UNFI vs. BRK-B
UNFI (United Natural Foods, Inc.) and BRK-B (Berkshire Hathaway Inc.) are both stocks. UNFI operates in Food Distribution (Consumer Defensive), while BRK-B operates in Insurance - Diversified (Financial Services). Over the past 10 years, UNFI returned 1.70%/yr vs 13.22%/yr for BRK-B. At a 0.24 correlation, their price movements are largely independent.
Performance
UNFI vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, UNFI achieves a 49.66% return, which is significantly higher than BRK-B's -2.67% return. Over the past 10 years, UNFI has underperformed BRK-B with an annualized return of 1.70%, while BRK-B has yielded a comparatively higher 13.22% annualized return.
UNFI
- 1D
- 1.06%
- 1M
- -0.36%
- YTD
- 49.66%
- 6M
- 53.58%
- 1Y
- 136.57%
- 3Y*
- 32.54%
- 5Y*
- 7.31%
- 10Y*
- 1.70%
BRK-B
- 1D
- 0.71%
- 1M
- 1.36%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- 0.35%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
UNFI vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNFI United Natural Foods, Inc. | 49.66% | 23.29% | 68.27% | -58.07% | -21.13% | 207.33% | 82.31% | -17.28% | -78.51% | 3.25% |
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between UNFI and BRK-B 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 (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 1996 | 0.24 |
The correlation between UNFI and BRK-B shifts across timeframes, from 0.19 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UNFI:
$3.16B
BRK-B:
$1.06T
UNFI:
-$0.62
BRK-B:
$33.62
UNFI:
0.10
BRK-B:
2.81
UNFI:
1.98
BRK-B:
1.45
UNFI:
$31.21B
BRK-B:
$375.39B
UNFI:
$4.18B
BRK-B:
$94.36B
UNFI:
$342.00M
BRK-B:
$71.92B
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Return for Risk
UNFI vs. BRK-B — Risk / Return Rank
UNFI
BRK-B
UNFI vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Natural Foods, Inc. (UNFI) and Berkshire Hathaway Inc. (BRK-B). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UNFI | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.78 | ||
| Sortino ratioReturn per unit of downside risk | +3.28 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.01 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 4.98 | -0.02 | +5.00 |
| Martin ratioReturn relative to average drawdown | 12.81 | -0.05 | +12.86 |
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Drawdowns
UNFI vs. BRK-B - Drawdown Comparison
The maximum UNFI drawdown since its inception was -93.50%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for UNFI and BRK-B.
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Drawdown Indicators
| UNFI | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.50% | -53.86% | -39.64% |
Max Drawdown (1Y)Largest decline over 1 year | -27.00% | -9.42% | -17.58% |
Max Drawdown (3Y)Largest decline over 3 years | -58.28% | -14.95% | -43.33% |
Max Drawdown (5Y)Largest decline over 5 years | -84.14% | -26.58% | -57.56% |
Max Drawdown (10Y)Largest decline over 10 years | -89.66% | -29.57% | -60.09% |
Current DrawdownCurrent decline from peak | -39.67% | -9.36% | -30.31% |
Average DrawdownAverage peak-to-trough decline | -37.30% | -11.07% | -26.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.47% | 4.53% | +5.94% |
Volatility
UNFI vs. BRK-B - Volatility Comparison
United Natural Foods, Inc. (UNFI) has a higher volatility of 18.04% compared to Berkshire Hathaway Inc. (BRK-B) at 3.95%. This indicates that UNFI's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNFI | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.04% | 3.95% | +14.09% |
Volatility (6M)Calculated over the trailing 6-month period | 30.73% | 10.78% | +19.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.67% | 14.38% | +34.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.24% | 17.12% | +36.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 61.64% | 19.44% | +42.20% |
Dividends
UNFI vs. BRK-B - Dividend Comparison
Neither UNFI nor BRK-B has paid dividends to shareholders.
Financials
UNFI vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between United Natural Foods, Inc. and Berkshire Hathaway Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
UNFI vs. BRK-B - Profitability Comparison
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 7.72B. Therefore, the gross margin over that period was 13.6%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a gross profit of 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
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 66.00M and revenue of 7.72B, resulting in an operating margin of 0.9%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported an operating income of 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
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 33.00M and revenue of 7.72B, resulting in a net margin of 0.4%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a net income of 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
UNFI and BRK-B 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.
UNFI has higher volatility (18.04%) compared to BRK-B (3.95%). In terms of maximum drawdown, UNFI dropped -93.50% vs BRK-B's -53.86%.
UNFI currently has the higher Sharpe Ratio (2.77 vs -0.02), 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.
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