| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 57 | 29.2x | 17.8x | Around median | |
Growth | 51 | 2.6% | 7.1% | Around median | |
Quality | 59 | 10.5% | 4.5% | Around median | |
Safety | 59 | 2.9x | 2.6x | Around median | |
Capital Return | 62 | — | 2.12% | Around median | |
Momentum | 70 | 38.0% | 2.9% | Top tier | |
Sentiment | 47 | 9 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
US Foods Holding Corp. operates as a national foodservice distributor within the United States, focusing its resources on independent restaurants, healthcare, and hospitality. The company generates revenue by distributing food products and serving customers through an extensive network, supported by digital tools and services such as Pronto, which enables smaller orders, later cutoff times, and more frequent deliveries. Healthcare and hospitality together represent more than 25% of sales, while private-label penetration among independent restaurant customers reached approximately 53% in Q2 fiscal 2026.
In Q2 fiscal 2026, net sales rose 4.5% to $10.5 billion, driven by 1.9% growth in total case volume and a 2.6% food cost inflation and mix impact. Gross profit according to EDGAR filings was approximately $1.9 billion, representing a gross margin of about 18.1%, while net income was $275 million, with a net margin of approximately 2.6% and GAAP diluted earnings per share of $1.24. By customer type, independent restaurant cases increased 5.1%, healthcare 3.5%, and hospitality 4.4%, while chain restaurant cases declined 1.5%.
In Q2 fiscal 2026, the company reported record adjusted earnings before interest, taxes, depreciation, and amortization of $604 million, up 10.2%, with a record margin of 5.7% following an expansion of 29 basis points. Adjusted diluted earnings per share rose 21% to $1.44, while adjusted gross profit per case grew 5%, compared with a 3.7% increase in adjusted operating expenses per case. On a trailing twelve-month basis, revenue was $39.7 billion and net income was $677 million, compared with revenue of $39.4 billion and net income of $676 million in fiscal 2025.
The analyst consensus rates USFD shares a “Buy,” with an average price target of $117 and a range of $107 to $127. The average target is approximately 5% above the 52-week range high of $111.42, while the upper target is approximately 14% above that high, but the $20 spread in targets reflects differing views on the persistence of growth and margin expansion. No specific price-to-earnings multiple is available in the data, so the valuation assessment is based on the target range, the 52-week range, and the company's ability to achieve its fiscal 2026 guidance.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
Net sales rose 4.5% to $10.5 billion, supported by 1.9% growth in total case volume and a 2.6% food cost inflation and mix impact. Independent restaurant cases increased 5.1%, healthcare 3.5%, and hospitality 4.4%, compared with a 1.5% decline in chain restaurant cases. Adjusted earnings before interest, taxes, depreciation, and amortization reached $604 million, up 10.2%, while its margin expanded 29 basis points to 5.7%. Adjusted diluted earnings per share also rose 21% to $1.44, while earnings per share according to EDGAR filings amounted to $1.24.
Pronto allows customers to order smaller quantities and benefit from later cutoff times and more frequent deliveries, helping US Foods compete with local and specialty distributors. The service was operating in 52 markets, and Pronto Next Day was operating in 35 markets, with a plan to add eight markets during fiscal 2026. After generating $1 billion in sales in fiscal 2025, management expects approximately $1.3 billion in fiscal 2026. The company raised its fiscal 2027 sales estimate from $1.5 billion to more than $1.7 billion.
Management reaffirmed its expectation for net sales growth of between 4% and 6% in fiscal 2026. It also expects adjusted earnings before interest, taxes, depreciation, and amortization growth of between 9% and 13%, and adjusted earnings per share growth of between 18% and 24%. This is based on expected total case volume growth of between 2.5% and 4.5%. The guidance includes an approximately 1% impact from the fifty-third week on case growth and adjusted earnings before interest, taxes, depreciation, and amortization growth.
Automated analysis for informational purposes only — not investment advice.
The Visit Assistant tool delivered more than 700 thousand actionable insights to sales representatives during the first six weeks, with the aim of improving visit preparation and identifying customer opportunities. The company is testing a generative sales assistant that answers representatives' questions within the workflow, alongside the use of demand forecasting, labor planning, and the Descartes system to improve routing. It also began testing autonomous inventory-scanning robots in one warehouse and plans to expand the trial to six additional locations by the end of fiscal 2026. These tools are linked to an annual productivity target of between 3% and 5% across warehouses, delivery, and commercial operations.
Restaurant traffic remained under pressure, and chain restaurant case volume declined 1.5% despite acceleration in the independent restaurant business. Fuel represented approximately one-third of the increase in adjusted operating expenses, while management expects elevated selling costs to continue for two additional quarters because of the compensation plan transition and advance hiring. The company also expects the rate of gross profit per case growth to slow in Q3 fiscal 2026 compared with previous levels. In addition, Pronto's expansion must maintain profitability and avoid cannibalizing traditional distribution operations while targeting sales exceeding $1.7 billion in fiscal 2027.
The company generated $725 million in operating cash flow year to date in fiscal 2026, supported by earnings and working capital management. It repurchased $374 million of shares in Q2, bringing year-to-date repurchases to approximately $500 million. Net leverage was 2.6 times, within the target range of two to three times. The company also extended the maturity of its asset-backed credit facility to 2031 and increased it to $2.5 billion, with no long-term debt maturities before 2028.
