NYSE:SYY

Sysco Corp (SYY)

84.15
-0.69 (0.81%)
as of Jul 6, 2026, 6:07:03 pm Market Open.
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Investor Insights
star iconJul 6, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Sysco Corp (SYY-N) has recently faced a mixed reaction from the market following its announcement of acquiring Jetro Restaurant Depot. Some analysts believe the acquisition is poised to significantly boost Sysco's revenue and free cash flow, projecting increases of 20% and 55%, respectively. Despite an initial drop in stock price, the company is reported to have performed well prior to the acquisition and has shown strong business performance in January. This week, Sysco reported a modest top and bottom line beat, indicating positive momentum, and expectations for fiscal 2026 are optimistic, trending towards the high end of their guidance. With a price-to-earnings ratio of 18x and a dividend yield of 2.6%, many analysts consider the stock to be an attractive investment opportunity at its current valuation.

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Consensus
Positive
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Valuation
Undervalued
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BUY

On a seasonal basis, this has very strong seasonal strength between now and January, so we are just entering the period of seasonal strength. Looks very interesting from both a seasonal and technical point of view.

TOP PICK
Serve food to fast food and other restaurants. Disciplined on costs. Margins are consistent +/- 6%, generate high returns on capital. Increase dividend consistently.
TOP PICK
World's largest food service company. Very diverse client base with about 150,000 clients including Wendy's. Disciplined management. Very stable gross margins. Use cash flow to buy back shares and grow dividends.
DON'T BUY
This stock is trading right on his model price of $30. A great company, but there are other good stocks that you can do better on.
TOP PICK
The dominant company in the food industry in North America. Very little competition. Have an opportunity in that the earnings are depressed in the short term because of 1) construction of a big distribution centre on the east coast at $0.05/0.06 a share and 2) penalized by high oil prices in the short term (delivery costs and stay at home patrons).
BUY
Likes.
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