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Jerónimo Martins, SGPS vs US Foods Holding: Which Stock Looks Stronger in 2026?

Jerónimo Martins, SGPS, holds the cleaner structural position, with profitability as the main driver and growth adding further support. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

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

Updated 2026-05-17

The comparison is mainly decided in profitability, with the rest of the profile carrying less weight. The overall score gap is 9 points in favour of Jerónimo Martins, SGPS, S.A..

INDUSTRY COMPARISON

Both operate in: Food Distribution

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

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

Peer-Relative Score
JMT.LS
Jerónimo Martins, SGPS, S.A.
49
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 clearest separation appears in profitability.

Dimension spread: JMT.LS vs USFD Profitability 44 22 Stability 37 35 Valuation 65 61 Growth 44 40 JMT.LS USFD
Gap Ranking
#1 Profitability +22
#2 Growth +4
#3 Valuation +4
#4 Stability +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for JMT.LS and USFD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer JMT.LSUSFD Relative valuation Structural strength

Jerónimo Martins, SGPS, S.A. 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.

Entry today — historical context

Where JMT.LS and USFD each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY JMT.LS Neutral · below norm 0th 50th 100th 45 pct gap USFD Elevated · below norm 0th 50th 100th 48th 93rd
Today JMT.LS sits in the lower-middle of its own 5-year history (48th percentile), while USFD sits higher in its own history (93rd). Within each stock's own 5-year context, JMT.LS 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
Profitability
Profitability also leans toward Jerónimo Martins, SGPS, S.A., reinforcing the broader structural lead.
Profitability — Dominant Gap
JMT.LS
44
USFD
22
Gap+22in favour of JMT.LS

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

What keeps the gap from being one-sided

Stability is the one area where US Foods Holding Corp. still pushes back materially — it is the steadier name on this dimension, which keeps the result from reading as one-way.

What this means for the comparison

Profitability is the clearest driver, and growth also supports Jerónimo Martins, SGPS, S.A.'s broader structural position.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how JMT.LS 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.