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PFGC

Performance Food Group Co

PFGC

NYSE·Consumer Defensive·Food Distribution·Mkt cap $17.7B

$111.70

-0.75%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$80.82 - $113.15

P/E

50.77

Fwd P/E

19.33

Beta

0.93

Div Yield

0.00%

Avg Vol

1.7M

Shares Out

157.1M

Mkt Cap

$17.7B

Price action

Price chart

Up 27.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive distribution network with 125,000+ customer relationships built over 135+ years of operations
  • Diversified product portfolio spanning proteins, frozen foods, groceries, beverages, and non-food supplies reducing customer concentration risk
  • Value-added service offerings including menu development and operational consulting creating switching costs and deeper customer partnerships
  • Scale advantages in procurement and logistics enabling competitive pricing and efficient supply chain management

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Food Retail & Grocery peers

Growth

Moderate growth ahead

Foodservice industry recovery and expansion post-pandemic driving increased restaurant and institutional demand

Value

Premium valuation to Food Retail & Grocery peers

Momentum

Hot

+34.0% over 3m

Quality

Thin

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $0.80 vs $0.77 consensus (+3.9% surprise). Revenue of $16.3B vs $16.2B expected (+0.8%). Beat on both top and bottom lines.

EPS beat +3.9%
Rev beat +0.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+3.9%

Next: May 5, 2026

Revenue trend · last 8Q

+9%

+10%

+12%

+11%

+5%

Q3 24

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

$13.9B

$15.2B

$15.4B

$15.6B

$15.3B

$16.9B

$17.1B

$16.4B

Margins · last 8Q

Gross

12.0%

Operating

1.2%

Profit

0.4%

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

$123.00

+10.1% vs $111.70

Low $115.00
Median $123.00
High $125.00

Latest: Guggenheim · $125.00 · Jun 29, 2026

3 analysts covering

vs Industry

How PFGC stacks vs Food Distribution

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.