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

Correlation

The correlation between UNFI and PFGC is 0.47, 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.


Performance

UNFI vs. PFGC - Performance Comparison

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

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Key characteristics

Sharpe Ratio

UNFI:

2.97

PFGC:

0.67

Sortino Ratio

UNFI:

4.19

PFGC:

1.41

Omega Ratio

UNFI:

1.50

PFGC:

1.18

Calmar Ratio

UNFI:

2.29

PFGC:

1.18

Martin Ratio

UNFI:

14.99

PFGC:

2.97

Ulcer Index

UNFI:

13.36%

PFGC:

8.47%

Daily Std Dev

UNFI:

62.14%

PFGC:

28.58%

Max Drawdown

UNFI:

-93.50%

PFGC:

-78.85%

Current Drawdown

UNFI:

-62.73%

PFGC:

-3.12%

Fundamentals

Market Cap

UNFI:

$1.88B

PFGC:

$13.75B

EPS

UNFI:

-$1.39

PFGC:

$2.41

PEG Ratio

UNFI:

3.74

PFGC:

0.67

PS Ratio

UNFI:

0.06

PFGC:

0.24

PB Ratio

UNFI:

1.14

PFGC:

3.17

Total Revenue (TTM)

UNFI:

$24.18B

PFGC:

$61.55B

Gross Profit (TTM)

UNFI:

$3.23B

PFGC:

$7.16B

EBITDA (TTM)

UNFI:

$295.00M

PFGC:

$1.50B

Returns By Period

In the year-to-date period, UNFI achieves a 13.99% return, which is significantly higher than PFGC's 4.19% return.


UNFI

YTD

13.99%

1M

26.24%

6M

43.72%

1Y

177.70%

5Y*

11.33%

10Y*

-7.51%

PFGC

YTD

4.19%

1M

15.91%

6M

5.88%

1Y

19.04%

5Y*

28.91%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

UNFI vs. PFGC — Risk-Adjusted Performance Rank

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

UNFI
The Risk-Adjusted Performance Rank of UNFI is 9797
Overall Rank
The Sharpe Ratio Rank of UNFI is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of UNFI is 9898
Sortino Ratio Rank
The Omega Ratio Rank of UNFI is 9696
Omega Ratio Rank
The Calmar Ratio Rank of UNFI is 9494
Calmar Ratio Rank
The Martin Ratio Rank of UNFI is 9898
Martin Ratio Rank

PFGC
The Risk-Adjusted Performance Rank of PFGC is 7878
Overall Rank
The Sharpe Ratio Rank of PFGC is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of PFGC is 7575
Sortino Ratio Rank
The Omega Ratio Rank of PFGC is 7373
Omega Ratio Rank
The Calmar Ratio Rank of PFGC is 8686
Calmar Ratio Rank
The Martin Ratio Rank of PFGC is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UNFI vs. PFGC - Risk-Adjusted Performance Comparison

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


The current UNFI Sharpe Ratio is 2.97, which is higher than the PFGC Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of UNFI and PFGC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

UNFI vs. PFGC - Dividend Comparison

Neither UNFI nor PFGC has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

UNFI vs. PFGC - Drawdown Comparison

The maximum UNFI drawdown since its inception was -93.50%, which is greater than PFGC's maximum drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for UNFI and PFGC. For additional features, visit the drawdowns tool.


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Volatility

UNFI vs. PFGC - Volatility Comparison

United Natural Foods, Inc. (UNFI) has a higher volatility of 9.66% compared to Performance Food Group Company (PFGC) at 7.23%. This indicates that UNFI's price experiences larger fluctuations and is considered to be riskier than PFGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

UNFI vs. PFGC - Financials Comparison

This section allows you to compare key financial metrics between United Natural Foods, Inc. and Performance Food Group 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


6.00B8.00B10.00B12.00B14.00B16.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
8.16B
15.31B
(UNFI) Total Revenue
(PFGC) Total Revenue
Values in USD except per share items

UNFI vs. PFGC - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%11.0%12.0%13.0%14.0%15.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
13.1%
11.9%
(UNFI) Gross Margin
(PFGC) Gross Margin
UNFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, United Natural Foods, Inc. reported a gross profit of 1.07B and revenue of 8.16B. Therefore, the gross margin over that period was 13.1%.

PFGC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Performance Food Group Company reported a gross profit of 1.82B and revenue of 15.31B. Therefore, the gross margin over that period was 11.9%.

UNFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, United Natural Foods, Inc. reported an operating income of 27.00M and revenue of 8.16B, resulting in an operating margin of 0.3%.

PFGC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Performance Food Group Company reported an operating income of 174.40M and revenue of 15.31B, resulting in an operating margin of 1.1%.

UNFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, United Natural Foods, Inc. reported a net income of -3.00M and revenue of 8.16B, resulting in a net margin of -0.0%.

PFGC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Performance Food Group Company reported a net income of 58.30M and revenue of 15.31B, resulting in a net margin of 0.4%.