FHI vs CHEF

Comparison between Federated Hermes Inc - Class B (FHI, Company) and Chefs` Warehouse Inc (CHEF, Company).

FHI is from the Financial Services sector, while CHEF is from the Consumer Defensive sector.

5-Year PerformanceCHEF has outperformed FHI, delivering a return of +30.4% compared to +17.8%

FHI vs CHEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FHI(COMPANY)	CHEF(COMPANY)
Market Cap	$4.53B	$4.53B
Max Drawdown	70.56%	91.26%
Sharpe Ratio	0.89	1.60
5Y Beta	0.70	0.70
Industry	Asset Management	Food Distribution
P/E Ratio	11.68	56.92
Forward P/E	12.14	29.33
PEG Ratio	0.24	2.54
Dividend Yield	2.22%	N/A
5Y Dividends CAGR	-3.07%	N/A
5Y EPS CAGR	15.96%	N/A
Debt to Equity	27.82%	123.30%
Free Cash Flow Yield	8.08%	2.61%

Market Cap

Winner

FHI

$4.53B

CHEF

$4.53B

Max Drawdown

Winner

FHI

70.56%

CHEF

91.26%

Sharpe Ratio

FHI

0.89

Winner

CHEF

1.60

5Y Beta

Winner

FHI

0.70

CHEF

0.70

Industry

FHI

Asset Management

CHEF

Food Distribution

P/E Ratio

Winner

FHI

11.68

CHEF

56.92

Forward P/E

Winner

FHI

12.14

CHEF

29.33

PEG Ratio

Winner

FHI

0.24

CHEF

2.54

Dividend Yield

FHI

2.22%

CHEF

N/A

5Y Dividends CAGR

FHI

-3.07%

CHEF

N/A

5Y EPS CAGR

FHI

15.96%

CHEF

N/A

Debt to Equity

Winner

FHI

27.82%

CHEF

123.30%

Free Cash Flow Yield

Winner

FHI

8.08%

CHEF

2.61%

FHI vs CHEF - Historical Returns

Returns include dividend reinvestment.

Period	FHI	CHEF
1 month	+10.00%	+14.99%
3 months	+14.47%	+39.19%
6 months	+16.10%	+63.72%
1 year	+21.59%	+75.96%
5 years(CAGR)	+17.80%	+30.39%
10 years(CAGR)	+12.06%	+25.73%
Max(CAGR)	+11.02%	+13.14%

FHI

+10.00%

Winner

CHEF

+14.99%

FHI

+14.47%

Winner

CHEF

+39.19%

FHI

+16.10%

Winner

CHEF

+63.72%

FHI

+21.59%

Winner

CHEF

+75.96%

5Y(CAGR)

FHI

+17.80%

Winner

CHEF

+30.39%

10Y(CAGR)

FHI

+12.06%

Winner

CHEF

+25.73%

Max(CAGR)

FHI

+11.02%

Winner

CHEF

+13.14%

FHI vs CHEF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FHI	CHEF
2026	+23.71%	+79.60%
2025	+31.26%	+25.44%
2024	+29.78%	+67.13%
2023	-6.26%	-12.02%
2022	-1.47%	-3.54%
2021	+38.67%	+33.52%
2020	-4.63%	-32.64%
2019	+28.61%	+18.54%
2018	-22.29%	+50.85%
2017	+30.30%	+30.99%
2016	+7.86%	-0.69%
2015	-10.40%	-26.97%
2014	+20.62%	-21.85%
2013	+41.61%	+88.37%
2012	+42.12%	-11.28%
2011	-39.41%	+2.06%
2010	+2.24%	N/A
2009	+64.08%	N/A
2008	-53.29%	N/A
2007	+23.02%	N/A
2006	-6.84%	N/A
2005	+26.32%	N/A
2004	+6.97%	N/A
2003	+14.18%	N/A
2002	-16.27%	N/A
2001	+13.76%	N/A
2000	+129.17%	N/A
1999	+17.59%	N/A

FHI vs CHEF Drawdown Comparison

The maximum drawdown for FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 342 trading sessions.

The maximum drawdown for CHEF was -91.26%, occurring on Mar 18, 2020. Recovery took 1207 trading sessions.

The current FHI drawdown is -1.58%. The current CHEF drawdown is -2.86%.

Rank	FHI	CHEF
#1	-64.89% Feb 6, 2020 - Jun 16, 2021	-91.26% Sep 17, 2019 - Jul 5, 2024
#2	-59.32% Jan 23, 2008 - Jul 11, 2013	-64.42% Jan 2, 2014 - Jul 5, 2018
#3	-37.47% Dec 26, 2017 - Jul 26, 2019	-50.08% Apr 25, 2012 - Nov 29, 2013
#4	-32.68% May 15, 2002 - Oct 10, 2005	-36.76% Aug 3, 2011 - Jan 18, 2012
#5	-32.31% Jun 5, 2015 - Oct 16, 2017	-26.03% Feb 18, 2025 - Jul 7, 2025
#6	-29.62% Apr 18, 2023 - Nov 1, 2024	-22.56% Dec 3, 2018 - Aug 22, 2019
#7	-26.94% Jan 7, 2022 - Nov 30, 2022	-20.48% Feb 24, 2026 - Apr 29, 2026
#8	-24.16% Feb 23, 2006 - Apr 17, 2007	-20.36% Jul 31, 2025 - Feb 18, 2026
#9	-22.86% Nov 27, 2000 - May 8, 2001	-20.23% Oct 5, 2018 - Dec 3, 2018
#10	-21.44% Jul 17, 2007 - Oct 3, 2007	-14.76% Jul 17, 2018 - Sep 10, 2018
#11	-21.20% May 10, 2001 - Feb 1, 2002	-14.76% Jul 26, 2024 - Aug 30, 2024
#12	-17.68% Jul 27, 2000 - Oct 26, 2000	-9.95% Aug 30, 2024 - Nov 7, 2024
#13	-16.56% Dec 5, 2024 - May 8, 2025	-8.89% Sep 24, 2018 - Oct 5, 2018
#14	-14.98% Oct 31, 2007 - Jan 11, 2008	-8.47% Jul 8, 2024 - Jul 16, 2024
#15	-14.56% Aug 27, 2021 - Nov 3, 2021	-8.24% Jul 16, 2026 - Jul 29, 2026