LWAY vs. USFD

Last updated Apr 1, 2026

Compare and contrast key facts about Lifeway Foods, Inc. (LWAY) and US Foods Holding Corp. (USFD).

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.

LWAY vs. USFD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LWAY Lifeway Foods, Inc.	-20.18%	-2.30%	84.94%	141.62%	20.65%	-14.97%	171.86%	5.85%	-76.50%	-30.50%
USFD US Foods Holding Corp.	22.42%	11.65%	48.56%	33.48%	-2.33%	4.56%	-20.48%	32.40%	-0.91%	16.19%

Fundamentals

EPS LWAY : $1.35 USFD : $2.95
PE Ratio LWAY : 14.33 USFD : 31.24
PEG Ratio LWAY : 0.05 USFD : 0.53
PS Ratio LWAY : 0.93 USFD : 0.54
Total Revenue (TTM) LWAY : $212.50M USFD : $39.42B
Gross Profit (TTM) LWAY : $58.21M USFD : $6.86B
EBITDA (TTM) LWAY : $22.74M USFD : $1.55B

Returns By Period

In the year-to-date period, LWAY achieves a -20.18% return, which is significantly lower than USFD's 22.42% return.

LWAY

• 1D: 5.28%
• 1M: -12.73%
• YTD: -20.18%
• 6M: -30.33%
• 1Y: -20.90%
• 3Y*: 47.39%
• 5Y*: 28.78%
• 10Y*: 6.24%

USFD

• 1D: 1.37%
• 1M: -4.55%
• YTD: 22.42%
• 6M: 20.35%
• 1Y: 40.86%
• 3Y*: 35.65%
• 5Y*: 19.50%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

LWAY vs. USFD — Risk / Return Rank

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

LWAY

LWAY Risk / Return Rank: 22
LWAY Sharpe Ratio Rank: 18
LWAY Sortino Ratio Rank: 19
LWAY Omega Ratio Rank: 18
LWAY Calmar Ratio Rank: 28
LWAY Martin Ratio Rank: 27

USFD

USFD Risk / Return Rank: 82
USFD Sharpe Ratio Rank: 84
USFD Sortino Ratio Rank: 85
USFD Omega Ratio Rank: 82
USFD Calmar Ratio Rank: 82
USFD Martin Ratio Rank: 79

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.

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 ratio Return per unit of total volatility	-0.54	1.43	-1.97
Sortino ratio Return per unit of downside risk	-0.51	2.37	-2.88
Omega ratio Gain probability vs. loss probability	0.93	1.30	-0.37
Calmar ratio Return relative to maximum drawdown	-0.45	2.48	-2.93
Martin ratio Return relative to average drawdown	-0.89	5.45	-6.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LWAY vs. USFD - Sharpe Ratio Comparison

The current LWAY Sharpe Ratio is -0.54, which is lower than the USFD Sharpe Ratio of 1.43. 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.

Sharpe Ratios by Period

	LWAY	USFD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.54	1.43	-1.97
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.43	0.65	-0.22
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.09	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.37	-0.20

Correlation

The correlation between LWAY and USFD is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

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.

Drawdown Indicators

	LWAY	USFD	Difference
Max Drawdown Largest peak-to-trough decline	-93.15%	-77.30%	-15.85%
Max Drawdown (1Y) Largest decline over 1 year	-47.37%	-17.28%	-30.09%
Max Drawdown (5Y) Largest decline over 5 years	-60.45%	-36.64%	-23.81%
Max Drawdown (10Y) Largest decline over 10 years	-91.85%	—	—
Current Drawdown Current decline from peak	-42.81%	-9.58%	-33.23%
Average Drawdown Average peak-to-trough decline	-44.22%	-12.90%	-31.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	23.67%	7.87%	+15.80%

Volatility

LWAY vs. USFD - Volatility Comparison

Lifeway Foods, Inc. (LWAY) has a higher volatility of 13.26% compared to US Foods Holding Corp. (USFD) at 7.35%. 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.

Volatility by Period

	LWAY	USFD	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.26%	7.35%	+5.91%
Volatility (6M) Calculated over the trailing 6-month period	23.63%	21.96%	+1.67%
Volatility (1Y) Calculated over the trailing 1-year period	38.90%	28.72%	+10.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	66.91%	30.12%	+36.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	68.23%	39.03%	+29.20%

Financials

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.

LWAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Lifeway Foods, Inc. reported a gross profit of 14.45M and revenue of 55.36M. Therefore, the gross margin over that period was 26.1%.

USFD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, US Foods Holding Corp. reported a gross profit of 1.72B and revenue of 9.80B. 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 Apr 2026, Lifeway Foods, Inc. reported an operating income of 3.76M and revenue of 55.36M, resulting in an operating margin of 6.8%.

USFD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, US Foods Holding Corp. reported an operating income of 321.00M and revenue of 9.80B, resulting in an operating margin of 3.3%.

LWAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Lifeway Foods, Inc. reported a net income of 2.54M and revenue of 55.36M, resulting in a net margin of 4.6%.

USFD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, US Foods Holding Corp. reported a net income of 184.00M and revenue of 9.80B, resulting in a net margin of 1.9%.