Smithfield Foods holds the cleaner structural position, with the lead spread across profitability and stability. US Foods does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — Smithfield Foods holds the more constructive position. That puts structure and market broadly in agreement — Smithfield Foods's lead looks more confirmed than conflicted.
The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.
The lead is spread across profitability and stability, rather than sitting in one isolated gap. The overall score gap is 33 points in favour of Smithfield Foods, Inc..
This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.
This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.
The strongest overlap appears in investment intensity and revenue growth trajectory.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
Smithfield Foods, Inc. looks stronger both structurally and on relative valuation.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
The profitability lead is mainly driven by a 6.5-point operating margin advantage.
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.
The lead is built on both profitability and stability, making it broader than a single-dimension result.
Break down the SFD vs USFD comparison across all dimensions with the full interactive tool.
Explore how SFD 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.
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.