US Foods Holding Corp.

DB:UFH Stock Report

Market Cap: €14.6b

US Foods Holding Valuation

Is UFH undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of UFH when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

€170.29
Fair Value
62.4% undervalued intrinsic discount
14
Number of Analysts

Below Fair Value: UFH (€64) is trading below our estimate of fair value (€170.29)

Significantly Below Fair Value: UFH is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for UFH?

Key metric: As UFH is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for UFH. This is calculated by dividing UFH's market cap by their current earnings.
What is UFH's PE Ratio?
PE Ratio31x
EarningsUS$553.00m
Market CapUS$17.15b

Price to Earnings Ratio vs Peers

How does UFH's PE Ratio compare to its peers?

The above table shows the PE ratio for UFH vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average27.1x
PFGC Performance Food Group
47.2x29.17%US$16.1b
SYY Sysco
21.5x9.89%US$39.3b
CPAXT CP Axtra
22x11.06%฿238.8b
BID Bid
17.8x9.59%R145.3b
UFH US Foods Holding
31x21.61%€17.2b

Price-To-Earnings vs Peers: UFH is expensive based on its Price-To-Earnings Ratio (31x) compared to the peer average (27.1x).


Price to Earnings Ratio vs Industry

How does UFH's PE Ratio compare vs other companies in the European Consumer Retailing Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
UFH 31.0xIndustry Avg. 18.0xNo. of Companies8PE01020304050+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: UFH is expensive based on its Price-To-Earnings Ratio (31x) compared to the European Consumer Retailing industry average (18x).


Price to Earnings Ratio vs Fair Ratio

What is UFH's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

UFH PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio31x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate UFH's Price-To-Earnings Fair Ratio for valuation analysis.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst UFH forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€64.00
€77.76
+21.51%
6.72%€86.86€69.15n/a14
Sep ’26€66.00
€78.29
+18.62%
7.57%€88.16€65.90n/a15
Aug ’26€72.00
€77.26
+7.31%
8.98%€92.41€66.50n/a15
Jul ’26€64.50
€73.39
+13.78%
5.78%€81.47€66.04n/a16
Jun ’26€69.00
€72.92
+5.68%
8.35%€83.68€54.27n/a16
May ’26€56.50
€69.62
+23.23%
7.80%€79.16€54.19n/a16
Apr ’26€59.50
€73.96
+24.30%
8.00%€83.36€57.07n/a16
Mar ’26€67.00
€76.69
+14.46%
7.06%€86.00€63.25n/a16
Feb ’26€69.00
€73.94
+7.15%
7.23%€85.78€63.10n/a16
Jan ’26€65.00
€74.01
+13.86%
7.05%€86.84€63.88n/a16
Dec ’25€67.00
€70.94
+5.88%
4.29%€74.77€62.66n/a15
Nov ’25€56.50
€62.20
+10.10%
8.00%€69.47€52.16n/a15
Oct ’25€55.00
€58.87
+7.04%
6.64%€67.36€50.57€64.0015
Sep ’25€53.50
€57.99
+8.39%
5.25%€67.19€53.75€66.0015
Aug ’25€50.00
€59.25
+18.49%
4.83%€66.52€53.59€72.0015
Jul ’25€48.80
€59.91
+22.77%
4.83%€67.27€54.19€64.5015
Jun ’25€48.20
€58.06
+20.46%
6.56%€66.29€47.88€69.0015
May ’25€48.00
€54.48
+13.51%
5.68%€59.66€48.22€56.5016
Apr ’25€49.80
€53.62
+7.67%
5.52%€58.91€47.61€59.5016
Mar ’25€47.00
€53.18
+13.14%
6.52%€59.21€46.26€67.0015
Feb ’25€42.60
€48.38
+13.56%
7.62%€55.27€41.45€69.0015
Jan ’25€41.20
€46.50
+12.85%
5.99%€51.21€41.15€65.0015
Dec ’24€40.20
€46.28
+15.13%
5.82%€51.35€41.26€67.0015
Nov ’24€37.20
€46.38
+24.69%
6.17%€51.11€41.64€56.5014
Oct ’24€37.80
€47.38
+25.34%
4.78%€51.08€41.62€55.0013
€77.47
Fair Value
17.4% undervalued intrinsic discount
14
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 04:11
End of Day Share Price 2025/10/03 00:00
Earnings2025/06/28
Annual Earnings2024/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

US Foods Holding Corp. is covered by 36 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays