Obermatt

The Chefs' Warehouse

NSQ:CHEF · US1630861011
Food & Staples RetailingLarge

360

38
EV / EBIT3
Price / Owner Earnings32
Owner Earnings Yield40
Dividend Yield1
Price/Sales48
EV / Gross Profit26
Price/Book31
Return on Capital47
Cash Return on Capital62
Return on Equity54
EBIT Margin34
Gross Profitability70
Cash Conversion17
Accruals36
Owner Earnings Margin69
Sales growth72
Profit Growth31
Long-Term EPS Growth16
Owner Earnings Growth74
Reinvestment67
Price momentum82
Debt load44
Refinancing67
Debt Payback43
Liquidity48
Analyst ratings88
Opinion Changes50
Price Target Upside8
Market mood77
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

The Chefs' Warehouse clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryFood & Staples Retailing
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded2005
Employees936
ISINUS1630861011
Last UpdateApr 2, 2026
Themes
Fast-Moving Consumer GoodsLogistics

Description

The Chefs' Warehouse, Inc. is a distributor of specialty food and center-of-the-plate products in the United States, the Middle East, and Canada. The company is focused on serving the specific needs of chefs who own and/or operate some of the leadin…

Analysis

Hope premium

The Chefs' Warehouse, Inc. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 31.3×; owner earnings: the cash an owner could take out each year.

Growth is solid; the safety picture is stretched. The company scores 12/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
65
2023202420252026

All-time high

65

Jun 2026

All-time low

6

Jan 2024

Average rank

48

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
48
50
78
63
Price/Earnings
13
19
36
9
Price/Book
31
35
54
40
Dividend Yield
1
1
1
1
Value (overall)
8
17
21
17

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare The Chefs' Warehouse with its peers
PriceSmart
NSQ:PSMT
60
CountryUSA
IndustryFood & Staples Retailing
SizeLarge
Full Stock Analysis →
BJ's Wholesale Club Holdings
NYQ:BJ
15
CountryUSA
IndustryFood & Staples Retailing
SizeX-Large
Full Stock Analysis →
Darden Restaurants
NYQ:DRI
59
CountryUSA
IndustryHotels, Restaurants & Leisure
SizeX-Large
Full Stock Analysis →
Village Super Market
NSQ:VLGEA
60
CountryUSA
IndustryFood & Staples Retailing
SizeMedium
Full Stock Analysis →
HF Foods Group
NAQ:HFFG
23
CountryUSA
IndustryFood & Staples Retailing
SizeMedium
Full Stock Analysis →
US Foods
NYQ:USFD
72
CountryUSA
IndustryFood & Staples Retailing
SizeX-Large
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →