LWAY vs. USFD
LWAY (Lifeway Foods, Inc.) and USFD (US Foods Holding Corp.) are both stocks. Both are in the Consumer Defensive sector — LWAY in Packaged Foods, USFD in Food Distribution. Over the past 10 years, LWAY returned 9.53%/yr vs 12.64%/yr for USFD. At a 0.14 correlation, their price movements are largely independent.
Performance
LWAY vs. USFD - Performance Comparison
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Returns By Period
In the year-to-date period, LWAY achieves a -4.91% return, which is significantly lower than USFD's 10.41% return. Over the past 10 years, LWAY has underperformed USFD with an annualized return of 9.53%, while USFD has yielded a comparatively higher 12.64% annualized return.
LWAY
- 1D
- 1.99%
- 1M
- -14.29%
- YTD
- -4.91%
- 6M
- -4.99%
- 1Y
- -1.75%
- 3Y*
- 56.25%
- 5Y*
- 33.81%
- 10Y*
- 9.53%
USFD
- 1D
- 3.02%
- 1M
- -8.68%
- YTD
- 10.41%
- 6M
- 9.88%
- 1Y
- 6.63%
- 3Y*
- 26.22%
- 5Y*
- 17.04%
- 10Y*
- 12.64%
LWAY vs. USFD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LWAY Lifeway Foods, Inc. | -4.91% | -2.30% | 84.94% | 141.62% | 20.65% | -14.97% | 171.86% | 5.85% | -76.50% | -30.50% |
USFD US Foods Holding Corp. | 10.41% | 11.65% | 48.56% | 33.48% | -2.33% | 4.56% | -20.48% | 32.40% | -0.91% | 16.19% |
Correlation
The correlation between LWAY and USFD is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since May 27, 2016 | 0.14 |
The correlation between LWAY and USFD shifts across timeframes, from 0.14 (10 years) to 0.25 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
LWAY:
$1.29
USFD:
$2.97
LWAY:
17.82
USFD:
27.96
LWAY:
0.06
USFD:
0.48
LWAY:
1.16
USFD:
0.48
LWAY:
$229.42M
USFD:
$39.68B
LWAY:
$65.44M
USFD:
$6.90B
LWAY:
$24.15M
USFD:
$1.54B
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Return for Risk
LWAY vs. USFD — Risk / Return Rank
LWAY
USFD
LWAY vs. USFD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lifeway Foods, Inc. (LWAY) and US Foods Holding Corp. (USFD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LWAY | USFD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.07 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 0.32 | -0.35 |
| Martin ratioReturn relative to average drawdown | -0.07 | 0.68 | -0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LWAY | USFD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 0.24 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.57 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.33 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.33 | -0.16 |
Drawdowns
LWAY vs. USFD - Drawdown Comparison
The maximum LWAY drawdown since its inception was -93.15%, which is greater than USFD's maximum drawdown of -77.30%. Use the drawdown chart below to compare losses from any high point for LWAY and USFD.
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Drawdown Indicators
| LWAY | USFD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.15% | -77.30% | -15.85% |
Max Drawdown (1Y)Largest decline over 1 year | -47.37% | -21.09% | -26.28% |
Max Drawdown (3Y)Largest decline over 3 years | -60.45% | -21.09% | -39.36% |
Max Drawdown (5Y)Largest decline over 5 years | -60.45% | -34.07% | -26.38% |
Max Drawdown (10Y)Largest decline over 10 years | -91.85% | -77.30% | -14.55% |
Current DrawdownCurrent decline from peak | -31.87% | -18.45% | -13.42% |
Average DrawdownAverage peak-to-trough decline | -44.11% | -12.92% | -31.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.92% | 9.82% | +16.10% |
Volatility
LWAY vs. USFD - Volatility Comparison
Lifeway Foods, Inc. (LWAY) has a higher volatility of 14.99% compared to US Foods Holding Corp. (USFD) at 8.28%. This indicates that LWAY's price experiences larger fluctuations and is considered to be riskier than USFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LWAY | USFD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.99% | 8.28% | +6.71% |
Volatility (6M)Calculated over the trailing 6-month period | 30.07% | 21.99% | +8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.14% | 27.66% | +16.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.88% | 30.07% | +36.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 68.55% | 38.90% | +29.65% |
Dividends
LWAY vs. USFD - Dividend Comparison
Neither LWAY nor USFD has paid dividends to shareholders.
Financials
LWAY vs. USFD - Financials Comparison
This section allows you to compare key financial metrics between Lifeway Foods, Inc. and US Foods Holding Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
LWAY vs. USFD - Profitability Comparison
LWAY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lifeway Foods, Inc. reported a gross profit of 17.35M and revenue of 63.01M. Therefore, the gross margin over that period was 27.5%.
USFD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, US Foods Holding Corp. reported a gross profit of 1.65B and revenue of 9.61B. Therefore, the gross margin over that period was 17.2%.
LWAY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lifeway Foods, Inc. reported an operating income of 6.33M and revenue of 63.01M, resulting in an operating margin of 10.0%.
USFD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, US Foods Holding Corp. reported an operating income of 216.00M and revenue of 9.61B, resulting in an operating margin of 2.3%.
LWAY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lifeway Foods, Inc. reported a net income of 4.67M and revenue of 63.01M, resulting in a net margin of 7.4%.
USFD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, US Foods Holding Corp. reported a net income of 116.00M and revenue of 9.61B, resulting in a net margin of 1.2%.
Frequently Asked Questions
LWAY and USFD have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LWAY has higher volatility (14.99%) compared to USFD (8.28%). In terms of maximum drawdown, LWAY dropped -93.15% vs USFD's -77.30%.
USFD currently has the higher Sharpe Ratio (0.24 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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