US Foods Holding (USFD) Hisse Özeti
US Foods Holding Corp. iştirakleriyle birlikte, Amerika Birleşik Devletleri'ndeki gıda hizmeti müşterilerine taze, dondurulmuş ve kuru gıda ve gıda dışı ürünler pazarlamakta, satmakta ve dağıtmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
USFD Community Fair Values
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Analyst Price Targets
US Foods Holding Corp. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$80.47 |
| 52 Haftanın En Yüksek Seviyesi | US$102.13 |
| 52 Haftanın En Düşük Seviyesi | US$69.88 |
| Beta | 0.90 |
| 1 Aylık Değişim | -12.78% |
| 3 Aylık Değişim | -16.79% |
| 1 Yıllık Değişim | 6.12% |
| 3 Yıllık Değişim | 101.43% |
| 5 Yıllık Değişim | 106.65% |
| Halka arzdan bu yana değişim | 223.04% |
Son Haberler & Güncellemeler
Recent updates
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Seeking Alpha • Apr 13
US Foods Holding: A Truly Defensive Winner Of The Trade-Down Economy
Summary US Foods Holding is rated Buy, leveraging macro weakness to expand private label brands and execute a robust M&A pipeline. USFD delivered strong Q4 and 2025 results: 4.1% net sales growth, 11% Adj. EBITDA growth, and 26.3% Adj. Diluted EPS increase. Guidance for 2026 targets 4–6% net sales growth, 9–13% Adj. EBITDA growth, and 18–24% Adj. Diluted EPS growth, with $400–440M CAPEX. Risks include macro shocks from inflation, Iran conflict, and consumer trade-downs that can lead to a recession, but USFD’s defensive positioning and buybacks support the risk-reward. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • May 30
Should You Be Adding US Foods Holding (NYSE:USFD) To Your Watchlist Today?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...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
Yeni Anlatı • 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 AlphaSeeking Alpha • Dec 27
US Foods: A High Quality Defensive Business At An Attractive Price
Summary US Foods Holding Corp. is a leading US foodservice distribution company. The company operates a high-quality business and enjoys competitive advantages due to scale. USFD is expected to grow earnings at an above-market rate over the next few years, driven mostly by margin expansion. The stock is trading at a below-market multiple and is also trading at an attractive valuation relative to peers. I am initiating USFD with a buy rating. Read the full article on Seeking AlphaHissedar Getirileri
| USFD | US Consumer Retailing | US Pazar | |
|---|---|---|---|
| 7D | -2.3% | -5.2% | 1.0% |
| 1Y | 6.1% | 14.6% | 28.7% |
Getiri vs. Endüstri: USFD geçen yıl % 14.6 oranında getiri sağlayan US Consumer Retailing sektörünün gerisinde kaldı.
Getiri vs Piyasa: USFD geçen yıl % 28.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| USFD volatility | |
|---|---|
| USFD Average Weekly Movement | 3.6% |
| Consumer Retailing Industry Average Movement | 5.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: USFD son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: USFD 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2007 | 30,000 | Dave Flitman | www.usfoods.com |
US Foods Holding Corp. iştirakleriyle birlikte Amerika Birleşik Devletleri'ndeki gıda hizmeti müşterilerine taze, dondurulmuş ve kuru gıda ve gıda dışı ürünler pazarlamakta, satmakta ve dağıtmaktadır. Şirket ayrıca hepsi bir arada bir gıda hizmeti iş uygulaması olan MOXe'u da sağlamaktadır. Müşterileri arasında bağımsız olarak sahip olunan tek ve çok birimli restoranlar, bölgesel konseptler, ulusal restoran zincirleri, hastaneler, bakım evleri, oteller ve moteller, kır kulüpleri, devlet ve askeri kuruluşlar, kolejler ve üniversiteler ve perakende satış yerleri bulunmaktadır.
US Foods Holding Corp. Temel Bilgiler Özeti
| USFD temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$17.89b |
| Kazançlar(TTM) | US$677.00m |
| Gelir(TTM) | US$39.68b |
26.2x
F/K Oranı0.4x
P/S OranıUSFD aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| USFD gelir tablosu (TTM) | |
|---|---|
| Gelir | US$39.68b |
| Gelir Maliyeti | US$32.78b |
| Brüt Kâr | US$6.90b |
| Diğer Giderler | US$6.23b |
| Kazançlar | US$677.00m |
Son Raporlanan Kazançlar
Mar 28, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.07 |
| Brüt Marj | 17.40% |
| Net Kâr Marjı | 1.71% |
| Borç/Özkaynak Oranı | 109.9% |
USFD uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 17:02 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/28 |
| Yıllık Kazançlar | 2025/12/27 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
US Foods Holding Corp. 28 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jeffrey Bernstein | Barclays |
| Jeffrey Bernstein | Barclays |
| Alok Patel | Berenberg |