Performance Food Group（PFGC）株式概要
パフォーマンス・フード・グループ・カンパニーは、その子会社を通じて、北米で食品および食品関連製品のマーケティングと販売を行っている。 詳細
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Analyst Price Targets
Performance Food Group Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$94.63 |
| 52週高値 | US$109.05 |
| 52週安値 | US$80.82 |
| ベータ | 0.92 |
| 1ヶ月の変化 | 3.27% |
| 3ヶ月変化 | -3.26% |
| 1年変化 | 11.79% |
| 3年間の変化 | 69.41% |
| 5年間の変化 | 89.26% |
| IPOからの変化 | 346.79% |
最新ニュース
Recent updates
Seeking Alpha • May 13
Performance Food Group Remains A Tasty Treat
Summary Performance Food Group remains a "Buy" as valuation offers meaningful upside, even after recent underperformance versus the S&P 500. PFGC delivered strong revenue growth, driven by acquisitions and organic case volume increases, despite margin pressure and mixed segment profitability. Management raised 2026 revenue guidance to $67.7–$68 billion and reaffirmed 2028 EBITDA targets, supporting a bullish long-term outlook. Even at current multiples, PFGC could deliver 17.2%–18.9% annualized upside if management achieves 2028 targets. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 22
PFGC: Foodservice Share Gains Will Support Future 2026 Margin Expansion
Analysts have slightly raised the modeled fair value for Performance Food Group to about $117.83 per share, with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions after recent Street price target cuts of $1 and $12. Analyst Commentary Recent target cuts of $1 and $12 suggest that analysts are recalibrating expectations rather than completely changing their views on Performance Food Group.ナラティブの更新 • Apr 07
PFGC: Foodservice Share Gains Will Support Future 2026 Distribution Upside
Analysts have slightly reduced their average price targets for Performance Food Group, with recent cuts of $1 at Citi, $12 at UBS, and adjustments from $134 to $127 and from $120 to $105, reflecting updated 2026 outlooks for food distributors and restaurants while still highlighting a relatively constructive view on foodservice distribution as a group. Analyst Commentary Recent research on Performance Food Group reflects both optimism about the foodservice distribution space and caution around sector level headwinds, with price target resets framed within updated 2026 outlooks for distributors and restaurants.ナラティブの更新 • Mar 24
PFGC: Foodservice Share Gains Will Support Future Distribution And M&A Upside
Analysts trimmed the 12 month price target for Performance Food Group by $0.12 to $117.50. This reflects slightly lower assumptions for revenue growth and profit margins, partly offset by a higher assumed future P/E multiple and a modestly higher discount rate following recent sector wide target resets at firms covering food distributors and restaurants.ナラティブの更新 • Mar 07
PFGC: Foodservice Share Gains Will Support Future M&A Execution
Narrative Update on Performance Food Group Analysts have trimmed their average price targets on Performance Food Group by $1 to $12 across recent updates, reflecting refreshed 2026 outlooks for food distributors and restaurants. They still generally highlight foodservice distribution as a relatively favorable area compared with restaurant peers.ナラティブの更新 • Feb 20
PFGC: Foodservice Share Gains Will Support Future M&A And Margin Expansion
Analysts have trimmed their average price target for Performance Food Group by about $0.08 to roughly $117.38, reflecting updated sector views that take into account ongoing sales challenges for restaurants as well as relatively stronger positioning for food distributors. Analyst Commentary Recent research on Performance Food Group points to a mixed but generally constructive stance, with updated models reflecting both sector headwinds and confidence in the company’s role within foodservice distribution.ナラティブの更新 • Feb 06
PFGC: Foodservice Share Gains Will Support Future EBITDA Margin Expansion
Analysts have trimmed their price targets for Performance Food Group, with our fair value estimate moving from about US$121.25 to roughly US$117.46 as they factor in updated sector views on restaurant sales trends, a slightly higher discount rate, modest tweaks to revenue growth assumptions, and lower future P/E multiples, despite generally supportive views on foodservice distribution and the stock's positioning within the distributor group. Analyst Commentary Recent research updates on Performance Food Group point to a mixed backdrop, with several firms trimming price targets while still expressing confidence in the company’s position within foodservice distribution.ナラティブの更新 • Jan 04
