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Sysco CorporationNYSE:SYY 株式レポート

時価総額 US$35.0b
株価
US$73.05
US$88.07
17.1% 割安 内在価値ディスカウント
1Y1.0%
7D0.2%
ポートフォリオ価値
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Sysco Corporation

NYSE:SYY 株式レポート

時価総額:US$35.0b

Sysco(SYY)株式概要

シスコ・コーポレーションは、その子会社を通じて、米国、カナダ、英国、フランス、および国際的なフードサービスまたは外食産業向けに、様々な食品および関連製品のマーケティングと販売を行っている。 詳細

SYY ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長2/6
過去の実績2/6
財務の健全性3/6
配当金5/6

SYY Community Fair Values

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Sysco Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Sysco
過去の株価
現在の株価US$73.05
52週高値US$91.85
52週安値US$68.19
ベータ0.66
1ヶ月の変化-1.34%
3ヶ月変化-19.34%
1年変化0.97%
3年間の変化-0.19%
5年間の変化-8.88%
IPOからの変化54,122.77%

最新ニュース

分析記事 May 07

Sysco's (NYSE:SYY) Soft Earnings Are Actually Better Than They Appear

The market for Sysco Corporation's ( NYSE:SYY ) shares didn't move much after it posted weak earnings recently. We...
Seeking Alpha May 06

Sysco: Transformational Deal Supports Long-Term EPS Growth

Summary Sysco is rated a Buy, with a 19% pullback creating an attractive entry point and 18% upside to consensus target. The $29.1B Restaurant Depot acquisition is transformative, adding 20% revenue, 45% EBITDA, and 55% free cash flow, with rapid accretion expected. Q3 FY26 saw the strongest U.S. local volume growth in three years, driving margin expansion and reinforcing the core business's operational momentum. Risks include regulatory scrutiny of the acquisition and significant leverage increase, but SYY's 56-year dividend growth and 3% yield underpin resilience. Read the full article on Seeking Alpha
分析記事 May 02

Sysco Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Sysco Corporation ( NYSE:SYY ) released its third-quarter result to the market. The...

Recent updates

分析記事 May 07

Sysco's (NYSE:SYY) Soft Earnings Are Actually Better Than They Appear

The market for Sysco Corporation's ( NYSE:SYY ) shares didn't move much after it posted weak earnings recently. We...
Seeking Alpha May 06

Sysco: Transformational Deal Supports Long-Term EPS Growth

Summary Sysco is rated a Buy, with a 19% pullback creating an attractive entry point and 18% upside to consensus target. The $29.1B Restaurant Depot acquisition is transformative, adding 20% revenue, 45% EBITDA, and 55% free cash flow, with rapid accretion expected. Q3 FY26 saw the strongest U.S. local volume growth in three years, driving margin expansion and reinforcing the core business's operational momentum. Risks include regulatory scrutiny of the acquisition and significant leverage increase, but SYY's 56-year dividend growth and 3% yield underpin resilience. Read the full article on Seeking Alpha
分析記事 May 02

Sysco Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Sysco Corporation ( NYSE:SYY ) released its third-quarter result to the market. The...
ナラティブの更新 Apr 24

SYY: Restaurant Depot Deal Will Shape 2026 Earnings Upside Potential

Sysco's analyst fair value estimate has edged up by about $0.33 to $88.07 as analysts weigh a mix of recent price target cuts alongside earlier increases and generally stable assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research paints a mixed picture for Sysco, with several firms trimming price targets after earlier rounds of increases, and at least one viewing the Restaurant Depot acquisition as attractive for the business.
ナラティブの更新 Apr 08

SYY: Restaurant Depot Deal And CAGNY Execution Will Shape 2026 Upside Potential

Analysts have trimmed their average price target on Sysco by just over $3 to reflect slightly lower fair value estimates and modestly higher discount rates, even as some still point to the Restaurant Depot acquisition and earlier positive CAGNY commentary as key supports for the longer term story. Analyst Commentary Recent Street research on Sysco reflects a mixed tone, with several firms trimming price targets and a smaller group still lifting theirs.
ナラティブの更新 Mar 25

