Andersons Inc (ANDE) is slightly undervalued and US Foods Holding Corp (USFD) is overvalued.
Against our estimates of intrinsic value, ANDE trades at the wider discount: a margin of safety of +7%, against -60% for USFD.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.8% (average of 2 methods) values the shares at $71.94; the price of $66.94 is 7% below that value.
Leak Score 43/100 on 3 of 12 signals
Discounting its cash flows at 8.6% (average of 3 methods) values the shares at $58.72; the price of $94.20 is 60% above that value, and 77% of that value comes from beyond year five.
Leak Score 54/100 on 10 of 12 signals
| Metric | ANDE | USFD |
|---|---|---|
| Verdict | Slightly undervalued | Overvalued |
| Price | $66.94 | $94.20 |
| Intrinsic value | $71.94 | $58.72 |
| Margin of safety | +7% | -60% |
| Leak Score | 43/100 (3/12) | 54/100 (10/12) |
| Market cap | $2.3B | $20.4B |
| Revenue growth, 5 years | 6.4% | 11.5% |
| Operating margin | 1.2% | 3.4% |
| Net margin | 1.6% | 1.8% |
| Return on equity | 13.2% | 16.4% |
| Debt to equity | 0.68 | 1.26 |
| P/E | 12.9x | 29.0x |
| Forward P/E | 10.5x | 16.9x |
| P/B | 1.7x | 4.8x |
| Dividend yield | 1.2% | — |