US Foods Holding Corp.

Report azionario NYSE:USFD

Capitalizzazione di mercato: US$17.9b

US Foods Holding Crescita futura

Criteri Future verificati 2/6

US Foods Holding prevede che gli utili e i ricavi cresceranno rispettivamente di 15.5% e 4.6% all'anno. Si prevede che l'EPS crescerà di 18.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 26.5% in 3 anni.

Informazioni chiave

15.5%

Tasso di crescita degli utili

18.10%

Tasso di crescita dell'EPS

Consumer Retailing crescita degli utili9.3%
Tasso di crescita dei ricavi4.6%
Rendimento futuro del capitale proprio26.50%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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

Articolo di analisi • 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...
Aggiornamento della narrazione • 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 Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • May 30

Should You Be Adding US Foods Holding (NYSE:USFD) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
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 Alpha
Seeking 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 Alpha
Seeking 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
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Nuova narrazione • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Dec 27

US Foods: A High Quality Defensive Business At An Attractive Price

Summary US Foods Holding Corp. is a leading US foodservice distribution company. The company operates a high-quality business and enjoys competitive advantages due to scale. USFD is expected to grow earnings at an above-market rate over the next few years, driven mostly by margin expansion. The stock is trading at a below-market multiple and is also trading at an attractive valuation relative to peers. I am initiating USFD with a buy rating. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:USFD - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202845,4661,2221,3691,72610
12/31/202743,1221,0471,2621,67814
12/31/202641,4318741,1201,42414
3/28/202639,6836778481,272N/A
12/27/202539,4246769591,369N/A
9/27/202539,1155589781,359N/A
6/28/202538,6525539321,278N/A
3/29/202538,2795271,0881,426N/A
12/28/202437,8774948331,174N/A
9/28/202437,3225757181,096N/A
6/29/202436,7005227511,108N/A
3/30/202436,0045066651,000N/A
12/30/202335,5974998311,140N/A
9/30/202335,1764358561,087N/A
7/1/202334,9874409291,159N/A
4/1/202334,801319632886N/A
12/31/202234,057228500765N/A
10/1/202233,181204210512N/A
7/2/202232,154159118428N/A
4/2/202230,990144101401N/A
1/1/202229,487121145419N/A
10/2/202127,98639192400N/A
7/3/202125,944-18-272-107N/A
4/3/202122,841-161495651N/A
1/2/202122,885-254224413N/A
9/26/202023,681-138479734N/A
6/27/202024,364-318571,136N/A
3/28/202026,247182268544N/A
12/28/201925,939385N/A760N/A
9/28/201925,046392N/A724N/A
6/29/201924,668401N/A692N/A
3/30/201924,383411N/A571N/A
12/29/201824,175407N/A609N/A
9/29/201824,130563N/A687N/A
6/30/201824,181545N/A692N/A
3/31/201824,182484N/A819N/A
12/30/201724,147444N/A749N/A
9/30/201723,829265N/A622N/A
7/1/201723,466302N/A623N/A
4/1/201723,114223N/A540N/A
12/31/201622,919210N/A549N/A
10/1/201623,176123N/A410N/A
7/2/201623,131-5N/A592N/A
4/2/201623,167174N/A592N/A
1/2/201623,128168N/A556N/A
9/26/201522,946225N/A684N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di USFD ( 15.5% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di USFD ( 15.5% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di USFD cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di USFD ( 4.6% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di USFD ( 4.6% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di USFD sarà elevato tra 3 anni ( 26.5 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 20:04
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/28
Utili annuali2025/12/27

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

US Foods Holding Corp. è coperta da 28 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays
Alok PatelBerenberg