KROGER CO vs Performance Food Group Company, two Grocery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where KR and PFGC diverge most: on implied growth (priced in), KR reads -0.6% and PFGC reads +18.2%; on revenue growth, KR reads +1.1% and PFGC reads +8.5%. The rest of the comparable metrics sit closer together. On valuation, today's KR price has a different growth bar priced in than PFGC (-0.6% implied for KR vs +18.2% for PFGC); the higher figure is the steeper assumption to clear, not a better or worse stock. What KR's price implies is a somewhat stretched bet versus history (whole-company basis). What PFGC'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 | KR | PFGC |
|---|---|---|
| Price | $57.70 | $114.39 |
| Market cap | $35.5B | $18.0B |
| Sector | Grocery | Grocery |
| Stage | Mature | Mature |
| Implied growth (priced in) | -0.6% | +18.2% |
| P/B | 5.48 | 3.80 |
| P/S | 0.24 | 0.27 |
| EV/EBITDA | 9.3 | 14.2 |
| Revenue growth | +1.1% | +8.5% |
| Gross margin | — | 11.9% |
| Operating margin | 3.0% | 0.9% |
| Net margin | 0.7% | 0.5% |
| Return on equity | 16.3% | 7.0% |
| Return on assets | 2.1% | 1.8% |
| Return on invested capital | 6.7% | 6.3% |
| FCF yield | 8.0% | 5.7% |
| Dividend yield | 2.4% | — |
| Debt / equity | 2.51 | 1.08 |
| Current ratio | 0.79 | 1.52 |
| Altman Z (solvency) | 4.27 | 4.74 |
| Piotroski F (quality) | 8 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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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.