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USFD vs. LWAY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

USFD vs. LWAY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in US Foods Holding Corp. (USFD) and Lifeway Foods, Inc. (LWAY). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%JuneJulyAugustSeptemberOctoberNovember
159.61%
156.92%
USFD
LWAY

Returns By Period

In the year-to-date period, USFD achieves a 42.41% return, which is significantly lower than LWAY's 75.69% return.


USFD

YTD

42.41%

1M

3.85%

6M

17.24%

1Y

52.67%

5Y (annualized)

10.46%

10Y (annualized)

N/A

LWAY

YTD

75.69%

1M

-11.86%

6M

27.84%

1Y

57.28%

5Y (annualized)

63.41%

10Y (annualized)

3.21%

Fundamentals


USFDLWAY
Market Cap$15.61B$357.20M
EPS$2.33$0.90
PE Ratio28.7626.83
PEG Ratio0.247.54
Total Revenue (TTM)$37.32B$135.88M
Gross Profit (TTM)$6.46B$36.20M
EBITDA (TTM)$1.45B$17.14M

Key characteristics


USFDLWAY
Sharpe Ratio2.260.67
Sortino Ratio2.881.76
Omega Ratio1.411.23
Calmar Ratio5.251.02
Martin Ratio15.121.95
Ulcer Index3.37%31.50%
Daily Std Dev22.52%92.28%
Max Drawdown-77.30%-93.15%
Current Drawdown-4.18%-13.73%

Compare stocks, funds, or ETFs

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


Correlation

-0.50.00.51.00.1

The correlation between USFD and LWAY is 0.12, 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

USFD vs. LWAY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for US Foods Holding Corp. (USFD) and Lifeway Foods, Inc. (LWAY). 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 USFD, currently valued at 2.26, compared to the broader market-4.00-2.000.002.002.260.67
The chart of Sortino ratio for USFD, currently valued at 2.88, compared to the broader market-4.00-2.000.002.004.002.881.76
The chart of Omega ratio for USFD, currently valued at 1.41, compared to the broader market0.501.001.502.001.411.23
The chart of Calmar ratio for USFD, currently valued at 5.25, compared to the broader market0.002.004.006.005.251.02
The chart of Martin ratio for USFD, currently valued at 15.12, compared to the broader market0.0010.0020.0030.0015.121.95
USFD
LWAY

The current USFD Sharpe Ratio is 2.26, which is higher than the LWAY Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of USFD and LWAY, 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 Ratio0.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
2.26
0.67
USFD
LWAY

Dividends

USFD vs. LWAY - Dividend Comparison

Neither USFD nor LWAY has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
USFD
US Foods Holding Corp.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LWAY
Lifeway Foods, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.50%

Drawdowns

USFD vs. LWAY - Drawdown Comparison

The maximum USFD drawdown since its inception was -77.30%, smaller than the maximum LWAY drawdown of -93.15%. Use the drawdown chart below to compare losses from any high point for USFD and LWAY. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-4.18%
-13.73%
USFD
LWAY

Volatility

USFD vs. LWAY - Volatility Comparison

The current volatility for US Foods Holding Corp. (USFD) is 6.12%, while Lifeway Foods, Inc. (LWAY) has a volatility of 14.33%. This indicates that USFD experiences smaller price fluctuations and is considered to be less risky than LWAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
6.12%
14.33%
USFD
LWAY

Financials

USFD vs. LWAY - Financials Comparison

This section allows you to compare key financial metrics between US Foods Holding Corp. and Lifeway Foods, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items