The Chefs Warehouse Inc (CHEF)vsCalavo Growers Inc (CVGW)
CHEF
The Chefs Warehouse Inc
$80.74
+4.13%
CONSUMER DEFENSIVE · Cap: $3.70B
CVGW
Calavo Growers Inc
$26.09
0.00%
CONSUMER DEFENSIVE · Cap: $472.95M
Smart Verdict
WallStSmart Research — data-driven comparison
The Chefs Warehouse Inc generates 591% more annual revenue ($4.26B vs $616.25M). CVGW leads profitability with a 2.6% profit margin vs 1.9%. CHEF appears more attractively valued with a PEG of 1.08. CHEF earns a higher WallStSmart Score of 60/100 (C).
CHEF
Buy60
out of 100
Grade: C
CVGW
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.4%
Fair Value
$78.59
Current Price
$80.74
$2.15 discount
Margin of Safety
+14.3%
Fair Value
$29.27
Current Price
$26.09
$3.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 61.4% YoY
Reasonable price relative to book value
Areas to Watch
1.9% margin — thin
Operating margin of 3.1%
Elevated debt levels
Premium valuation, high expectations priced in
Moderate valuation
Smaller company, higher risk/reward
ROE of 8.0% — below average capital efficiency
2.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CHEF
The strongest argument for CHEF centers on EPS Growth. Revenue growth of 11.4% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bull Case : CVGW
The strongest argument for CVGW centers on Price/Book.
Bear Case : CHEF
The primary concerns for CHEF are Profit Margin, Operating Margin, Debt/Equity. A P/E of 49.6x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : CVGW
The primary concerns for CVGW are P/E Ratio, Market Cap, Return on Equity. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CHEF carries more volatility with a beta of 1.44 — expect wider price swings.
CHEF is growing revenue faster at 11.4% — sustainability is the question.
CHEF generates stronger free cash flow (31M), providing more financial flexibility.
Monitor FOOD DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CHEF scores higher overall (60/100 vs 39/100) and 11.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
The Chefs Warehouse Inc
CONSUMER DEFENSIVE · FOOD DISTRIBUTION · USA
The Chefs' Warehouse, Inc., distributes specialty food products in the United States and Canada. The company is headquartered in Ridgefield, Connecticut.
Calavo Growers Inc
CONSUMER DEFENSIVE · FOOD DISTRIBUTION · USA
Calavo Growers, Inc. markets and distributes avocados, prepared avocados, and other perishable foods to grocery and foodservice retail customers, club stores, mass merchandisers, food distributors, and wholesale customers globally. The company is headquartered in Santa Paula, California.
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