Performance Food Group Co

PFGC: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Performance Food Group’s Revenue Continues to Rebound From the Pandemic, but Shares Look Rich

Rebecca Scheuneman

Feb 9, 2022

We plan to modestly increase our $39 fair value estimate for no-moat Performance Food Group, or PFG, after its fiscal second-quarter gross margin was a bit better than expected and as we reverse our prior assumption that the U.S. tax rate will increase in 2022. With the shares up 13% on the report, the stock looks rich, and we suggest investors instead consider 4-star US Foods.

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Performance Food Group Co

Performance Food Group’s Revenue Continues to Rebound From the Pandemic, but Shares Look Rich

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