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    A Look At US Foods Holding (USFD) Valuation After Steady Returns And Undervaluation Signals

    Simply Wall St·01/08/2026 20:43:10
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    What US Foods Holding could offer investors right now

    US Foods Holding (USFD) has been relatively stable in the past week, so the current focus for investors is how its recent returns and fundamentals might line up at the current share price of $75.32.

    See our latest analysis for US Foods Holding.

    Over the past year, US Foods Holding has paired a relatively muted short term share price move with a 1 year total shareholder return of 10.41%, while the 3 year total shareholder return of about 2x suggests momentum has built over time as investors reassess its growth potential and risk profile.

    If this kind of steady compounding appeals to you, it could be a good moment to broaden your search with fast growing stocks with high insider ownership and see what else is catching investors’ attention.

    With US Foods Holding trading at $75.32, a value score of 4, an implied 20.55% gap to analyst targets and a reported intrinsic discount of about 62%, is there still a genuine opportunity here, or is potential future growth already reflected in the current price?

    Most Popular Narrative: 18.5% Undervalued

    With US Foods Holding last closing at $75.32 against a narrative fair value of $92.40, the current story points to a material valuation gap.

    The analysts have a consensus price target of $91.333 for US Foods Holding based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $103.0, and the most bearish reporting a price target of just $82.0.

    Read the complete narrative.

    Want to see what is sitting behind that valuation gap? The narrative focuses on higher margins, steady top line expansion, and a richer profit multiple. Curious how those moving pieces are projected to interact over the next few years? The full breakdown spells out the earnings and share count path that needs to align for this fair value to hold.

    Result: Fair Value of $92.40 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this depends on away from home dining holding up and on US Foods managing M&A and cost cuts without hurting service, margins, or long term growth.

    Find out about the key risks to this US Foods Holding narrative.

    Build Your Own US Foods Holding Narrative

    If you look at the numbers and reach a different conclusion, or simply want to test your own assumptions, you can build a personalized view in just a few minutes with Do it your way.

    A great starting point for your US Foods Holding research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    If US Foods Holding is on your radar, do not stop there. The real edge often comes from comparing it with a few well chosen alternatives.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.