USFD
US Foods Holding Corp.Consumer Defensive · $20.6B market cap
Verdict
Share price
$96.92
close of Oct 3, 2026
Fair value
$57.13
Sticker Price
Payback Price
$22.85
buy price
USFD is Overpriced: at $96.92 it trades 70% above its fair value of $57.13. Its buy price (Payback Price) is $22.85, 76% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow Growth. Free cash flow is growing faster than reported earnings, so we project free cash flow 10 years ahead instead.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold USFD. In Q2 2026, 1 opened a position and 1 added. Who we track
Insider activity
Since Aug 7, 2026: no open-market purchases, 3 sales worth $3.6M and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Taylor Randy J
See Remarks · 2026-08-13
Sold
$710K
Taylor Randy J
See Remarks · 2026-08-13
Sold
$574K
Hancock William Spencer
See Remarks · 2026-08-07
Sold
$2.4M
Other filings
About US Foods Holding Corp.
US Foods Holding Corp., operating primarily via its subsidiary, US Foods, Inc., is a key marketer and distributor within the United States foodservice market, offering an extensive selection of fresh, frozen, and dry food products alongside various non-food supplies. Its clientele is highly diversified, encompassing independent single and multi-location dining establishments, regional culinary ventures, national…
Food Distribution
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works