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

Correlation

The correlation between USFD and UNFI is 0.33, 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.


-0.50.00.51.00.3

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.

0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
25.95%
96.82%
USFD
UNFI

Key characteristics

Sharpe Ratio

USFD:

2.25

UNFI:

0.99

Sortino Ratio

USFD:

2.84

UNFI:

1.93

Omega Ratio

USFD:

1.41

UNFI:

1.25

Calmar Ratio

USFD:

5.32

UNFI:

0.68

Martin Ratio

USFD:

14.87

UNFI:

2.76

Ulcer Index

USFD:

3.47%

UNFI:

22.03%

Daily Std Dev

USFD:

22.97%

UNFI:

61.74%

Max Drawdown

USFD:

-77.30%

UNFI:

-93.50%

Current Drawdown

USFD:

-7.76%

UNFI:

-68.31%

Fundamentals

Market Cap

USFD:

$15.92B

UNFI:

$1.69B

EPS

USFD:

$2.33

UNFI:

-$1.57

PEG Ratio

USFD:

0.24

UNFI:

3.74

Total Revenue (TTM)

USFD:

$37.32B

UNFI:

$31.30B

Gross Profit (TTM)

USFD:

$6.46B

UNFI:

$4.06B

EBITDA (TTM)

USFD:

$1.53B

UNFI:

$413.00M

Returns By Period

In the year-to-date period, USFD achieves a 46.93% return, which is significantly lower than UNFI's 63.09% return.


USFD

YTD

46.93%

1M

2.07%

6M

25.56%

1Y

49.76%

5Y*

10.18%

10Y*

N/A

UNFI

YTD

63.09%

1M

20.92%

6M

93.64%

1Y

61.50%

5Y*

26.88%

10Y*

-10.11%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for USFD, currently valued at 2.25, compared to the broader market-4.00-2.000.002.002.250.99
The chart of Sortino ratio for USFD, currently valued at 2.84, compared to the broader market-4.00-2.000.002.004.002.841.93
The chart of Omega ratio for USFD, currently valued at 1.41, compared to the broader market0.501.001.502.001.411.25
The chart of Calmar ratio for USFD, currently valued at 5.32, compared to the broader market0.002.004.006.005.320.72
The chart of Martin ratio for USFD, currently valued at 14.87, compared to the broader market0.0010.0020.0014.872.76
USFD
UNFI

The current USFD Sharpe Ratio is 2.25, which is higher than the UNFI Sharpe Ratio of 0.99. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
2.25
0.99
USFD
UNFI

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.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.76%
-52.40%
USFD
UNFI

Volatility

USFD vs. UNFI - Volatility Comparison

The current volatility for US Foods Holding Corp. (USFD) is 6.57%, while United Natural Foods, Inc. (UNFI) has a volatility of 22.17%. 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.


5.00%10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
6.57%
22.17%
USFD
UNFI

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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