Sysco Corporation (SYY)vsUS Foods Holding Corp (USFD)
SYY
Sysco Corporation
$83.21
+1.09%
CONSUMER DEFENSIVE · Cap: $38.25B
USFD
US Foods Holding Corp
$95.34
-0.75%
CONSUMER DEFENSIVE · Cap: $22.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Sysco Corporation generates 111% more annual revenue ($84.55B vs $40.13B). SYY leads profitability with a 2.1% profit margin vs 1.8%. USFD appears more attractively valued with a PEG of 0.24. USFD earns a higher WallStSmart Score of 59/100 (C).
SYY
Buy54
out of 100
Grade: C-
USFD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.8%
Fair Value
$74.09
Current Price
$83.21
$9.12 premium
Intrinsic value data unavailable for USFD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 66 in profit
Generating 1.2B in free cash flow
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Earnings expanding 29.2% YoY
Areas to Watch
Trading at 14.9x book value
4.7% revenue growth
2.1% margin — thin
Operating margin of 4.8%
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 : SYY
The strongest argument for SYY centers on Return on Equity, Free Cash Flow.
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 : SYY
The primary concerns for SYY are Price/Book, Revenue Growth, Profit Margin. Debt-to-equity of 5.61 is elevated, increasing financial risk. Thin 2.1% 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.
SYY is growing revenue faster at 4.7% — sustainability is the question.
SYY generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor FOOD DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
USFD scores higher overall (59/100 vs 54/100). 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.
Sysco Corporation
CONSUMER DEFENSIVE · FOOD DISTRIBUTION · USA
Sysco Corporation is an American multinational corporation involved in marketing and distributing food products, smallwares, kitchen equipment and tabletop items to restaurants, healthcare and educational facilities, hospitality businesses like hotels and inns, and wholesale to other companies that provide foodservice (like Aramark and Sodexo). The company is headquartered in the Energy Corridor district of Houston, Texas.
US Foods Holding Corp
CONSUMER DEFENSIVE · FOOD DISTRIBUTION · USA
US Foods Holding Corp. The company is headquartered in Rosemont, Illinois.
Visit Website →Compare with Other FOOD DISTRIBUTION Stocks
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