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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 valuation and stability. 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. Peer scores are normalised within each company's primary universe (BME.L: STOXX 600, USFD: Russell 1000).

Updated 2026-07-05

The lead is spread across valuation and profitability, rather than sitting in one isolated gap. B&M European Value Retail plc leads by 8 points on the overall comparison score.

Trajectory Similarity
0.80
Similar
Peer-set rank: #9
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.

The clearest structural overlap shows up in investment intensity and margin consistency.

Similarity drivers
investment intensitymargin consistency
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
48
Peer-Score
Signal qualitylow
Peer basis: STOXX 600
vs
USFD
US Foods Holding Corp.
40
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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 50 25 Stability 16 44 Valuation 86 53 Growth 20 37 BME.L USFD
Gap Ranking
#1 Valuation +33
#2 Stability +28
#3 Profitability +25
#4 Growth +17
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.

Entry today — historical context

Where BME.L and USFD each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BME.L Lower · near norm 0th 50th 100th 86 pct gap USFD Elevated · above norm 0th 50th 100th 13th 99th
Today BME.L sits in the lower portion of its own 5-year history (13th percentile), while USFD sits higher in its own history (99th). Within each stock's own 5-year context, BME.L is at a historically more favourable entry position than USFD. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
Both profiles are strong on valuation, but B&M European Value Retail plc leads clearly.
Stability
Stability also leans toward US Foods Holding Corp., reinforcing the broader structural lead.
Valuation — Dominant Gap
BME.L
86
USFD
53
Gap+33in favour of BME.L

The multiple-based pricing edge comes from a forward P/E that is 10.9 turns lower.

What keeps the gap from being one-sided

There is still a strong counterforce in stability, so the lead stays clear without becoming a sweep.

What this means for the comparison

The valuation lead is clear, but pricing and stability still pull in the other direction — the result holds, but not without friction.

Explore full peer positioning in AssetNext

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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.