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Stock Comparison · Structural lead, mixed market

B&M European Value Retail vs US Foods Holding: Which Stock Looks Stronger in 2026?

B&M European Value Retail holds the cleaner structural position, with the lead spread across profitability and growth. US Foods still leads on growth and stability, which keeps the comparison from looking entirely one-sided. In the market, US Foods carries the stronger setup — intact trend against B&M European Value Retail's broken trend. That leaves a split case: the structural lead stays with B&M European Value Retail, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Most of the lead runs through profitability, while growth acts as a real counterweight. The overall score gap is 10 points in favour of B&M European Value Retail plc.

Trajectory Similarity
0.81
Similar
Peer-set rank: #7
within B&M European Value Retail plc's functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

Most of the shared profile comes through margin consistency and investment intensity.

Similarity drivers
margin consistencyinvestment intensity
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
BME.L
B&M European Value Retail plc
57
Peer-Score
Signal qualityMedium
vs
USFD
US Foods Holding Corp.
47
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: BME.L vs USFD Profitability 69 31 Stability 14 33 Valuation 87 58 Growth 37 70 BME.L USFD
Gap Ranking
#1 Profitability +38
#2 Growth +33
#3 Valuation +29
#4 Stability +19
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BME.L and USFD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BME.LUSFD Relative valuation Structural strength

The two profiles are relatively close, but the price setup still leans toward B&M European Value Retail plc.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
B&M European Value Retail plc ranks near the top of the group on profitability; US Foods Holding Corp. sits in the weaker half.
Growth
On growth, the gap still runs the same way: US Foods Holding Corp. sits near the top of the group, while B&M European Value Retail plc remains in the weaker half.
Profitability — Dominant Gap
BME.L
69
USFD
31
Gap+38in favour of BME.L

Capital efficiency adds support, with a 4.9-point ROIC advantage.

What keeps the gap from being one-sided

Earnings growth also leans the other way, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

Profitability settles the comparison, while pricing and growth keep the broader setup from looking fully aligned.

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Break down the BME.L vs USFD comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how BME.L and USFD each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.