Performance Food Group Company (PFGC) vs US Foods Holding Corp. (USFD)

Performance Food Group Company and US Foods Holding Corp. are both Food Distribution companies. US Foods Holding Corp. is the larger, with a market value of $20.3B against $14.2B — 1.4× the size. US Foods Holding Corp. trades at the lower P/E: 28.3× against 39.6×. Performance Food Group Company grew revenue faster over the last twelve months: 7.17% against 3.83%. US Foods Holding Corp. has the higher net margin (1.81% vs 0.53%) and the higher return on invested capital (8.34% vs 4.89%). Across the 22 metrics below, US Foods Holding Corp. leads on 12 and Performance Food Group Company on 10.

Valuation

Metric PFGC USFD Food Distribution median
P/E 39.63 28.32 32.99
P/S 0.21 0.51 0.21
P/B 2.91 4.78 1.70
Price to free cash flow 13.80 21.59 19.69
EV/EBITDA 12.22 14.79 11.13
EV/Sales 0.31 0.64 0.31
Earnings yield 2.52% 3.53% 2.88%
Free cash flow yield 7.25% 4.63% 3.78%

Profitability

Metric PFGC USFD Food Distribution median
Gross margin 11.93% 17.55% 16.55%
Operating margin 1.31% 3.14% 1.79%
Net margin 0.53% 1.81% 0.53%
Free cash flow margin 1.52% 2.36% 1.37%
Return on equity 7.67% 16.35% 6.48%
Return on assets 1.96% 5.18% 1.55%
Return on invested capital 4.89% 8.34% 4.16%

Growth

Metric PFGC USFD Food Distribution median
Revenue growth (TTM) 7.17% 3.83% 3.83%
EPS growth (last fiscal year) 5.05% 45.54% —
Revenue growth, 5-year CAGR 17.42% 11.49% 10.51%
Net income growth, 5-year CAGR 54.59% 0.00% 0.00%

Health

Metric PFGC USFD Food Distribution median
Debt to equity 1.34 1.22 0.97
Current ratio 1.51 1.14 1.51
Net debt to EBITDA 3.76 3.11 2.90

Dividend

Metric PFGC USFD Food Distribution median
Dividend yield — — 2.55%
Payout ratio 0.00 0.00 0.00

Size

Metric PFGC USFD Food Distribution median
Market cap 14.23b 20.30b 1.71b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack