Chefs' Warehouse vs Sysco
CHEF and SYY 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 SYY compare
Sysco is the larger company, worth 8.0 times as much as Chefs' Warehouse ($36.9B against $4.6B).
On earnings, Sysco is cheaper: it trades at 20.5× trailing earnings, against 46.0× for Chefs' Warehouse.
Chefs' Warehouse grew revenue faster over the last twelve months (11.5% versus 3.8% for Sysco).
Chefs' Warehouse keeps more of each dollar of sales as profit, with a net margin of 2.3% compared with 2.1% at Sysco.
Sysco pays a dividend yielding 2.8%; Chefs' Warehouse does not pay one.
Sysco scores higher on the StockData Score (18 against 13 for Chefs' Warehouse), 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 | SYY |
|---|---|---|
| Size and price | ||
| Market cap | $4.6B | $36.9B |
| Share price | $106.66 | $77.10 |
| Change, 1 year | 72.7% | 2.2% |
| Change, 5 years | 227% | 4.0% |
| Beta (5Y) | 1.20 | 0.51 |
| Employees | 5,156 | 75K |
| StockData Score | ||
| Total score | 13 | 18 (better) |
| Valuation score | 0 | 4 (better) |
| Growth score | 5 (better) | 1 |
| Performance score | 4 | 5 (better) |
| Health score | 4 | 4 |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 46.0× | 20.5× (better) |
| P/S | 1.0× | 0.4× (better) |
| P/B | 6.8× (better) | 9.1× |
| EV/EBITDA | 21.1× | 11.8× (better) |
| P/FCF | 25.5× | 16.8× (better) |
| PEG | 1.44 (better) | 11.44 |
| FCF yield | 3.9% | 5.9% (better) |
| Fair value | $74.62 | $86.25 |
| Margin of safety | −42.9% | 10.6% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.5% (better) | 3.8% |
| Revenue growth, 5Y average | 30.1% (better) | 10.5% |
| Net income growth (TTM) | 37.3% (better) | −0.44% |
| EPS growth (TTM) | 34.9% (better) | 0.80% |
| EPS growth, 5Y average | – | 29.1% |
| Profitability | ||
| Gross margin | 24.7% (better) | 18.5% |
| Operating margin | 4.1% (better) | 3.5% |
| Net margin | 2.3% (better) | 2.1% |
| FCF margin | 4.0% (better) | 2.6% |
| Return on equity | 16.2% | 59.1% (better) |
| Return on invested capital | 10.4% | 15.7% (better) |
| Financial health | ||
| Debt / equity | 1.06 (better) | 3.42 |
| Net debt / EBITDA | 2.28 (better) | 2.65 |
| Interest coverage | 4.8× | – |
| Current ratio | 2.21 (better) | 1.46 |
| Altman Z-score | 4.96 (better) | 4.15 |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Dividend yield | – | 2.8% |
| Payout ratio | – | 57.7% |
| Years of dividend growth | – | 17 |
| Dividend growth, 5Y average | – | 3.6% |
| Buyback yield | 0.22% | – |
| Shareholder yield | 0.22% | 2.8% (better) |
| Ownership | ||
| Held by institutions | 92.5% | 88.4% |
| Held by insiders | 8.6% | 0.28% |
| Insider net buying, 12 months | −$34.4M | −$794K (better) |
| Superinvestors holding | – | 4 |
| Short interest, % of float | 6.0% | 3.1% |
Go deeper
- CHEF stock overview
- CHEF income statement
- CHEF valuation and score
- SYY stock overview
- SYY income statement
- SYY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.