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SYY vs USFD
Which Stock Would AI Choose? Sysco Corporation (SYY) vs. US Foods Holding Corp. (USFD) Stock Comparison
Key Takeaways
- USFD has significantly outperformed SYY in recent market activity, with year-to-date returns of approximately 24% compared to SYY's 5%.
- SYY, the larger player by market capitalization at around $37 billion, announced a transformative $29 billion acquisition of Restaurant Depot, leading to mixed sentiment and recent share price pressure.
- Both companies operate in the competitive foodservice distribution sector, benefiting from steady demand but facing cost inflation challenges.
- USFD shows stronger one-year returns near 44%, reflecting robust sales growth guidance of 4-6% for fiscal 2026.
- SYY maintains a dividend yield of about 2.9% with recent increases, appealing to income-focused investors.
- Analyst consensus points to moderate upside potential for both, with USFD receiving more recent buy ratings.
Introduction
Sysco Corporation (SYY) and US Foods Holding Corp. (USFD) are two leading players in the foodservice distribution industry, serving restaurants, healthcare facilities, and educational institutions across North America. This stock comparison analyzes their recent performance, business dynamics, and market positioning amid evolving sector trends like supply chain efficiencies and volume growth. Traders seeking momentum opportunities and long-term investors evaluating stability in consumer staples will find value in understanding their relative strengths, especially in the context of recent earnings and strategic moves.
SYY Overview and Recent Performance
Sysco Corporation (SYY) is the global leader in foodservice distribution, operating over 300 distribution centers and serving diverse customers with products ranging from fresh produce to equipment. In recent weeks, SYY shares have experienced volatility following the announcement of its $29 billion acquisition of Jetro Restaurant Depot, aimed at expanding into the higher-margin cash-and-carry channel. This deal, valued at around $29.1 billion in cash and stock, has sparked concerns over integration risks and debt levels, contributing to a roughly 6% share price decline in recent trading. Despite this, the company reported strong Q2 fiscal 2026 results with EPS of $0.99 beating estimates, driven by local case volume growth, and reiterated full-year guidance. Year-to-date performance stands at about 5%, with shares trading near $76 and a P/E ratio (price-to-earnings ratio) of 20.6. Dividend hikes to $0.55 quarterly reinforce its appeal for yield seekers, though sentiment reflects caution around the acquisition's execution.
USFD Overview and Recent Performance
US Foods Holding Corp. (USFD) is a major U.S. foodservice distributor focused on broadline products for independent restaurants and chain operators, with a network emphasizing efficiency and customer service. Recent market activity has favored USFD, which posted year-to-date gains of around 24% and one-year returns near 44%, trading around $93 with a higher P/E ratio of 31.7 reflecting growth expectations. The company guided for 4-6% net sales growth and 9-13% adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) growth in fiscal 2026, supported by case volume expansion. Q4 2025 earnings beat estimates, bolstering positive analyst upgrades to buy ratings. Upcoming Q1 2026 results on May 7 are anticipated to sustain this momentum, with market sentiment lifted by private label strength and operational improvements, though higher valuation introduces some risk.
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Head-to-Head Comparison
Both SYY and USFD thrive on foodservice volume growth but differ in scale and strategy: SYY's $37 billion market cap dwarfs USFD's $20 billion, with greater international exposure versus USFD's U.S.-centric focus. Growth drivers highlight USFD's edge in recent momentum, with superior YTD and one-year returns amid analyst optimism, while SYY leverages acquisitions for diversification. Risk factors include SYY's elevated debt from the Restaurant Depot deal and integration hurdles, contrasted by USFD's higher valuation vulnerability to slowdowns. Sector exposure ties them to hospitality recovery, but USFD shows stronger market sentiment through upgrades, while SYY offers dividend stability as a trade-off.
Tickeron AI Verdict
Tickeron's AI models currently lean toward USFD based on its superior trend consistency, higher relative performance in recent weeks, and positive catalysts like sales guidance. SYY's acquisition introduces potential upside but adds near-term uncertainty. This positioning suggests USFD may offer better probabilistic momentum in the prevailing environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SYY is a StrongBuy and USFD is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
SYY’s FA Score shows that 2 FA rating(s) are green whileUSFD’s FA Score has 1 green FA rating(s).
