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Stock Comparison · Industry comparison · Food Distribution

Bunzl vs US Foods Holding: Which Stock Looks Stronger in 2026?

Bunzl leads structurally, with profitability as the clearest single gap between the two profiles. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (BNZL.L: STOXX 600, USFD: Russell 1000).

Updated 2026-07-05

The comparison is mainly decided in profitability, with the rest of the profile carrying less weight. The overall score gap is 14 points in favour of Bunzl plc.

INDUSTRY COMPARISON

Both operate in: Food Distribution

This comparison is based on industry proximity, not on functional trajectory similarity. BNZL.L and USFD share the same industry classification.

For a similarity-based comparison, see how Bunzl and US Foods each position within their functional peer groups in AssetNext.

Peer-Relative Score
BNZL.L
Bunzl plc
54
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: BNZL.L vs USFD Profitability 67 25 Stability 44 44 Valuation 62 53 Growth 30 37 BNZL.L USFD
Gap Ranking
#1 Profitability +42
#2 Valuation +9
#3 Growth +7
#4 Stability
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

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

Bunzl plc still looks stronger, and the price setup does not materially undermine that lead.

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

Relative Position vs Comparable Companies
Profitability
On profitability, Bunzl plc ranks near the top of the group; US Foods Holding Corp. sits in the weaker half.
Valuation
Valuation also leans toward Bunzl plc, reinforcing the broader structural lead.
Profitability — Dominant Gap
BNZL.L
67
USFD
25
Gap+42in favour of BNZL.L

The profitability gap is very wide, with the stronger side earning materially better operating marks.

What else supports the lead

Bunzl plc also looks less cycle-sensitive, which gives the profile a calmer footing than a pure score split would imply.

What this means for the comparison

The main edge on profitability is clear, but the broader result still comes with a real counterweight.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-driven comparisons

Explore how BNZL.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.