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PFGC Consumer Defensive Latest YouTube: Q4 FY2026 Published 2026-08-14

Performance Food Group Company

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Performance Food Group (PFGC) Q4 FY2026: The Mix Shift Worked, The Shareholder Didn’t

Published 2026-08-14

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q4 FY2026
2026-08-14
Podcast available
Yes
Current price
$104.98
+1.00 (+0.96%)
Trailing / Forward P/E
45.84x
Forward: 15.71x
Market cap / Volume
Volume:
Revenue / Earnings Growth
7.3%
Earnings: 22.7%
Margins
2.2% op
Gross: 12.6% · Net: 0.6%
Balance sheet
1.51x current
Debt / Equity: 158.8
52-week range / Beta
$80.82 - $117.47
Beta: 0.91
Analyst target
$123.62
Upside: 17.8%
Cash / shareholder return
4.33% FCF yield
Dividend yield: —

Company context

Industry: Food Distribution
Country: United States
Employees:
Price to book: 3.34x
Return on equity: 7.7%
Performance Food Group Company, through its subsidiaries, markets and distributes food and food-related products in North America. It operates through three segments: Foodservice, Convenience, and Specialty. The company offers beef, pork, poultry, seafood, frozen food, refrigerated products, and dry groceries to disposables, cleaning and kitchen supplies, and related products, as well as value-added services, such as product selection and procurement, menu development, and operational strategies to independent restaurants, chain restaurants, and other institutional food-away-from-home locations. It also provides wholesale consumer products, including cigarettes and alternative nicotine products, candy, snacks, fresh products, groceries, dairy, bread, beverages, general merchandise, and health and beauty care products to traditional convenience stores, drug stores, mass merchants, grocery stores, liquor stores, and other specialty and small format stores. In addition, the company distributes candy, snacks, beverages, fresh and frozen perishable food, and other non-food items. Performance Food Group Company was founded in 1885 and is headquartered in Richmond, Virginia.

Price chart

Market context for PFGC

Competitive view

PFGC vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Performance Food Group Company latest YouTube video thumbnail YouTube
Performance Food Group Company
PFGC
Latest video
Q4 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Philip Morris International Inc latest YouTube video thumbnail YouTube
Philip Morris International Inc
PM
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Clorox Company (The) latest YouTube video thumbnail YouTube
Clorox Company (The)
CLX
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
PFGC
$16.49B
Performance Food Group Company
PM
$293.38B
Philip Morris International Inc
CLX
$12.90B
Clorox Company (The)
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
PFGC
45.8x
Performance Food Group Company
PM
25.9x
Philip Morris International Inc
CLX
22.2x
Clorox Company (The)
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
PFGC
15.7x
Performance Food Group Company
PM
20.5x
Philip Morris International Inc
CLX
17.0x
Clorox Company (The)
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
PFGC
7.3%
Performance Food Group Company
PM
10.4%
Philip Morris International Inc
CLX
-2.0%
Clorox Company (The)
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
PFGC
22.7%
Performance Food Group Company
PM
-7.5%
Philip Morris International Inc
CLX
-50.1%
Clorox Company (The)
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
PFGC
2.2%
Performance Food Group Company
PM
40.0%
Philip Morris International Inc
CLX
12.9%
Clorox Company (The)
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
PFGC
12.6%
Performance Food Group Company
PM
67.5%
Philip Morris International Inc
CLX
42.3%
Clorox Company (The)
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
PFGC
0.6%
Performance Food Group Company
PM
25.6%
Philip Morris International Inc
CLX
8.7%
Clorox Company (The)
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
PFGC
7.7%
Performance Food Group Company
PM
Philip Morris International Inc
CLX
163.8%
Clorox Company (The)
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
PFGC
4.3%
Performance Food Group Company
PM
3.3%
Philip Morris International Inc
CLX
0.9%
Clorox Company (The)
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
PFGC
158.85x
Performance Food Group Company
PM
Philip Morris International Inc
CLX
2221.43x
Clorox Company (The)
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
PFGC
1.51x
Performance Food Group Company
PM
0.98x
Philip Morris International Inc
CLX
0.66x
Clorox Company (The)
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
PFGC
0.91
Performance Food Group Company
PM
0.40
Philip Morris International Inc
CLX
0.54
Clorox Company (The)
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
PFGC
Performance Food Group Company
PM
3.1%
Philip Morris International Inc
CLX
4.7%
Clorox Company (The)
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
PFGC
17.8%
Performance Food Group Company
PM
8.3%
Philip Morris International Inc
CLX
-4.7%
Clorox Company (The)

Related research

Non-quarter videos featuring PFGC

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-08-14

PFGC Stock: Performance Food Group Q4 FY2026 Earnings - EBITDA +9%, EPS +1.6%

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for PFGC

Each row is one earnings episode with every verified platform link available.

Q4 FY2026
Episode live
2026-08-14
Published youtube podcast complete
Performance Food Group (PFGC) Q4 FY2026: The Mix Shift Worked, The Shareholder Didn’t
Quarterly earnings-analysis entry for Performance Food Group Company. Use the links on the right to open the video or podcast episode.