SFD vs. USFD

Last updated Jun 3, 2026

SFD (Smithfield Foods, Inc) and USFD (US Foods Holding Corp.) are both stocks. Both are in the Consumer Defensive sector — SFD in Packaged Foods, USFD in Food Distribution. Over the past year, SFD returned 14.56% vs 2.32% for USFD. At a 0.28 correlation, their price movements are largely independent.

Performance

SFD vs. USFD - Performance Comparison

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

Returns By Period

In the year-to-date period, SFD achieves a 18.27% return, which is significantly higher than USFD's 7.17% return.

SFD

• 1D: -0.88%
• 1M: -0.63%
• YTD: 18.27%
• 6M: 23.30%
• 1Y: 14.56%
• 3Y*: —
• 5Y*: —
• 10Y*: —

USFD

• 1D: -0.63%
• 1M: -13.24%
• YTD: 7.17%
• 6M: 4.83%
• 1Y: 2.32%
• 3Y*: 24.97%
• 5Y*: 16.35%
• 10Y*: 12.31%

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

SFD vs. USFD - Yearly Performance Comparison

	2026 (YTD)	2025
SFD Smithfield Foods, Inc	18.27%	18.29%
USFD US Foods Holding Corp.	7.17%	6.26%

Correlation

The correlation between SFD and USFD is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.19
Correlation (All Time) Calculated using the full available price history since Jan 29, 2025	0.28

Fundamentals

Market Cap SFD : $10.18B USFD : $18.03B
EPS SFD : $2.56 USFD : $2.97
PE Ratio SFD : 10.09 USFD : 27.14
PEG Ratio SFD : 0.01 USFD : 0.46
PS Ratio SFD : 0.65 USFD : 0.46
PB Ratio SFD : 1.48 USFD : 4.16
Total Revenue (TTM) SFD : $15.56B USFD : $39.68B
Gross Profit (TTM) SFD : $2.09B USFD : $6.90B
EBITDA (TTM) SFD : $1.57B USFD : $1.54B

Return for Risk

SFD vs. USFD — Risk / Return Rank

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

SFD

SFD Risk / Return Rank: 56
SFD Sharpe Ratio Rank: 60
SFD Sortino Ratio Rank: 53
SFD Omega Ratio Rank: 52
SFD Calmar Ratio Rank: 58
SFD Martin Ratio Rank: 57

USFD

USFD Risk / Return Rank: 40
USFD Sharpe Ratio Rank: 43
USFD Sortino Ratio Rank: 38
USFD Omega Ratio Rank: 37
USFD Calmar Ratio Rank: 42
USFD Martin Ratio Rank: 42

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.

SFD vs. USFD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Smithfield Foods, Inc (SFD) 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.

	SFD	USFD	Difference
Sharpe ratio Return per unit of total volatility	0.61	0.08	+0.52
Sortino ratio Return per unit of downside risk	1.00	0.36	+0.64
Omega ratio Gain probability vs. loss probability	1.12	1.04	+0.08
Calmar ratio Return relative to maximum drawdown	0.84	0.10	+0.74
Martin ratio Return relative to average drawdown	1.63	0.21	+1.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SFD vs. USFD - Sharpe Ratio Comparison

The current SFD Sharpe Ratio is 0.61, which is higher than the USFD Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of SFD and USFD, 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

	SFD	USFD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.61	0.08	+0.52
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.55	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.32	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.01	0.32	+0.69

Drawdowns

SFD vs. USFD - Drawdown Comparison

The maximum SFD drawdown since its inception was -18.43%, smaller than the maximum USFD drawdown of -77.30%. Use the drawdown chart below to compare losses from any high point for SFD and USFD.

Drawdown Indicators

	SFD	USFD	Difference
Max Drawdown Largest peak-to-trough decline	-18.43%	-77.30%	+58.87%
Max Drawdown (1Y) Largest decline over 1 year	-18.43%	-21.09%	+2.66%
Max Drawdown (3Y) Largest decline over 3 years	—	-21.09%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.07%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-77.30%	—
Current Drawdown Current decline from peak	-11.71%	-20.85%	+9.14%
Average Drawdown Average peak-to-trough decline	-6.96%	-12.92%	+5.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.46%	9.77%	-0.31%

Volatility

SFD vs. USFD - Volatility Comparison

The current volatility for Smithfield Foods, Inc (SFD) is 5.53%, while US Foods Holding Corp. (USFD) has a volatility of 7.62%. This indicates that SFD 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.

Volatility by Period

	SFD	USFD	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.53%	7.62%	-2.09%
Volatility (6M) Calculated over the trailing 6-month period	17.51%	21.84%	-4.33%
Volatility (1Y) Calculated over the trailing 1-year period	24.08%	27.50%	-3.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.19%	30.07%	-1.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.19%	38.89%	-10.70%

Dividends

SFD vs. USFD - Dividend Comparison

SFD's dividend yield for the trailing twelve months is around 4.36%, while USFD has not paid dividends to shareholders.

Position	TTM	2025
SFD Smithfield Foods, Inc	4.36%	4.48%
USFD US Foods Holding Corp.	0.00%	0.00%

Financials

SFD vs. USFD - Profitability Comparison

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

SFD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Smithfield Foods, Inc reported a gross profit of 511.00M and revenue of 3.80B. Therefore, the gross margin over that period was 13.5%.

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%.

SFD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Smithfield Foods, Inc reported an operating income of 333.00M and revenue of 3.80B, resulting in an operating margin of 8.8%.

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%.

SFD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Smithfield Foods, Inc reported a net income of 245.00M and revenue of 3.80B, resulting in a net margin of 6.5%.

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

Can I hold both SFD and USFD in my portfolio?

SFD and USFD have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SFD or USFD?

USFD has higher volatility (7.62%) compared to SFD (5.53%). In terms of maximum drawdown, SFD dropped -18.43% vs USFD's -77.30%.

Which has better risk-adjusted returns?

SFD currently has the higher Sharpe Ratio (0.61 vs 0.08), 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.