USFD (US Foods Holding) Cyclically Adjusted PB Ratio: (As of Aug. 06, 2026)

Author: Vera Yuan Vera Yuan
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Director of Data and Quant Analytics at GuruFocus
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

USFD US Foods Holding Corp USFD
82 GF Score
Price $106.16
GF Value $74.62
Valuation Significantly Overvalued
! 4 Warning Signs
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What is US Foods Holding Cyclically Adjusted PB Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


US Foods Holding  (NYSE:USFD) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


US Foods Holding Cyclically Adjusted PB Ratio Related Terms


US Foods Holding Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for US Foods Holding's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

US Foods Holding Cyclically Adjusted PB Ratio Chart

US Foods Holding Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 3.82 4.05

US Foods Holding Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.24 4.15 4.05 4.79 0.00

USFD vs PFGC, CHEF, SYY: Cyclically Adjusted PB Ratio Comparison

For the Food Distribution subindustry, US Foods Holding's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


US Foods Holding Cyclically Adjusted PB Ratio vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, US Foods Holding's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where US Foods Holding's Cyclically Adjusted PB Ratio falls into.


USFD
82GF Score
US Foods Holding Corp USFD
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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US Foods Holding Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

US Foods Holding's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, US Foods Holding's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=19.406/333.9520*333.9520
=19.406

Current CPI (Jun. 2026) = 333.9520.

US Foods Holding Quarterly Data

Book Value per Share CPI Adj_Book
201609 11.302 241.428 15.633
201612 11.486 241.432 15.888
201703 11.597 243.801 15.885
201706 11.767 244.955 16.042
201709 12.230 246.819 16.547
201712 12.798 246.524 17.337
201803 13.179 249.554 17.636
201806 13.918 251.989 18.445
201809 14.481 252.439 19.157
201812 14.880 251.233 19.779
201903 15.183 254.202 19.946
201906 15.685 256.143 20.450
201909 16.242 256.759 21.125
201912 16.859 256.974 21.909
202003 16.282 258.115 21.066
202006 15.909 257.797 20.609
202009 15.905 260.280 20.407
202012 15.973 260.474 20.479
202103 15.766 264.877 19.877
202106 16.095 271.696 19.783
202109 16.359 274.310 19.916
202112 16.749 278.802 20.062
202203 16.616 287.504 19.300
202206 16.982 296.311 19.139
202209 17.453 296.808 19.637
202212 17.604 296.797 19.808
202303 17.966 301.836 19.878
202306 18.655 305.109 20.419
202309 19.050 307.789 20.669
202312 19.368 306.746 21.086
202403 19.630 312.332 20.989
202406 20.411 314.175 21.696
202409 19.567 315.301 20.724
202412 19.644 315.605 20.786
202503 19.957 319.799 20.840
202506 20.245 322.561 20.960
202509 19.907 324.800 20.468
202512 19.533 324.054 20.130
202603 19.660 330.213 19.883
202606 19.406 333.952 19.406

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

Is US Foods Holding (USFD) Overvalued in 2026?

Based on GuruFocus' analysis, US Foods Holding stock appears to be overvalued. The current stock price of $106.16 is trading 42.3% above its estimated GF Value™ of $74.62. GuruFocus considers US Foods Holding to be Significantly Overvalued.

Key valuation signals for USFD:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: $74.62 vs. price of $106.16 (42.3% above fair value)
  • GF Score™: 82/100 with 4 warning signs

No single metric tells the full story. See the USFD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


US Foods Holding Business Description

Other Exchanges USFD:MexicoUFH:Germany
Address 9399 West Higgins Road, Suite 100, Rosemont, IL, USA, 60018
US Foods Holding Corp is a U.S. food service distributor that distributes food and nonfood products to the healthcare and hospitality industries, restaurants, education, government facilities, and grocers. It has various customer locations across the United States, with a vast network of distribution facilities, a fleet of trucks, and cash and carry locations offering food and non-food products, and a comprehensive suite of e-commerce, technology, and business solutions to its customers. The company operates in one business segment in which it markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers throughout the U.S. The products offered are as snacks, beverages, fresh produce, sauces, condiments, canned/frozen fruits and others.
82GF Score

Get the complete analysis for USFD

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$106.16
Price
$74.62
GF Value