US Foods Holding Corp

US Foods Holding Corp (USFD) Stock Analysis

$98.450

+0.541 (+0.55%)At close

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High
98.600
Open
97.490
VWAP
97.76
Volume
1.98M
Mkt Cap
13.07B
Low
96.230
Amount
193.53M
EV/EBITDA, TTM
11.50

US Foods Holding Corp. is a foodservice distributor. The Company provides its customers with a range of food offering and a comprehensive suite of e-commerce, technology and business solutions. The Company is primarily engaged in marketing, selling and distributing fresh, frozen and dry food and non-food products to foodservice customers throughout the United States. Its products include meat and seafood, dry grocery products, refrigerated and frozen grocery products, dairy, equipment disposables and supplies and beverage products. It serves customers including 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 operates a network of over 70 distribution facilities and a fleet of over 6,500 trucks, along with approximately 90 cash and carry locations.

AI analysis of US Foods Holding Corp (USFD)

Buy

US Foods Holding Corp is a good buy right now due to its current price of $97.43, which is below several analyst price targets, including $124 from Citi and $120 from Guggenheim. Additionally, the company has shown strong financial performance with a gross margin of 18.22% in Q2 2026, indicating effective cost management and profitability. The main risk is the forward P/E ratio of 17.01, which suggests that the stock is not undervalued compared to future earnings expectations, but the potential upside from the analyst targets outweighs this concern.

Analyst Ratings (14)

-7.57% Downside
Buy
9 Buy
5 Hold
0 Sell
Current: 98.45
Low
85.00
Average
91.00
High
95.00

JPMorgan

2026-09-29

Price Target

$98

Neutral

Piper Sandler

2026-08-12

Price Target

$108

Neutral

Morgan Stanley

2026-08-07

Price Target

$107

Equal Weight

Citi

2026-08-07

Price Target

$124

Buy

Guggenheim

2026-08-07

Price Target

$120

Buy

Valuation Metrics

The current forward P/E ratio for US Foods Holding Corp (USFD) is 17.01, compared to its 5-year average forward P/E of 16.36.

Forward P/E

Fair
5Y Average P/E
16.36
Current P/E
17.01
Overvalued
18.85
Undervalued
13.88

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
10.68
Current EV/EBITDA
11.50
Overvalued
12.73
Undervalued
8.62

Forward P/S

Overvalued
5Y Average P/S
0.33
Current P/S
0.49
Overvalued
0.43
Undervalued
0.24

Alphio AI Price Scenarios for USFD

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%USFD

$93.07

Scenario price

B

Base

Base · 50%USFD

$92.75

Scenario price

B

Bear

Bear · 25%USFD

$74.17

Scenario price

Whales holding USFD

C

Community Trust and Investment Company

+ HoldingUSFD

+5.52%

3M Return

A

Avantyr Capital Partners, LP

+ HoldingUSFD

+5.26%

3M Return

B

Burgundy Asset Management Ltd.

+ HoldingUSFD

+5.12%

3M Return

B

Bessemer Investment Management LLC

+ HoldingUSFD

+4.19%

3M Return

B

Boston Partners Global Investors, Inc.

+ HoldingUSFD

+3.10%

3M Return

C

Cornerstone Investment Partners, LLC

+ HoldingUSFD

+3.06%

3M Return

Events Timeline

2026-09-21 (ET)

09:30:00

US Foods Launches Fall 2026 Italian-Inspired Product Line

2026-08-06 (ET)

07:01:00

Company Reports Q2 Revenue of $10.5B Exceeding Expectations

07:00:00

FY26 Net Sales Growth of 4%-6%

2026-06-11 (ET)

17:30:00

US Foods Awarded $166.97M Food Contract

News

USFD FAQ — answered by Alphio AI

US Foods Holding Corp. is a foodservice distributor. The Company provides its customers with a range of food offering and a comprehensive suite of e-commerce, technology and business solutions. The Company is primarily engaged in marketing, selling and distributing fresh, frozen and dry food and non-food products to foodservice customers throughout the United States. Its products include meat and seafood, dry grocery products, refrigerated and frozen grocery products, dairy, equipment disposables and supplies and beverage products. It serves customers including 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 operates a network of over 70 distribution facilities and a fleet of over 6,500 trucks, along with approximately 90 cash and carry locations. It operates in the Consumer Non-Cyclicals sector (WHOLESALE-GROCERIES & RELATED PRODUCTS industry).

US Foods Holding Corp is a good buy right now due to its current price of $97.43, which is below several analyst price targets, including $124 from Citi and $120 from Guggenheim. Additionally, the company has shown strong financial performance with a gross margin of 18.22% in Q2 2026, indicating effective cost management and profitability. The main risk is the forward P/E ratio of 17.01, which suggests that the stock is not undervalued compared to future earnings expectations, but the potential upside from the analyst targets outweighs this concern.

14 analysts cover USFD: 9 rate it Buy, 5 Hold and 0 Sell. The average price target is 91.00.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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