PFGC

Performance Food Group Co

Consumer Defensive · $14.4B market cap

Share price

$93.85

close of Oct 3, 2026

Fair value

$100.72

Sticker Price

Payback Price

$40.29

buy price

Fairly Valued

PFGC is Fairly Valued: at $93.85 it's within 7% of its fair value of $100.72. Its buy price (Payback Price) is $40.29, 57% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 6% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth17.4% a year✓

Equity per share growth14.6% a year✓

Sales growth14.9% a year✓

Free cash flow growth22.8% a year✓

Return on invested capital5.1%✗

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Superinvestors

4 of the investors we track hold PFGC. In Q2 2026, 2 opened a position and 1 added. Who we track

Stephen Mandel

Lone Pine Capital · as of Q2 2026

$654.3M

5,852,740 shares

Lee Ainslie

Maverick Capital · as of Q2 2026

$141.0M

1,261,179 shares

Daniel Loeb

Third Point · as of Q2 2026

$75.5M

675,000 shares

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$1.0M

9,346 shares

Moves in Q2 2026

New position: Lee Ainslie, Daniel Loeb

Added: Stephen Mandel

Insider activity

Since Jun 12, 2026: no open-market purchases, 31 sales worth $19.5M and 43 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Hatcher Hugh Patrick

See Remarks · 2026-09-01

Sold

$10K

Hatcher Hugh Patrick

See Remarks · 2026-09-01

Sold

$288K

KING A BRENT

See Remarks · 2026-08-25

Sold

$139K

Bulmer Donald S.

See Remarks · 2026-08-25

Sold

$142K

DAVIS ERIKA T

See Remarks · 2026-08-25

Sold

$139K

Show all 31 sales

Bulmer Donald S.

See Remarks · 2026-08-24

Sold

$521K

Bulmer Donald S.

See Remarks · 2026-08-24

Sold

$595K

Grosh Chasity D

See Remarks · 2026-08-21

Sold

$67K

DAVIS ERIKA T

See Remarks · 2026-08-21

Sold

$123K

KING A BRENT

See Remarks · 2026-08-21

Sold

$123K

DAVIS ERIKA T

See Remarks · 2026-08-20

Sold

$280K

DAVIS ERIKA T

See Remarks · 2026-08-20

Sold

$554K

KING A BRENT

See Remarks · 2026-08-20

Sold

$255K

KING A BRENT

See Remarks · 2026-08-20

Sold

$581K

Grosh Chasity D

See Remarks · 2026-08-18

Sold

$88K

DAVIS ERIKA T

See Remarks · 2026-08-18

Sold

$160K

KING A BRENT

See Remarks · 2026-08-18

Sold

$160K

HOLM GEORGE L

See Remarks · 2026-07-30

Sold

$195K

HOLM GEORGE L

See Remarks · 2026-07-30

Sold

$3.1M

HOLM GEORGE L

See Remarks · 2026-07-16

Sold

$34K

HOLM GEORGE L

See Remarks · 2026-07-16

Sold

$3.5M

HOLM GEORGE L

See Remarks · 2026-07-16

Sold

$157K

HOLM GEORGE L

See Remarks · 2026-07-01

Sold

$2.1M

HOLM GEORGE L

See Remarks · 2026-07-01

Sold

$1.4M

HOLM GEORGE L

See Remarks · 2026-07-01

Sold

$200K

DAVIS ERIKA T

See Remarks · 2026-06-26

Sold

$285K

HOLM GEORGE L

See Remarks · 2026-06-18

Sold

$256K

HOLM GEORGE L

See Remarks · 2026-06-18

Sold

$1.8M

HOLM GEORGE L

See Remarks · 2026-06-18

Sold

$1.4M

KING A BRENT

See Remarks · 2026-06-12

Sold

$642K

DAVIS ERIKA T

See Remarks · 2026-06-12

Sold

$184K

Other filings

HOLM GEORGE L

See Remarks · 2026-08-23

Tax withholding

$625K

McPherson Scott E

See Remarks · 2026-08-22

Tax withholding

$108K

DAVIS ERIKA T

See Remarks · 2026-08-22

Tax withholding

$114K

KING A BRENT

See Remarks · 2026-08-22

Tax withholding

$114K

Hatcher Hugh Patrick

See Remarks · 2026-08-22

Tax withholding

$161K

Show all 43 other filings

Bulmer Donald S.

