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

Smithfield Foods holds the cleaner structural position, with the lead spread across stability and profitability. US Foods does not offset that deficit through any equally strong structural edge elsewhere. 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

The clearest separation starts in stability, but profitability adds another real layer to the result. Smithfield Foods, Inc. leads by 34 points on the overall comparison score.

Trajectory Similarity
0.77
Similar
Peer-set rank: #7
within Smithfield Foods, Inc.'s functional peer set

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.

Similarity drivers
investment intensityrevenue growth trajectory
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
SFD
Smithfield Foods, Inc.
81
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.

Score differences across key dimensions.

Dimension spread: SFD vs USFD Profitability 70 31 Stability 77 33 Valuation 86 58 Growth 94 70 SFD USFD
Gap Ranking
#1 Stability +44
#2 Profitability +39
#3 Valuation +28
#4 Growth +24
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for SFD and USFD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer SFDUSFD Relative valuation Structural strength

Smithfield Foods, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

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

Relative Position vs Comparable Companies
Stability
On stability, Smithfield Foods, Inc. ranks near the top of the group; US Foods Holding Corp. sits in the weaker half.
Profitability
The same broad pattern appears on profitability: Smithfield Foods, Inc. ranks near the top of the group, while US Foods Holding Corp. stays in the weaker half.
Stability — Dominant Gap
SFD
77
USFD
33
Gap+44in favour of SFD

The stability gap is very wide, with the stronger side looking materially steadier through time.

What else supports the lead

Profitability gives the lead a second hard layer of support, with a 6.1-point operating margin advantage.

What this means for the comparison

The lead is built on both stability and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

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Similar stability-and-profitability comparisons

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.

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.