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US Foods Holding Corp. Stock Price

NYSE:USFD Community·US$22.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 511 Fair Values set on narratives written by author

USFD Share Price Performance

US$99.48
19.23 (23.96%)
US$104.50
Fair Value
US$99.48
19.23 (23.96%)
4.8% undervalued intrinsic discount
US$104.50
Fair Value
Price US$99.48
AnalystConsensusTarget US$104.50
AnalystLowTarget US$75.09
AnalystHighTarget US$120.00

USFD Community Narratives

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Fair Value US$104.5 4.8% undervalued intrinsic discount

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

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·
Fair Value US$75.09 32.5% overvalued intrinsic discount

Seller Pay Shift And Rising Fuel Costs Will Pressure Future Margins

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·
Fair Value US$120 17.1% undervalued intrinsic discount

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

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US$120
17.1% undervalued intrinsic discount
Revenue
6.53% p.a.
Profit Margin
2.9%
Future PE
21.93x
Price in 2029
US$147.97

Trending Discussion

Updated Narratives

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

Fair Value: US$120 17.1% undervalued intrinsic discount
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USFD: Softer Restaurant Traffic And Contracts Plus Buybacks Will Shape Outlook

Fair Value: US$104.5 4.8% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
USFD logo

Seller Pay Shift And Rising Fuel Costs Will Pressure Future Margins

Fair Value: US$75.09 32.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Proven track record with adequate balance sheet.

1 Risk
2 Rewards

US Foods Holding Corp. Key Details

US$39.7b

Revenue

US$32.8b

Cost of Revenue

US$6.9b

Gross Profit

US$6.2b

Other Expenses

US$677.0m

Earnings

Last Reported Earnings
Mar 28, 2026
Next Reporting Earnings
n/a
3.07
17.40%
1.71%
109.9%
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 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
Narrative Update 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.
New Narrative 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?

Recent updates

No updates