US Foods Holding Isn't Tasty Enough For An Upgrade

Daniel JonesInvesting Group LeaderFollow5ShareSavePlay(9min)CommentsSummaryUS Foods Holding delivered strong FY2025 results, with revenue up to $9.8B and significant margin expansion.Management guides for 4–6% revenue growth and 9–13% EBITDA growth in FY2026, with robust organic and acquisition-driven strategies.USFD is executing share buybacks, maintaining net leverage within target, and innovating with AI and delivery services like Pronto.Despite operational momentum, USFD appears fairly valued versus peers, supporting a continued 'hold' rating.Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » Thomas Barwick/DigitalVision via Getty Images In recent months, US Foods Holding Corp. (USFD) has performed quite well. Back in January of this year, I reaffirmed the company as a ‘hold’ candidate. This was based on the continued growth that theThis article was written byDaniel Jones36.99K FollowersFollowDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.