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US Foods Holding Corp. Stock Price

NYSE:USFD Community·US$20.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 513 Fair Values set on narratives written by author
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USFD Share Price Performance

US$95.34
16.04 (20.23%)
​
US$115.88
Fair Value
US$95.34
16.04 (20.23%)
17.7% undervalued intrinsic discount
US$115.88
Fair Value
Price US$95.34
AnalystConsensusTarget US$115.88
AnalystLowTarget US$84.30
AnalystHighTarget US$127.00
Sat, 5 Sep 26
Fair ValueUS$115.88
Share Pricen/a

USFD Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$115.88 17.7% undervalued intrinsic discount

Analysts Raise US Foods Target Following Margin Gains and Growth Outlook Amid Mixed Market Views

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AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$84.3 13.1% overvalued intrinsic discount

Seller Pay Shift And Rising Fuel Costs Will Pressure Future Margins

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AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$127 24.9% undervalued intrinsic discount

Digital Platform Adoption And Cost Efficiencies Will Drive Long-Term Upside Potential

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USFD logo
US Foods Holding
17.7% undervalued intrinsic discount

Analysts Raise US Foods Target Following Margin Gains and Growth Outlook Amid Mixed Market Views

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 5 Sep
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USFD logo
US Foods Holding
13.1% overvalued intrinsic discount

Seller Pay Shift And Rising Fuel Costs Will Pressure Future Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
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USFD logo
US Foods Holding
24.9% undervalued intrinsic discount

Digital Platform Adoption And Cost Efficiencies Will Drive Long-Term Upside Potential

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AN
AnalystHighTarget
AnalystHighTarget
Updated 7 Aug
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Trending Discussion

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Recently Updated Narratives

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AnalystConsensusTarget
USFD logo

USFD: Self Help And Buybacks Will Shape Medium Term Outlook

Fair Value: US$115.88 17.7% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
USFD logo

USFD: Elevated Expectations Will Face Mixed Restaurant Demand And Fuel Cost Risks

Fair Value: US$84.3 13.1% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
USFD logo

USFD: Self Help Execution And Index Inclusion Will Support Future Upside

Fair Value: US$127 24.9% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis

Proven track record with adequate balance sheet.

2 Risks
3 Rewards
View Full Analysis

US Foods Holding Corp. Key Details

US$40.1b

Revenue

US$33.1b

Cost of Revenue

US$7.0b

Gross Profit

US$6.3b

Other Expenses

US$728.0m

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
3.37
17.55%
1.81%
112.5%
View Full Analysis

About USFD

Founded
2007
Employees
30000
CEO
David Flitman
WebsiteView website
www.usfoods.com

US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company also provides MOXe, an all-in-one foodservice business application. Its customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations. The company was formerly known as USF Holding Corp. and changed its name to US Foods Holding Corp. in February 2016. US Foods Holding Corp. was incorporated in 2007 and is headquartered in Rosemont, Illinois.

Recent USFD News & Updates

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
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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.
User avatar
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

No updates

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