UNITED NATURAL FOODS, INC. vs US FOODS HOLDING CORP., two Grocery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where UNFI and USFD diverge most: on revenue growth, UNFI reads -3.2% and USFD reads +3.7%; on net margin, UNFI reads -0.1% and USFD reads 1.7%. The rest of the comparable metrics sit closer together. On valuation, today's UNFI price has a different growth bar priced in than USFD (+18.3% implied for UNFI vs +23.8% for USFD); the higher figure is the steeper assumption to clear, not a better or worse stock. What UNFI's price implies is a bet that sits within the historical range (whole-company basis). What USFD's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | UNFI | USFD |
|---|---|---|
| Price | $48.78 | $100.93 |
| Market cap | $3.1B | $22.5B |
| Sector | Grocery | Grocery |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.3% | +23.8% |
| P/E | — | 34.0 |
| P/B | 1.91 | 5.19 |
| P/S | 0.10 | 0.57 |
| EV/EBITDA | 12.7 | 16.6 |
| Revenue growth | -3.2% | +3.7% |
| Gross margin | 13.6% | 17.2% |
| Operating margin | 0.8% | 2.3% |
| Net margin | -0.1% | 1.7% |
| Return on equity | -2.4% | 15.6% |
| Return on assets | -0.5% | 4.8% |
| Return on invested capital | 1.5% | 10.4% |
| FCF yield | 10.8% | 3.8% |
| Debt / equity | 1.04 | 1.16 |
| Current ratio | 1.33 | 1.14 |
| Altman Z (solvency) | 5.04 | 4.55 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.