- SYY’s FA Score: 2 green, 3 red.
- USFD’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
SYY’s TA Score shows that 5 TA indicator(s) are bullish while USFD’s TA Score has 4 bullish TA indicator(s).
- SYY’s TA Score: 5 bullish, 5 bearish.
- USFD’s TA Score: 4 bullish, 6 bearish.
Price Growth
SYY (@Food Distributors) experienced а +7.11% price change this week, while USFD (@Food Distributors) price change was +10.99% for the same time period.
The average weekly price growth across all stocks in the @Food Distributors industry was +2.37%. For the same industry, the average monthly price growth was +0.30%, and the average quarterly price growth was +7.83%.
Reported Earning Dates
SYY is expected to report earnings on Aug 04, 2026.
USFD is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Food Distributors (+2.37% weekly)Food distributors function as intermediaries between food manufacturers and food service operators (such as chefs, restaurants, beverage managers, cafeterias, industrial caterers, hospitals and nursing homes). Food distribution companies buy, store and then supply food items to the food service operators, thereby allowing the latter to have access to a wide range of food items from various manufacturers. Sysco Corporation, US Foods Holding Corp. and Herbalife Nutrition Ltd. are some of the biggest (by market cap) U.S. companies in this segment. Most food service operators buy from local, specialty, and/or broad line food service distributors on a daily or weekly basis. With the rise in e-commerce, consumers are increasingly expecting lower prices, faster service, and higher quality – something that potentially creates the impetus on distribution networks to raise their game.
| SYY | USFD | SYY / USFD | |
| Capitalization | 38.1B | 20.1B | 190% |
| EBITDA | 4.06B | 1.66B | 244% |
| Gain YTD | 9.693 | 21.123 | 46% |
| P/E Ratio | 22.12 | 30.72 | 72% |
| Revenue | 83.6B | 39.7B | 211% |
| Total Cash | 1.9B | 49M | 3,878% |
| Total Debt | 15.4B | 5.33B | 289% |
SYY | USFD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 28 Undervalued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 81 | 17 | |
SMR RATING 1..100 | 14 | 57 | |
PRICE GROWTH RATING 1..100 | 50 | 47 | |
P/E GROWTH RATING 1..100 | 37 | 65 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
SYY's Valuation (28) in the Food Distributors industry is in the same range as USFD (57). This means that SYY’s stock grew similarly to USFD’s over the last 12 months.
USFD's Profit vs Risk Rating (17) in the Food Distributors industry is somewhat better than the same rating for SYY (81). This means that USFD’s stock grew somewhat faster than SYY’s over the last 12 months.
SYY's SMR Rating (14) in the Food Distributors industry is somewhat better than the same rating for USFD (57). This means that SYY’s stock grew somewhat faster than USFD’s over the last 12 months.
USFD's Price Growth Rating (47) in the Food Distributors industry is in the same range as SYY (50). This means that USFD’s stock grew similarly to SYY’s over the last 12 months.
SYY's P/E Growth Rating (37) in the Food Distributors industry is in the same range as USFD (65). This means that SYY’s stock grew similarly to USFD’s over the last 12 months.
| SYY | USFD | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 66% | 2 days ago 55% |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 45% | 2 days ago 69% |
| MACD ODDS (%) | N/A | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 48% | 2 days ago 62% |
| TrendMonth ODDS (%) | 2 days ago 50% | 2 days ago 63% |
| Advances ODDS (%) | 2 days ago 49% | 2 days ago 64% |
| Declines ODDS (%) | 12 days ago 52% | 11 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 51% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 50% | 2 days ago 65% |
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USFD and
Correlation & Price change
A.I.dvisor indicates that over the last year, USFD has been loosely correlated with PFGC. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if USFD jumps, then PFGC could also see price increases.
| Ticker / NAME | Correlation To USFD | 1D Price Change % | ||
|---|---|---|---|---|
| USFD | 100% | +1.16% | ||
| PFGC - USFD | 57% Loosely correlated | +3.30% | ||
| CHEF - USFD | 42% Loosely correlated | +5.35% | ||
| SYY - USFD | 40% Loosely correlated | +1.40% | ||
| UNFI - USFD | 35% Loosely correlated | -1.44% | ||
| ANDE - USFD | 22% Poorly correlated | -5.17% | ||
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