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

Correlation

The correlation between USFD and UNFI is 0.49, 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

USFD vs. UNFI - Performance Comparison

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

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Key characteristics

Sharpe Ratio

USFD:

1.26

UNFI:

2.94

Sortino Ratio

USFD:

2.10

UNFI:

4.02

Omega Ratio

USFD:

1.28

UNFI:

1.48

Calmar Ratio

USFD:

2.29

UNFI:

2.10

Martin Ratio

USFD:

6.60

UNFI:

14.09

Ulcer Index

USFD:

5.70%

UNFI:

13.19%

Daily Std Dev

USFD:

25.00%

UNFI:

61.83%

Max Drawdown

USFD:

-77.30%

UNFI:

-93.50%

Current Drawdown

USFD:

-0.87%

UNFI:

-66.95%

Fundamentals

Market Cap

USFD:

$16.55B

UNFI:

$1.67B

EPS

USFD:

$2.18

UNFI:

-$1.36

PEG Ratio

USFD:

0.24

UNFI:

3.74

PS Ratio

USFD:

0.44

UNFI:

0.05

PB Ratio

USFD:

3.59

UNFI:

1.01

Total Revenue (TTM)

USFD:

$28.93B

UNFI:

$24.18B

Gross Profit (TTM)

USFD:

$5.04B

UNFI:

$3.23B

EBITDA (TTM)

USFD:

$1.13B

UNFI:

$295.00M

Returns By Period

In the year-to-date period, USFD achieves a 6.29% return, which is significantly higher than UNFI's 1.10% return.


USFD

YTD

6.29%

1M

14.50%

6M

7.19%

1Y

30.82%

5Y*

31.22%

10Y*

N/A

UNFI

YTD

1.10%

1M

16.35%

6M

28.78%

1Y

173.91%

5Y*

16.90%

10Y*

-8.48%

*Annualized

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Risk-Adjusted Performance

USFD vs. UNFI — Risk-Adjusted Performance Rank

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

USFD
The Risk-Adjusted Performance Rank of USFD is 8989
Overall Rank
The Sharpe Ratio Rank of USFD is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of USFD is 8787
Sortino Ratio Rank
The Omega Ratio Rank of USFD is 8686
Omega Ratio Rank
The Calmar Ratio Rank of USFD is 9494
Calmar Ratio Rank
The Martin Ratio Rank of USFD is 9090
Martin Ratio Rank

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 9797
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.

USFD vs. UNFI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for US Foods Holding Corp. (USFD) and United Natural Foods, Inc. (UNFI). 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 USFD Sharpe Ratio is 1.26, which is lower than the UNFI Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of USFD and UNFI, 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

USFD vs. UNFI - Dividend Comparison

Neither USFD nor UNFI has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

USFD vs. UNFI - Drawdown Comparison

The maximum USFD drawdown since its inception was -77.30%, smaller than the maximum UNFI drawdown of -93.50%. Use the drawdown chart below to compare losses from any high point for USFD and UNFI. For additional features, visit the drawdowns tool.


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Volatility

USFD vs. UNFI - Volatility Comparison

The current volatility for US Foods Holding Corp. (USFD) is 8.58%, while United Natural Foods, Inc. (UNFI) has a volatility of 10.28%. This indicates that USFD experiences smaller price fluctuations and is considered to be less risky than UNFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

USFD vs. UNFI - Financials Comparison

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


5.00B6.00B7.00B8.00B9.00B10.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
9.49B
8.16B
(USFD) Total Revenue
(UNFI) Total Revenue
Values in USD except per share items

USFD vs. UNFI - Profitability Comparison

The chart below illustrates the profitability comparison between US Foods Holding Corp. and United Natural Foods, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

12.0%13.0%14.0%15.0%16.0%17.0%18.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
17.6%
13.1%
(USFD) Gross Margin
(UNFI) Gross Margin
USFD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, US Foods Holding Corp. reported a gross profit of 1.67B and revenue of 9.49B. Therefore, the gross margin over that period was 17.6%.

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%.

USFD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, US Foods Holding Corp. reported an operating income of 302.00M and revenue of 9.49B, resulting in an operating margin of 3.2%.

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%.

USFD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, US Foods Holding Corp. reported a net income of 66.00M and revenue of 9.49B, resulting in a net margin of 0.7%.

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%.