PFGC vs. UNFI

Last updated Jun 4, 2026

PFGC (Performance Food Group Company) and UNFI (United Natural Foods, Inc.) are both stocks. Both operate in the Food Distribution industry within the Consumer Defensive sector. Over the past 10 years, PFGC returned 14.39%/yr vs 3.04%/yr for UNFI. At a 0.35 correlation, their price movements are largely independent.

Performance

PFGC vs. UNFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Performance Food Group Company (PFGC) and United Natural Foods, Inc. (UNFI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PFGC achieves a 7.36% return, which is significantly lower than UNFI's 54.68% return. Over the past 10 years, PFGC has outperformed UNFI with an annualized return of 14.39%, while UNFI has yielded a comparatively lower 3.04% annualized return.

PFGC

• 1D: 0.34%
• 1M: 11.04%
• YTD: 7.36%
• 6M: 4.25%
• 1Y: 8.63%
• 3Y*: 19.10%
• 5Y*: 14.39%
• 10Y*: 14.39%

UNFI

• 1D: -0.44%
• 1M: 3.54%
• YTD: 54.68%
• 6M: 56.30%
• 1Y: 80.83%
• 3Y*: 23.81%
• 5Y*: 5.79%
• 10Y*: 3.04%

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

PFGC vs. UNFI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PFGC Performance Food Group Company	7.36%	6.35%	22.27%	18.43%	27.24%	-3.61%	-7.52%	59.53%	-2.51%	37.92%
UNFI United Natural Foods, Inc.	54.68%	23.29%	68.27%	-58.07%	-21.13%	207.33%	82.31%	-17.28%	-78.51%	3.25%

Correlation

The correlation between PFGC and UNFI is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.42
Correlation (3Y) Calculated over the trailing 3-year period	0.41
Correlation (5Y) Calculated over the trailing 5-year period	0.44
Correlation (10Y) Calculated over the trailing 10-year period	0.36
Correlation (All Time) Calculated using the full available price history since Oct 2, 2015	0.35

Fundamentals

Market Cap PFGC : $15.14B UNFI : $3.27B
EPS PFGC : $2.10 UNFI : -$1.27
PS Ratio PFGC : 0.23 UNFI : 0.10
PB Ratio PFGC : 3.21 UNFI : 2.11
Total Revenue (TTM) PFGC : $66.75B UNFI : $31.54B
Gross Profit (TTM) PFGC : $7.92B UNFI : $4.21B
EBITDA (TTM) PFGC : $1.04B UNFI : $264.00M

Return for Risk

PFGC vs. UNFI — Risk / Return Rank

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

PFGC

PFGC Risk / Return Rank: 48
PFGC Sharpe Ratio Rank: 51
PFGC Sortino Ratio Rank: 46
PFGC Omega Ratio Rank: 44
PFGC Calmar Ratio Rank: 48
PFGC Martin Ratio Rank: 48

UNFI

UNFI Risk / Return Rank: 81
UNFI Sharpe Ratio Rank: 84
UNFI Sortino Ratio Rank: 81
UNFI Omega Ratio Rank: 79
UNFI Calmar Ratio Rank: 82
UNFI Martin Ratio Rank: 80

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.

PFGC vs. UNFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Performance Food Group Company (PFGC) and United Natural Foods, Inc. (UNFI). 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.

	PFGC	UNFI	Difference
Sharpe ratio Return per unit of total volatility	0.31	1.69	-1.38
Sortino ratio Return per unit of downside risk	0.68	2.40	-1.71
Omega ratio Gain probability vs. loss probability	1.08	1.30	-0.22
Calmar ratio Return relative to maximum drawdown	0.34	3.01	-2.67
Martin ratio Return relative to average drawdown	0.71	6.78	-6.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PFGC vs. UNFI - Sharpe Ratio Comparison

The current PFGC Sharpe Ratio is 0.31, which is lower than the UNFI Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of PFGC and UNFI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PFGC	UNFI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.31	1.69	-1.38
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.45	0.11	+0.34
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.31	0.05	+0.26
Sharpe Ratio (All Time) Calculated using the full available price history	0.36	0.14	+0.22

Drawdowns

PFGC vs. UNFI - Drawdown Comparison

The maximum PFGC drawdown since its inception was -78.85%, smaller than the maximum UNFI drawdown of -93.50%. Use the drawdown chart below to compare losses from any high point for PFGC and UNFI.

Drawdown Indicators

	PFGC	UNFI	Difference
Max Drawdown Largest peak-to-trough decline	-78.85%	-93.50%	+14.65%
Max Drawdown (1Y) Largest decline over 1 year	-25.47%	-27.00%	+1.53%
Max Drawdown (3Y) Largest decline over 3 years	-25.47%	-68.01%	+42.54%
Max Drawdown (5Y) Largest decline over 5 years	-32.34%	-84.14%	+51.80%
Max Drawdown (10Y) Largest decline over 10 years	-78.85%	-89.66%	+10.81%
Current Drawdown Current decline from peak	-11.20%	-37.65%	+26.45%
Average Drawdown Average peak-to-trough decline	-11.43%	-37.31%	+25.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.17%	12.47%	-0.30%

Volatility

PFGC vs. UNFI - Volatility Comparison

The current volatility for Performance Food Group Company (PFGC) is 8.05%, while United Natural Foods, Inc. (UNFI) has a volatility of 9.06%. This indicates that PFGC experiences smaller price fluctuations and is considered to be less risky than UNFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PFGC	UNFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.05%	9.06%	-1.01%
Volatility (6M) Calculated over the trailing 6-month period	23.14%	29.06%	-5.92%
Volatility (1Y) Calculated over the trailing 1-year period	28.07%	48.91%	-20.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.35%	53.24%	-20.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	45.99%	61.61%	-15.62%

Dividends

PFGC vs. UNFI - Dividend Comparison

Neither PFGC nor UNFI has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

PFGC vs. UNFI - Profitability Comparison

The chart below illustrates the profitability comparison between Performance Food Group Company and United Natural Foods, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

PFGC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Performance Food Group Company reported a gross profit of 1.94B and revenue of 16.29B. Therefore, the gross margin over that period was 11.9%.

UNFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Natural Foods, Inc. reported a gross profit of 1.05B and revenue of 7.95B. Therefore, the gross margin over that period was 13.2%.

PFGC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Performance Food Group Company reported an operating income of 148.90M and revenue of 16.29B, resulting in an operating margin of 0.9%.

UNFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Natural Foods, Inc. reported an operating income of 57.00M and revenue of 7.95B, resulting in an operating margin of 0.7%.

PFGC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Performance Food Group Company reported a net income of 41.70M and revenue of 16.29B, resulting in a net margin of 0.3%.

UNFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Natural Foods, Inc. reported a net income of 20.00M and revenue of 7.95B, resulting in a net margin of 0.3%.

Frequently Asked Questions

Can I hold both PFGC and UNFI in my portfolio?

PFGC and UNFI have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PFGC or UNFI?

UNFI has higher volatility (9.06%) compared to PFGC (8.05%). In terms of maximum drawdown, PFGC dropped -78.85% vs UNFI's -93.50%.

Which has better risk-adjusted returns?

UNFI currently has the higher Sharpe Ratio (1.69 vs 0.31), 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.