Sysco vs US Foods
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KIRA’s take AI analyst
I put Sysco and US Foods side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Sysco earned a higher return on the capital invested in it (16.8%, against 9.6%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Sysco
SYY
6/11
Gross marginOperating marginNet marginReturn on capitalReturn on equityNet debt / EBITDA
US Foods
USFD
4/11
Revenue growth5-year growthFCF marginShare count change
Side by side
Best in the row
| Latest fiscal year | SYY FY26 | USFD FY25 |
|---|---|---|
| Size | ||
| Market cap | $39.5B | $22.4B |
| 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 | −1.9% | −5.7% |
| 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 | — | 31.2x |
| Piotroski F-score | 7 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.