The Chefs' Warehouse, Inc. (CHEF)
NEUTRALFundamental
67
Price
$113.20
Market Cap
$4.51B
Part 1 · What the company is worth
Overview
The Chefs' Warehouse, Inc., together with its subsidiaries, distributes specialty food and center-of-the-plate products in the United States, the Middle East, and Canada. It offers specialty food products, such as artisan charcuterie, specialty cheeses, unique oils and vinegars, truffles, caviar, chocolate, and pastry products and center-of-the-plate products that includes custom cut beef, seafood, and hormone-free poultry, as well as produce and broadline food products comprising cooking oils, butter, eggs, milk, and flour. The company serves menu-driven independent restaurants, fine dining establishments, country clubs, hotels, caterers, culinary schools, bakeries, patisseries, chocolatiers, cruise lines, casinos, and specialty food stores. It markets its center-of-the-plate products directly to consumers through a mail and e-commerce platform. The Chefs' Warehouse, Inc. was founded in 1985 and is headquartered in Ridgefield, Connecticut.
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Direct competitors
Who this company fights with for the same customers
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Balance Sheet & Liquidity
Revenue
$4.26B
Trailing 12 months (through 3/27/2026)
Net Income
$79M
Trailing 12 months (through 3/27/2026)
Free Cash Flow
$88M
Total Equity
$604M
Total Liabilities
$1.42B
Current Ratio
2.18
Interest Coverage
3.73
Debt/EBITDA
5.56
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$77.73
Current Price
$113.20
Margin of Safety
-45.6%
Fair Value Range
$50.52 - $104.93
Estimation Methods
Valuation Metrics
P/E Ratio
61.99
ROE
12.0%
P/B Ratio
7.60
P/FCF
57.02
Gross Margin
24.3%
ROIC
7.9%
Profitability Radar
Value Creation (Economic Moat)
ROIC
7.9%
WACC
10.7%
ROIC − WACC
-2.8 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental Analysis Criteria
Passed (18)
- EPS shows upward trend
- EPS CAGR 18.58%
- Price CAGR 21.49%
- ROIC 7.9%
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 13.5%
- Revenue Growth 5Y 30.1%
- Analyst Consensus 80% Buy
- Earnings Surprise avg 27.4%
- Earnings Quality (OCF/NI) 1.48
- Share Dilution 2.5%
- Net Margin Trend 1.9% vs 1.6%
- Piotroski F-Score 8/9
Failed (8)
- Gross Margin 24.3%
- P/FCF 57.02
- P/B Ratio 7.60
- Operating Margin 3.7%
- CapEx intensity
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
Unavailable (2)
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Issuing new shares, diluting ownership
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Christopher Pappas | Founder, Chairman, CEO & President | 65 |
| Mr. John Pappas | Founder, Vice Chairman & COO | 61 |
| Mr. James F. Leddy | CFO & Assistant Secretary | 62 |
| Mr. Alexandros Aldous J.D. | Gen. Counsel, Chief Government Relations Officer, Corporate Secretary & Chief Administrative Officer | 44 |
| Ms. Christina Polychroni | Chief Human Resources Officer | 45 |
| Mr. Timothy McCauley | Chief Accounting Officer | 60 |
| Mr. Jonathan Steckler | Executive Vice President of Supply Chain & Business Intelligence | 56 |
Audit Risk
4
Board Risk
5
Compensation Risk
10
Shareholder Rights Risk
2
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for CHEF, sourced from Markets Gazette.