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

The structural profiles are close, with US Foods carrying a narrow edge on growth. Jerónimo Martins, SGPS, still has the edge on valuation, which keeps the comparison from looking entirely one-sided. On the market side, US Foods is in better shape — its trend is intact while Jerónimo Martins, SGPS,'s trend has broken down. That puts structure and market broadly in agreement — US Foods'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 (JMT.LS: STOXX 600, USFD: Russell 1000).

Updated 2026-08-16

Most of the separation is still concentrated in growth.

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.
44
Peer-Score
Signal qualitylow
Peer basis: STOXX 600
vs
USFD
US Foods Holding Corp.
48
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 growth.

Dimension spread: JMT.LS vs USFD Profitability 37 37 Stability 30 43 Valuation 74 53 Growth 24 60 JMT.LS USFD
Gap Ranking
#1 Growth +36
#2 Valuation +21
#3 Stability +13
#4 Profitability
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

US Foods Holding Corp. occupies the cheaper side of the setup map, although Jerónimo Martins, SGPS, S.A. still holds the stronger structural profile.

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 Lower · below norm 0th 50th 100th 74 pct gap USFD Elevated · above norm 0th 50th 100th 25th 99th
Today JMT.LS sits in the lower-middle of its own 5-year history (25th percentile), while USFD sits higher in its own history (99th). 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
Growth
On growth, US Foods Holding Corp. is positioned higher in the group, while Jerónimo Martins, SGPS, S.A. is closer to the middle.
Valuation
Both look solid on valuation, though Jerónimo Martins, SGPS, S.A. still holds the stronger peer position.
Growth — Dominant Gap
JMT.LS
24
USFD
60
Gap+36in favour of USFD

Earnings growth is one contributing factor within the growth lead.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Jerónimo Martins, SGPS,, with a forward P/E that is 6.9 turns lower there.

What this means for the comparison

Growth is the clearest driver of the lead, with valuation adding further support — though valuation still provides a real counterweight.

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 →
Other comparisons with conflicting dimension signals

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.