Chefs' Warehouse vs US Foods
CHEF and USFD side by side, both in groceries and related products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CHEF and USFD compare
US Foods is the larger company, worth 5.3 times as much as Chefs' Warehouse ($22.4B against $4.3B).
On earnings, US Foods is cheaper: it trades at 31.9× trailing earnings, against 49.9× for Chefs' Warehouse.
Chefs' Warehouse grew revenue faster over the last twelve months (11.2% versus 3.8% for US Foods).
Chefs' Warehouse keeps more of each dollar of sales as profit, with a net margin of 2.1% compared with 1.8% at US Foods.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CHEF | USFD |
|---|---|---|
| Size and price | ||
| Market cap | $4.3B | $22.4B |
| Share price | $104.23 | $103.61 |
| Change, 1 year | 67.2% | 41.9% |
| Change, 5 years | 184% | 169% |
| Beta (5Y) | 1.20 | 0.95 |
| Employees | 5,156 | 30K |
| StockData Score | ||
| Total score | 12 | 12 |
| Valuation score | 0 | 2 (better) |
| Growth score | 5 (better) | 2 |
| Performance score | 3 | 4 (better) |
| Health score | 4 | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 49.9× | 31.9× (better) |
| P/S | 1.0× | 0.6× (better) |
| P/B | 6.6× | 5.2× (better) |
| EV/EBITDA | 20.8× | 15.9× (better) |
| P/FCF | 33.8× | 23.7× (better) |
| PEG | 1.56 | 0.75 (better) |
| FCF yield | 3.0% | 4.2% (better) |
| Fair value | $72.28 | $82.18 |
| Margin of safety | −44.2% | −26.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.2% (better) | 3.8% |
| Revenue growth, 5Y average | 30.1% (better) | 11.5% |
| Net income growth (TTM) | 32.2% (better) | 31.6% |
| EPS growth (TTM) | 29.0% | 38.9% (better) |
| Profitability | ||
| Gross margin | 24.5% (better) | 17.6% |
| Operating margin | 4.0% (better) | 3.1% |
| Net margin | 2.1% (better) | 1.8% |
| FCF margin | 2.9% (better) | 2.4% |
| Return on equity | 15.3% | 16.4% (better) |
| Return on invested capital | 10.0% | 10.1% (better) |
| Financial health | ||
| Debt / equity | 1.12 (better) | 1.22 |
| Net debt / EBITDA | 2.54 (better) | 2.99 |
| Interest coverage | 4.3× (better) | 4.1× |
| Current ratio | 2.15 (better) | 1.14 |
| Altman Z-score | 4.78 (better) | 4.77 |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Buyback yield | 0.35% | 4.9% (better) |
| Shareholder yield | 0.35% | 4.9% (better) |
| Ownership | ||
| Held by institutions | 98.5% | 109% |
| Held by insiders | 9.2% | 0.82% |
| Insider net buying, 12 months | −$35.7M | −$18.5M (better) |
| Superinvestors holding | – | 3 |
| Short interest, % of float | 10.9% | 6.4% |
Go deeper
- CHEF stock overview
- CHEF income statement
- CHEF valuation and score
- USFD stock overview
- USFD income statement
- USFD valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.