US Foods Holding Corp. (USFD) Stock

US Foods Holding Corp. (USFD) is a Consumer Discretionary stock trading at $99.47 (as of 2026-07-09), with a market capitalization of $21.91B and a trailing P/E of 36.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

US Foods Holding Corp., through its subsidiary US Foods, markets and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. Its customers include restaurants and restaurant chains, hospitals, nursing homes, hotels and motels, government and military organizations, colleges and universities, and retail locations, operating broadline and cash-and-carry facilities.

Understand US Foods Holding Corp.: how it makes money

US Foods distributes fresh, frozen, and dry food and non-food products to U.S. foodservice customers, generating revenue by marketing and selling these supplies through its broadline facilities and cash and carry locations.

The company’s profit model is wholesale distribution, it turns sales of food and non-food products to foodservice customers into operating earnings using its distribution footprint (broadline facilities and cash and carry).

Revenue by segment (latest quarter)
US Foods$9.6B

Business quality (Weak): Clear, single-line wholesale distribution model (food and non-food supply to foodservice), but no specific operating KPIs were provided for deeper driver-level tracking.

Valuation: At 27× earnings, USFD trades 14% above the Wholesale average (24×). Note: one-time items can distort reported P/E.

Bull case

  • Broad customer coverage across foodservice: Customers include independently owned restaurants, national restaurant chains, hospitals, nursing homes, hotels and motels, government and military organizations, colleges and universities, and retail locations.
  • Distribution reach via broadline and cash and carry: As of July 06, 2022, US Foods operated 70 broadline facilities and 80 cash and carry locations, supporting delivery and pickup oriented supply to customers.

Bear case

  • Sensitivity to customer ordering: Because revenue depends on supplying food and non-food products to foodservice customers, any decline in customer order activity would directly pressure net sales.
  • Thin operating margin environment: Latest period operating margin was 2.2%, leaving limited cushion if distribution economics or costs worsen.
Valuation — source: SEC EDGAR (first-party)
Price$99.47
Market Cap$21.91B
P/E Ratio36.0
EV / EBITDA14.3
Price / Book5.06
Price / Sales0.56
FCF Yield8.5%
DCF Value (model)$72.02
DCF Upside vs Price-27.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$39.42B
Net Margin1.7%
Revenue Growth (YoY)4.1%
EPS Growth (YoY)45.4%
FCF Growth (YoY)15.1%
Financial Health — source: SEC EDGAR
Altman Z-Score4.80 (safe)
Valuation vs Sector & Industry
Stock P/E36.0
Sector P/E (Consumer Discretionary)21.2
Industry P/E (Wholesale)23.9
vs Sector70.2%
vs Industry50.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($1.88B)
Institutional Holders Tracked10
Congressional Trades (recent)6
Company
SectorConsumer Discretionary
IndustryWholesale
CEODavid E. Flitman
Employees30,000
CountryUS
IPO Date2016-05-26

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USFD earnings history · USFD institutional & insider holders · USFD KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-09.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.