Nama Insights

US Foods (USFD)

Consumer Defensive · Food Distribution · NYSE

US Foods (USFD) is a Consumer Defensive company in the Food Distribution industry. It has a market capitalization of $23.08B, a trailing price-to-earnings ratio of 23.6 and a free-cash-flow yield of 3.9%. Over the most recent reported fiscal year, revenue grew 4.1% and free cash flow per share grew 22.1%. Nama's AI scorecard rates it Hold, 5.2 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Hold · 5.2/10
The sections balance. As of Nov 7, 2026.
Momentum
Leading · +34.5% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-5.2%
How far the last close sits under the highest price of the past five years.
Market cap$23.08B
Trailing P/E23.6
Price / book5.4
Price / sales0.6
FCF yield3.9%
Dividend yield—
Gross margin17.6%
Operating margin3.2%
Net margin1.8%
Revenue growth (YoY)+4.1%
Revenue growth (3-yr annual)+5.0%
EPS growth (YoY)+25.9%
FCF/share growth (YoY)+22.1%
Beta0.9
ExchangeNYSE
SectorConsumer Defensive
IndustryFood Distribution

USFD earnings

Next report: Feb 11, 2027 (Q4 2026, EPS estimate $1.29). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $1.26 $1.25 +0.8% —
Q2 2026 Aug 6, 2026 $1.44 $1.36 +5.9% $10.53B
Q1 2026 May 7, 2026 $0.78 $0.81 -3.7% $9.61B
Q4 2025 Feb 12, 2026 $1.04 $1.01 +3.0% $9.80B

USFD analyst price target

Median target $120.00 from 15 analysts, ranging $65.00 – $130.00.

Food Distribution peers

TickerCompanyMarket capP/E
SYY Sysco $37.84B 16.5
PFGC Performance Food Group $16.96B 22.9
CHEF Chefs' Warehouse $4.51B 41.2
UNFI United Natural Foods $2.72B 17.2
ANDE Andersons $1.86B 8.2
AVO Mission Produce $1.02B 19.4
Explore live USFD data on Nama Insights →

Recent Congressional trades

US Foods trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Lisa McClain House Sell $1,001 - $15,000 Sep 12, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Tim Moore House Buy $15,001 - $50,000 Apr 14, 2025

USFD FAQ

Is USFD a buy?
Nama's AI scorecard currently rates US Foods Hold (5.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is USFD's P/E ratio?
US Foods trades at a trailing price-to-earnings ratio of 23.6.
When does USFD report earnings?
US Foods's next scheduled report is on Feb 11, 2027. Analysts expect EPS of $1.29.
What is the USFD price target?
The median analyst price target from 15 analysts is $120.00, with a range of $65.00 – $130.00.
Is USFD Shariah compliant?
Nama's AAOIFI-style screen reads US Foods as Not Shariah Compliant. At least one of the three ratios or the industry test failed.