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 5.1 times as much as Chefs' Warehouse ($23.7B against $4.7B).
On earnings, US Foods is cheaper: it trades at 30.7× trailing earnings, against 46.3× for Chefs' Warehouse.
Chefs' Warehouse grew revenue faster over the last twelve months (11.5% versus 3.1% for US Foods).
Chefs' Warehouse keeps more of each dollar of sales as profit, with a net margin of 2.3% compared with 2.0% at US Foods.
Chefs' Warehouse scores higher on the StockData Score (13 against 11 for US Foods), 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 | USFD |
|---|---|---|
| Size and price | ||
| Market cap | $4.7B | $23.7B |
| Share price | $107.30 | $109.75 |
| Change, 1 year | 71.4% | 51.8% |
| Change, 5 years | 229% | 231% |
| Beta (5Y) | 1.20 | 0.93 |
| Employees | 5,156 | 30K |
| StockData Score | ||
| Total score | 13 (better) | 11 |
| Valuation score | 0 | 1 (better) |
| Growth score | 5 (better) | 2 |
| Performance score | 4 | 4 |
| Health score | 4 | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 46.3× | 30.7× (better) |
| P/S | 1.0× | 0.6× (better) |
| P/B | 6.8× | 5.5× (better) |
| EV/EBITDA | 21.2× | 15.8× (better) |
| P/FCF | 25.7× | 22.5× (better) |
| PEG | 1.44 | 0.72 (better) |
| FCF yield | 3.9% | 4.4% (better) |
| Fair value | $74.78 | $85.73 |
| Margin of safety | −43.5% | −28.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.5% (better) | 3.1% |
| Revenue growth, 5Y average | 30.1% (better) | 11.5% |
| Net income growth (TTM) | 37.3% | 42.1% (better) |
| EPS growth (TTM) | 34.9% | 49.2% (better) |
| Profitability | ||
| Gross margin | 24.7% (better) | 17.8% |
| Operating margin | 4.1% (better) | 3.3% |
| Net margin | 2.3% (better) | 2.0% |
| FCF margin | 4.0% (better) | 2.6% |
| Return on equity | 16.2% | 18.0% (better) |
| Return on invested capital | 10.4% | 10.9% (better) |
| Financial health | ||
| Debt / equity | 1.06 (better) | 1.18 |
| Net debt / EBITDA | 2.28 (better) | 2.76 |
| Interest coverage | 4.8× (better) | 4.4× |
| Current ratio | 2.21 (better) | 1.11 |
| Altman Z-score | 4.97 (better) | 4.90 |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Buyback yield | 0.21% | 4.0% (better) |
| Shareholder yield | 0.21% | 4.0% (better) |
| Ownership | ||
| Held by institutions | 92.5% | 109% |
| Held by insiders | 8.6% | 0.82% |
| Insider net buying, 12 months | −$34.4M | −$14.2M (better) |
| Superinvestors holding | – | 3 |
| Short interest, % of float | 6.0% | 7.0% |
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.