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USFD

NYSE
Neutral · 43/100

US Foods Holding Corp

Consumer Discretionary
Retail

$102.39

1.8%

Updated Today 12:11 PM ET

Report Card

USFD at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Neutral · 43/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▲ Up 30.6% over the last 12 months

Price 50-day average 200-day averageDCF fair value ±15%Source: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$22.97B

P/E

33.92x

Forward P/E (est.)

24.87x

ROE

15.3%

Revenue Growth

3.7%

EPS Growth

36.4%

Profit Margin

1.7%

FCF Yield

3.3%

Debt / Equity

1.25x

ROIC

22.0%

Interest Coverage

3.7x

Current Ratio

1.14x

Dividend Yield

Implied Growth (rev. DCF)

4.6%

Rating Score

43/100

Business Overview
Research

US Foods Holding Corp (USFD) is a large-cap company in the Retail industry, part of the Consumer Discretionary sector of the S&P 500, with a market value around $22.97B.

In its latest reported year it generated about $39.42B in revenue and $676.00M in net profit.

Our model rates USFD Neutral (43/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what USFD's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. USFD trades near $102.39, above its 50-day average ($89.37) and 200-day average ($84.11). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 75 it is overbought — the recent rally is stretched and can cool off.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. USFD's is $2.97 (~2.9% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month USFD found buyers near $81.77 (support) and sellers near $104.43 (resistance); its 52-week range is $69.88–$104.43. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.5× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

4Y CAGR

14.6%

3/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $22.92B in 2016 to $39.42B in 2025, a 7.0% compound annual growth rate. The most recent year was roughly flat (3.7%) year over year. Slower, mature growth is common for established businesses.

Profitability
Research
3/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

17.4%

Operating Margin

3.0%

Net Margin

1.7%

ROE

15.3%

US Foods Holding Corp keeps about 1.7% of each sales dollar as net profit, with a 17.4% gross margin and 3.0% operating margin. Return on equity is 15.3% and return on invested capital about 22.0%. Thin margins leave less cushion if costs rise.

Debt Analysis
Research
3/4 checks passedDebt under 1× equityDebt under 2× equityInterest covered 3×+Short-term bills covered

Total Debt

$1.33K

Net Debt

-$49.00M

Net cash position

Net Debt / EBITDA

-0.04x

Debt / Equity

1.25x

Leverage: debt-to-equity is 1.2x, and operating profit covers interest about 3.7x, with a current ratio of 1.1x. That is a moderate, manageable debt load for most businesses. It carries roughly $1.33K of total debt against $49.00M of cash.

Cash Flow Analysis
Research
3/3 checks passedPositive free cash flowFCF yield above 2%Market expects achievable growth (<8%)

Operating CF

$1.37B

Free Cash Flow

$959.00M

FCF Margin

2.4%

In the latest year US Foods Holding Corp produced about $1.37B of operating cash flow and $959.00M of free cash flow after capital spending. That is a free-cash-flow yield of about 3.3% on today's price. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Valuation Analysis
Research
2/4 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandForward P/E below trailing (earnings growing)Trading below DCF fair value

P/E

33.92x

P/S

0.58x

P/B

3.96x

EV / EBITDA

13.8x

USFD trades at 33.9x trailing earnings (about 24.9x on estimated forward earnings), 0.6x sales, and 4.0x book value. Reverse-engineering today's price implies the market expects roughly 4.6% long-term free-cash-flow growth. That is a premium multiple that needs growth to justify it.

DCF Fair Value (Educational)

A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.

DCF fair value / share

$73.38

Current price

$102.39

-28% · Above fair-value estimate

Starting FCF (latest 10-K)

$959.00M

Growth, years 1–5

3.7%

Fade to terminal, years 6–10

2.5%

Discount rate

9.0%

PV of 10-yr free cash flow$7.31B
PV of terminal value$8.85B
Estimated equity value$16.16B
Shares outstanding220M

Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
33.9xExpensive
Forward P/E
24.9xExpensive
P/S ratio
0.6xCheap
Revenue growth
3.7%Weak
EPS growth
36.4%Strong
Gross margin
17.4%Weak
Net margin
1.7%Weak
ROE
15.3%Average

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $102.39 today · expected CAGR 5%17%

Metric20262027202820292030
Revenue$41.00B$42.64B$44.35B$46.12B$47.97B
Net income$1.23B$1.28B$1.33B$1.38B$1.44B
EPS$5.59$5.81$6.04$6.28$6.53
Share price (low)$111.71$116.18$120.82$125.66$130.68
Share price (high)$189.90$197.50$205.40$213.62$222.16
CAGR (low–high)9% / 85%7% / 39%6% / 26%5% / 20%5% / 17%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for USFD:

  • Strong return on equity (15.3%) shows capital is put to work well.
  • As an established S&P 500 member in Consumer Discretionary, it brings scale and a long operating history.
Bear Case

The case against USFD:

  • Thin net margins (1.7%) leave little room for error.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Valuation risk — at 33.9x earnings, disappointing results could compress the multiple.

Balance-sheet risk — debt/equity of 1.2x magnifies the impact of higher rates or weaker earnings.

Margin risk — thin profitability (1.7%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: US Foods Holding Corp is a large-cap consumer discretionary business growing at a mature pace, with modest profitability, and a heavier debt load to watch. It trades at 33.9x earnings, which our model scores Neutral (43/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

USFD — frequently asked questions

Is USFD a good stock to buy?

We don't give buy or sell advice. Our model rates US Foods Holding Corp Neutral (43/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is USFD's rating on The Stocks School?

US Foods Holding Corp currently scores 43/100 (Neutral) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does USFD's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from US Foods Holding Corp's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for USFD calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this USFD analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell USFD. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.