Sysco
SYY Β· Food Distributors
$81.37
3.1%US Foods
USFD Β· Food Distributors
$100.91
3.0%The short version
- Sysco is the larger business, with $84.6B of revenue in fiscal 2026 against $39.4B for US Foods, about 2.1 times as much.
- Sysco kept more of each dollar of sales as operating profit (3.7% operating margin, against 3.0% operating margin).
- Sysco earned a higher return on the capital invested in it (16.8%, against 9.6%).
- Investors pay more for each dollar of US Foodsβs earnings: a P/E of 31.1x against 22.2x for Sysco.
| Latest fiscal year | SYY Β· FY26 | USFD Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $39.1B | $22.3B |
| Revenue | $84.6B | $39.4B |
| Free cash flow | $1.9B | $959M |
| Net income | $1.8B | $676M |
| Growth | ||
| Revenue growth | 3.9% | 4.1% |
| 5-year growth | 10.5% | 11.5% |
| Share count change | β1.9% | β5.7% |
| Profitability | ||
| Gross margin | 18.5% | 17.4% |
| Operating margin | 3.7% | 3.0% |
| Net margin | 2.1% | 1.7% |
| FCF margin | 2.3% | 2.4% |
| Return on capital | 16.8% | 9.6% |
| Return on equity | 78.2% | 15.3% |
| Balance sheet | ||
| Net debt | $11.7B | $5.2B |
| Net debt / EBITDA | 2.9x | 3.1x |
| Dividends and buybacks | $1.2B | $926M |
| Valuation & quality | ||
| P/E | 22.2x | 31.1x |
| Piotroski F-score | 7 | 7 |
FY17
SYY $55.4B
USFD $24.1B
FY18
SYY $58.7B
USFD $24.2B
FY19
SYY $60.1B
USFD $25.9B
FY20
SYY $52.9B
USFD $22.9B
FY21
SYY $51.3B
USFD $29.5B
FY22
SYY $68.6B
USFD $34.1B
FY23
SYY $76.3B
USFD $35.6B
FY24
SYY $78.8B
USFD $37.9B
FY25
SYY $81.4B
USFD $39.4B
FY26
SYY $84.6B
USFD β
SYY
USFD
FY17
SYY 3.7%
USFD 2.4%
FY18
SYY 3.9%
USFD 2.7%
FY19
SYY 3.9%
USFD 2.7%
FY20
SYY 1.4%
USFD β0.3%
FY21
SYY 2.8%
USFD 1.4%
FY22
SYY 3.4%
USFD 1.7%
FY23
SYY 4.0%
USFD 2.9%
FY24
SYY 4.1%
USFD 2.9%
FY25
SYY 3.8%
USFD 3.0%
FY26
SYY 3.7%
USFD β
SYY
USFD
FY17
SYY $1.5B
USFD $528M
FY18
SYY $1.5B
USFD $374M
FY19
SYY $1.7B
USFD $502M
FY20
SYY $898M
USFD $224M
FY21
SYY $1.4B
USFD $145M
FY22
SYY $1.2B
USFD $500M
FY23
SYY $2.1B
USFD $831M
FY24
SYY $2.2B
USFD $833M
FY25
SYY $1.6B
USFD $959M
FY26
SYY $1.9B
USFD β
SYY
USFD
FY17
SYY 15.9%
USFD 9.3%
FY18
SYY 16.9%
USFD 8.3%
FY19
SYY 19.1%
USFD 7.1%
FY20
SYY 6.0%
USFD β0.7%
FY21
SYY 15.0%
USFD 3.8%
FY22
SYY 17.9%
USFD 5.1%
FY23
SYY 20.6%
USFD 8.6%
FY24
SYY 19.7%
USFD 9.1%
FY25
SYY 17.2%
USFD 9.6%
FY26
SYY 16.8%
USFD β
SYY
USFD
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