USFD vs CHEF

For growth investors, The Chefs' Warehouse, Inc.

(CHEF) is the stronger pick with 9. 4% revenue growth year-over-year, versus 4. 1% for US Foods Holding Corp. (USFD). US Foods Holding Corp. (USFD) offers the better valuation at 31. 3x trailing P/E (19. 3x forward), making it the more compelling value choice. Analysts rate US Foods Holding Corp. (USFD) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, US Foods Holding Corp.

(USFD) is the cheapest at 31. 3x versus The Chefs' Warehouse, Inc. at 47. 7x. On forward P/E, US Foods Holding Corp. is actually cheaper at 19. 3x.

Over the past 5 years, The Chefs' Warehouse, Inc.

(CHEF) delivered a total return of +153. 9%, compared to +129. 4% for US Foods Holding Corp. (USFD). Over 10 years, the gap is even starker: CHEF returned +394. 5% versus USFD's +269. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), US Foods Holding Corp.

(USFD) is the lower-risk stock at 0. 50β versus The Chefs' Warehouse, Inc. 's 0. 63β — meaning CHEF is approximately 26% more volatile than USFD relative to the S&P 500. On balance sheet safety, US Foods Holding Corp. (USFD) carries a lower debt/equity ratio of 121% versus 195% for The Chefs' Warehouse, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), The Chefs' Warehouse, Inc.

(CHEF) is pulling ahead at 9. 4% versus 4. 1% for US Foods Holding Corp. (USFD). On earnings-per-share growth, the picture is similar: US Foods Holding Corp. grew EPS 45. 5% year-over-year, compared to 27. 3% for The Chefs' Warehouse, Inc.. Over a 3-year CAGR, CHEF leads at 16. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

The Chefs' Warehouse, Inc.

(CHEF) is the more profitable company, earning 1. 7% net margin versus 1. 7% for US Foods Holding Corp. — meaning it keeps 1. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CHEF leads at 3. 7% versus 3. 0% for USFD. At the gross margin level — before operating expenses — CHEF leads at 24. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, US Foods Holding Corp.

(USFD) trades at 19. 3x forward P/E versus 36. 7x for The Chefs' Warehouse, Inc. — 17. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for USFD: 17. 7% to $108. 33.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, US Foods Holding Corp.

(USFD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 50), +269. 5% 10Y return). Both have compounded well over 10 years (USFD: +269. 5%, CHEF: +394. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.