Análisis Argos
USFD
USFDCara
US Foods Holding Corp. · Consumer Defensive
US$ 104.29
precio al 2026-07-04
Valor justo Argos*
US$ 56–69
vs. su valor justo
68% por encima
Score Argos
45/100
LA RESPUESTA
El mercado le pide crezca 23.3% al año — más de lo que ha demostrado (8.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 37% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO3/6SALUD2/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO3/6SALUD2/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos45de 100Cara
Ingresos▲4%
US$ 39.4 B
Margen operativo▲3%
3.1%
Flujo de caja libre▲16%
US$ 1 B
Deuda neta
US$ 5.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 23.0B
P/E34x
EV/EBITDA16.9x
FCF yield4.2%
ROIC9.3%
Margen operativo3.1%
Crecim. ingresos+4.1%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 4 jul
US Foods Holding: Gaining Market Share In Key Segments
US Foods Holding Corp. is rated BUY, driven by accelerating market share gains in the high-margin independent restaurant segment and robust forward growth guidance. USFD leverages technology platforms, private label expansion, and operational efficiencies to drive margin growth and customer stickiness, despite recent macro headwinds. Management guides for 3.5% case growth, 5% revenue growth, and 11% adjusted EBITDA growth for FY26, with EPS expected to rise 21% at midpoint.
seekingalpha.com · 3 jun
US Foods Holding Corp. (USFD) Presents at 23rd annual dbAccess Global Consumer Conference Transcript
US Foods Holding Corp. (USFD) Presents at 23rd annual dbAccess Global Consumer Conference Transcript
gurufocus.com · 1 jun
US Foods® 2025 Sustainability Report Highlights Progress Across Products, People and Planet
US Foods Holding Corp. (NYSE: USFD) – one of America's leading foodservice distributors – announced today the release of the company's [url="]2025 Sustaina
businesswire.com · 1 jun
US Foods® 2025 Sustainability Report Highlights Progress Across Products, People and Planet
ROSEMONT, Ill.--(BUSINESS WIRE)-- #CSR--US Foods Holding Corp. (NYSE: USFD) – one of America's leading foodservice distributors – announced today the release of the company's 2025 Sustainability Report. Within the comprehensive report, US Foods highlights progress across its Exclusive Brands product offerings, support for associates and communities, and initiatives to minimize the environmental impact of its operations and supply chain. “I am proud of the progress we've made on our sustainability jour.
fool.com · 27 may
ISCV Beat IJJ Over the Past Year. Here's Why That Gap Could Easily Reverse.
Compare expense ratios, diversification, and risk profiles as these two value-focused ETFs take distinct approaches to portfolio construction.
businesswire.com · 27 may
US Foods to Present at the Deutsche Bank Access Global Consumer Conference 2026
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) announced today that Dave Flitman, Chair of the Board and Chief Executive Officer, and Dirk Locascio, Chief Financial Officer, will participate in a fireside chat at the Deutsche Bank Access Global Consumer Conference on Wednesday, June 3, 2026, at 7:00 a.m. CDT or 2:00 p.m. CEST. Media and investors can listen to a live audio webcast by visiting the Investor Relations page of the company's website at https://ir.usfoods.com/ev.
businesswire.com · 14 may
US Foods Announces Board Leadership Transition
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD), one of the largest foodservice distributors in the United States, today announced that its Board of Directors has approved a Board leadership transition. Effective today, Dave Flitman, currently Chief Executive Officer assumed the additional role of Chair of the Board. David Tehle, currently Chair, transitioned to the role of Lead Independent Director of the Board. As Chair of the Board and CEO, Dave Flitman will continue to.
seekingalpha.com · 7 may
US Foods Holding Corp. (USFD) Q1 2026 Earnings Call Transcript
US Foods Holding Corp. (USFD) Q1 2026 Earnings Call Transcript

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.