See Remarks · 2026-08-22

Tax withholding

$111K

HOLM GEORGE L

See Remarks · 2026-08-21

Tax withholding

$593K

HOLM GEORGE L

See Remarks · 2026-08-20

Tax withholding

$432K

Bulmer Donald S.

See Remarks · 2026-08-19

Tax withholding

$73K

Grosh Chasity D

See Remarks · 2026-08-19

Tax withholding

$29K

McPherson Scott E

See Remarks · 2026-08-19

Tax withholding

$137K

DAVIS ERIKA T

See Remarks · 2026-08-19

Tax withholding

$100K

Hatcher Hugh Patrick

See Remarks · 2026-08-19

Tax withholding

$121K

KING A BRENT

See Remarks · 2026-08-19

Tax withholding

$100K

Bulmer Donald S.

See Remarks · 2026-08-18

Tax withholding

$462K

Bulmer Donald S.

See Remarks · 2026-08-18

Award

12,619 shares

Bulmer Donald S.

See Remarks · 2026-08-18

Award

5,166 shares

Grosh Chasity D

See Remarks · 2026-08-18

Award

2,741 shares

McPherson Scott E

See Remarks · 2026-08-18

Tax withholding

$491K

McPherson Scott E

See Remarks · 2026-08-18

Award

13,766 shares

McPherson Scott E

See Remarks · 2026-08-18

Award

22,958 shares

HOLM GEORGE L

See Remarks · 2026-08-18

Tax withholding

$3.3M

HOLM GEORGE L

See Remarks · 2026-08-18

Award

19,132 shares

HOLM GEORGE L

See Remarks · 2026-08-18

Award

79,417 shares

DAVIS ERIKA T

See Remarks · 2026-08-18

Tax withholding

$482K

DAVIS ERIKA T

See Remarks · 2026-08-18

Award

12,619 shares

DAVIS ERIKA T

See Remarks · 2026-08-18

Award

6,697 shares

Hatcher Hugh Patrick

See Remarks · 2026-08-18

Tax withholding

$742K

Hatcher Hugh Patrick

See Remarks · 2026-08-18

Award

18,353 shares

Hatcher Hugh Patrick

See Remarks · 2026-08-18

Award

8,801 shares

KING A BRENT

See Remarks · 2026-08-18

Tax withholding

$480K

KING A BRENT

See Remarks · 2026-08-18

Award

12,619 shares

KING A BRENT

See Remarks · 2026-08-18

Award

6,697 shares

Grosh Chasity D

See Remarks · 2026-08-15

Tax withholding

$39K

Bulmer Donald S.

See Remarks · 2026-08-15

Tax withholding

$62K

McPherson Scott E

See Remarks · 2026-08-15

Tax withholding

$76K

DAVIS ERIKA T

See Remarks · 2026-08-15

Tax withholding

$71K

Hatcher Hugh Patrick

See Remarks · 2026-08-15

Tax withholding

$90K

KING A BRENT

See Remarks · 2026-08-15

Tax withholding

$71K

HOLM GEORGE L

See Remarks · 2026-07-30

Option exercise

$774K

HOLM GEORGE L

See Remarks · 2026-07-16

Option exercise

$877K

HOLM GEORGE L

See Remarks · 2026-07-01

Option exercise

$877K

HOLM GEORGE L

See Remarks · 2026-06-18

Option exercise

$877K

About Performance Food Group Co

Performance Food Group Company, through its subsidiaries, engages in the marketing and distribution of food and food-related products in North America. It operates through three segments: Foodservice, Convenience, and Specialty. The company offers beef, pork, poultry, and seafood; frozen food and refrigerated products; dry groceries comprising cleaning and kitchen supplies and disposables; candy, snacks, and…

Food Distribution

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

Verdict

How we valued it

Business quality

Superinvestors

Insider activity

Sales

Other filings

About Performance Food Group Co