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ISIN
US90328M1071
CUSIP
90328M107
IPO Date
Jul 25, 1996

Highlights

Market Cap
$332.32M
Enterprise Value
$197.57M
EPS (TTM)
$0.48
PE Ratio
37.40
Total Revenue (TTM)
$925.94M
Gross Profit (TTM)
$726.43M
EBITDA (TTM)
$81.50M
Year Range
$16.60 - $38.32
Target Price
$35.00
ROA (TTM)
1.20%
ROE (TTM)
1.63%

Share Price Chart


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USANA Health Sciences, Inc.

Performance

USNA Performance Chart

USANA Health Sciences, Inc. (USNA) is down 8.1% since the beginning of the year. At $18 per share, USNA is trading 52.9% below its 52-week high of $38. Investors who bought $1,000 worth of USNA shares 5 years ago would now be looking at an investment worth $171.


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S&P 500 Index

Returns By Period

USANA Health Sciences, Inc. (USNA) has returned -8.05% so far this year and -39.53% over the past 12 months. Over the last ten years, USNA has returned -11.64% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


USANA Health Sciences, Inc.

1D
-1.53%
1M
-2.75%
YTD
-8.05%
6M
-10.69%
1Y
-39.53%
3Y*
-34.26%
5Y*
-29.72%
10Y*
-11.64%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USNA Monthly Returns History

Based on dividend-adjusted daily data since Jul 25, 1996, USNA's average daily return is +0.10%, while the average monthly return is +1.85%. At this rate, an investment would double in approximately 3.2 years.

Historically, 51% of months were positive and 49% were negative. The best month was Apr 2002 with a return of +172.7%, while the worst month was Aug 1998 at -59.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, USNA closed higher 49% of trading days. The best single day was Apr 12, 2002 with a return of +60.0%, while the worst single day was Jun 21, 2000 at -37.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.55%-0.83%-18.82%9.04%-3.94%-1.37%-8.05%
2025-9.25%-9.15%-8.85%4.15%6.34%2.21%-3.73%8.57%-13.66%-23.23%-6.15%-1.11%-45.31%
2024-12.65%3.08%0.50%-14.39%14.64%-4.96%-1.41%-8.48%-7.10%-2.58%4.30%-6.85%-33.04%
20239.85%4.00%3.49%5.52%-8.59%3.91%2.97%-0.96%-8.83%-22.28%3.75%13.42%0.75%
2022-5.55%-7.92%-9.73%-3.51%-8.26%2.89%-3.79%-7.33%-13.13%-6.32%4.82%-3.34%-47.43%
20217.34%17.28%0.56%-7.80%17.50%-3.13%-6.99%1.85%-4.98%5.27%2.74%1.48%31.26%

Benchmark Metrics

USANA Health Sciences, Inc. has an annualized alpha of 19.31%, beta of 0.71, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since July 26, 1996.

  • This stock participated in 72.46% of S&P 500 Index downside but only 66.04% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.05 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
19.31%
Beta
0.71
0.05
Upside Capture
66.04%
Downside Capture
72.46%

Return for Risk

Risk / Return Rank

USNA ranks 13 for risk / return — in the bottom 13% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


USNA Risk / Return Rank: 1313
Overall Rank
USNA Sharpe Ratio Rank: 88
Sharpe Ratio Rank
USNA Sortino Ratio Rank: 1111
Sortino Ratio Rank
USNA Omega Ratio Rank: 1010
Omega Ratio Rank
USNA Calmar Ratio Rank: 1414
Calmar Ratio Rank
USNA Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for USANA Health Sciences, Inc. (USNA) and compare them to S&P 500 Index.


USNABenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.83

2.24

-3.07

Sortino ratio

Return per unit of downside risk

-1.02

3.07

-4.09

Omega ratio

Gain probability vs. loss probability

0.86

1.41

-0.55

Calmar ratio

Return relative to maximum drawdown

-0.73

2.93

-3.66

Martin ratio

Return relative to average drawdown

-1.04

13.52

-14.56

Dividends

Dividend History


USANA Health Sciences, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the USANA Health Sciences, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the USANA Health Sciences, Inc. was 94.90%, occurring on Apr 10, 2002. Recovery took 248 trading sessions.

The current USANA Health Sciences, Inc. drawdown is 86.75%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-94.90%Apr 2002
3y 8mo11mo 28d
4y 8moJul 1998 - Apr 2003
2026 bear market2026
-87.60%Apr 2026
7y 8mo
7y 10moJul 2018 - now
Financial crisis2007–2009
-69.82%Mar 2009
2y 23d4y 2mo
6y 3moFeb 2007 - May 2013
1997 bear market1997
-67.41%Apr 1997
8mo 12d11mo 7d
1y 7moAug 1996 - Mar 1998
2016 bear market2016
-46.16%Feb 2016
6mo 8d2y 1mo
2y 8moAug 2015 - Apr 2018

Drawdown Indicators


USNABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-94.90%

-56.78%

-38.12%

Max Drawdown (1Y)

Largest decline over 1 year

-52.30%

-9.10%

-43.20%

Max Drawdown (3Y)

Largest decline over 3 years

-75.12%

-18.90%

-56.22%

Max Drawdown (5Y)

Largest decline over 5 years

-83.92%

-25.43%

-58.49%

Max Drawdown (10Y)

Largest decline over 10 years

-87.60%

-33.92%

-53.68%

Current Drawdown

Current decline from peak

-86.75%

-0.74%

-86.01%

Average Drawdown

Average peak-to-trough decline

-41.01%

-10.72%

-30.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

36.77%

1.97%

+34.80%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of USANA Health Sciences, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how USANA Health Sciences, Inc. is priced in the market compared to other companies in the Packaged Foods industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for USNA, comparing it with other companies in the Packaged Foods industry. Currently, USNA has a P/E ratio of 37.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for USNA relative to other companies in the Packaged Foods industry. Currently, USNA has a P/S ratio of 0.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for USNA in comparison with other companies in the Packaged Foods industry. Currently, USNA has a P/B value of 0.6. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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