Chefs' Warehouse (CHEF): Assessing Valuation After Recent Share Price Softness

Simply Wall St.12-05

Chefs' Warehouse (CHEF) has quietly become a strong long term performer, with the stock up about 26% over the past year and more than doubling over the past 5 years. See our latest analysis for Chefs'...

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See our latest analysis for Chefs'...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-assessing-valuation-after-recent-share\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chefs' Warehouse (CHEF): Assessing Valuation After Recent Share Price Softness</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChefs' Warehouse (CHEF): Assessing Valuation After Recent Share Price Softness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-05 16:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-assessing-valuation-after-recent-share><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chefs' Warehouse (CHEF) has quietly become a strong long term performer, with the stock up about 26% over the past year and more than doubling over the past 5 years. See our latest analysis for Chefs'...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-assessing-valuation-after-recent-share\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0757428866.USD","symbol_name":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-assessing-valuation-after-recent-share","article_id":"2589893662","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5022000-choice1-main-header/1585186733105"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-assessing-valuation-after-recent-share","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2589893662","pubTimestamp":1764923311,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Chefs' Warehouse (CHEF) has quietly become a strong long term performer, with the stock up about 26% over the past year and more than doubling over the past 5 years.\nSee our latest analysis for Chefs' Warehouse.\nAt around $60.39, Chefs' Warehouse has seen some near term share price softness after a strong year to date rebound, yet its multi year total shareholder returns still point to solid, sustained momentum rather than a fading story.\nIf this kind of steady compounding appeals to you, it...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","CHEF":"The Chefs’ Warehouse","BK4102":"食品分销商","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)"},"translate_title":"Chefs’Warehouse(CHEF)：近期股价疲软后评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHEF":1.5},"content_text":"Chefs' Warehouse (CHEF) has quietly become a strong long term performer, with the stock up about 26% over the past year and more than doubling over the past 5 years. See our latest analysis for Chefs' Warehouse. At around $60.39, Chefs' Warehouse has seen some near term share price softness after a strong year to date rebound, yet its multi year total shareholder returns still point to solid, sustained momentum rather than a fading story. If this kind of steady compounding appeals to you, it might be worth seeing what else fits that profile by exploring fast growing stocks with high insider ownership. With double digit earnings growth, a sizeable discount to analyst targets and a history of outperformance, is Chefs' Warehouse still trading below its true value, or is the market already baking in the next leg of growth? AdvertisementMost Popular Narrative: 20.9% Undervalued Compared to the last close at $60.39, the most followed narrative sees Chefs' Warehouse worth significantly more, anchoring that view in accelerating premium focused growth.  Analysts expect earnings to reach $121.9 million (and earnings per share of $2.24) by about September 2028, up from $69.6 million today. The analysts are largely in agreement about this estimate.  Read the complete narrative. Want to see what justifies paying up for a niche distributor? This narrative leans on rising margins, steady top line gains, and a richer earnings multiple. Curious how those assumptions connect to that higher fair value target? Dive into the full story to unpack the precise growth and profitability path behind this valuation call. Result: Fair Value of $76.38 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, rising labor costs and integration challenges from acquisitions could squeeze margins and limit the upside implied by the premium positioning narrative. Find out about the key risks to this Chefs' Warehouse narrative. Another View: Rich Valuation on Earnings While narratives and fair value estimates point to upside, the current share price already bakes in a lot of optimism. Chefs' Warehouse trades on a P/E of about 32.9 times, versus 27.6 times for peers and a fair ratio of 16.4 times, which suggests meaningful valuation risk if growth or margins disappoint. Could today’s premium simply be pulling forward tomorrow’s returns? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:CHEF PE Ratio as at Dec 2025 Build Your Own Chefs' Warehouse Narrative If you see the story differently or want to dig into the numbers yourself, you can build a custom view in just minutes with Do it your way. A great starting point for your Chefs' Warehouse research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Ready for your next investing move? Before you move on, consider using the Simply Wall Street Screener to uncover fresh, data driven opportunities that most investors overlook.  Explore mispriced potential by targeting these 912 undervalued stocks based on cash flows that could offer stronger long term returns than widely followed names. Focus on powerful technological shifts by looking at these 26 AI penny stocks positioned at the heart of machine learning and automation growth. Strengthen your income stream by zeroing in on these 15 dividend stocks with yields > 3% that may deliver dependable cash flow alongside capital appreciation.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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