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LWAY vs. USFD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LWAY and USFD is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

LWAY vs. USFD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lifeway Foods, Inc. (LWAY) and US Foods Holding Corp. (USFD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

LWAY:

-0.16

USFD:

1.26

Sortino Ratio

LWAY:

0.46

USFD:

2.10

Omega Ratio

LWAY:

1.06

USFD:

1.28

Calmar Ratio

LWAY:

-0.10

USFD:

2.29

Martin Ratio

LWAY:

-0.21

USFD:

6.60

Ulcer Index

LWAY:

29.53%

USFD:

5.70%

Daily Std Dev

LWAY:

73.89%

USFD:

25.00%

Max Drawdown

LWAY:

-93.15%

USFD:

-77.30%

Current Drawdown

LWAY:

-11.57%

USFD:

-0.87%

Fundamentals

Market Cap

LWAY:

$354.99M

USFD:

$15.65B

EPS

LWAY:

$0.60

USFD:

$2.02

PE Ratio

LWAY:

38.92

USFD:

33.61

PEG Ratio

LWAY:

7.54

USFD:

0.24

PS Ratio

LWAY:

1.92

USFD:

0.40

PB Ratio

LWAY:

4.98

USFD:

3.38

Total Revenue (TTM)

LWAY:

$189.12M

USFD:

$28.93B

Gross Profit (TTM)

LWAY:

$48.80M

USFD:

$5.04B

EBITDA (TTM)

LWAY:

$14.78M

USFD:

$1.13B

Returns By Period

In the year-to-date period, LWAY achieves a -2.62% return, which is significantly lower than USFD's 6.29% return.


LWAY

YTD

-2.62%

1M

3.12%

6M

4.73%

1Y

-11.57%

5Y*

55.97%

10Y*

2.17%

USFD

YTD

6.29%

1M

10.70%

6M

7.19%

1Y

30.84%

5Y*

29.67%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

LWAY vs. USFD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LWAY
The Risk-Adjusted Performance Rank of LWAY is 4747
Overall Rank
The Sharpe Ratio Rank of LWAY is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of LWAY is 5151
Sortino Ratio Rank
The Omega Ratio Rank of LWAY is 5050
Omega Ratio Rank
The Calmar Ratio Rank of LWAY is 4545
Calmar Ratio Rank
The Martin Ratio Rank of LWAY is 4747
Martin Ratio Rank

USFD
The Risk-Adjusted Performance Rank of USFD is 8989
Overall Rank
The Sharpe Ratio Rank of USFD is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of USFD is 8787
Sortino Ratio Rank
The Omega Ratio Rank of USFD is 8585
Omega Ratio Rank
The Calmar Ratio Rank of USFD is 9595
Calmar Ratio Rank
The Martin Ratio Rank of USFD is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LWAY vs. USFD - Risk-Adjusted Performance 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.


The current LWAY Sharpe Ratio is -0.16, which is lower than the USFD Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of LWAY and USFD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

LWAY vs. USFD - Dividend Comparison

Neither LWAY nor USFD has paid dividends to shareholders.


Tickers have no history of dividend payments

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. For additional features, visit the drawdowns tool.


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Volatility

LWAY vs. USFD - Volatility Comparison


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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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B20212022202320242025
46.93M
9.49B
(LWAY) Total Revenue
(USFD) Total Revenue
Values in USD except per share items

LWAY vs. USFD - Profitability Comparison

The chart below illustrates the profitability comparison between Lifeway Foods, Inc. and US Foods Holding Corp. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%20212022202320242025
25.4%
17.6%
(LWAY) Gross Margin
(USFD) Gross Margin
LWAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported a gross profit of 11.90M and revenue of 46.93M. Therefore, the gross margin over that period was 25.4%.

USFD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, US Foods Holding Corp. reported a gross profit of 1.67B and revenue of 9.49B. Therefore, the gross margin over that period was 17.6%.

LWAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported an operating income of 713.00K and revenue of 46.93M, resulting in an operating margin of 1.5%.

USFD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, US Foods Holding Corp. reported an operating income of 302.00M and revenue of 9.49B, resulting in an operating margin of 3.2%.

LWAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lifeway Foods, Inc. reported a net income of -160.00K and revenue of 46.93M, resulting in a net margin of -0.3%.

USFD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, US Foods Holding Corp. reported a net income of 66.00M and revenue of 9.49B, resulting in a net margin of 0.7%.