WallStSmart

Coca-Cola European Partners PLC (CCEP)vsUS Foods Holding Corp (USFD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

US Foods Holding Corp generates 90% more annual revenue ($39.68B vs $20.90B). CCEP leads profitability with a 9.3% profit margin vs 1.7%. USFD appears more attractively valued with a PEG of 0.24. USFD earns a higher WallStSmart Score of 58/100 (C).

CCEP

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.0Value: 4.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.59

USFD

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 5.5Value: 6.3Quality: 6.0
Piotroski: 5/9Altman Z: 3.70

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCEP3 strengths · Avg: 9.3/10
Return on EquityProfitability
42.9%10/10

Every $100 of equity generates 43 in profit

EPS GrowthGrowth
68.3%10/10

Earnings expanding 68.3% YoY

Free Cash FlowQuality
$1.51B8/10

Generating 1.5B in free cash flow

USFD2 strengths · Avg: 10.0/10
PEG RatioValuation
0.2410/10

Growing faster than its price suggests

Altman Z-ScoreHealth
3.7010/10

Safe zone — low bankruptcy risk

Areas to Watch

CCEP4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Altman Z-ScoreHealth
1.594/10

Distress zone — elevated risk

Debt/EquityHealth
1.383/10

Elevated debt levels

PEG RatioValuation
2.722/10

Expensive relative to growth rate

USFD4 concerns · Avg: 3.5/10
P/E RatioValuation
31.4x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.8%4/10

2.8% revenue growth

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

Operating MarginProfitability
2.3%3/10

Operating margin of 2.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : CCEP

The strongest argument for CCEP centers on Return on Equity, EPS Growth, Free Cash Flow.

Bull Case : USFD

The strongest argument for USFD centers on PEG Ratio, Altman Z-Score. PEG of 0.24 suggests the stock is reasonably priced for its growth.

Bear Case : CCEP

The primary concerns for CCEP are Revenue Growth, Altman Z-Score, Debt/Equity.

Bear Case : USFD

The primary concerns for USFD are P/E Ratio, Revenue Growth, Profit Margin. Thin 1.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

USFD carries more volatility with a beta of 0.84 — expect wider price swings.

USFD is growing revenue faster at 2.8% — sustainability is the question.

CCEP generates stronger free cash flow (1.5B), providing more financial flexibility.

Monitor BEVERAGES - NON-ALCOHOLIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

USFD scores higher overall (58/100 vs 57/100). 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.

Coca-Cola European Partners PLC

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Coca-Cola Europacific Partners PLC produces, distributes and sells a variety of ready-to-drink non-alcoholic beverages. The company is headquartered in Uxbridge, the United Kingdom.

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US Foods Holding Corp

CONSUMER DEFENSIVE · FOOD DISTRIBUTION · USA

US Foods Holding Corp. The company is headquartered in Rosemont, Illinois.

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