SYY: CAGNY Execution And Foodservice Positioning Will Shape Balanced 2026 Outlook

Analysts have inched up the fair value estimate for Sysco to $90.80, pointing to a series of higher price targets across the Street, including Wells Fargo's move to $100 after what it viewed as a constructive CAGNY update and follow-up discussions with the company. Analyst Commentary Recent research on Sysco clusters around a higher fair value range, with most fresh notes tied to updated targets after the company’s CAGNY presentation and follow up conversations.
ナラティブの更新 Mar 11

SYY: CAGNY Execution And Sector Positioning Will Shape Balanced Forward Earnings Outlook

Analysts have nudged their price targets on Sysco higher, with several firms moving into or toward the $88 to $100 range, citing a constructive CAGNY update and follow up meetings that reinforced their positive view on the company. Analyst Commentary Street research around Sysco has become more active, with several firms adjusting their price targets following the company’s CAGNY update and subsequent meetings.
ナラティブの更新 Feb 24

SYY: Foodservice Scale And Labor Deal Will Support Constructive Future Earnings Outlook

The analyst price target for Sysco edges up by about $1 to $90.69, with analysts pointing to recent positive commentary from multiple research firms and a constructive CAGNY update as support for a slightly higher fair value and a modestly higher future P/E assumption. Analyst Commentary Recent Street research on Sysco has skewed constructive, with several firms adjusting price targets following the company’s CAGNY update and broader sector work.
ナラティブの更新 Feb 10

SYY: Foodservice Scale And New Labor Deal Will Support Steady Future Earnings

The analyst price target for Sysco has been raised by about $3 to $89.94, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions reflected across recent target changes from multiple research firms. Analyst Commentary Recent research updates on Sysco cluster around adjusted price targets and refreshed assumptions for fair value, revenue growth, margins, and future P/E multiples.
ナラティブの更新 Jan 26

SYY: Foodservice Distribution Strength And Labor Agreement Support Future Earnings Stability

Narrative Update Our updated fair value estimate for Sysco edges down by about $0.20 per share, reflecting slightly lower Street price targets and modest tweaks to growth, margin, and future P/E assumptions that analysts recently laid out in their group outlooks. Analyst Commentary Recent research on Sysco is mixed, with some firms trimming price targets while others edge them higher.
ナラティブの更新 Jan 11

SYY: Foodservice Distribution Resilience And Case Mix Should Support Earnings Stability

Analysts nudged their blended price target on Sysco slightly higher to about $86.94 from $86.88, reflecting small adjustments to assumptions for revenue growth, profit margins and future P/E multiples after a mix of recent price target changes and new coverage on the stock. Analyst Commentary Recent research on Sysco reflects a split view, with some analysts leaning more optimistic on the company’s ability to execute and others more cautious on the near term setup and mix of growth.
ナラティブの更新 Dec 18

SYY: Improving Case Trends Will Support Stronger Earnings Resilience Ahead

Analysts have nudged their average price target on Sysco slightly higher to about $87 from roughly $86.90, reflecting modestly improved confidence in margin durability, steady mid single digit sales growth, and the potential for upside as recent price target hikes signal that conservative guidance could set the stage for earnings outperformance. Analyst Commentary Recent Street research reflects a generally constructive but selective stance on Sysco, with a mix of upward price target revisions and more neutral initiation commentary that highlights both execution strengths and lingering demand risks.
ナラティブの更新 Dec 04

