Sachem Head states US Foods trades at about 11 times earnings against about 17 times for Sysco despite similar models.
Written by the manager, in the filing
“trades at ~ 11x earnings per share , while Sysco trades at ~ 17x earnings per share”
What this manager has argued in its own public filings, claim by claim. Each claim was checked against the document it came from and reviewed by a person before it appeared here. Follow any claim to the filing on sec.gov and read it yourself.
Each claim is the view as filed on its date, not a current recommendation, and a 13F holding is what was reported at that quarter’s end, not a position held today.
Sachem Head states US Foods trades at about 11 times earnings against about 17 times for Sysco despite similar models.
Written by the manager, in the filing
“trades at ~ 11x earnings per share , while Sysco trades at ~ 17x earnings per share”
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