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US Foods Holding Corp. (USFD)

Consumer Defensive | Food Distribution | Rosemont, United States | NYSE
93.27 USD -0.42 (-0.448%) ⇩ (April 20, 2026, 4 p.m. EDT)

Short-term: ★★★★☆ | Long-term: ★★★☆☆ | Dividends: ☆☆☆☆☆
Hot Take | April 19, 2026, 12:25 a.m. EDT

USFD has completed its rebalancing from undervalued to slightly overvalued on a relative basis, but the momentum remains intact. The options chain explicitly prices in a move toward $100 within the next month, betting that the recent spike from $60 will continue. However, the fundamental story supports a 'sell the news' scenario if April earnings meet expectations, as the stock has already run ahead of the 3% revenue growth narrative. Traders should focus on options expiring expiring April 17th targeting the $100 strike.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.069304
AutoARIMA0.089595
AutoETS0.089599
MSTL0.096765

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 66%
H-stat 0.20
Ljung-Box p 0.000
Jarque-Bera p 0.017
Excess Kurtosis 0.61
Attribute Value
Sector Consumer Defensive
Debt to Equity Ratio 132.877
Revenue per Share 173.674
Market Cap 20,569,946,112
Trailing P/E 31.72
Forward P/E 16.53
Beta 0.98
Profit Margins 1.71%
Website https://www.usfoods.com

As of April 19, 2026, 12:25 a.m. EDT: Speculators display a significant bullish bias in the short term (April/May 2026), evidenced by 99% OTM call open interest relative to puts in the near term and a massive buildup in 100/110 strike OTM calls for the July expiration. This suggests positioning for a continuation of the recent ~15% rally. Conversely, the long-term (2027) data reveals a defensive 'wall' of 2026 puts at strikes below the current price (85 and below) and high IV for deep underwater puts, indicating hedging against a potential pullback if earnings are missed, but a lack of speculative distribution. The market expects a bounce up toward $100-$110, leaving a floor rather than a ceiling.


Info Dump

Attribute Value
52 Week Change 0.4741584
Address1 9,399 West Higgins Road
Address2 Suite 100
All Time High 102.13
All Time Low 8.32
Ask 106.0
Ask Size 400
Audit Risk 2
Average Analyst Rating 1.5 - Strong Buy
Average Daily Volume10 Day 2,063,010
Average Daily Volume3 Month 2,762,793
Average Volume 2,762,793
Average Volume10Days 2,063,010
Beta 0.98
Bid 88.1
Bid Size 400
Board Risk 2
Book Value 19.533
City Rosemont
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 3
Country United States
Crypto Tradeable 0
Currency USD
Current Price 93.27
Current Ratio 1.16
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 94.34
Day Low 93.13
Debt To Equity 132.877
Display Name US Foods Holding
Earnings Call Timestamp End 1,778,158,800
Earnings Call Timestamp Start 1,778,158,800
Earnings Growth 2.059
Earnings Quarterly Growth 1.788
Earnings Timestamp 1,778,157,000
Earnings Timestamp End 1,778,157,000
Earnings Timestamp Start 1,778,157,000
Ebitda 1,710,000,000
Ebitda Margins 0.043369997
Enterprise To Ebitda 15.352
Enterprise To Revenue 0.666
Enterprise Value 26,251,948,032
Eps Current Year 4.77633
Eps Forward 5.64174
Eps Trailing Twelve Months 2.94
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 92.6404
Fifty Day Average Change 0.6295929
Fifty Day Average Change Percent 0.006796094
Fifty Two Week Change Percent 47.41584
Fifty Two Week High 102.13
Fifty Two Week High Change -8.860001
Fifty Two Week High Change Percent -0.086752184
Fifty Two Week Low 61.65
Fifty Two Week Low Change 31.619995
Fifty Two Week Low Change Percent 0.5128953
Fifty Two Week Range 61.65 - 102.13
Financial Currency USD
First Trade Date Milliseconds 1,464,269,400,000
Float Shares 218,715,870
Forward Eps 5.64174
Forward P E 16.532133
Free Cashflow 825,374,976
Full Exchange Name NYSE
Full Time Employees 30,000
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 0.17411
Gross Profits 6,864,000,000
Has Pre Post Market Data 1
Held Percent Insiders 0.0057099997
Held Percent Institutions 1.0748
Implied Shares Outstanding 220,541,958
Industry Food Distribution
Industry Disp Food Distribution
Industry Key food-distribution
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,766,793,600
Long Business Summary US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company also provides MOXe, an all-in-one foodservice business application. Its customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations. The company was formerly known as USF Holding Corp. and changed its name to US Foods Holding Corp. in February 2016. US Foods Holding Corp. was incorporated in 2007 and is headquartered in Rosemont, Illinois.
Long Name US Foods Holding Corp.
Market us_market
Market Cap 20,569,946,112
Market State PRE
Max Age 86,400
Message Board Id finmb_325290136
Most Recent Quarter 1,766,793,600
Net Income To Common 676,000,000
Next Fiscal Year End 1,798,329,600
Non Diluted Market Cap 20,541,998,854
Number Of Analyst Opinions 15
Open 93.69
Operating Cashflow 1,368,999,936
Operating Margins 0.03571
Overall Risk 2
Payout Ratio 0.0
Peg Ratio 0.73
Phone 847 720 8000
Pre Market Change 0.0
Pre Market Change Percent 0.0
Pre Market Price 93.27
Pre Market Time 1,776,769,940
Previous Close 93.69
Price Eps Current Year 19.527544
Price Hint 2
Price To Book 4.774996
Price To Sales Trailing12 Months 0.521762
Profit Margins 0.01715
Quick Ratio 0.624
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.46667
Region US
Regular Market Change -0.420006
Regular Market Change Percent -0.448293
Regular Market Day High 94.34
Regular Market Day Low 93.13
Regular Market Day Range 93.13 - 94.34
Regular Market Open 93.69
Regular Market Previous Close 93.69
Regular Market Price 93.27
Regular Market Time 1,776,715,202
Regular Market Volume 1,822,189
Return On Assets 0.05698
Return On Equity 0.15303001
Revenue Growth 0.033
Revenue Per Share 173.674
Sand P52 Week Change 0.34445214
Sector Consumer Defensive
Sector Disp Consumer Defensive
Sector Key consumer-defensive
Share Holder Rights Risk 2
Shares Outstanding 220,242,295
Shares Percent Shares Out 0.0438
Shares Short 9,650,015
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 9,772,046
Short Name US Foods Holding Corp.
Short Percent Of Float 0.0495
Short Ratio 3.68
Source Interval 15
State IL
Symbol USFD
Target High Price 120.0
Target Low Price 94.0
Target Mean Price 109.53333
Target Median Price 110.0
Total Cash 41,000,000
Total Cash Per Share 0.186
Total Debt 5,722,999,808
Total Revenue 39,424,000,000
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 2.94
Trailing P E 31.724487
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 81.6411
Two Hundred Day Average Change 11.628899
Two Hundred Day Average Change Percent 0.14243928
Type Disp Equity
Volume 1,822,189
Website https://www.usfoods.com
Zip 60,018