Chefs' Warehouse vs Performance Food
CHEF and PFGC 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 PFGC compare
Performance Food is the larger company, worth 3.8 times as much as Chefs' Warehouse ($17.5B against $4.6B).
On earnings, Performance Food is cheaper: it trades at 44.3× trailing earnings, against 46.0× for Chefs' Warehouse.
Chefs' Warehouse grew revenue faster over the last twelve months (11.5% versus 5.9% for Performance Food).
Chefs' Warehouse keeps more of each dollar of sales as profit, with a net margin of 2.3% compared with 0.57% at Performance Food.
Chefs' Warehouse scores higher on the StockData Score (13 against 8 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 | CHEF | PFGC |
|---|---|---|
| Size and price | ||
| Market cap | $4.6B | $17.5B |
| Share price | $106.66 | $111.17 |
| Change, 1 year | 72.7% | 15.1% |
| Change, 5 years | 227% | 153% |
| Beta (5Y) | 1.20 | 0.94 |
| Employees | 5,156 | 44K |
| StockData Score | ||
| Total score | 13 (better) | 8 |
| Valuation score | 0 | 0 |
| Growth score | 5 (better) | 2 |
| Performance score | 4 (better) | 2 |
| Health score | 4 | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 46.0× | 44.3× (better) |
| P/S | 1.0× | 0.3× (better) |
| P/B | 6.8× | 3.5× (better) |
| EV/EBITDA | 21.1× | 12.8× (better) |
| P/FCF | 25.5× | 15.8× (better) |
| PEG | 1.44 | – |
| FCF yield | 3.9% | 6.3% (better) |
| Fair value | $74.62 | $89.17 |
| Margin of safety | −42.9% | −24.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.5% (better) | 5.9% |
| Revenue growth, 5Y average | 30.1% (better) | 17.4% |
| Net income growth (TTM) | 37.3% (better) | 21.3% |
| EPS growth (TTM) | 34.9% (better) | 20.7% |
| EPS growth, 5Y average | – | 50.2% |
| Profitability | ||
| Gross margin | 24.7% (better) | 12.0% |
| Operating margin | 4.1% (better) | 1.4% |
| Net margin | 2.3% (better) | 0.57% |
| FCF margin | 4.0% (better) | 1.6% |
| Return on equity | 16.2% (better) | 8.2% |
| Return on invested capital | 10.4% (better) | 6.8% |
| Financial health | ||
| Debt / equity | 1.06 | 1.02 (better) |
| Net debt / EBITDA | 2.28 (better) | 2.91 |
| Interest coverage | 4.8× (better) | 2.3× |
| Current ratio | 2.21 (better) | 1.61 |
| Altman Z-score | 4.96 (better) | 4.91 |
| Piotroski F-score | 8 (better) | 5 |
| Dividends and buybacks | ||
| Buyback yield | 0.22% | – |
| Shareholder yield | 0.22% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 92.5% | 101% |
| Held by insiders | 8.6% | 2.0% |
| Insider net buying, 12 months | −$34.4M | −$28.0M (better) |
| Superinvestors holding | – | 3 |
| Short interest, % of float | 6.0% | 3.6% |
Go deeper
- CHEF stock overview
- CHEF income statement
- CHEF valuation and score
- PFGC stock overview
- PFGC income statement
- PFGC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.