US Foods Holding Corp

US Foods Holding Corp

USFD

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Market Cap$20.24B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
US Foods Holding CorpUS Foods Holding Corp29.9-16%0.51.2

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Solid financial performance despite major headwinds (Q1 FY26): - Net sales: $9.6B (+2.8%) driven by total case volume +1.4% (ex-Freshway divestiture: +1.6%); food cost inflation & mix +1.4%. - Profitability/EPS: Adjusted diluted EPS +14.7% to $0.78; Adjusted EBITDA +6.2% to $413M; 15% adjusted EPS growth and margin expansion (gross profit grew faster than OpEx). - “Resiliency” metric: management reiterated that even with adverse macro/weather, they kept profitable growth and said results demonstrate ability to win “in any environment.”
Demand & share momentum in key customer sets (surprising strength given storms/macro): - Organic independent restaurant case growth: 4.4%, described as strongest in >2 years. - Independent restaurants: +4.6% volume (incl. +20 bps from acquisitions). - Health care: +3.7%; Hospitality: +5%; Chain restaurants: -2.3% (in line with foot-traffic trends). - Market share gains: 20th consecutive quarter with independents; 22nd consecutive quarter with health care. - Notable potential positive surprise: April independent case growth remained strong and in-line with Q1, easing concerns that winter disruption would fully dent momentum.
Key negatives/challenges: weather + elevated fuel costs hit near-term margins and cash flow: - Weather impact: materially worse operational productivity due to distribution center closure days and “round-tripping” issues with customers not being open. - Fuel impact: rising fuel costs created pressure; management said combined weather + higher fuel reduced adjusted EBITDA growth by ~4 percentage points (they estimate “would have been ~10%” adjusted EBITDA growth absent those external impacts). - Operating cash flow: $294M, below prior year due to less working capital benefit (but above prior year excluding working capital). - Macro uncertainty tied to Middle East conflict and consumer sentiment hitting an all-time low (March).

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$96.50

Target Price by Analysts

4% upsideUS Foods Holding Target Price DetailsTarget Price
$160.32

Current Fair Value

72.8% upside

Undervalued by 72.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$20.24 Billion
Enterprise Value$25.36 Billion
Dividend Yield$- (-)
Earnings per Share$2.98
Beta0.84
Outstanding Shares220,400,000

Return

Return on Equity15.62%ROE
Return on Assets4.78%
Return on Invested Capital11.51%

Valuation & Multiples

P/E Ratio29.92P/E Ratio
PEG3440.99PEG
Price to Sales0.52Price to Sales
Price to Book Ratio4.88Price to Book Ratio
Enterprise Value to Revenue0.64
Enterprise Value to EBIT21.29
Enterprise Value to Net Income37
Total Debt to Enterprise0.2
Debt to Equity1.19Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 14, 2026
EPS Estimate
$0.82
Average shareholder expectation
Revenue Estimate
$9.64 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$1.36
Average shareholder expectation
Revenue Estimate
$10.45 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0191▼ 13.94%
Total Calls162,400▲ 12.39%
Total Puts165,500▼ 1.14%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %102.14%▼ 1.98%
Total Invested$21.33B▲ 22.38%
Investors Holding684▲ 24.00%

ESG Score

No data

About US Foods Holding Corp

25,000 employees
CEO: Pietro Satriano

US Foods is one of America's great food companies and a leading foodservice distributor, partnering with approximately 300,000 restaurants and foodservice operators to help their businesses succeed. With 70 broadline locations and 78 cas...

Relevant Senate Committees

Joint Committee on Taxation

Directly influences corporate tax structures and legislative outcomes related to taxation by providing official revenue estimates and technical expertise, critically impacting US Foods' financial planning and profitability.

Finance

Has direct control over tax policy, which significantly impacts US Foods' profitability and corporate structure, and trade policies that can affect food import costs.

Agriculture, Nutrition, and Forestry

Directly influences agricultural policy, food commodity prices, and nutrition programs (e.g., Farm Bill), all of which significantly impact US Foods' procurement costs, supply chain, and potential institutional customer base.

Health, Education, Labor, and Pensions

Directly impacts US Foods through labor laws (wages, working conditions for its extensive workforce) and potentially food safety regulations (FDA oversight) relevant to its product offerings.

Judiciary

Has direct oversight of antitrust laws, which can impact potential mergers and acquisitions, competitive practices within the food distribution industry, and US Foods' market position.