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Stock Comparison · Industry comparison · Food Distribution

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

Bunzl holds the cleaner structural position, with profitability as the main driver and valuation adding further support. US Foods does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — Bunzl holds the more constructive position. That puts structure and market broadly in agreement — Bunzl's lead looks more confirmed than conflicted.

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 2026-05-17

Profitability remains the main source of distance in the comparison. Bunzl plc leads by 18 points on the overall comparison score.

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
58
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 69 22 Stability 44 35 Valuation 74 61 Growth 32 40 BNZL.L USFD
Gap Ranking
#1 Profitability +47
#2 Valuation +13
#3 Stability +9
#4 Growth +8
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 looks stronger on relative valuation, while the broader price setup remains mixed.

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

Relative Position vs Comparable Companies
Profitability
Bunzl plc ranks near the top of the group on profitability; US Foods Holding Corp. sits in the weaker half.
Valuation
On valuation, the edge still sits with Bunzl plc, even though both profiles look solid.
Profitability — Dominant Gap
BNZL.L
69
USFD
22
Gap+47in favour of BNZL.L

The clearest distance comes from a stronger profitability profile.

What else supports the lead

Bunzl plc also shows lower market-fundamental divergence, which makes the lead look less detached from the underlying business picture.

What this means for the comparison

Profitability is the clearest driver, and valuation also supports Bunzl plc's broader structural position.

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.