US Foods Holding Corp. (USFD)

Wholesale-Groceries & Related Products

Latest Price

$100.59

TTM P/E

33.87

Normalized P/E

51.69

Div Yield

Book Value

19.70

P/B Ratio

5.11

Valuation metrics

EPS: $2.94

Book value / share: $19.53

Formula: √(22.5 × EPS × BVPS)

Graham Number

$35.95

64% downside

Norm. op. income: $858M (median of 6yr)

Tax rate: 25%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$6.52

94% downside

Base FCF: $831M (median of recent 5yr)

Growth: 15%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$113.50

+13% upside

EPS: $2.94

Target P/E: 52×

Formula: EPS × P/E

P/E Fair Value

$152.88

+52% upside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	20.44M	$1.88B	9.27%	+429.6K	2026-03-31
Boston Partners	16.39M	$1.51B	7.44%	+190.6K	2026-03-31
WELLINGTON MANAGEMENT GROUP LLP	15.75M	$1.45B	7.15%	+1.97M	2026-03-31
FMR LLC	13.78M	$1.27B	6.25%	-642.3K	2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC	10.20M	$940.0M	4.63%	--	2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC	9.90M	$912.0M	4.49%	--	2026-03-31
Capital World Investors	7.78M	$716.0M	3.53%	-5.09M	2026-03-31
STATE STREET CORP	6.88M	$634.0M	3.12%	+57.1K	2026-03-31
Invesco Ltd.	6.12M	$563.0M	2.77%	-2.03M	2026-03-31
VICTORY CAPITAL MANAGEMENT INC	6.08M	$560.0M	2.76%	+1.26M	2026-03-31