HF Foods Group Inc (HFFG) is overvalued and US Foods Holding Corp (USFD) is overvalued.
Both trade above our estimate of their intrinsic value. HFFG is the closer of the two: -51%, against -60% for USFD.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 6.2% values the shares at $1.01; the price of $1.52 is 51% above that value.
Leak Score 0/100 on 2 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 | HFFG | USFD |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $1.52 | $94.20 |
| Intrinsic value | $1.01 | $58.72 |
| Margin of safety | -51% | -60% |
| Leak Score | 0/100 (2/12) | 54/100 (10/12) |
| Market cap | $82M | $20.4B |
| Revenue growth, 5 years | 16.7% | 11.5% |
| Operating margin | 0.6% | 3.4% |
| Net margin | -2.8% | 1.8% |
| Return on equity | -15.5% | 16.4% |
| Debt to equity | 1.16 | 1.26 |
| P/E | — | 29.0x |
| Forward P/E | 3.8x | 16.9x |
| P/B | 0.4x | 4.8x |