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

Performance

USFD vs. PFGC - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
27.45%
22.81%
USFD
PFGC

Returns By Period

In the year-to-date period, USFD achieves a 49.57% return, which is significantly higher than PFGC's 24.95% return.


USFD

YTD

49.57%

1M

9.30%

6M

27.45%

1Y

58.62%

5Y (annualized)

11.96%

10Y (annualized)

N/A

PFGC

YTD

24.95%

1M

4.71%

6M

22.81%

1Y

36.60%

5Y (annualized)

13.74%

10Y (annualized)

N/A

Fundamentals


USFDPFGC
Market Cap$15.49B$12.91B
EPS$2.33$2.71
PE Ratio28.5530.57
PEG Ratio0.240.67
Total Revenue (TTM)$37.32B$58.76B
Gross Profit (TTM)$6.46B$6.39B
EBITDA (TTM)$1.53B$1.41B

Key characteristics


USFDPFGC
Sharpe Ratio2.671.63
Sortino Ratio3.282.30
Omega Ratio1.481.31
Calmar Ratio6.201.93
Martin Ratio17.805.04
Ulcer Index3.38%7.85%
Daily Std Dev22.57%24.32%
Max Drawdown-77.30%-78.85%
Current Drawdown0.00%-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

-0.50.00.51.00.7

The correlation between USFD and PFGC is 0.68, 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.

Risk-Adjusted Performance

USFD vs. PFGC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for US Foods Holding Corp. (USFD) 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 USFD, currently valued at 2.67, compared to the broader market-4.00-2.000.002.004.002.671.63
The chart of Sortino ratio for USFD, currently valued at 3.28, compared to the broader market-4.00-2.000.002.004.003.282.30
The chart of Omega ratio for USFD, currently valued at 1.48, compared to the broader market0.501.001.502.001.481.31
The chart of Calmar ratio for USFD, currently valued at 6.20, compared to the broader market0.002.004.006.006.201.93
The chart of Martin ratio for USFD, currently valued at 17.80, compared to the broader market0.0010.0020.0030.0017.805.04
USFD
PFGC

The current USFD Sharpe Ratio is 2.67, which is higher than the PFGC Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of USFD 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 Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.67
1.63
USFD
PFGC

Dividends

USFD vs. PFGC - Dividend Comparison

Neither USFD nor PFGC has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

USFD vs. PFGC - Drawdown Comparison

The maximum USFD drawdown since its inception was -77.30%, roughly equal to the maximum PFGC drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for USFD and PFGC. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-1.39%
USFD
PFGC

Volatility

USFD vs. PFGC - Volatility Comparison

The current volatility for US Foods Holding Corp. (USFD) is 6.20%, while Performance Food Group Company (PFGC) has a volatility of 8.84%. This indicates that USFD experiences smaller price fluctuations and is considered to be less risky than PFGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
6.20%
8.84%
USFD
PFGC

Financials

USFD vs. PFGC - Financials Comparison

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