Performance Food Group Company vs US FOODS HOLDING CORP., two Grocery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where PFGC and USFD diverge most: on net margin, PFGC reads 0.5% and USFD reads 1.7%; on return on assets, PFGC reads 1.8% and USFD reads 4.8%. The rest of the comparable metrics sit closer together. On valuation, today's PFGC price has a different growth bar priced in than USFD (+18.2% implied for PFGC vs +19.4% for USFD); the higher figure is the steeper assumption to clear, not a better or worse stock. What PFGC's price implies is a bet that sits within the historical range (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 | PFGC | USFD |
|---|---|---|
| Price | $114.39 | $100.61 |
| Market cap | $18.0B | $22.4B |
| Sector | Grocery | Grocery |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.2% | +19.4% |
| P/E | — | 33.9 |
| P/B | 3.80 | 5.18 |
| P/S | 0.27 | 0.57 |
| EV/EBITDA | 14.2 | 16.5 |
| Revenue growth | +8.5% | +3.7% |
| Gross margin | 11.9% | 17.2% |
| Operating margin | 0.9% | 2.3% |
| Net margin | 0.5% | 1.7% |
| Return on equity | 7.0% | 15.6% |
| Return on assets | 1.8% | 4.8% |
| Return on invested capital | 6.3% | 10.4% |
| FCF yield | 5.7% | 3.8% |
| Debt / equity | 1.08 | 1.16 |
| Current ratio | 1.52 | 1.14 |
| Altman Z (solvency) | 4.74 | 4.54 |
| Piotroski F (quality) | 5 / 9 | 6 / 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.