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

Key characteristics


UNFIPFGC
YTD Return21.38%17.04%
1Y Return25.40%33.44%
3Y Return (Ann)-26.78%18.69%
5Y Return (Ann)18.65%12.47%
Sharpe Ratio0.521.55
Sortino Ratio1.252.17
Omega Ratio1.161.29
Calmar Ratio0.341.74
Martin Ratio1.384.57
Ulcer Index22.05%7.82%
Daily Std Dev58.86%23.03%
Max Drawdown-93.50%-78.85%
Current Drawdown-76.42%-2.78%

Fundamentals


UNFIPFGC
Market Cap$1.22B$12.61B
EPS-$1.81$2.79
PEG Ratio3.740.67
Total Revenue (TTM)$23.43B$43.34B
Gross Profit (TTM)$3.02B$4.63B
EBITDA (TTM)$362.00M$1.05B

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.

Performance

UNFI vs. PFGC - Performance Comparison

In the year-to-date period, UNFI achieves a 21.38% return, which is significantly higher than PFGC's 17.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%50.00%100.00%JuneJulyAugustSeptemberOctoberNovember
103.31%
16.36%
UNFI
PFGC

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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.


UNFI
Sharpe ratio
The chart of Sharpe ratio for UNFI, currently valued at 0.52, compared to the broader market-4.00-2.000.002.000.52
Sortino ratio
The chart of Sortino ratio for UNFI, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.001.25
Omega ratio
The chart of Omega ratio for UNFI, currently valued at 1.16, compared to the broader market0.501.001.502.001.16
Calmar ratio
The chart of Calmar ratio for UNFI, currently valued at 0.36, compared to the broader market0.002.004.006.000.36
Martin ratio
The chart of Martin ratio for UNFI, currently valued at 1.38, compared to the broader market-10.000.0010.0020.0030.001.38
PFGC
Sharpe ratio
The chart of Sharpe ratio for PFGC, currently valued at 1.55, compared to the broader market-4.00-2.000.002.001.55
Sortino ratio
The chart of Sortino ratio for PFGC, currently valued at 2.17, compared to the broader market-4.00-2.000.002.004.002.17
Omega ratio
The chart of Omega ratio for PFGC, currently valued at 1.29, compared to the broader market0.501.001.502.001.29
Calmar ratio
The chart of Calmar ratio for PFGC, currently valued at 1.74, compared to the broader market0.002.004.006.001.74
Martin ratio
The chart of Martin ratio for PFGC, currently valued at 4.57, compared to the broader market-10.000.0010.0020.0030.004.57

UNFI vs. PFGC - Sharpe Ratio Comparison

The current UNFI Sharpe Ratio is 0.52, which is lower than the PFGC Sharpe Ratio of 1.55. 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
0.52
1.55
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
-64.57%
-2.78%
UNFI
PFGC

Volatility

UNFI vs. PFGC - Volatility Comparison

United Natural Foods, Inc. (UNFI) has a higher volatility of 12.28% compared to Performance Food Group Company (PFGC) at 4.22%. 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
12.28%
4.22%
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