Performance Food Group Company vs UNITED NATURAL FOODS, INC., two Grocery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where PFGC and UNFI diverge most: on revenue growth, PFGC reads +7.2% and UNFI reads -2.0%; on implied growth (priced in), PFGC reads +15.2% and UNFI reads +4.7%. The rest of the comparable metrics sit closer together. On valuation, today's PFGC price has a different growth bar priced in than UNFI (+15.2% implied for PFGC vs +4.7% for UNFI); the higher figure is the steeper assumption to clear, not a better or worse stock. What PFGC's price implies is a somewhat stretched bet versus history (whole-company basis). What UNFI's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | PFGC | UNFI |
|---|---|---|
| Price | $94.90 | $44.53 |
| Market cap | $14.9B | $2.7B |
| Sector | Grocery | Grocery |
| Stage | Mature | Mature |
| Implied growth (priced in) | +15.2% | +4.7% |
| P/B | 3.04 | 1.66 |
| P/S | 0.22 | 0.09 |
| EV/EBITDA | 11.7 | 8.2 |
| Revenue growth | +7.2% | -2.0% |
| Gross margin | 12.0% | 13.7% |
| Operating margin | 1.8% | 0.9% |
| Net margin | 0.5% | 0.3% |
| Return on equity | 7.3% | 5.2% |
| Return on assets | 1.9% | 1.2% |
| Return on invested capital | 6.6% | 5.0% |
| FCF yield | 6.9% | 12.0% |
| Debt / equity | 1.02 | 0.96 |
| Current ratio | 1.51 | 1.29 |
| Altman Z (solvency) | 4.61 | 5.04 |
| Piotroski F (quality) | 7 / 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.