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 1.3 times as much as Performance Food ($23.5B against $17.5B).
On earnings, US Foods is cheaper: it trades at 30.3× trailing earnings, against 44.3× for Performance Food.
Performance Food grew revenue faster over the last twelve months (5.9% versus 3.1% for US Foods).
US Foods keeps more of each dollar of sales as profit, with a net margin of 2.0% compared with 0.57% at Performance Food.
US Foods scores higher on the StockData Score (10 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 | PFGC | USFD |
|---|---|---|
| Size and price | ||
| Market cap | $17.5B | $23.5B |
| Share price | $111.17 | $108.45 |
| Change, 1 year | 15.1% | 48.8% |
| Change, 5 years | 153% | 227% |
| Beta (5Y) | 0.94 | 0.93 |
| Employees | 44K | 30K |
| StockData Score | ||
| Total score | 8 | 10 (better) |
| Valuation score | 0 | 1 (better) |
| Growth score | 2 | 2 |
| Performance score | 2 | 3 (better) |
| Health score | 4 | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 44.3× | 30.3× (better) |
| P/S | 0.3× (better) | 0.6× |
| P/B | 3.5× (better) | 5.4× |
| EV/EBITDA | 12.8× (better) | 15.6× |
| P/FCF | 15.8× (better) | 22.3× |
| PEG | – | 0.71 |
| FCF yield | 6.3% (better) | 4.5% |
| Fair value | $89.17 | $85.44 |
| Margin of safety | −24.7% (better) | −26.9% |
| Growth | ||
| Revenue growth (TTM) | 5.9% (better) | 3.1% |
| Revenue growth, 5Y average | 17.4% (better) | 11.5% |
| Net income growth (TTM) | 21.3% | 42.1% (better) |
| EPS growth (TTM) | 20.7% | 49.2% (better) |
| EPS growth, 5Y average | 50.2% | – |
| Profitability | ||
| Gross margin | 12.0% | 17.8% (better) |
| Operating margin | 1.4% | 3.3% (better) |
| Net margin | 0.57% | 2.0% (better) |
| FCF margin | 1.6% | 2.6% (better) |
| Return on equity | 8.2% | 18.0% (better) |
| Return on invested capital | 6.8% | 10.9% (better) |
| Financial health | ||
| Debt / equity | 1.02 (better) | 1.18 |
| Net debt / EBITDA | 2.91 | 2.76 (better) |
| Interest coverage | 2.3× | 4.4× (better) |
| Current ratio | 1.61 (better) | 1.11 |
| Altman Z-score | 4.91 (better) | 4.88 |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | – | 4.1% |
| Shareholder yield | 0.00% | 4.1% (better) |
| Ownership | ||
| Held by institutions | 101% | 109% |
| Held by insiders | 2.0% | 0.82% |
| Insider net buying, 12 months | −$28.0M | −$14.2M (better) |
| Superinvestors holding | 3 | 3 |
| Short interest, % of float | 3.6% | 7.0% |
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.