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Coca-Cola Consolidated vs US Foods Holding: Which Stock Looks Stronger in 2026?

Coca-Cola Consolidated leads structurally, with profitability as the clearest single gap between the two profiles. US Foods still has the edge on growth, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. 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.

Updated 2026-04-05

Profitability still does most of the heavy lifting in this comparison. Coca-Cola Consolidated, Inc. leads by 14 points on the overall comparison score.

Trajectory Similarity
0.80
Similar
Peer-set rank: #9
within Coca-Cola Consolidated, Inc.'s functional peer set

These two companies are linked by measured 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 revenue stability and margin consistency.

Similarity drivers
revenue stabilitymargin 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
COKE
Coca-Cola Consolidated, Inc.
61
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 profitability.

Dimension spread: COKE vs USFD Profitability 84 31 Stability 35 33 Valuation 59 58 Growth 57 70 COKE USFD
Gap Ranking
#1 Profitability +53
#2 Growth +13
#3 Stability +2
#4 Valuation +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for COKE and USFD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer COKEUSFD Relative valuation Structural strength

Neither company combines the stronger profile with the cheaper valuation.

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

Relative Position vs Comparable Companies
Profitability
On profitability, Coca-Cola Consolidated, Inc. ranks near the top of the group; US Foods Holding Corp. sits in the weaker half.
Growth
On growth, the same pattern holds: both rank well, but US Foods Holding Corp. still sits higher.
Profitability — Dominant Gap
COKE
84
USFD
31
Gap+53in favour of COKE

The profitability lead is mainly driven by a 9-point operating margin 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

The profitability edge is decisive, even though current pricing and growth still lean somewhat toward US Foods Holding Corp..

Explore full peer positioning in AssetNext

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

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Similar profitability-driven comparisons

Explore how COKE 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.