Performance Food Group vs US Foods
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KIRA’s take AI analyst
I put Performance Food Group and US Foods side by side, using each one’s latest annual report. Here is what stands out:
- Performance Food Group is the larger business, with $67.8B of revenue in fiscal 2026 against $39.4B for US Foods, about 1.7 times as much.
- Performance Food Group grew revenue faster (7.2%, against 4.1%).
- US Foods kept more of each dollar of sales as operating profit (3.0% operating margin, against 1.3%).
- US Foods turned more of its sales into free cash flow (2.4% FCF margin, against 1.5%).
- US Foods earned a higher return on the capital invested in it (9.6%, against 5.7%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Performance Food Group
PFGC
2/11
Revenue growth5-year growth
US Foods
USFD
9/11
Gross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | PFGC FY26 | USFD FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.1B | $22.7B |
| Revenue | $67.8B | $39.4B |
| Free cash flow | $1.0B | $959M |
| Net income | $359M | $676M |
| Growth | ||
| Revenue growth | 7.2% | 4.1% |
| 5-year growth | 17.4% | 11.5% |
| Share count change | 0.4% | −5.7% |
| Profitability | ||
| Gross margin | 11.9% | 17.4% |
| Operating margin | 1.3% | 3.0% |
| Net margin | 0.5% | 1.7% |
| FCF margin | 1.5% | 2.4% |
| Return on capital | 5.7% | 9.6% |
| Return on equity | 7.7% | 15.3% |
| Balance sheet | ||
| Net debt | $6.7B | $5.2B |
| Net debt / EBITDA | 4.0x | 3.1x |
| Dividends and buybacks | $1.5M | $926M |
| Valuation & quality | ||
| P/E | — | 31.6x |
| Piotroski F-score | 5 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.