Reading the tape
NYSE: USFD
US Foods Holding Corp.
Consumer Defensive · Food Distribution
Market Cap
$20.08B
52w High
$102.13
52w Low
$66.62
P/E
29.93
Volume
1.95M
Outstanding Shares
220.54M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 33.05%Revenue (TTM): 4.08%FCF (TTM): 15.13%P/FCF: 82nd pct
What changed
The stock rose 33.05% over the last year. Revenue grew 4.08% over the trailing twelve months. Operating margin moved from 2.91% to 3.13%. Free cash flow grew 15.13% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (82nd percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 3.13% — continued expansion would be needed to justify the premium. Revenue growth of 4.08% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
US Foods Holding Corp., through its subsidiary, US Foods, Inc., markets and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States.
CEODavid E. Flitman
SectorConsumer Defensive
IndustryFood Distribution
Employees30,000
IPO dateMay 26, 2016
Valuation
Forward P/E—
EV/EBITDA13.82
Enterprise value$23.02B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth3.26%
Gross margin17.41%▲0.93%vs FY2024
Operating margin3.13%▲5.50%vs FY2024
ROE15.7%▲43.86%vs FY2024
Analyst consensus
RatingBuy
Target price$108.33▲18.97%
19
Buy
6
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 7, 2026
Q2 FY26 · EPS est $0.82 · Revenue est $9.66B
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