SYY vs USFD

Sysco Corporation vs US Foods Holding Corp. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — USFD scores higher on quality with 8.7/10 vs SYY's 8.5/10. SYY trades at $74.10 while USFD trades at $80.72. Both analyzed daily using SEC EDGAR data across 13 institutional models.

SYY

Food Distribution
Sysco Corporation
Quality
8.5
out of 10
Value Trap
18
SAFE
Price
$74.10
Last close
Models
12/13
Active
VS

USFD

Food Distribution
US Foods Holding Corp.
Quality
8.7
out of 10
Value Trap
Price
$80.72
Last close
Models
12/13
Active
SYY
Quality Score 8.5/10 — top tier
Limited to 2/13 visible models
USFD
Quality Score 8.7/10 — top tier
Limited to 2/13 visible models

SYY vs USFD — Fair Value Comparison

SYY
$0$29$58$87 Price$74.10 Bayesian …$53.45 (-27.9%) Earnings …$10.96 (-85.2%)
USFD
$0$32$63$95 Price$80.72 Bayesian …$15.79 (-80.4%) Earnings …$19.01 (-76.5%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType SYY Fair ValueSYY Upside USFD Fair ValueUSFD Upside
Bayesian DCF Intrinsic $53.45 -27.9% $15.79 -80.4%
Earnings Power Value Intrinsic $10.96 -85.2% $19.01 -76.5%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

SYY vs USFD — Which Stock Is More Undervalued in 2026?

USFD scores higher with a 8.7/10 quality rating vs SYY's 8.5/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do SYY and USFD Valuations Compare?

At $74.10, SYY trades +27.9% above its Bayesian DCF fair value of $53.45, while USFD at $80.72 trades +80.4% above its estimate of $15.79. USFD shows a wider gap between price and intrinsic value.

Quality of Company: SYY vs USFD

SYY earns a Quality of Company score of 8.5/10 compared to USFD's 8.7/10. The scores are closely matched, indicating similar fundamental quality profiles. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: SYY vs USFD

Review the value trap analysis for both SYY and USFD to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Food Distribution

Both SYY and USFD operate in Food Distribution, which has 12 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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