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Stock Comparison · Industry comparison · Food Distribution

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

The structural profiles are close, with Bunzl carrying a narrow edge on growth. US Foods still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, US Foods carries the stronger setup — intact trend against Bunzl's broken trend. That leaves a split case: the structural lead stays with Bunzl, 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

On growth, the clearer edge sits with US Foods Holding Corp., while the overall score remains tighter and points the other way.

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
49
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 clearest separation appears in growth.

Dimension spread: BNZL.L vs USFD Profitability 60 31 Stability 26 33 Valuation 74 58 Growth 20 70 BNZL.L USFD
Gap Ranking
#1 Growth +50
#2 Profitability +29
#3 Valuation +16
#4 Stability +7
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

US Foods Holding Corp. still looks cheaper, even though Bunzl plc remains structurally stronger.

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

Relative Position vs Comparable Companies
Growth
US Foods Holding Corp. ranks near the top of the group on growth; Bunzl plc sits in the weaker half.
Profitability
Bunzl plc sits in the stronger part of the group on profitability, while US Foods Holding Corp. is closer to mid-pack.
Growth — Dominant Gap
BNZL.L
20
USFD
70
Gap+50in favour of USFD

The clearest distance comes from a stronger growth profile.

What keeps the gap from being one-sided

On the market side, US Foods carries the stronger trend while Bunzl's trend has broken — the market setup does not confirm the structural advantage.

What this means for the comparison

Growth is the clearest driver of the lead, with profitability adding further support — though growth still provides 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 →
Other comparisons with conflicting dimension signals

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.

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.