Performance Food vs US Foods
PFGC 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 PFGC and USFD compare
US Foods is the larger company, worth 1.4 times as much as Performance Food ($22.4B against $15.6B).
On earnings, US Foods is cheaper: it trades at 31.9× trailing earnings, against 43.3× for Performance Food.
Performance Food grew revenue faster over the last twelve months (7.2% versus 3.8% for US Foods).
US Foods keeps more of each dollar of sales as profit, with a net margin of 1.8% compared with 0.53% at Performance Food.
US Foods scores higher on the StockData Score (12 against 9 for Performance Food), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | PFGC | USFD |
|---|---|---|
| Size and price | ||
| Market cap | $15.6B | $22.4B |
| Share price | $99.05 | $103.61 |
| Change, 1 year | 0.70% | 41.9% |
| Change, 5 years | 104% | 169% |
| Beta (5Y) | 0.97 | 0.95 |
| Employees | 44K | 30K |
| StockData Score | ||
| Total score | 9 | 12 (better) |
| Valuation score | 1 | 2 (better) |
| Growth score | 2 | 2 |
| Performance score | 2 | 4 (better) |
| Health score | 4 | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 43.3× | 31.9× (better) |
| P/S | 0.2× (better) | 0.6× |
| P/B | 3.2× (better) | 5.2× |
| EV/EBITDA | 12.1× (better) | 15.9× |
| P/FCF | 15.2× (better) | 23.7× |
| PEG | – | 0.75 |
| FCF yield | 6.6% (better) | 4.2% |
| Fair value | $86.47 | $82.18 |
| Margin of safety | −14.5% (better) | −26.1% |
| Growth | ||
| Revenue growth (TTM) | 7.2% (better) | 3.8% |
| Revenue growth, 5Y average | 17.4% (better) | 11.5% |
| Net income growth (TTM) | 5.6% | 31.6% (better) |
| EPS growth (TTM) | 5.0% | 38.9% (better) |
| EPS growth, 5Y average | 50.2% | – |
| Profitability | ||
| Gross margin | 11.9% | 17.6% (better) |
| Operating margin | 1.3% | 3.1% (better) |
| Net margin | 0.53% | 1.8% (better) |
| FCF margin | 1.5% | 2.4% (better) |
| Return on equity | 7.7% | 16.4% (better) |
| Return on invested capital | 6.7% | 10.1% (better) |
| Financial health | ||
| Debt / equity | 1.02 (better) | 1.22 |
| Net debt / EBITDA | 2.89 (better) | 2.99 |
| Interest coverage | 2.1× | 4.1× (better) |
| Current ratio | 1.51 (better) | 1.14 |
| Altman Z-score | 4.74 | 4.77 (better) |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 0.01% | 4.9% (better) |
| Shareholder yield | 0.01% | 4.9% (better) |
| Ownership | ||
| Held by institutions | 101% | 109% |
| Held by insiders | 2.0% | 0.82% |
| Insider net buying, 12 months | −$28.0M | −$18.5M (better) |
| Superinvestors holding | 3 | 3 |
| Short interest, % of float | 3.2% | 6.4% |
Go deeper
- PFGC stock overview
- PFGC income statement
- PFGC 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.