USFD trades 24.6% below Wall Street's consensus target of $117.00.
Last 12 months price action with 12-month analyst target path
The base valuation assumes USFD achieves its forward estimates and maintains a stable P/E multiple of 19.6x. This scenario reflects the blended consensus of 26 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of September 24, 2026, US Foods Holding Corp. (USFD) has a Wall Street consensus price target of $117.00, based on estimates from 26 covering analysts. With the stock currently trading at $93.93, this represents a potential upside of +24.6%. The company has a market capitalization of $20.69B.
Analyst price targets range from a low of $107.00 to a high of $127.00, representing a 17% spread in expectations. The median target of $120.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 19 analysts rating the stock as a Buy or Strong Buy,7 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, USFD trades at a trailing P/E of 31.9x and forward P/E of 19.6x. Analysts expect EPS to grow +24.2% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $117.63, with bear and bull scenarios of $74.11 and $154.99 respectively. Model confidence stands at 50/100, reflecting moderate uncertainty in projections.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 SYYSysco Corporation | $36.9B | $77.14 | $85.75 | +11.2% | Buy | 16.8x | 30 |
 PFGCPerformance Food Group Co | $14.3B | $90.79 | $127.33 | +40.2% | Buy | 19.7x | 26 |
 CHEFThe Chefs' Warehouse, Inc. | $4.4B | $108.89 | $111.00 | +1.9% | Buy | 42.8x | 17 |
 UNFIUnited Natural Foods, Inc. | $2.6B | $43.74 | $50.75 | +16.0% | Hold | 13.0x | 43 |
 WDFCWD-40 Company | $2.7B | $199.34 | $475.00 | +138.3% | Hold | 32.0x | 7 |
 NABLN-able, Inc. | $782M | $4.15 | $4.47 | +7.7% | Hold | 10.7x | 6 |
 KRThe Kroger Co. | $35.5B | $57.64 | $69.64 | +20.8% | Buy | 11.1x | 44 |
 CASYCasey's General Stores, Inc. | $22.1B | $597.31 | $823.57 | +37.9% | Buy | 28.0x | 26 |
 TSNTyson Foods, Inc. | $18.2B | $51.36 | $67.40 | +31.2% | Buy | 14.2x | 30 |
 CAGConagra Brands, Inc. | $7.1B | $14.78 | $13.95 | -5.6% | Hold | 8.7x | 25 |
Quick answers to the most common questions about buying USFD stock.
The consensus Wall Street price target for USFD is $117, representing 24.6% upside from the current price of $93.93. With 26 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
USFD has a consensus rating of "Buy" based on 26 Wall Street analysts. The rating breakdown is predominantly bullish, with 19 Buy/Strong Buy ratings. The consensus 12-month price target of $117 implies 24.6% upside from current levels.
With a forward P/E of 19.6223x, USFD trades at a relatively low valuation. The consensus target of $117 implies 24.6% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $127 for USFD, while the most conservative target is $107. The consensus of $117 represents the median expectation. Our quantitative valuation model projects a bull case target of $155 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
USFD is heavily covered by Wall Street, with 26 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 19 have Buy ratings, 7 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month USFD stock forecast based on 26 Wall Street analysts shows a consensus price target of $117, with estimates ranging from $107 (bear case) to $127 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $118, with bear/bull scenarios of $74/$155.
Our quantitative valuation model calculates USFD's fair value at $118 (base case), with a bear case of $74 and bull case of $155. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 50/100.
USFD trades at a forward P/E ratio of 19.6x based on next-twelve-months earnings estimates compared to a trailing P/E of 31.9x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on USFD, with a "Buy" consensus rating and $117 price target (24.6% upside). 19 of 26 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
USFD analyst price targets range from $107 to $127, a 17% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $117 consensus represents the middle ground. Our model's $74-$155 range provides an independent fundamental perspective.
Live VCP patterns, Cup & Handle overlays, support/resistance, and AI trade plans.
High-probability breakout stocks crossing their pivot across 5 pattern engines.
DCF models, multiple analysis, and analyst estimates.
10-year return with dividends reinvested.
Compare growth, multiples, and margins vs sector.