Mission Produce Inc (AVO) is overvalued and US Foods Holding Corp (USFD) is overvalued.
Both trade above our estimate of their intrinsic value. USFD is the closer of the two: -60%, against -80% for AVO.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 7.8% (average of 3 methods) values the shares at $7.05; the price of $12.66 is 80% above that value, and 81% of that value comes from beyond year five.
Leak Score 25/100 on 9 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 | AVO | USFD |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $12.66 | $94.20 |
| Intrinsic value | $7.05 | $58.72 |
| Margin of safety | -80% | -60% |
| Leak Score | 25/100 (9/12) | 54/100 (10/12) |
| Market cap | $1.1B | $20.4B |
| Revenue growth, 5 years | 10.0% | 11.5% |
| Operating margin | 3.8% | 3.4% |
| Net margin | 0.1% | 1.8% |
| Return on equity | 0.2% | 16.4% |
| Debt to equity | 0.68 | 1.26 |
| P/E | 369.1x | 29.0x |
| Forward P/E | 16.2x | 16.9x |
| P/B | 1.4x | 4.8x |