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SYY vs PFG
Revenue, margins, valuation, and 5-year total return — side by side.
Insurance - Diversified
SYY vs PFG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Food Distribution | Insurance - Diversified |
| Market Cap | $35.12B | $22.00B |
| Revenue (TTM) | $83.57B | $15.63B |
| Net Income (TTM) | $1.74B | $1.19B |
| Gross Margin | 18.5% | 45.2% |
| Operating Margin | 3.6% | 9.1% |
| Forward P/E | 16.0x | 10.9x |
| Total Debt | $14.49B | $4.20B |
| Cash & Equiv. | $1.07B | $4.43B |
SYY vs PFG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Sysco Corporation (SYY) | 100 | 132.9 | +32.9% |
| Principal Financial… (PFG) | 100 | 262.9 | +162.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SYY vs PFG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SYY is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 37 yrs, beta 0.47, yield 2.8%
- Rev growth 3.2%, EPS growth -4.1%, 3Y rev CAGR 5.8%
- Lower volatility, beta 0.47, current ratio 1.21x
PFG carries the broadest edge in this set and is the clearest fit for long-term compounding and defensive.
- 197.4% 10Y total return vs SYY's 84.3%
- Beta 1.00, yield 3.0%, current ratio 2.35x
- Lower P/E (10.9x vs 16.0x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.2% revenue growth vs PFG's -3.1% | |
| Value | Lower P/E (10.9x vs 16.0x) | |
| Quality / Margins | 7.6% margin vs SYY's 2.1% | |
| Stability / Safety | Beta 0.47 vs PFG's 1.00 | |
| Dividends | 3.0% yield, 17-year raise streak, vs SYY's 2.8% | |
| Momentum (1Y) | +37.1% vs SYY's +7.8% | |
| Efficiency (ROA) | 6.4% ROA vs PFG's 0.4%, ROIC 15.7% vs 9.0% |
SYY vs PFG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SYY vs PFG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
PFG leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SYY is the larger business by revenue, generating $83.6B annually — 5.3x PFG's $15.6B. PFG is the more profitable business, keeping 7.6% of every revenue dollar as net income compared to SYY's 2.1%. On growth, SYY holds the edge at +4.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $83.6B | $15.6B |
| EBITDAEarnings before interest/tax | $4.0B | $1.4B |
| Net IncomeAfter-tax profit | $1.7B | $1.2B |
| Free Cash FlowCash after capex | $2.0B | $4.4B |
| Gross MarginGross profit ÷ Revenue | +18.5% | +45.2% |
| Operating MarginEBIT ÷ Revenue | +3.6% | +9.1% |
| Net MarginNet income ÷ Revenue | +2.1% | +7.6% |
| FCF MarginFCF ÷ Revenue | +2.4% | +28.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.7% | -3.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -13.4% | -40.8% |
Valuation Metrics
PFG leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 19.3x trailing earnings, PFG trades at a 2% valuation discount to SYY's 19.7x P/E. Adjusting for growth (PEG ratio), SYY offers better value at 0.36x vs PFG's 13.99x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $35.1B | $22.0B |
| Enterprise ValueMkt cap + debt − cash | $48.5B | $21.8B |
| Trailing P/EPrice ÷ TTM EPS | 19.66x | 19.34x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.98x | 10.91x |
| PEG RatioP/E ÷ EPS growth rate | 0.36x | 13.99x |
| EV / EBITDAEnterprise value multiple | 11.63x | 13.06x |
| Price / SalesMarket cap ÷ Revenue | 0.43x | 1.41x |
| Price / BookPrice ÷ Book value/share | 19.34x | 1.85x |
| Price / FCFMarket cap ÷ FCF | 19.72x | 4.96x |
Profitability & Efficiency
PFG leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
SYY delivers a 80.7% return on equity — every $100 of shareholder capital generates $81 in annual profit, vs $10 for PFG. PFG carries lower financial leverage with a 0.34x debt-to-equity ratio, signaling a more conservative balance sheet compared to SYY's 7.81x. On the Piotroski fundamental quality scale (0–9), PFG scores 6/9 vs SYY's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +80.7% | +9.9% |
| ROA (TTM)Return on assets | +6.4% | +0.4% |
| ROICReturn on invested capital | +15.7% | +9.0% |
| ROCEReturn on capital employed | +19.0% | +0.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 7.81x | 0.34x |
| Net DebtTotal debt minus cash | $13.4B | -$227M |
| Cash & Equiv.Liquid assets | $1.1B | $4.4B |
| Total DebtShort + long-term debt | $14.5B | $4.2B |
| Interest CoverageEBIT ÷ Interest expense | 4.35x | 644.64x |
Total Returns (Dividends Reinvested)
PFG leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PFG five years ago would be worth $17,323 today (with dividends reinvested), compared to $9,765 for SYY. Over the past 12 months, PFG leads with a +37.1% total return vs SYY's +7.8%. The 3-year compound annual growth rate (CAGR) favors PFG at 15.6% vs SYY's 1.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +2.5% | +14.5% |
| 1-Year ReturnPast 12 months | +7.8% | +37.1% |
| 3-Year ReturnCumulative with dividends | +4.5% | +54.4% |
| 5-Year ReturnCumulative with dividends | -2.4% | +73.2% |
| 10-Year ReturnCumulative with dividends | +84.3% | +197.4% |
| CAGR (3Y)Annualised 3-year return | +1.5% | +15.6% |
Risk & Volatility
Evenly matched — SYY and PFG each lead in 1 of 2 comparable metrics.
