Performance Food Group vs US Foods
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The short version
- 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%).
| Latest fiscal year | PFGC · FY26 | USFD · FY25 |
|---|---|---|
| Size | ||
| Market cap | $14.9B | $22.3B |
| 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 | — | 31.0x |
| Piotroski F-score | 5 | 7 |
Revenue
FY17
PFGC $16.8B
USFD $24.1B
FY18
PFGC $17.6B
USFD $24.2B
FY19
PFGC $19.7B
USFD $25.9B
FY20
PFGC $25.1B
USFD $22.9B
FY21
PFGC $30.4B
USFD $29.5B
FY22
PFGC $50.9B
USFD $34.1B
FY23
PFGC $57.3B
USFD $35.6B
FY24
PFGC $58.3B
USFD $37.9B
FY25
PFGC $63.3B
USFD $39.4B
FY26
PFGC $67.8B
USFD —
PFGC
USFD
Operating margin
FY17
PFGC 1.3%
USFD 2.4%
FY18
PFGC 1.4%
USFD 2.7%
FY19
PFGC 1.4%
USFD 2.7%
FY20
PFGC −0.4%
USFD −0.3%
FY21
PFGC 0.7%
USFD 1.4%
FY22
PFGC 0.6%
USFD 1.7%
FY23
PFGC 1.3%
USFD 2.9%
FY24
PFGC 1.4%
USFD 2.9%
FY25
PFGC 1.3%
USFD 3.0%
FY26
PFGC 1.3%
USFD —
PFGC
USFD
Free cash flow
FY17
PFGC $61.5M
USFD $528M
FY18
PFGC $227M
USFD $374M
FY19
PFGC $178M
USFD $502M
FY20
PFGC $466M
USFD $224M
FY21
PFGC −$124M
USFD $145M
FY22
PFGC $61.0M
USFD $500M
FY23
PFGC $562M
USFD $831M
FY24
PFGC $767M
USFD $833M
FY25
PFGC $704M
USFD $959M
FY26
PFGC $1.0B
USFD —
PFGC
USFD
Return on capital
FY17
PFGC 6.4%
USFD 9.3%
FY18
PFGC 11.5%
USFD 8.3%
FY19
PFGC 8.9%
USFD 7.1%
FY20
PFGC −2.3%
USFD −0.7%
FY21
PFGC 3.4%
USFD 3.8%
FY22
PFGC 3.6%
USFD 5.1%
FY23
PFGC 7.3%
USFD 8.6%
FY24
PFGC 7.6%
USFD 9.1%
FY25
PFGC 6.2%
USFD 9.6%
FY26
PFGC 5.7%
USFD —
PFGC
USFD
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.