PFGC: Independent Case Share Gains Will Support Future 15% EBITDA Trajectory
Analysts have raised their price target on Performance Food Group by $8.75 to $130.00, citing expectations for faster independent case growth than peers, supported by a market share focused salesforce. This is expected to drive approximately 15 percent near to medium term EBITDA growth and help the company grow into its valuation multiple.ナラティブの更新 • Dec 17
PFGC: Independent Case Share Gains Will Support Future 15% EBITDA Expansion
Analysts have nudged their price target on Performance Food Group slightly lower to $121.25 from $121.67, while maintaining a constructive view as they expect the company to outgrow peers in independent case volume and deliver mid-teens EBITDA growth that supports its current valuation multiple. Analyst Commentary Bullish Takeaways Bullish analysts see Performance Food Group gaining independent case share faster than peers, which they expect will support sustained outperformance in top line growth.ナラティブの更新 • Dec 03
PFGC: Independent Case Gains Will Support Multiple Through 15% EBITDA Expansion
Analysts have raised their price target on Performance Food Group by $8.33 to $130.00 per share, citing expectations for the company to outpace peers in independent case growth and deliver near to medium term EBITDA growth of about 15 percent, which they believe would enable it to grow into its current valuation multiple. Analyst Commentary Recent commentary from bullish analysts underscores growing confidence that Performance Food Group can sustain above industry growth and justify its higher valuation multiple through consistent execution.ナラティブの更新 • Nov 19
PFGC: Market Share Gains And Expanding Margins Will Underpin Outperformance
Analysts have slightly raised their price target for Performance Food Group from $120.92 to $121.67. They cite expectations of faster-than-peer growth, successful sales strategies, and expanding profit margins as factors expected to drive near-term EBITDA growth.分析記事 • Nov 13
The Compensation For Performance Food Group Company's (NYSE:PFGC) CEO Looks Deserved And Here's Why
Key Insights Performance Food Group to hold its Annual General Meeting on 19th of November Salary of US$1.20m is part...ナラティブの更新 • Nov 05
PFGC: Accelerating Market Share Gains Will Drive Upside Amid Robust Earnings Momentum
Analysts have modestly increased their price target for Performance Food Group to approximately $120.92, citing robust Q4 earnings results, accelerating market share gains, and expectations for continued independent case growth to support EBITDA expansion. Analyst Commentary Recent street research on Performance Food Group highlights a series of bullish adjustments and positive sentiment.ナラティブの更新 • Oct 21
Analysts Boost Price Target for Performance Food Group Amid Strong Results and Upbeat Outlook
Analysts have raised their price target for Performance Food Group from $119.36 to $120.75 per share. They cite the company's strong earnings performance, sustained market share gains, and improving industry demand as key factors supporting this upward revision.ナラティブの更新 • Sep 17
Digital Ordering And Acquisitions Will Fuel Future Market Leadership
Performance Food Group received an upward price target revision driven by a strong Q4 earnings beat, solid FY26 guidance, improving case growth, robust market share gains, and stable cost inflation, resulting in a new consensus price target of $119.36. Analyst Commentary Strong Q4 earnings beat expectations, with EPS and EBITDA exceeding consensus estimates.ナラティブの更新 • Aug 15
Digital Ordering And Acquisitions Will Fuel Future Market Leadership
Driven by Q4 earnings beats, upward guidance revisions, and accelerating market share gains despite macro uncertainty, analysts have raised Performance Food Group’s consensus price target from $111.55 to $117.36. Analyst Commentary Q4 earnings outperformed expectations, delivering EPS and EBITDA beats, and prompting upward revisions to future guidance.分析記事 • Jul 15
At US$97.28, Is Performance Food Group Company (NYSE:PFGC) Worth Looking At Closely?
