USFD

US Foods Holding Corp.

Consumer


Presented:04/05/2018
Price:$33.50
Cap:$7.49B
Current Price:$62.54
Cap:$15.29B

Presented

Date04/05/2018
Price$33.50
Market Cap$7.49B
Ent Value$10.78B
P/E Ratio16.97x
Book Value$12.80
Div Yield0%
Shares O/S223.68M
Ave Daily Vol2,684,964
Short Int4.88%

Current

Price$62.54
Market Cap$15.29B
US Foods Holding Corp. operates as a foodservice distributor. Its products include frozen and dry food and non-food products to foodservice customers throughout the U.S. The company offers services under brands Chef's Line, del Pasado, Glenview Farms, Cattleman's Selection, Cross Valley Farms, Harbor Banks, Hilltop Hearth, Devonshire, and Metro Deli. The company is headquartered in Rosemont, IL.

Publicly traded companies mentioned herein: Amazon.com Inc (AMZN), Koninklijke Ahold Delhaize NV (AD NA), Performance Food Group Co (PFGC), Sysco Corp (SYY), US Foods Holding Corp (USFD)

Highlights

The presenter is long shares of US Foods Holding (USFD) at $34 and sees upside potential to $60 by the end of 2019 (19x $3.15 of EPS in 2020). In his opinion, Amazon does not pose a threat to USFD, which is the #2 player in the highly fragmented US foodservice distribution market. And, results could exceed expectations based on an inflationary environment and a combination of margin improvement and market share gains. With the stock trading at just 16x 2018 Street estimates (14x 2019 numbers), downside risk should be limited despite widespread fears about casual dining trends.

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Idea Discussion

Commentor 1 - 2 weeks ago

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