The Andersons Inc (ANDE)vsUS Foods Holding Corp (USFD)
ANDE
The Andersons Inc
$70.97
-1.27%
CONSUMER DEFENSIVE · Cap: $2.43B
USFD
US Foods Holding Corp
$95.34
-0.75%
CONSUMER DEFENSIVE · Cap: $22.51B
Smart Verdict
WallStSmart Research — data-driven comparison
US Foods Holding Corp generates 267% more annual revenue ($40.13B vs $10.94B). USFD leads profitability with a 1.8% profit margin vs 1.6%. USFD appears more attractively valued with a PEG of 0.24. ANDE earns a higher WallStSmart Score of 63/100 (C+).
ANDE
Buy63
out of 100
Grade: C+
USFD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.2%
Fair Value
$113.59
Current Price
$70.97
$42.62 discount
Intrinsic value data unavailable for USFD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 618.0% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Earnings expanding 29.2% YoY
Areas to Watch
1.6% margin — thin
Operating margin of 1.6%
Revenue declined 1.2%
Premium valuation, high expectations priced in
4.5% revenue growth
1.8% margin — thin
Operating margin of 4.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : ANDE
The strongest argument for ANDE centers on EPS Growth, Altman Z-Score, PEG Ratio. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bull Case : USFD
The strongest argument for USFD centers on PEG Ratio, Altman Z-Score, EPS Growth. PEG of 0.24 suggests the stock is reasonably priced for its growth.
Bear Case : ANDE
The primary concerns for ANDE are Profit Margin, Operating Margin, Revenue Growth. Thin 1.6% margins leave little buffer for downturns.
Bear Case : USFD
The primary concerns for USFD are P/E Ratio, Revenue Growth, Profit Margin. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
USFD carries more volatility with a beta of 0.82 — expect wider price swings.
USFD is growing revenue faster at 4.5% — sustainability is the question.
ANDE generates stronger free cash flow (412M), providing more financial flexibility.
Monitor FOOD DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ANDE scores higher overall (63/100 vs 59/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
The Andersons Inc
CONSUMER DEFENSIVE · FOOD DISTRIBUTION · USA
Andersons, Inc., an agricultural company, operates in the commerce, ethanol, plant nutrients, and railroad sectors in the United States and internationally. The company is headquartered in Maumee, Ohio.
US Foods Holding Corp
CONSUMER DEFENSIVE · FOOD DISTRIBUTION · USA
US Foods Holding Corp. The company is headquartered in Rosemont, Illinois.
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