Us Foods Holding Corp.
$27.32B- Market cap
- $22.30B
- Debt
- +$5.06B
- Cash
- −$41.00M
Capital structure 81% equity / 19% debt · EV / Revenue 0.69x · EV / EBITDA 21.79x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: USFD stock price near parity vs APP $103.09 current versus $94.08 implied using P/E multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at APP's multiple
Implied fair value · at USFD's multiple
Snapshot Sep 8, 2026, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Multiple discount
Expensive
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: USFD FY 2025 (ended Dec 27, 2025) · APP FY 2025 (ended Dec 31, 2025). Fiscal years are not aligned.
Trendline
Nine period-end years of reported revenue, earnings, and margins. Periods and currencies are shown with the data.
Price framework
Market cap plus debt, less cash.
Capital structure 81% equity / 19% debt · EV / Revenue 0.69x · EV / EBITDA 21.79x
Capital structure 97% equity / 3% debt · EV / Revenue 19.27x · EV / EBITDA 25.30x
APP carries the larger enterprise value at $105.64B against $27.32B; USFD trades on the lower EV / Revenue multiple (0.69x vs 19.27x); USFD on the lower EV / EBITDA (21.79x vs 25.30x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
US FOODS HOLDING CORP. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
AppLovin Corporation · implied price per share
Five annual free-cash-flow observations are required for the filing-backed baseline.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
1.18x
1.65x
Net debt / EBITDA
Leverage against operating earnings
4.00x
0.25x
Cash and equivalents
Liquid reserves on the balance sheet
$41.00M
$2.49B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
$5.06B
$3.51B
LLM-powered synthesis
An explanation of the financial evidence. Check its snapshot date against the figures above.
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