CHEFS’ WAREHOUSE, INC. vs US FOODS HOLDING CORP., two Grocery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CHEF and USFD diverge most: on revenue growth, CHEF reads +10.0% and USFD reads +3.8%; on fcf yield, CHEF reads 1.7% and USFD reads 4.5%. The rest of the comparable metrics sit closer together. What CHEF's price implies is a somewhat stretched bet versus history (whole-company basis). What USFD's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CHEF | USFD |
|---|---|---|
| Price | $114.26 | $97.36 |
| Market cap | $4.7B | $21.1B |
| Sector | Grocery | Grocery |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +15.1% |
| P/E | 62.4 | 30.0 |
| P/B | 7.66 | 4.92 |
| P/S | 1.09 | 0.52 |
| EV/EBITDA | 28.0 | 16.1 |
| Revenue growth | +10.0% | +3.8% |
| Gross margin | 24.3% | 18.2% |
| Operating margin | 3.1% | 4.2% |
| Net margin | 1.9% | 1.8% |
| Return on equity | 13.1% | 17.0% |
| Return on assets | 4.0% | 5.1% |
| Return on invested capital | 8.7% | 9.9% |
| FCF yield | 1.7% | 4.5% |
| Debt / equity | 1.23 | 1.22 |
| Current ratio | 2.18 | 1.14 |
| Altman Z (solvency) | 4.67 | 4.50 |
| Piotroski F (quality) | 5 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.