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Side-by-side financial comparison of Chefs' Warehouse, Inc. (CHEF) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.1B, roughly 2.1× Chefs' Warehouse, Inc.). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 1.6%, a 21.9% gap on every dollar of revenue. On growth, Chefs' Warehouse, Inc. posted the faster year-over-year revenue change (11.4% vs -36.8%). Over the past eight quarters, Chefs' Warehouse, Inc.'s revenue compounded faster (5.3% CAGR vs -11.9%).
Chefs' Warehouse, Inc. is a leading North American specialty food distributor that primarily serves independent restaurants, fine dining venues, hotels, catering firms, and other foodservice operators. It offers a curated portfolio of over 150,000 products including artisanal ingredients, specialty meats, seafood, dairy, pastries, and imported gourmet goods tailored for professional chefs.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
CHEF vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $2.2B |
| Net Profit | $17.4M | $515.8M |
| Gross Margin | 24.3% | — |
| Operating Margin | 3.1% | — |
| Net Margin | 1.6% | 23.5% |
| Revenue YoY | 11.4% | -36.8% |
| Net Profit YoY | 68.8% | 72.6% |
| EPS (diluted) | $0.40 | $6.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.1B | $2.2B | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $1.0B | $3.2B | ||
| Q2 25 | $1.0B | $3.2B | ||
| Q1 25 | $950.7M | $3.5B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $931.5M | $4.0B | ||
| Q2 24 | $954.7M | $2.8B |
| Q1 26 | $17.4M | $515.8M | ||
| Q4 25 | $21.7M | $760.5M | ||
| Q3 25 | $19.1M | $916.5M | ||
| Q2 25 | $21.2M | $835.4M | ||
| Q1 25 | $10.3M | $170.0M | ||
| Q4 24 | $23.9M | $-189.7M | ||
| Q3 24 | $14.1M | $1.2B | ||
| Q2 24 | $15.5M | $503.9M |
| Q1 26 | 24.3% | — | ||
| Q4 25 | 24.2% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 24.6% | — | ||
| Q1 25 | 23.8% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 24.1% | — | ||
| Q2 24 | 24.0% | — |
| Q1 26 | 3.1% | — | ||
| Q4 25 | 3.8% | 42.5% | ||
| Q3 25 | 3.8% | 46.3% | ||
| Q2 25 | 3.9% | 41.8% | ||
| Q1 25 | 2.4% | -2.0% | ||
| Q4 24 | 4.5% | -3.6% | ||
| Q3 24 | 3.4% | 43.7% | ||
| Q2 24 | 3.5% | 25.0% |
| Q1 26 | 1.6% | 23.5% | ||
| Q4 25 | 1.9% | 25.6% | ||
| Q3 25 | 1.9% | 28.7% | ||
| Q2 25 | 2.1% | 26.1% | ||
| Q1 25 | 1.1% | 4.9% | ||
| Q4 24 | 2.3% | -8.3% | ||
| Q3 24 | 1.5% | 29.8% | ||
| Q2 24 | 1.6% | 17.8% |
| Q1 26 | $0.40 | $6.57 | ||
| Q4 25 | $0.50 | $16.16 | ||
| Q3 25 | $0.44 | $19.40 | ||
| Q2 25 | $0.49 | $17.20 | ||
| Q1 25 | $0.25 | $3.27 | ||
| Q4 24 | $0.56 | $-3.76 | ||
| Q3 24 | $0.34 | $22.62 | ||
| Q2 24 | $0.37 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $122.7M | $1.6B |
| Total DebtLower is stronger | $750.4M | — |
| Stockholders' EquityBook value | $608.6M | $4.3B |
| Total Assets | $2.0B | $53.7B |
| Debt / EquityLower = less leverage | 1.23× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.7M | $1.6B | ||
| Q4 25 | $121.0M | $1.7B | ||
| Q3 25 | $65.1M | $1.7B | ||
| Q2 25 | $96.9M | $1.4B | ||
| Q1 25 | $116.5M | $1.6B | ||
| Q4 24 | $114.7M | $1.7B | ||
| Q3 24 | $50.7M | $1.6B | ||
| Q2 24 | $38.3M | $1.6B |
| Q1 26 | $750.4M | — | ||
| Q4 25 | $720.3M | $2.3B | ||
| Q3 25 | $711.7M | $2.2B | ||
| Q2 25 | $690.2M | $2.3B | ||
| Q1 25 | $681.1M | $2.8B | ||
| Q4 24 | $688.7M | $1.9B | ||
| Q3 24 | $666.6M | $1.9B | ||
| Q2 24 | $660.8M | $2.0B |
| Q1 26 | $608.6M | $4.3B | ||
| Q4 25 | $604.3M | $11.6B | ||
| Q3 25 | $576.6M | $11.5B | ||
| Q2 25 | $557.7M | $10.8B | ||
| Q1 25 | $541.6M | $10.3B | ||
| Q4 24 | $537.6M | $10.6B | ||
| Q3 24 | $480.3M | $11.2B | ||
| Q2 24 | $461.9M | $10.2B |
| Q1 26 | $2.0B | $53.7B | ||
| Q4 25 | $2.0B | $53.8B | ||
| Q3 25 | $1.9B | $54.5B | ||
| Q2 25 | $1.9B | $54.7B | ||
| Q1 25 | $1.8B | $53.6B | ||
| Q4 24 | $1.9B | $50.7B | ||
| Q3 24 | $1.8B | $52.8B | ||
| Q2 24 | $1.7B | $51.6B |
| Q1 26 | 1.23× | — | ||
| Q4 25 | 1.19× | 0.20× | ||
| Q3 25 | 1.23× | 0.19× | ||
| Q2 25 | 1.24× | 0.21× | ||
| Q1 25 | 1.26× | 0.27× | ||
| Q4 24 | 1.28× | 0.18× | ||
| Q3 24 | 1.39× | 0.17× | ||
| Q2 24 | 1.43× | 0.19× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $38.3M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | 2.20× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $38.3M | — | ||
| Q4 25 | $73.9M | $483.0M | ||
| Q3 25 | $-8.7M | $1.6B | ||
| Q2 25 | $14.5M | $1.5B | ||
| Q1 25 | $49.6M | $157.8M | ||
| Q4 24 | $73.0M | $778.9M | ||
| Q3 24 | $19.8M | $1.5B | ||
| Q2 24 | $29.3M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $65.8M | — | ||
| Q3 25 | $-19.7M | — | ||
| Q2 25 | $4.5M | — | ||
| Q1 25 | $37.2M | — | ||
| Q4 24 | $64.6M | — | ||
| Q3 24 | $11.8M | — | ||
| Q2 24 | $13.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | — | ||
| Q3 25 | -1.9% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 1.4% | — |
| Q1 26 | 0.7% | — | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 1.7% | — |
| Q1 26 | 2.20× | — | ||
| Q4 25 | 3.41× | 0.64× | ||
| Q3 25 | -0.46× | 1.73× | ||
| Q2 25 | 0.68× | 1.76× | ||
| Q1 25 | 4.82× | 0.93× | ||
| Q4 24 | 3.05× | — | ||
| Q3 24 | 1.41× | 1.26× | ||
| Q2 24 | 1.89× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
