SYY vs USFD: Sysco and US Foods Holding compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- Sysco is the larger company, worth $37.0B, about 1.8 times US Foods Holding.
- Sysco grew revenue faster over the last year (+4.7% vs +4.5%).
- Sysco keeps more of each dollar of revenue as operating profit (3.7% vs 3.1%).
- On earnings, Sysco is the cheaper stock (21.5x vs 31.3x).
- US Foods Holding's price assumes faster free cash flow growth: about 6% a year, against 4% for Sysco (reverse DCF).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | SYY | USFD |
|---|---|---|
| Market cap | $37.0B | $20.5B |
| Share price | $78.14 | $97.43 |
| Revenue (last fiscal year) | $84.6B | $39.4B |
| Free cash flow (last fiscal year) | $1.9B | $959M |
| Revenue growth, last year | +4.7% | +4.5% |
| Revenue growth per year, last 5 fiscal years | +5.4% | +7.5% |
| Operating margin | 3.7% | 3.1% |
| Net margin | 2.1% | 1.8% |
| Return on equity | 65.9% | 17.0% |
| P/E (trailing) | 21.5x | 31.3x |
| Price / free cash flow | 20.8x | 21.3x |
| EV / EBITDA | 15.5x | 14.8x |
| FCF growth the price implies | 4.4% | 5.9% |
| Dividend yield | 2.8% | — |
| Debt / equity | 9.65x | 2.35x |
| Fundamental grade | D | C |
| Superinvestors holding it | 12 | 6 |
| Insider purchases, last 12 months | 1 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
Sysco
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2022 | $68.6B | $1.2B | 3.4% |
| 2023 | $76.3B | $2.1B | 4.0% |
| 2024 | $78.8B | $2.2B | 4.1% |
| 2025 | $81.4B | $1.6B | 3.8% |
| 2026 | $84.6B | $1.9B | 3.7% |
US Foods Holding
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $29.5B | $145M | 1.4% |
| 2022 | $34.1B | $500M | 1.7% |
| 2023 | $35.6B | $831M | 2.9% |
| 2024 | $37.9B | $833M | 2.9% |
| 2025 | $39.4B | $959M | 3.0% |
Where the revenue comes from
Sysco · by segments, 2026
U.S. Foodservice Operations$58.8B70%
International Foodservice Operations$16.0B19%
SYGMA$8.6B10%
Other$1.1B1%
US Foods Holding · by products, 2025
Meats and seafood$14.0B35%
Dry grocery products$6.7B17%
Refrigerated and frozen grocery products$6.6B17%
Dairy$4.2B11%
Equipment, disposables and supplies$3.6B9%
Beverage products$2.3B6%
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open SYY in InvestinglyQuestions
Which is bigger, Sysco or US Foods Holding?
Sysco (SYY), at $37.0B against $20.5B.
Is SYY or USFD cheaper?
By trailing P/E, Sysco (21.5x) is cheaper than US Foods Holding (31.3x). A lower multiple can also mean the market expects less growth.
Which grows faster, SYY or USFD?
Sysco: revenue grew +4.7% over the last year, against +4.5%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.