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

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.

-20.00%0.00%20.00%40.00%60.00%80.00%100.00%JuneJulyAugustSeptemberOctoberNovember
99.72%
24.01%
UNFI
PFGC

Returns By Period

In the year-to-date period, UNFI achieves a 45.47% return, which is significantly higher than PFGC's 24.95% return.


UNFI

YTD

45.47%

1M

14.33%

6M

96.42%

1Y

54.62%

5Y (annualized)

22.10%

10Y (annualized)

-10.88%

PFGC

YTD

24.95%

1M

4.71%

6M

22.81%

1Y

36.60%

5Y (annualized)

13.74%

10Y (annualized)

N/A

Fundamentals


UNFIPFGC
Market Cap$1.37B$12.91B
EPS-$1.89$2.71
PEG Ratio3.740.67
Total Revenue (TTM)$23.43B$58.76B
Gross Profit (TTM)$3.02B$6.39B
EBITDA (TTM)$366.00M$1.41B

Key characteristics


UNFIPFGC
Sharpe Ratio0.941.63
Sortino Ratio1.792.30
Omega Ratio1.231.31
Calmar Ratio0.621.93
Martin Ratio2.535.04
Ulcer Index22.04%7.85%
Daily Std Dev59.05%24.32%
Max Drawdown-93.50%-78.85%
Current Drawdown-71.73%-1.39%

Compare stocks, funds, or ETFs

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


Correlation

-0.50.00.51.00.3

The correlation between UNFI and PFGC is 0.34, 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.

Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for UNFI, currently valued at 0.94, compared to the broader market-4.00-2.000.002.004.000.941.63
The chart of Sortino ratio for UNFI, currently valued at 1.79, compared to the broader market-4.00-2.000.002.004.001.792.30
The chart of Omega ratio for UNFI, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.31
The chart of Calmar ratio for UNFI, currently valued at 0.66, compared to the broader market0.002.004.006.000.661.93
The chart of Martin ratio for UNFI, currently valued at 2.53, compared to the broader market0.0010.0020.0030.002.535.04
UNFI
PFGC

The current UNFI Sharpe Ratio is 0.94, which is lower than the PFGC Sharpe Ratio of 1.63. 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.

Rolling 12-month Sharpe Ratio-1.000.001.002.00JuneJulyAugustSeptemberOctoberNovember
0.94
1.63
UNFI
PFGC

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.


-80.00%-60.00%-40.00%-20.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-57.54%
-1.39%
UNFI
PFGC

Volatility

UNFI vs. PFGC - Volatility Comparison

United Natural Foods, Inc. (UNFI) has a higher volatility of 13.03% compared to Performance Food Group Company (PFGC) at 8.84%. 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.


5.00%10.00%15.00%20.00%25.00%30.00%JuneJulyAugustSeptemberOctoberNovember
13.03%
8.84%
UNFI
PFGC

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


Values in USD except per share items