NI vs USFD

Comparison between NiSource Inc (NI, Company) and US Foods Holding Corp (USFD, Company).

NI is from the Utilities sector, while USFD is from the Consumer Defensive sector.

5-Year PerformanceUSFD has outperformed NI, delivering a return of +22.6% compared to +17.2%

NI vs USFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NI(COMPANY)	USFD(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	75.57%	77.30%
Sharpe Ratio	1.03	1.00
5Y Beta	0.30	0.66
Industry	Utilities - Regulated Gas	Food Distribution
P/E Ratio	23.29	33.72
Forward P/E	23.42	23.09
PEG Ratio	2.32	0.93
Dividend Yield	1.80%	N/A
5Y Dividends CAGR	10.86%	N/A
5Y EPS CAGR	31.83%	N/A
Debt to Equity	13.37%	0.00%
Free Cash Flow Yield	-3.70%	3.78%
P/S Ratio	3.29	0.57
P/B Ratio	2.33	5.18

Market Cap

Winner

$22B

USFD

$22B

Max Drawdown

Winner

75.57%

USFD

77.30%

Sharpe Ratio

Winner

1.03

USFD

1.00

5Y Beta

Winner

0.30

USFD

0.66

Industry

Utilities - Regulated Gas

USFD

Food Distribution

P/E Ratio

Winner

23.29

USFD

33.72

Forward P/E

23.42

Winner

USFD

23.09

PEG Ratio

2.32

Winner

USFD

0.93

Dividend Yield

1.80%

USFD

N/A

5Y Dividends CAGR

10.86%

USFD

N/A

5Y EPS CAGR

31.83%

USFD

N/A

Debt to Equity

13.37%

Winner

USFD

0.00%

Free Cash Flow Yield

-3.70%

Winner

USFD

3.78%

P/S Ratio

3.29

Winner

USFD

0.57

P/B Ratio

Winner

2.33

USFD

5.18

NI vs USFD - Historical Returns

Returns include dividend reinvestment.

Period	NI	USFD
1 month	+2.18%	+15.08%
3 months	-1.99%	+8.94%
6 months	+14.23%	+33.23%
1 year	+23.32%	+27.01%
5 years(CAGR)	+17.20%	+22.60%
10 years(CAGR)	+9.43%	+14.82%
Max(CAGR)	+11.23%	+14.71%

+2.18%

Winner

USFD

+15.08%

-1.99%

Winner

USFD

+8.94%

+14.23%

Winner

USFD

+33.23%

+23.32%

Winner

USFD

+27.01%

5Y(CAGR)

+17.20%

Winner

USFD

+22.60%

10Y(CAGR)

+9.43%

Winner

USFD

+14.82%

Max(CAGR)

+11.23%

Winner

USFD

+14.71%

NI vs USFD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NI	USFD
2026	+12.58%	+33.82%
2025	+18.08%	+11.77%
2024	+41.04%	+46.68%
2023	+0.38%	+33.09%
2022	+2.96%	-4.49%
2021	+26.74%	+7.37%
2020	-12.79%	-18.72%
2019	+14.29%	+32.15%
2018	+3.17%	-1.25%
2017	+19.01%	+15.94%
2016	+16.64%	+10.32%
2015	+24.11%	N/A
2014	+34.99%	N/A
2013	+34.52%	N/A
2012	+9.70%	N/A
2011	+39.75%	N/A
2010	+20.25%	N/A
2009	+49.16%	N/A
2008	-38.53%	N/A
2007	-18.81%	N/A
2006	+17.85%	N/A
2005	-2.99%	N/A
2004	+9.85%	N/A
2003	+12.97%	N/A
2002	-9.69%	N/A
2001	-20.03%	N/A
2000	+84.02%	N/A
1999	-14.08%	N/A

NI vs USFD Drawdown Comparison

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The maximum drawdown for USFD was -77.30%, occurring on Mar 18, 2020. Recovery took 947 trading sessions.

The current NI drawdown is -4.54%. The current USFD drawdown is -4.23%.

Rank	NI	USFD
#1	-65.72% May 18, 2007 - May 10, 2011	-77.30% Sep 20, 2019 - Jun 27, 2023
#2	-50.72% Apr 10, 2001 - Nov 29, 2006	-31.06% Jul 27, 2018 - Sep 4, 2019
#3	-38.71% Jan 24, 2000 - Aug 9, 2000	-21.09% Feb 12, 2026 - Jun 29, 2026
#4	-30.95% Feb 14, 2020 - Jan 28, 2022	-19.01% Jul 19, 2023 - Dec 5, 2023
#5	-24.82% Apr 6, 2022 - Jul 12, 2024	-17.28% Aug 6, 2025 - Jan 15, 2026
#6	-21.37% Nov 4, 1999 - Jan 24, 2000	-16.40% Dec 5, 2024 - May 12, 2025
#7	-18.91% Jul 5, 2016 - May 31, 2017	-14.82% Jun 1, 2017 - Dec 7, 2017
#8	-17.68% Nov 14, 2017 - Aug 14, 2018	-13.54% Jan 26, 2018 - Mar 6, 2018
#9	-16.80% Dec 26, 2000 - Apr 2, 2001	-12.24% Jul 13, 2016 - Dec 13, 2016
#10	-14.17% Sep 26, 2019 - Feb 13, 2020	-9.70% Jun 25, 2024 - Aug 14, 2024
#11	-13.43% Sep 13, 2018 - Mar 11, 2019	-8.74% Jun 7, 2016 - Jul 12, 2016
#12	-13.09% Jul 21, 2011 - Aug 29, 2011	-8.39% Mar 27, 2024 - May 9, 2024
#13	-12.12% Jun 18, 2015 - Sep 30, 2015	-7.62% Mar 9, 2018 - Apr 17, 2018
#14	-12.09% Sep 13, 2000 - Dec 1, 2000	-6.43% Jan 3, 2017 - Feb 17, 2017
#15	-11.33% Apr 29, 2013 - Jul 25, 2013	-6.36% Jan 16, 2026 - Feb 3, 2026