Cambio de 1 año | 16.01% |
| Variación en 3 años | 112.85% |
| Variación en 5 años | 131.58% |
| Variación desde la OPV | 258.29% |
Noticias y actualizaciones recientes
Actualización de narrativa • 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.Artículo de análisis • 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...Recent updates
Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Seeking Alpha • Apr 13
US Foods Holding: A Truly Defensive Winner Of The Trade-Down Economy
Summary US Foods Holding is rated Buy, leveraging macro weakness to expand private label brands and execute a robust M&A pipeline. USFD delivered strong Q4 and 2025 results: 4.1% net sales growth, 11% Adj. EBITDA growth, and 26.3% Adj. Diluted EPS increase. Guidance for 2026 targets 4–6% net sales growth, 9–13% Adj. EBITDA growth, and 18–24% Adj. Diluted EPS growth, with $400–440M CAPEX. Risks include macro shocks from inflation, Iran conflict, and consumer trade-downs that can lead to a recession, but USFD’s defensive positioning and buybacks support the risk-reward. Read the full article on Seeking AlphaActualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • Sep 03
Is US Foods Holding Corp. (NYSE:USFD) Trading At A 31% Discount?
Key Insights The projected fair value for US Foods Holding is US$113 based on 2 Stage Free Cash Flow to Equity US Foods...Artículo de análisis • Aug 15
We Like The Quality Of US Foods Holding's (NYSE:USFD) Earnings
NYSE:USFD 1 Year Share Price vs Fair Value Explore US Foods Holding's Fair Values from the Community and select yours...Artículo de análisis • Jul 31
Why US Foods Holding Corp. (NYSE:USFD) Could Be Worth Watching
US Foods Holding Corp. ( NYSE:USFD ) saw a significant share price rise of 38% in the past couple of months on the...Artículo de análisis • Jul 16
With US Foods Holding Corp. (NYSE:USFD) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 35.6x US Foods Holding Corp. ( NYSE:USFD ) may be sending very bearish...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
Nueva narrativa • 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 AlphaSeeking Alpha • May 16
US Foods Holding: A Leader In A Fragmented And Resilient Industry
Summary US Foods Holding has demonstrated strong top-line growth and expanding profit margins over the past three years. In 1Q24, USFD's net sales continued to grow, driven by case volume growth and food cost inflation. USFD's addressable markets are expected to grow until 2025, and the company has completed the acquisition of IWC Food Service to extend its reach into Tennessee. In addition, USFD's net leverage ratio is well within management's guided range of 2.5x and 3x. Net leverage decreased 0.4x year-over-year. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
US Foods Holding Shows Great Execution; Upgrading To Buy
Summary US Foods Holding showed strong execution and beat revenue expectations in 4Q23, leading to an upgrade to a buy rating. Margins are expected to continue improving, driving faster EBITDA growth than revenue in the near-to-medium term. Ongoing cost-saving and productivity improvement initiatives should support margin expansion and drive further upside potential. Read the full article on Seeking AlphaRentabilidad de los accionistas
| USFD | US Consumer Retailing | Mercado US | |
|---|---|---|---|
| 7D | 10.6% | 3.9% | -3.3% |
| 1Y | 16.0% | 11.5% | 22.3% |
Rentabilidad vs. Industria: USFD superó a la industria US Consumer Retailing, que obtuvo un rendimiento del 11.5% el año pasado.
Rentabilidad vs. Mercado: USFD obtuvo unos resultados inferiores a los del mercado US, que fueron del 22.3% el año pasado.
Volatilidad de los precios
| USFD volatility | |
|---|---|
| USFD Average Weekly Movement | 3.9% |
| Consumer Retailing Industry Average Movement | 5.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: USFD no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de USFD (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2007 | 30,000 | Dave Flitman | www.usfoods.com |
US Foods Holding Corp., junto con sus filiales, comercializa, vende y distribuye productos alimentarios y no alimentarios frescos, congelados y secos a clientes del sector de la restauración en Estados Unidos. La empresa también ofrece MOXe, una aplicación empresarial integral para el sector de la restauración. Entre sus clientes se encuentran restaurantes independientes de una o varias unidades, conceptos regionales, cadenas nacionales de restaurantes, hospitales, residencias de ancianos, hoteles y moteles, clubes de campo, organizaciones gubernamentales y militares, colegios y universidades, y establecimientos minoristas.
Resumen de fundamentos de US Foods Holding Corp.
| Estadísticas fundamentales de USFD | |
|---|---|
| Capitalización bursátil | US$19.11b |
| Beneficios(TTM) | US$677.00m |
| Ingresos (TTM) | US$39.68b |
29.0x
Ratio precio-beneficio (PE)0.5x
Ratio precio-ventas (PS)¿Está USFD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de USFD | |
|---|---|
| Ingresos | US$39.68b |
| Coste de los ingresos | US$32.78b |
| Beneficio bruto | US$6.90b |
| Otros gastos | US$6.23b |
| Beneficios | US$677.00m |
Últimos beneficios comunicados
Mar 28, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 3.07 |
| Margen bruto | 17.40% |
| Margen de beneficio neto | 1.71% |
| Ratio deuda/patrimonio | 109.9% |
¿Cómo se ha desempeñado USFD a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/09 06:03 |
| Precio de las acciones al final del día | 2026/06/09 00:00 |
| Beneficios | 2026/03/28 |
| Ingresos anuales | 2025/12/27 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
US Foods Holding Corp. está cubierta por 27 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jeffrey Bernstein | Barclays |
| Alok Patel | Berenberg |
| Danilo Gargiulo | Bernstein |