Performance Food Group Company

NYSE:PFGC 株式レポート

時価総額：US$14.7b

Performance Food Group 将来の成長

Future 基準チェック /36

Performance Food Group利益と収益がそれぞれ年間32.8%と6.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.6% 33.9%なると予測されています。

主要情報

32.8%

収益成長率

33.94%

EPS成長率

Consumer Retailing 収益成長8.9%
収益成長率6.1%
将来の株主資本利益率16.63%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

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
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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

業績と収益の成長予測

NYSE:PFGC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/202875,1657951,4131,6689
6/30/202772,6926391,1651,54612
6/30/202667,8983771,0411,47012
3/28/202663,3503291,0061,455N/A
12/27/202562,3663457931,287N/A
9/27/202561,5593265231,011N/A
6/28/202559,8993407041,210N/A
3/29/202557,9493755501,033N/A
12/28/202456,501387536988N/A
9/28/202455,1584236911,129N/A
6/29/202454,6814367671,163N/A
3/30/202454,0574207951,132N/A
12/30/202353,971429643962N/A
9/30/202353,574422321603N/A
7/1/202353,355397562832N/A
4/1/202355,880323291543N/A
12/31/202254,206266302547N/A
10/1/202251,527204329561N/A
7/2/202247,19411361277N/A
4/2/202242,6726871282N/A
1/1/202237,5003769243N/A
10/2/202132,5384656228N/A
7/3/202129,19941-12465N/A
3/27/202126,005-142603779N/A
12/26/202026,080-174249441N/A
9/26/202025,890-151231407N/A
6/27/202023,986-114466624N/A
3/28/202025,211100-7375N/A
12/28/201922,900173N/A405N/A
9/28/201921,447175N/A369N/A
6/29/201919,744167N/A317N/A
3/30/201918,439168N/A398N/A
12/29/201818,099169N/A404N/A
9/29/201817,795204N/A383N/A
6/30/201817,620199N/A367N/A
3/31/201817,454175N/A329N/A
12/30/201717,340162N/A260N/A
9/30/201717,081107N/A293N/A
7/1/201716,76296N/A202N/A
4/1/201716,70685N/A219N/A
12/31/201616,38074N/A200N/A
10/1/201616,22268N/A187N/A
7/2/201616,10568N/A229N/A
3/26/201615,71673N/A217N/A
12/26/201515,60367N/A188N/A
9/26/201515,50162N/A184N/A
6/27/201515,27057N/A127N/A

アナリストによる今後の成長予測

収入対貯蓄率: PFGCの予測収益成長率 (年間32.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: PFGCの収益 ( 32.8% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: PFGCの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: PFGCの収益 ( 6.1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: PFGCの収益 ( 6.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PFGCの 自己資本利益率 は、3年後には低くなると予測されています ( 16.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 BernsteinBarclays
Jeffrey BernsteinBarclays
Alok PatelBerenberg