SYY: Improving Case Trends Will Support Stronger Earnings Resilience Ahead

The analyst price target for Sysco has increased to $98.00 from $93.00 as analysts point to improving U.S. case growth, solid gross margin trends, and potential upside to near term earnings, even as macro pressures temper expectations for independent volume recovery. Analyst Commentary Recent Street research reflects a generally constructive stance on Sysco, with price targets drifting higher and a focus on execution in case growth, gross margins, and mix between independent and chain customers.
ナラティブの更新 Nov 19

SYY: Sustained Earnings Resilience Will Drive Renewed Market Confidence

Analysts have modestly raised their price targets on Sysco, with recent updates reflecting increases between $2 and $5 per share. They cite solid earnings resilience and continued growth potential, despite broader market caution.
ナラティブの更新 Nov 05

SYY: Steady Earnings And U.S. Volume Momentum Will Drive Near-Term Share Gains

Sysco's analyst price target has been slightly raised, increasing from approximately $86.73 to $86.94. Analysts cite recent stable earnings performance and modest improvements in growth and margins amid cautious macroeconomic sentiment.
ナラティブの更新 Oct 21

Analysts Cite Improved Fundamentals as Sysco Faces Labor Tensions and Modest Valuation Uptick

Sysco's analyst price target has increased modestly from $85.60 to $86.73, as analysts cite improved U.S. case growth, margin momentum, and a shift toward more conservative guidance. This could set the stage for future outperformance.
分析記事 Sep 11

Sysco Corporation (NYSE:SYY) Could Be Riskier Than It Looks

There wouldn't be many who think Sysco Corporation's ( NYSE:SYY ) price-to-earnings (or "P/E") ratio of 21x is worth a...
分析記事 Jul 20

Is Now The Time To Look At Buying Sysco Corporation (NYSE:SYY)?

Sysco Corporation ( NYSE:SYY ) saw a decent share price growth of 12% on the NYSE over the last few months. The company...
分析記事 May 17

Sysco Corporation's (NYSE:SYY) P/E Still Appears To Be Reasonable

It's not a stretch to say that Sysco Corporation's ( NYSE:SYY ) price-to-earnings (or "P/E") ratio of 18.4x right now...
Seeking Alpha Mar 03

Sysco: Buy This Growing Dividend King

Summary Sysco's Q2 '25 earnings showed sales growth of 4.50% and income increase of 5.10%. Despite that, the stock tumbled 6.03%. Sysco's strategic shift to food services and drinking places has driven consistent growth, with 57% of sales now from these sectors. Sysco is undervalued with a current P/E ratio of 19.42, significantly lower than its 5-year average of 42.56, making it a compelling buy. Despite high debt levels and low dividend CAGR, Sysco's strong market position, financial growth, and undervaluation support my BUY rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

Sysco Corporation: Eating Up The Competition, Serving Up Value

Summary Sysco, a Dividend King, is trading at historically low multiples, offering consistent growth, strong market leadership, and a robust competitive moat. The company is expanding market share, improving productivity, and benefiting from international growth, with significant operating leverage and disciplined cost management. Despite restaurant industry headwinds, Sysco's diverse customer base and strategic acquisitions support resilient growth and attractive shareholder returns. With a solid balance sheet, impressive dividend growth, and potential total returns above 10%, Sysco is a potentially attractive investment in an overvalued market. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Sysco Stock: A Good Buy Heading Into Q1 Earnings?

Summary Sysco's hybrid growth strategy through internal development and acquisitions continues to strengthen its position as a market leader in the foodservice sector and forms the basis for solid long-term growth. Despite the low margins typical of the foodservice industry, Sysco's resilient cash flow and effective working capital management indicate a solid financial position. Sysco's international expansion shows promise, though profitability remains a challenge; disciplined shareholder returns and manageable leverage support financial stability. Current valuation lacks a margin of safety and I recommend adding SYY stock to the watch list and personally consider buying at $60-$65 per share. Read the full article on Seeking Alpha
Seeking Alpha Sep 23

