USFD (US Foods Holding) ROE %: 10.74% (As of Mar. 2026) — Near Median


USFD US Foods Holding Corp USFD
81 GF Score
Price $96.22
GF Value $73.91
Valuation Modestly Overvalued
! 5 Warning Signs
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What is US Foods Holding ROE %?

US Foods Holding USFD +0.91% 81 ROE % is 10.74% as of Mar. 2026, which is 1% below its 10-year median of 10.80. GuruFocus rates USFD with a GF Score™ of 81/100 and a GF Value™ of $73.91 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 306 Retail - Defensive companies, US Foods Holding ranks better than 70.26% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. US Foods Holding's annualized net income for the quarter that ended in Mar. 2026 was $464 Mil. US Foods Holding's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $4,320 Mil. Therefore, US Foods Holding's annualized ROE % for the quarter that ended in Mar. 2026 was 10.74%.

The historical rank and industry rank for US Foods Holding's ROE % or its related term are showing as below:

USFD' s ROE % Range Over the Past 10 Years
Min: -5.83   Med: 10.8   Max: 16.79
Current: 15.14

During the past 13 years, US Foods Holding's highest ROE % was 16.79%. The lowest was -5.83%. And the median was 10.80%.

USFD's ROE % is ranked better than
70.26% of 306 companies
in the Retail - Defensive industry
Industry Median: 8.53 vs USFD: 15.14

US Foods Holding  (NYSE:USFD) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=464/4320
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(464 / 38440)*(38440 / 14053.5)*(14053.5 / 4320)
=Net Margin %*Asset Turnover*Equity Multiplier
=1.21 %*2.7353*3.2531
=ROA %*Equity Multiplier
=3.31 %*3.2531
=10.74 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=464/4320
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (464 / 568) * (568 / 896) * (896 / 38440) * (38440 / 14053.5) * (14053.5 / 4320)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8169 * 0.6339 * 2.33 % * 2.7353 * 3.2531
=10.74 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


US Foods Holding ROE % Related Terms


US Foods Holding ROE % Historical Data

* Premium members only.

The historical data trend for US Foods Holding's ROE % 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 ROE % Chart

US Foods Holding Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.94 6.05 10.95 10.65 15.30

US Foods Holding Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % 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 10.06 19.39 13.45 16.77 10.74

USFD vs PFGC, CHEF, UNFI: ROE % Comparison

For the Food Distribution subindustry, US Foods Holding's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, US Foods Holding's ROE % distribution charts can be found below:

* The bar in red indicates where US Foods Holding's ROE % falls into.


USFD
81GF Score
US Foods Holding Corp USFD
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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US Foods Holding ROE % Calculation

US Foods Holding's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=676/( (4528+4307)/ 2 )
=676/4417.5
=15.30 %

US Foods Holding's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=464/( (4307+4333)/ 2 )
=464/4320
=10.74 %

* 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.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 10.74% mean?
US Foods Holding (USFD) has a ROE % of 10.74% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on US Foods Holding and its competitors. This is near median its historical median of 10.80. According to the industry distribution chart, US Foods Holding ranks #91 out of 306 companies in the Retail - Defensive industry, placing it in the top 29.7%.
Is US Foods Holding's ROE % too high?
US Foods Holding's current ROE % of 10.74% is near median its 10-year median of 10.80. The Retail - Defensive industry median ROE % is 8.53. US Foods Holding's value of 10.74% is 25.9% above this industry median. Based on the distribution chart, US Foods Holding ranks #91 out of 306 companies in the Retail - Defensive industry, which is above the industry midpoint. Overall, US Foods Holding has a GF Score™ of 81/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does US Foods Holding's ROE % compare to PFGC and CHEF?
According to the Retail - Defensive industry distribution chart, US Foods Holding ranks #91 out of 306 companies for ROE %. This puts US Foods Holding in the upper half of its industry. The industry median ROE % is 8.53. US Foods Holding's value of 10.74% is 25.9% above this benchmark. While the company's 10-year median is 10.80 vs. the industry median of 8.53, US Foods Holding has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Retail - Defensive company?
The median ROE % among Retail - Defensive companies is 8.53, based on 306 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. US Foods Holding's current ROE % of 10.74% is 25.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on US Foods Holding and its competitors. For the Retail - Defensive industry, the median ROE % is 8.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. US Foods Holding's current ROE % is 10.74%, which is near median its own 10-year median of 10.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is US Foods Holding stock overvalued right now?
Based on GuruFocus' analysis, US Foods Holding (USFD) is currently considered Modestly Overvalued. The stock's GF Value™ is $73.91, compared to a current price of $96.22 — trading 30.2% above its estimated fair value. The current ROE % is 10.74%, which is near median its 10-year median of 10.80 and 25.9% above the Retail - Defensive industry median of 8.53. US Foods Holding's overall GF Score™ is 81/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For US Foods Holding (USFD), the current ROE % is 10.74% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

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 $96.22 is trading 30.2% above its estimated GF Value™ of $73.91. GuruFocus considers US Foods Holding to be Modestly Overvalued.

Key valuation signals for USFD:

  • ROE %: 10.74% (near median its 10-year median of 10.80)
  • GF Value™: $73.91 vs. price of $96.22 (30.2% above fair value)
  • GF Score™: 81/100 with 5 warning signs
  • Industry Position: 25.9% above the Retail - Defensive median (#91 of 306)

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.
81GF Score

Get the complete analysis for USFD

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$96.22
Price
$73.91
GF Value