US Foods Holding (USFD) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
USFD Community Fair Values
Create NarrativeSee what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
US Foods Holding Corp. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$104.29 |
| 52 Week High | US$104.43 |
| 52 Week Low | US$69.88 |
| Beta | 0.79 |
| 1 Month Change | 23.26% |
| 3 Month Change | 16.71% |
| 1 Year Change | 32.38% |
| 3 Year Change | 136.97% |
| 5 Year Change | 180.73% |
| Change since IPO | 318.67% |
Recent 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?Analysis Article • 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...Narrative Update • 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.Recent 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 AlphaNarrative 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?Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • Jul 31
Why US Foods Holding Corp. (NYSE:USFD) Could Be Worth Watching
US Foods Holding Corp. ( NYSE:USFD ) saw a significant share price rise of 38% in the past couple of months on the...Analysis Article • Jul 16
With US Foods Holding Corp. (NYSE:USFD) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 35.6x US Foods Holding Corp. ( NYSE:USFD ) may be sending very bearish...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
New Narrative • 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 AlphaSeeking Alpha • Mar 02
US Foods Holding Shows Great Execution; Upgrading To Buy
Summary US Foods Holding showed strong execution and beat revenue expectations in 4Q23, leading to an upgrade to a buy rating. Margins are expected to continue improving, driving faster EBITDA growth than revenue in the near-to-medium term. Ongoing cost-saving and productivity improvement initiatives should support margin expansion and drive further upside potential. Read the full article on Seeking AlphaShareholder Returns
| USFD | US Consumer Retailing | US Market | |
|---|---|---|---|
| 7D | 1.8% | -1.9% | 1.6% |
| 1Y | 32.4% | 7.9% | 18.6% |
Return vs Industry: USFD exceeded the US Consumer Retailing industry which returned 7.9% over the past year.
Return vs Market: USFD exceeded the US Market which returned 18.6% over the past year.
Price Volatility
| USFD volatility | |
|---|---|
| USFD Average Weekly Movement | 4.0% |
| Consumer Retailing Industry Average Movement | 5.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: USFD has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: USFD's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2007 | 30,000 | Dave Flitman | 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.
US Foods Holding Corp. Fundamentals Summary
| USFD fundamental statistics | |
|---|---|
| Market cap | US$22.97b |
| Earnings (TTM) | US$677.00m |
| Revenue (TTM) | US$39.68b |
33.9x
P/E Ratio0.6x
P/S RatioIs USFD overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| USFD income statement (TTM) | |
|---|---|
| Revenue | US$39.68b |
| Cost of Revenue | US$32.78b |
| Gross Profit | US$6.90b |
| Other Expenses | US$6.23b |
| Earnings | US$677.00m |
Last Reported Earnings
Mar 28, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.07 |
| Gross Margin | 17.40% |
| Net Profit Margin | 1.71% |
| Debt/Equity Ratio | 109.9% |
How did USFD perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/06 05:39 |
| End of Day Share Price | 2026/07/02 00:00 |
| Earnings | 2026/03/28 |
| Annual Earnings | 2025/12/27 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 28 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jeffrey Bernstein | Barclays |
| Alok Patel | Berenberg |
| Danilo Gargiulo | Bernstein |