USFD Stock Analysis — US Foods Holding Corp.
Sector: Food Distribution
AI Verdict
USFD is cheap for the growth on offer, but the moat relies on execution—if the scale advantage delivers, the valuation looks attractive.
Competitive Moat
US Foods operates one of the largest foodservice distribution networks in the U.S., giving it scale advantages in logistics and purchasing. Its broad product assortment and entrenched relationships with restaurants and institutional clients create high switching costs for customers.
Summary
USFD is drawing attention for its sharp 54.6% expected EPS growth against a much lower forward P/E.
Where It Stands
USFD trades at 17.7x next year's earnings, well below its trailing 27.3x and just above the consumer staples median of 20x, with analysts expecting a 54.6% EPS jump.
Key Metrics
- Trailing P/E: 27.3x
- Forward P/E: 17.7x
- PEG Ratio: 0.50
- Earnings Growth: +0.5%
- Revenue Growth: +0.0%
- 52-Week High: $102.13
- 52-Week Low: $68.80
Analyst Consensus
19 Buy · 4 Hold · 0 Sell (23 analysts)
Bull Case
A forward P/E of 17.7x with 54.6% expected EPS growth is cheap for the growth you're getting, especially if scale-driven margins hold.
Bear Case
If the forward P/E reverts to the trailing 27.3x, the stock could see a sharp rerating if growth stalls or misses expectations.
Catalyst to Watch
Quarterly earnings beats or misses will directly test the credibility of the 54.6% EPS growth forecast.