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UNFI vs. CPB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UNFI and CPB is 0.20, 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.


-0.50.00.51.00.2

Performance

UNFI vs. CPB - Performance Comparison

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

100.00%150.00%200.00%250.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
283.41%
142.05%
UNFI
CPB

Key characteristics

Sharpe Ratio

UNFI:

0.93

CPB:

-0.01

Sortino Ratio

UNFI:

1.86

CPB:

0.14

Omega Ratio

UNFI:

1.24

CPB:

1.02

Calmar Ratio

UNFI:

0.64

CPB:

-0.01

Martin Ratio

UNFI:

2.60

CPB:

-0.02

Ulcer Index

UNFI:

22.06%

CPB:

6.97%

Daily Std Dev

UNFI:

61.77%

CPB:

21.28%

Max Drawdown

UNFI:

-93.50%

CPB:

-62.92%

Current Drawdown

UNFI:

-69.02%

CPB:

-23.77%

Fundamentals

Market Cap

UNFI:

$1.69B

CPB:

$12.83B

EPS

UNFI:

-$1.57

CPB:

$1.83

PEG Ratio

UNFI:

3.74

CPB:

0.68

Total Revenue (TTM)

UNFI:

$31.30B

CPB:

$9.89B

Gross Profit (TTM)

UNFI:

$4.06B

CPB:

$3.00B

EBITDA (TTM)

UNFI:

$413.00M

CPB:

$1.33B

Returns By Period

In the year-to-date period, UNFI achieves a 59.46% return, which is significantly higher than CPB's -1.59% return. Over the past 10 years, UNFI has underperformed CPB with an annualized return of -10.41%, while CPB has yielded a comparatively higher 2.23% annualized return.


UNFI

YTD

59.46%

1M

9.61%

6M

92.99%

1Y

58.38%

5Y*

25.94%

10Y*

-10.41%

CPB

YTD

-1.59%

1M

-5.27%

6M

-6.00%

1Y

-0.53%

5Y*

-0.42%

10Y*

2.23%

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Risk-Adjusted Performance

UNFI vs. CPB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for United Natural Foods, Inc. (UNFI) and Campbell Soup Company (CPB). 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 UNFI, currently valued at 0.93, compared to the broader market-4.00-2.000.002.000.93-0.01
The chart of Sortino ratio for UNFI, currently valued at 1.86, compared to the broader market-4.00-2.000.002.004.001.860.14
The chart of Omega ratio for UNFI, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.02
The chart of Calmar ratio for UNFI, currently valued at 0.64, compared to the broader market0.002.004.006.000.64-0.01
The chart of Martin ratio for UNFI, currently valued at 2.60, compared to the broader market-5.000.005.0010.0015.0020.0025.002.60-0.02
UNFI
CPB

The current UNFI Sharpe Ratio is 0.93, which is higher than the CPB Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of UNFI and CPB, 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 Ratio-0.500.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.93
-0.01
UNFI
CPB

Dividends

UNFI vs. CPB - Dividend Comparison

UNFI has not paid dividends to shareholders, while CPB's dividend yield for the trailing twelve months is around 3.57%.


TTM20232022202120202019201820172016201520142013
UNFI
United Natural Foods, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CPB
Campbell Soup Company
3.57%3.42%2.61%3.41%2.90%2.83%4.24%2.91%2.13%2.37%2.84%1.39%

Drawdowns

UNFI vs. CPB - Drawdown Comparison

The maximum UNFI drawdown since its inception was -93.50%, which is greater than CPB's maximum drawdown of -62.92%. Use the drawdown chart below to compare losses from any high point for UNFI and CPB. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-69.02%
-23.77%
UNFI
CPB

Volatility

UNFI vs. CPB - Volatility Comparison

United Natural Foods, Inc. (UNFI) has a higher volatility of 21.99% compared to Campbell Soup Company (CPB) at 8.58%. This indicates that UNFI's price experiences larger fluctuations and is considered to be riskier than CPB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
21.99%
8.58%
UNFI
CPB

Financials

UNFI vs. CPB - Financials Comparison

This section allows you to compare key financial metrics between United Natural Foods, Inc. and Campbell Soup Company. 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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