NYSE:SYY

Sysco Corp (SYY)

83.55
-1.14 (1.35%)
as of Aug 13, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 13, 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 mixed reactions from the market following its announcement to acquire Jetro Restaurant Depot. While the initial market response was negative, some analysts believe that the acquisition will significantly enhance the company’s revenue and free cash flow in the long run. The latest financial report indicates that Sysco achieved modest beats in both top and bottom lines, with strong performance anticipated for January. Expectations for fiscal 2026 suggest that the company may perform at the high end of its guidance, which is encouraging for investors. Additionally, the stock is considered undervalued at an 18x price-to-earnings ratio, complemented by a 2.6% dividend yield, making it attractive for potential buyers.

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Consensus
Positive
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Valuation
Undervalued
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Similar
SYY-AL
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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