HFFG vs CHEF vs USFD vs PFGC

For growth investors, The Chefs' Warehouse, Inc.

(CHEF) is the stronger pick with 9. 4% revenue growth year-over-year, versus 2. 2% for HF Foods Group Inc. (HFFG). US Foods Holding Corp. (USFD) offers the better valuation at 29. 6x trailing P/E (18. 2x forward), making it the more compelling value choice. Analysts rate HF Foods Group Inc. (HFFG) a "Buy" — based on 1 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 29. 6x versus The Chefs' Warehouse, Inc. at 47. 8x. On forward P/E, HF Foods Group Inc. is actually cheaper at 12. 8x — notably different from the trailing picture, reflecting expected earnings growth.

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

(CHEF) delivered a total return of +149. 5%, compared to -67. 9% for HF Foods Group Inc. (HFFG). Over 10 years, the gap is even starker: CHEF returned +373. 1% versus HFFG's -81. 3%. 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 HF Foods Group Inc. 's 0. 99β — meaning HFFG is approximately 98% more volatile than USFD relative to the S&P 500. On balance sheet safety, HF Foods Group Inc. (HFFG) carries a lower debt/equity ratio of 60% 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 2. 2% for HF Foods Group Inc. (HFFG). On earnings-per-share growth, the picture is similar: US Foods Holding Corp. grew EPS 45. 5% year-over-year, compared to -21. 9% for Performance Food Group Company. 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 -3. 2% for HF Foods Group Inc. — 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 0. 5% for HFFG. 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, HF Foods Group Inc.

(HFFG) trades at 12. 8x forward P/E versus 36. 8x for The Chefs' Warehouse, Inc. — 24. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HFFG: 173. 2% to $5. 00.

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), +248. 8% 10Y return). Both have compounded well over 10 years (USFD: +248. 8%, HFFG: -81. 3%), 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.