Let's talk about the popular Performance Food Group Company ( NYSE:PFGC ). The company's shares received a lot of...分析記事 • Jun 30
Performance Food Group Company's (NYSE:PFGC) P/E Still Appears To Be Reasonable
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Jan 06
Performance Food Group Company: I'm Sticking To My Guns
Summary Despite recent gains, I maintain a 'hold' rating for Performance Food Group due to its mixed financial results and relatively high valuation compared to peers. The company's recent acquisition of Cheney Brothers is expected to significantly boost revenue and EBITDA, but increased operating costs and interest expenses have impacted net income. Management's revenue and EBITDA forecasts for 2025 are promising, yet the stock remains slightly expensive relative to similar firms. My initial downgrade may have been premature, but without a sufficient margin of safety, an upgrade to 'buy' isn't justified. Read the full article on Seeking Alpha
新しいナラティブ • Aug 22
Strategic Acquisitions And Global Expansion Fuel Robust Growth And Diversification In Food Distribution
Acquisition and integration of new companies are anticipated to expand market share and boost revenue by entering new territories and improving margins.Seeking Alpha • Aug 15
Performance Food Group: A Solid Performance
Summary Performance Food Group is a major food distributor, having more than tripled its sales over the past decade, aided by M&A efforts. Growth has come with growing margins as well, as the business has become a better company. Performance Food Group recently acquired Cheney Bros, a Florida-based food service business, adding significant value and growth potential to the company. A traditional premium earnings multiple has fallen to a discount to the market here, making that appeal lures. Read the full article on Seeking Alpha株主還元
| PFGC | US Consumer Retailing | US 市場 | |
|---|---|---|---|
| 7D | -1.3% | 0.9% | -0.3% |
| 1Y | 11.8% | 21.5% | 26.7% |
業界別リターン: PFGC過去 1 年間で21.5 % の収益を上げたUS Consumer Retailing業界を下回りました。
リターン対市場: PFGCは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| PFGC volatility | |
|---|---|
| PFGC Average Weekly Movement | 4.5% |
| Consumer Retailing Industry Average Movement | 5.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: PFGC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PFGCの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1885 | 42,785 | Scott McPherson | www.pfgc.com |
パフォーマンス・フード・グループ・カンパニーは子会社を通じて、北米で食品と食品関連製品のマーケティングと流通に従事している。3つのセグメントで事業展開：フードサービス、コンビニエンス、スペシャリティ。同社は、牛肉、豚肉、鶏肉、魚介類、冷凍食品、冷蔵製品、清掃・台所用品・消耗品からなる乾物食料品、キャンディー、スナック、飲料、生鮮品、食料品、乳製品、パン、飲料、雑貨、健康・美容ケア製品、タバコ、その他ニコチン製品を提供している。また、物流センターも運営している。さらに、マーケティング・プログラムやテクノロジー・ソリューションを顧客に提供するほか、商品の選択・調達、メニュー開発、経営戦略などの分野で付加価値サービスを提供している。個人レストラン、全国および地域チェーンレストラン、自動販売機販売業者、映画館、小売業者、全国、地域、独立系コンビニエンスストアにサービスを提供している。パフォーマンス・フード・グループ社は1885年に設立され、バージニア州リッチモンドに本社を置いている。
Performance Food Group Company 基礎のまとめ
| PFGC 基礎統計学 | |
|---|---|
| 時価総額 | US$14.75b |
| 収益（TTM） | US$328.50m |
| 売上高(TTM) | US$63.35b |
45.3x
PER（株価収益率0.2x
P/SレシオPFGC は割高か？
公正価値と評価分析を参照収益と収入
| PFGC 損益計算書（TTM） | |
|---|---|
| 収益 | US$63.35b |
| 売上原価 | US$55.43b |
| 売上総利益 | US$7.92b |
| その他の費用 | US$7.60b |
| 収益 | US$328.50m |
直近の収益報告
Mar 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.09 |
| グロス・マージン | 12.51% |
| 純利益率 | 0.52% |
| 有利子負債／自己資本比率 | 108.4% |
PFGC の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 10:51 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/06/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Performance Food Group Company 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Jeffrey Bernstein | Barclays |
| Jeffrey Bernstein | Barclays |
| Alok Patel | Berenberg |