4 models fit US Foods Holding Corp. Common Stock and they disagree: 1 of 4 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)Silver65
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionUS Foods Holding Corp. Common Stock (USFD)
Fair value (4 models)
$63.01
ACCE price target
$95.00
Rating
Overvalued
Horizon
12 months
Fair value published on 20 Oct 2026, 16:04 CEST; previously $87.33 since 16 Oct 2026, 00:00 CEST.
ACCE price target published on 25 Sept 2026, 00:00 CEST.
Rating published on 20 Oct 2026, 16:04 CEST.
Price used: $101 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
60.2% above
-37.6% to fair value
ACCE score
61
out of 100
Analysts
80% buy
15 covering
P/E
31.4x
forward 17.0x
1-year return
+33.1%
Dividend yield
0.00%
US Foods Holding Corp. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
US Foods is one of the two largest foodservice distributors in the US, supplying restaurants, healthcare facilities, schools and hotels with fresh produce, meat, dairy, frozen goods and disposables through a network of distribution centers and a fleet of delivery trucks. Its moat is scale: a bigger route density and purchasing base than most regional rivals, which lets it serve national chain customers that prefer a single supplier. Revenue is growing at about 4.5%, and the stock trades at 17.6x forward earnings against a trailing P/E of 30.1, so the market is pricing in a meaningful earnings recovery. The thin 4.2% operating margin and 17.6% gross margin leave little room for error, so the thesis depends on margin expansion from cost discipline and tech-driven route efficiency actually showing up in reported numbers. At an $21.1B market cap and a score of 58/100, the name is worth a deeper look mainly to test whether that forward earnings step-up is credible.