Performance Food Group（PFGC）株式概要
パフォーマンス・フード・グループ社は、子会社を通じて、北米において食品および食品関連製品の販売・流通を行っています。 詳細
PFGC Community Fair Values
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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$103.98 |
| 52週高値 | US$117.48 |
| 52週安値 | US$80.82 |
| ベータ | 0.90 |
| 1ヶ月の変化 | -5.76% |
| 3ヶ月変化 | 11.05% |
| 1年変化 | 4.27% |
| 3年間の変化 | 69.76% |
| 5年間の変化 | 123.81% |
| IPOからの変化 | 390.93% |
最新ニュース
Seeking Alpha • Aug 13
Performance Food Group's Underperformance Gives Investors A Tasty Snack
Summary Performance Food Group remains a 'buy' despite Q4 2026 misses, with strong year-over-year growth and positive long-term guidance. PFGC's Foodservice and Convenience segments drove revenue and profit gains, aided by acquisitions and organic case growth, though Specialty faced margin pressure. Management projects 2027 revenue of $72.5–$73 billion and normalized EBITDA around $2.13 billion, with further upside expected by 2028. Shares appear reasonably valued relative to peers, with 15–15.8% annualized upside possible if 2028 targets are met. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 11
PFGC: Raised Fair Value Signals Confidence In Market Share Momentum
Analysts have raised the Performance Food Group price target to $143 from $135. This change reflects updated views on fair value, expected revenue growth, profit margins, and future P/E assumptions, and also takes into account sector-wide discussions around fuel costs and food safety risks.Recent updates
Seeking Alpha • Aug 13
Performance Food Group's Underperformance Gives Investors A Tasty Snack
Summary Performance Food Group remains a 'buy' despite Q4 2026 misses, with strong year-over-year growth and positive long-term guidance. PFGC's Foodservice and Convenience segments drove revenue and profit gains, aided by acquisitions and organic case growth, though Specialty faced margin pressure. Management projects 2027 revenue of $72.5–$73 billion and normalized EBITDA around $2.13 billion, with further upside expected by 2028. Shares appear reasonably valued relative to peers, with 15–15.8% annualized upside possible if 2028 targets are met. Read the full article on Seeking Alphaナラティブ更新 • Aug 11
PFGC: Raised Fair Value Signals Confidence In Market Share Momentum
Analysts have raised the Performance Food Group price target to $143 from $135. This change reflects updated views on fair value, expected revenue growth, profit margins, and future P/E assumptions, and also takes into account sector-wide discussions around fuel costs and food safety risks.
ナラティブ更新 • Jul 27
PFGC: Elevated Multiple Will Face Pressure From Mixed Foodservice Demand
Analysts have lifted the fair value estimate for Performance Food Group from $85.14 to $88.81, citing higher Street price targets in the $125 to $143 range and updated assumptions around the discount rate, profitability, and future P/E multiples. Analyst Commentary Recent Street research on Performance Food Group points to a generally constructive stance, with several firms lifting price targets into a higher trading range.
ナラティブ更新 • Jul 13
PFGC: 2026 Outlook Weighs PFG One Efficiencies Against Execution Risks
Analysts have raised the fair value estimate for Performance Food Group to $119.23 from $115.77, citing recent price target increases and expectations for steady revenue, margin and P/E assumptions that contribute to a more constructive long term outlook for the stock. Analyst Commentary Recent Street research on Performance Food Group highlights a generally constructive tone, with several firms lifting price targets and outlining key drivers that could influence how the stock trades relative to its fair value estimate.新しいナラティブ • Jul 10
Digital Ordering And Convenience Expansion Will Drive Long-Term Earnings Power
Catalysts About Performance Food Group Performance Food Group is a food distribution company serving restaurants, convenience retailers and specialty channels across the U.S. food away from home market. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Jun 25
PFGC: Updated 2026 Outlook Will Balance Margin Pressure And Execution Upside
Analysts have modestly adjusted their price targets on Performance Food Group, with the consensus view effectively reflecting a fine-tuned fair value shift of about $2, supported by updated assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research around Performance Food Group has focused on how current execution and future growth assumptions line up with the latest price target revisions, and what that might mean for valuation risk and reward.新しいナラティブ • Jun 25
Expansion Costs And Convenience Exposure Will Likely Pressure Margins Over The Long Term
Catalysts About Performance Food Group Performance Food Group distributes food and related products to restaurants, convenience stores and specialty retail customers across the U.S. What are the underlying business or industry changes driving this perspective? The push to expand across the food away from home market, including independents, chains, convenience and specialty channels, requires ongoing salesforce hiring, technology rollouts and integration work.ナラティブ更新 • 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.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株主還元
| PFGC | US Consumer Retailing | US 市場 | |
|---|---|---|---|
| 7D | -0.5% | -6.7% | -2.1% |
| 1Y | 4.3% | 5.2% | 18.8% |
業界別リターン: PFGC過去 1 年間で5.2 % 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18.8 % 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 | 3.9% |
| Consumer Retailing Industry Average Movement | 6.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
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 | 43,780 | Scott McPherson | www.pfgc.com |
パフォーマンス・フード・グループ社は、子会社を通じて、北米において食品および食品関連製品の販売・流通を行っています。同社の事業は、「フードサービス」、「コンビニエンス」、「スペシャリティ」の3つのセグメントで構成されています。同社は、牛肉、 豚肉、鶏肉、魚介類、冷凍食品、冷蔵製品、乾物から、使い捨て用品、清掃用品、厨房用品、および関連製品に至るまで幅広い品揃えを提供しているほか、独立系レストラン、チェーンレストラン、その他の外食施設に対し、商品の選定・調達、メニュー開発、運営戦略といった付加価値サービスも提供している。 また、従来のコンビニエンスストア、ドラッグストア、量販店、食料品店、酒類販売店、その他の専門店や小規模店舗に対し、タバコや代替ニコチン製品、キャンディ、スナック、生鮮食品、食料品、乳製品、パン、飲料、一般雑貨、健康・美容ケア製品などの消費者向け製品の卸売も行っている。 さらに、同社はキャンディ、スナック、飲料、生鮮・冷凍の生鮮食品、およびその他の非食品アイテムの流通も行っています。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ます。
Performance Food Group Company 基礎のまとめ
| PFGC 基礎統計学 | |
|---|---|
| 時価総額 | US$16.28b |
| 収益（TTM） | US$359.30m |
| 売上高(TTM) | US$64.34b |
45.6x
PER（株価収益率0.3x
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$64.34b |
| 売上原価 | US$56.25b |
| 売上総利益 | US$8.09b |
| その他の費用 | US$7.73b |
| 収益 | US$359.30m |
直近の収益報告
Jun 27, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.28 |
| グロス・マージン | 12.57% |
| 純利益率 | 0.56% |
| 有利子負債／自己資本比率 | 102.2% |
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 | 2026/08/20 08:41 |
| 終値 | 2026/08/20 00:00 |
| 収益 | 2026/06/27 |
| 年間収益 | 2026/06/27 |
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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 14 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。26
| アナリスト | 機関 |
|---|---|
| Jeffrey Bernstein | Barclays |
| Alok Patel | Berenberg |
| Danilo Gargiulo | Bernstein |