SuperworthUS Foods USFD
- Market cap
- $21.8B
- PE
- 31.0×
- 10y median 27.5×
- Forward PE
- 19.4×
- 10y median 17.5×
- Price to sales
- 0.5×
- EV/EBIT
- 20.5×
- Revenue, 12 months
- $40.1B
- +4% on a year ago
- Net margin
- 1.8%
- Free cash flow yield
- 4.3%
US Foods trades at 31.0× trailing earnings, pricier than 73% of the last ten years. Revenue was $40.1B over the last twelve months, up 4% on a year earlier with a 2% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $9.1B+2% | $8.9B+5% | $8.9B+5% | $9.7B+8% | $9.7B+7% | $9.5B+6% | $9.4B+5% | $10.1B+4% | $10.2B+5% | $9.8B+3% | $9.6B+3% | $10.5B+5% | |
| Cost of revenue | $7.6B+1% | $7.3B+4% | $7.5B+5% | $8B+8% | $8.1B+7% | $7.8B+7% | $7.7B+4% | $8.3B+4% | $8.4B+5% | $8.1B+3% | $8B+3% | $8.6B+4% |
| Gross profit | $1.5B+6% | $1.6B+9% | $1.5B+5% | $1.7B+7% | $1.7B+8% | $1.7B+5% | $1.6B+8% | $1.8B+4% | $1.8B+5% | $1.7B+3% | $1.7B+2% | $1.9B+8% |
| SG&A | $1.3B+5% | $1.3B+4% | $1.3B+6% | $1.4B+7% | $1.4B+5% | $1.4B+5% | $1.4B+5% | $1.4B+4% | $1.5B+6% | $1.4B+2% | $1.4B+3% | $1.5B+5% |
| $230M+8% | $278M+42% | $165M−12% | $353M+10% | $279M+21% | $302M+9% | $224M+36% | $372M+5% | $282M+1% | $321M+6% | $216M−4% | $443M+19% | |
| Interest expense | $81M+25% | $80M+7% | $79M−3% | $81M−1% | $75M−7% | $80M+0% | $77M−3% | $74M−9% | $76M+1% | $78M−3% | $75M−3% | $77M+4% |
| Pre-tax income | $129M−16% | $200M+58% | $87M−19% | $269M+11% | $201M+56% | $87M−57% | $148M+70% | $300M+12% | $206M+3% | $244M+181% | $142M−4% | $369M+23% |
| $34M−24% | $53M+56% | $5M−80% | $71M+18% | $53M+56% | $21M−60% | $33M+560% | $76M+7% | $53M+0% | $60M+186% | $26M−21% | $94M+24% | |
| Net income | $95M−13% | $147M+58% | $82M+0% | $198M+9% | $148M+56% | $66M−55% | $115M+40% | $224M+13% | $153M+3% | $184M+179% | $116M+1% | $275M+23% |
| $0.38−12% | $0.60+62% | $0.33+3% | $0.80+10% | $0.61+61% | $0.28−53% | $0.49+49% | $0.96+20% | $0.67+10% | $0.82+193% | $0.52+6% | $1.24+29% | |
| 249M−1% | 247M+9% | 248M−2% | 248M−1% | 243.9M−2% | 235M−5% | 234M−6% | 233M−6% | 228.4M−6% | 225M−4% | 223M−5% | 221M−5% |
Revenue: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
Cost of revenue: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
Gross profit: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
SG&A: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
Operating income: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
Interest expense: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
Income tax: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
Net income: Q1 FY15 and Q1 FY16: 6 months less the 3 months printed beside them.
EPS, diluted: 8 periods, Q1 FY15 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY15: share-days: the 6-month average less the second quarter's. Q4 FY15 and Q4 FY20: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 9 periods, Q4 FY16 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $10.6B | $10.5B to $10.6B | $1.25 | $1.24 to $1.26 | 8 |
| Q4 FY26 | $10.8B | $10.7B to $10.8B | $1.31 | $1.27 to $1.36 | 8 |
| Q1 FY27 | $10.1B | $10B to $10.3B | $0.96 | $0.95 to $0.98 | 5 |
| Q2 FY27 | $11.1B | $11B to $11.2B | $1.66 | $1.63 to $1.69 | 3 |
| Q3 FY27 | $11.2B | $11B to $11.3B | $1.48 | $1.46 to $1.51 | 5 |
| Q4 FY27 | $10.8B | $10.6B to $10.9B | $1.45 | $1.43 to $1.48 | 3 |
| Q1 FY28 | $10.7B | $10.6B to $10.8B | $1.16 | $1.14 to $1.18 | 6 |
| Q2 FY28 | $11.7B | $11.6B to $11.9B | $1.95 | $1.91 to $1.98 | 4 |
Peers
Companies in Food Distribution nearest US Foods' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| USFDUS Foods | $21.8B | 31.0× | 27.5× | 19.4× | 0.5× | +4% | 1.8% |
| PFGCPerformance Food | $14.9B | 41.4× | 31.5× | n/m | 0.2× | +7% | 0.5% |
| SYYSysco | $39B | 22.2× | 24.3× | 16.0× | 0.5× | +4% | 2.1% |
| DPZDominos Pizza | $10.3B | 17.3× | 31.4× | n/m | 2.0× | +5% | 12.0% |
| CHEFChefs' Warehouse | $4.3B | 51.1× | 45.4× | n/m | 1.0× | +11% | 2.1% |
| SEBSeaboard | $3.7B | 5.9× | 10.8× | n/m | 0.4× | +8% | 6.2% |
| ASHAshland | $3.3B | 62.4× | 31.3× | n/m | 1.8× | −1% | 2.8% |
| CENTCentral Garden & Pet | $2.8B | 16.9× | 15.3× | n/m | 0.9× | −1% | 5.4% |
| UNFIUnited Natural Foods | $2.8B | 35.5× | 12.0× | n/m | 0.1× | −2% | 0.3% |
| HWKNHawkins | $2.8B | 34.3× | 19.3× | n/m | 2.5× | +9% | 7.3% |
| ANDEAndersons | $2.2B | 12.6× | 16.9× | n/m | 0.2× | −5% | 1.6% |
| Peer median | $3.5B | 28.3× | 21.8× | 16.0× | 0.7× | +4% | 2.5% |
Investors who own it
Investors we follow who held US Foods at the end of Jun 30, 2026, from their 13F filings.
- Stephen MandelLone Pine Capital3.1% of portfolioadded
- Dan SundheimD1 Capital Partners1.3% of portfolioadded
- Andreas HalvorsenViking Global Investors0.5% of portfolionew
More on US Foods
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #2of 13Food Distribution stocks with the fastest earnings growth
- #5of 26Consumer staples stocks with the fastest expected revenue growth
- #6of 16Consumer staples stocks with the lowest PEG ratio
- #9of 20Food Distribution stocks with the highest profit margins
- #10of 17Food Distribution stocks with the lowest PE ratio
- #9of 14Food Distribution stocks cheapest against their own PE history
Its groups
About
- Industry
- Food Distribution
- Sector
- Consumer Defensive
Valuation data, not investment advice. Prices as of .