Risk & Volatility
SYY is the less volatile stock with a 0.47 beta — it tends to amplify market swings less than PFG's 1.00 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PFG currently trades 98.6% from its 52-week high vs SYY's 80.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.47x | 1.00x |
| 52-Week HighHighest price in past year | $91.69 | $103.00 |
| 52-Week LowLowest price in past year | $68.19 | $75.00 |
| % of 52W HighCurrent price vs 52-week peak | +80.0% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 39.6 | 67.8 |
| Avg Volume (50D)Average daily shares traded | 4.7M | 1.5M |
Analyst Outlook
Evenly matched — SYY and PFG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SYY as "Buy" and PFG as "Hold". Consensus price targets imply 23.3% upside for SYY (target: $90) vs -6.9% for PFG (target: $95). For income investors, PFG offers the higher dividend yield at 2.98% vs SYY's 2.78%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $90.44 | $94.50 |
| # AnalystsCovering analysts | 30 | 25 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | +3.0% |
| Dividend StreakConsecutive years of raises | 37 | 17 |
| Dividend / ShareAnnual DPS | $2.04 | $3.03 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.6% | +4.1% |
PFG leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 2 categories are tied.
SYY vs PFG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SYY or PFG a better buy right now?
For growth investors, Sysco Corporation (SYY) is the stronger pick with 3.
2% revenue growth year-over-year, versus -3. 1% for Principal Financial Group, Inc. (PFG). Principal Financial Group, Inc. (PFG) offers the better valuation at 19. 3x trailing P/E (10. 9x forward), making it the more compelling value choice. Analysts rate Sysco Corporation (SYY) a "Buy" — based on 30 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.
02Which has the better valuation — SYY or PFG?
On trailing P/E, Principal Financial Group, Inc.
(PFG) is the cheapest at 19. 3x versus Sysco Corporation at 19. 7x. On forward P/E, Principal Financial Group, Inc. is actually cheaper at 10. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Sysco Corporation wins at 0. 29x versus Principal Financial Group, Inc. 's 13. 99x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SYY or PFG?
Over the past 5 years, Principal Financial Group, Inc.
(PFG) delivered a total return of +73. 2%, compared to -2. 4% for Sysco Corporation (SYY). Over 10 years, the gap is even starker: PFG returned +197. 4% versus SYY's +84. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SYY or PFG?
By beta (market sensitivity over 5 years), Sysco Corporation (SYY) is the lower-risk stock at 0.
47β versus Principal Financial Group, Inc. 's 1. 00β — meaning PFG is approximately 113% more volatile than SYY relative to the S&P 500. On balance sheet safety, Principal Financial Group, Inc. (PFG) carries a lower debt/equity ratio of 34% versus 8% for Sysco Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — SYY or PFG?
By revenue growth (latest reported year), Sysco Corporation (SYY) is pulling ahead at 3.
2% versus -3. 1% for Principal Financial Group, Inc. (PFG). On earnings-per-share growth, the picture is similar: Sysco Corporation grew EPS -4. 1% year-over-year, compared to -21. 4% for Principal Financial Group, Inc.. Over a 3-year CAGR, SYY leads at 5. 8% 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.
06Which has better profit margins — SYY or PFG?
Principal Financial Group, Inc.
(PFG) is the more profitable company, earning 7. 6% net margin versus 2. 2% for Sysco Corporation — meaning it keeps 7. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PFG leads at 9. 1% versus 3. 8% for SYY. At the gross margin level — before operating expenses — PFG leads at 45. 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.
07Is SYY or PFG more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Sysco Corporation (SYY) is the more undervalued stock at a PEG of 0. 29x versus Principal Financial Group, Inc. 's 13. 99x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Principal Financial Group, Inc. (PFG) trades at 10. 9x forward P/E versus 16. 0x for Sysco Corporation — 5. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SYY: 23. 3% to $90. 44.
08Which pays a better dividend — SYY or PFG?
All stocks in this comparison pay dividends.
Principal Financial Group, Inc. (PFG) offers the highest yield at 3. 0%, versus 2. 8% for Sysco Corporation (SYY).
09Is SYY or PFG better for a retirement portfolio?
For long-horizon retirement investors, Sysco Corporation (SYY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
47), 2. 8% yield). Both have compounded well over 10 years (SYY: +84. 3%, PFG: +197. 4%), 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.
10What are the main differences between SYY and PFG?
These companies operate in different sectors (SYY (Consumer Defensive) and PFG (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
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.
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