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

Correlation

The correlation between PFGC and USFD is 0.68, 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.


-0.50.00.51.00.7

Performance

PFGC vs. USFD - Performance Comparison

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

100.00%150.00%200.00%250.00%JulyAugustSeptemberOctoberNovemberDecember
238.37%
171.74%
PFGC
USFD

Key characteristics

Sharpe Ratio

PFGC:

0.99

USFD:

2.27

Sortino Ratio

PFGC:

1.52

USFD:

2.86

Omega Ratio

PFGC:

1.20

USFD:

1.41

Calmar Ratio

PFGC:

1.16

USFD:

5.38

Martin Ratio

PFGC:

3.00

USFD:

14.79

Ulcer Index

PFGC:

7.89%

USFD:

3.53%

Daily Std Dev

PFGC:

23.95%

USFD:

22.97%

Max Drawdown

PFGC:

-78.85%

USFD:

-77.30%

Current Drawdown

PFGC:

-6.82%

USFD:

-6.42%

Fundamentals

Market Cap

PFGC:

$13.61B

USFD:

$15.92B

EPS

PFGC:

$2.71

USFD:

$2.33

PE Ratio

PFGC:

32.24

USFD:

29.33

PEG Ratio

PFGC:

0.67

USFD:

0.24

Total Revenue (TTM)

PFGC:

$58.76B

USFD:

$37.32B

Gross Profit (TTM)

PFGC:

$6.39B

USFD:

$6.46B

EBITDA (TTM)

PFGC:

$1.41B

USFD:

$1.53B

Returns By Period

In the year-to-date period, PFGC achieves a 22.04% return, which is significantly lower than USFD's 49.06% return.


PFGC

YTD

22.04%

1M

0.45%

6M

24.89%

1Y

22.70%

5Y*

11.45%

10Y*

N/A

USFD

YTD

49.06%

1M

-0.34%

6M

26.67%

1Y

50.26%

5Y*

10.40%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PFGC vs. USFD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Performance Food Group Company (PFGC) 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.


Sharpe ratio
The chart of Sharpe ratio for PFGC, currently valued at 0.99, compared to the broader market-4.00-2.000.002.000.992.27
The chart of Sortino ratio for PFGC, currently valued at 1.52, compared to the broader market-4.00-2.000.002.004.001.522.86
The chart of Omega ratio for PFGC, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.41
The chart of Calmar ratio for PFGC, currently valued at 1.16, compared to the broader market0.002.004.006.001.165.38
The chart of Martin ratio for PFGC, currently valued at 3.00, compared to the broader market-5.000.005.0010.0015.0020.0025.003.0014.79
PFGC
USFD

The current PFGC Sharpe Ratio is 0.99, which is lower than the USFD Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of PFGC 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.99
2.27
PFGC
USFD

Dividends

PFGC vs. USFD - Dividend Comparison

Neither PFGC nor USFD has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

PFGC vs. USFD - Drawdown Comparison

The maximum PFGC drawdown since its inception was -78.85%, roughly equal to the maximum USFD drawdown of -77.30%. Use the drawdown chart below to compare losses from any high point for PFGC and USFD. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.82%
-6.42%
PFGC
USFD

Volatility

PFGC vs. USFD - Volatility Comparison

The current volatility for Performance Food Group Company (PFGC) is 5.44%, while US Foods Holding Corp. (USFD) has a volatility of 6.46%. This indicates that PFGC experiences smaller price fluctuations and is considered to be less risky than USFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
5.44%
6.46%
PFGC
USFD

Financials

PFGC vs. USFD - Financials Comparison

This section allows you to compare key financial metrics between Performance Food Group Company 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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