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Stock Comparison · Structural lead, mixed market

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

Tesco holds the cleaner structural position, with the lead spread across growth and profitability. US Foods does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — Tesco holds the more constructive position. That puts structure and market broadly in agreement — Tesco'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 (TSCO.L: STOXX 600, USFD: Russell 1000).

Updated 2026-05-17

The clearest separation starts in growth, but profitability adds another real layer to the result. The overall score gap is 29 points in favour of Tesco PLC.

Trajectory Similarity
0.82
Similar
Peer-set rank: #6
within Tesco PLC's functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The match is driven mainly by margin consistency and revenue stability.

Similarity drivers
margin consistencyrevenue stability
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
TSCO.L
Tesco PLC
69
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 largest gaps do not all point in the same direction.

Dimension spread: TSCO.L vs USFD Profitability 55 22 Stability 58 35 Valuation 72 61 Growth 94 40 TSCO.L USFD
Gap Ranking
#1 Growth +54
#2 Profitability +33
#3 Stability +23
#4 Valuation +11
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for TSCO.L and USFD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer TSCO.LUSFD Relative valuation Structural strength

Tesco PLC looks stronger on relative valuation, while the broader price setup remains mixed.

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

Entry today — historical context

Where TSCO.L and USFD each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY TSCO.L Elevated · above norm 0th 50th 100th 1 pct gap USFD Elevated · below norm 0th 50th 100th 92nd 93rd
TSCO.L (92nd percentile) and USFD (93rd percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
Both rank well on growth, but Tesco PLC still holds a clear edge.
Profitability
Tesco PLC sits in the stronger part of the group on profitability, while US Foods Holding Corp. is closer to mid-pack.
Growth — Dominant Gap
TSCO.L
94
USFD
40
Gap+54in favour of TSCO.L

Earnings growth is one contributing factor within the growth lead.

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

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

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar growth-and-profitability comparisons

Explore how TSCO.L 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.