Sysco: Consistent Payouts, But Don't Expect A Feast Of Growth

Summary Sysco Corporation is a dividend machine with stable but slow growth, high debt levels, and industry challenges, warranting a cautious “hold” rating. Sysco's long-term stock returns lag the market, but it offers consistent dividends with a 6.60% average growth rate over 18 years. Sysco's international growth and specialty product lines present significant opportunities, but high debt and moderate growth make its current premium price less attractive. Despite industry slowdowns and challenges in the French market, Sysco remains confident in its long-term growth prospects and market leadership. Read the full article on Seeking Alpha
Seeking Alpha Jul 22

Sysco: Bargain Priced Dividend Aristocrat With Long-Term Growth Potential - Strong Buy

Summary With the resurgence of M&A activity in the food distribution industry, Sysco is poised to be one of the biggest beneficiaries. Sysco's extensive scale advantages and robust financial position uniquely position them for sustained long-term growth. Dividend stocks, while underappreciated now, will likely gain significant traction as interest rates come down. Read the full article on Seeking Alpha

株主還元

SYYUS Consumer RetailingUS 市場
7D0.2%1.1%0.5%
1Y1.0%21.9%25.4%

業界別リターン: SYY過去 1 年間で21.9 % の収益を上げたUS Consumer Retailing業界を下回りました。

リターン対市場: SYYは、過去 1 年間で25.4 % のリターンを上げたUS市場を下回りました。

価格変動

Is SYY's price volatile compared to industry and market?
SYY volatility
SYY Average Weekly Movement5.2%
Consumer Retailing Industry Average Movement5.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.2%

安定した株価: SYY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: SYYの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
196975,000Kevin Houricanwww.sysco.com

シスコ・コーポレーションは、その子会社を通じて、米国、カナダ、英国、フランス、および国際的なフードサービスまたは外食産業向けに、様々な食品および関連製品のマーケティングと販売に従事している。米国フードサービス事業、国際フードサービス事業、SYGMA事業、その他事業を展開。同社は、肉類、魚介類、調理済み前菜、果物、野菜、デザートなどの冷凍食品、缶詰・ドライ食品、生鮮肉類・魚介類、乳製品、飲料、輸入特産品、生鮮青果物を販売している。また、使い捨てナプキン、皿、カップなどの紙製品、ガラス食器や銀食器などの食器類、鍋やフライパン、調理器具などの調理器具、レストランや厨房の設備や備品、清掃用品など、食品以外の様々な商品も提供している。レストラン、病院、介護施設、学校、大学、ホテル、モーテル、産業用ケータリング、その他のフードサービス施設にサービスを提供している。シスコ・コーポレーションは1969年に設立され、テキサス州ヒューストンに本社を置く。

Sysco Corporation 基礎のまとめ

Sysco の収益と売上を時価総額と比較するとどうか。
SYY 基礎統計学
時価総額US$35.00b
収益(TTM)US$1.74b
売上高(TTM)US$83.57b
20.1x
PER(株価収益率
0.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SYY 損益計算書(TTM)
収益US$83.57b
売上原価US$68.08b
売上総利益US$15.49b
その他の費用US$13.75b
収益US$1.74b

直近の収益報告

Mar 28, 2026

次回決算日

該当なし

一株当たり利益(EPS)3.63
グロス・マージン18.54%
純利益率2.08%
有利子負債/自己資本比率610.7%

SYY の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

3.0%
現在の配当利回り
60%
配当性向

SYY 配当は確実ですか?

SYY 配当履歴とベンチマークを見る
SYY 、いつまでに購入すれば配当金を受け取れますか?
Sysco 配当日
配当落ち日Jul 02 2026
配当支払日Jul 24 2026
配当落ちまでの日数48 days
配当支払日までの日数70 days

SYY 配当は確実ですか?

SYY 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/14 21:54
終値2026/05/14 00:00
収益2026/03/28
年間収益2025/06/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sysco Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36

アナリスト機関
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