Distributes fresh produce to foodservice establishments. Supplies frozen foods like meats, seafood, and vegetables. Now — the numbers.
Revenue is spread across several lines; no single product carries the company.
This is an established company with proven profits.
Average growth of 8% a year over the last 4 years. Every year shown ended in profit.
The gap is $5.7B. In times of high interest rates, a gap like that can squeeze a company.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Profit indicators sit around the sector average.
A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.
Clearly below the class average.
This grade is a blend: the profit side is strong, the sales tempo slow.
Clearly above the class average — a step short of the very top.
Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.
The stock trades below its recent peak — about 14% off the top. A pullback, not a collapse.
Our checks did not surface a specific strength to highlight here.
Today’s price already includes part of tomorrow’s optimism. Report-card grade: 46/100.
As the slice kept from each sale thins out, so does the profit.
No clear buy-side message is coming from the executive floor.
On our five-subject report card, USFD sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”
The takeaway: USFD is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.
Analysts’ average target sits above today’s price, yet the valuation grade (46/100) says the stock isn’t cheap.