US Foods Holding (USFD) Aandelenoverzicht
US Foods Holding Corp. verkoopt, verhandelt en distribueert samen met haar dochterondernemingen verse, diepgevroren en droge voedingsmiddelen en non-foodproducten aan foodserviceklanten in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 0/6 |
USFD Community Fair Values
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Analyst Price Targets
US Foods Holding Corp. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$110.94 |
| 52 Week Hoogtepunt | US$111.42 |
| 52 Week Laag | US$69.88 |
| Bèta | 0.82 |
| 1 maand verandering | 9.51% |
| 3 maanden verandering | 32.13% |
| 1 Jaar Verandering | 41.06% |
| 3 jaar verandering | 173.59% |
| 5 jaar verandering | 239.68% |
| Verandering sinds IPO | 345.36% |
Recent nieuws en updates
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Seeking Alpha • Jul 04
US Foods Holding: Gaining Market Share In Key Segments
Summary US Foods Holding Corp. is rated BUY, driven by accelerating market share gains in the high-margin independent restaurant segment and robust forward growth guidance. USFD leverages technology platforms, private label expansion, and operational efficiencies to drive margin growth and customer stickiness, despite recent macro headwinds. Management guides for 3.5% case growth, 5% revenue growth, and 11% adjusted EBITDA growth for FY26, with EPS expected to rise 21% at midpoint. Strong free cash flow, a $1B share repurchase program, and a manageable 2.6x net leverage ratio provide downside protection for USFD shares. Read the full article on Seeking Alpha
Narratiefupdate • 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.
Nieuw narratief • 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?Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...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
Nieuw narratief • 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 AlphaRendement voor aandeelhouders
| USFD | US Consumer Retailing | US Markt | |
|---|---|---|---|
| 7D | 10.4% | 2.1% | 1.0% |
| 1Y | 41.1% | 9.2% | 18.4% |
Rendement versus industrie: USFD overtrof de US Consumer Retailing industrie, die het afgelopen jaar een rendement 9.2 % opleverde.
Rendement versus markt: USFD overtrof de US markt, die het afgelopen jaar een rendement opleverde van 18.4 %.
Prijsvolatiliteit
| USFD volatility | |
|---|---|
| USFD Average Weekly Movement | 4.0% |
| Consumer Retailing Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: USFD heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van USFD is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2007 | 30,000 | Dave Flitman | www.usfoods.com |
US Foods Holding Corp. verkoopt, verhandelt en distribueert samen met haar dochterondernemingen verse, diepgevroren en droge voedingsmiddelen en non-foodproducten aan foodserviceklanten in de Verenigde Staten. Het bedrijf levert ook MOXe, een alles-in-één foodservice bedrijfsapplicatie. Tot de klanten behoren zelfstandige restaurants met één of meerdere vestigingen, regionale concepten, nationale restaurantketens, ziekenhuizen, verpleeghuizen, hotels en motels, country clubs, overheids- en militaire organisaties, hogescholen en universiteiten en winkels.
US Foods Holding Corp. Samenvatting
| USFD fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$23.91b |
| Inkomsten(TTM) | US$728.00m |
| Inkomsten(TTM) | US$40.13b |
33.0x
Koers/Winstverhouding0.6x
P/S-verhoudingIs USFD overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| USFD resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$40.13b |
| Kosten van inkomsten | US$33.09b |
| Brutowinst | US$7.05b |
| Overige uitgaven | US$6.32b |
| Inkomsten | US$728.00m |
Laatst gerapporteerde inkomsten
Jun 27, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 3.37 |
| Brutomarge | 17.55% |
| Nettowinstmarge | 1.81% |
| Schuld/Eigen Vermogen Verhouding | 112.5% |
Hoe presteerde USFD op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/12 17:08 |
| Aandelenkoers aan het einde van de dag | 2026/08/12 00:00 |
| Inkomsten | 2026/06/27 |
| Jaarlijkse inkomsten | 2025/12/27 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
US Foods Holding Corp. wordt gevolgd door 29 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jeffrey Bernstein | Barclays |
| Alok Patel | Berenberg |
| Danilo Gargiulo | Bernstein |