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The Unilever Group (UL)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US9047677045
CUSIP
904767704
IPO Date
Jan 4, 1988

Highlights

Market Cap
$125.07B
Enterprise Value
$153.30B
EPS (TTM)
$5.06
PE Ratio
11.25
PEG Ratio
2.20
Total Revenue (TTM)
$109.27B
Gross Profit (TTM)
$90.89B
EBITDA (TTM)
$24.12B
Year Range
$55.65 - $74.98
Target Price
$65.55
ROA (TTM)
16.78%
ROE (TTM)
76.15%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Unilever Group, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

The Unilever Group (UL) has returned -12.23% so far this year and -12.18% over the past 12 months. Over the last ten years, UL has returned 4.61% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


The Unilever Group

1D
-5.02%
1M
-22.75%
YTD
-12.23%
6M
-13.26%
1Y
-12.18%
3Y*
2.56%
5Y*
1.53%
10Y*
4.61%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 4, 1988, UL's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was May 2009 with a return of +27.7%, while the worst month was Mar 2026 at -22.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, UL closed higher 50% of trading days. The best single day was Feb 17, 2017 with a return of +14.0%, while the worst single day was Jan 18, 2022 at -14.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.53%8.71%-22.75%-12.23%
20251.20%-0.54%5.21%6.72%1.31%-4.18%-4.48%9.09%-6.20%1.54%1.54%-4.15%5.96%
20240.43%1.48%2.49%3.31%6.48%0.44%11.66%6.35%0.26%-6.23%-0.97%-5.25%20.90%
20231.49%-1.41%4.01%6.93%-9.27%4.39%3.07%-4.19%-3.18%-4.15%1.69%1.64%-0.17%
2022-4.46%-1.25%-9.35%1.51%5.56%-5.17%6.17%-5.88%-3.41%3.81%11.67%-0.06%-2.82%
2021-3.35%-9.91%7.24%5.18%3.01%-2.45%-1.66%-2.36%-2.62%-1.18%-4.21%5.78%-7.61%

Benchmark Metrics

The Unilever Group has an annualized alpha of 5.43%, beta of 0.60, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since January 05, 1988.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (62.64%) than losses (53.33%) — typical of diversified or defensive assets.
  • Beta of 0.60 may look defensive, but with R² of 0.22 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.22 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.43%
Beta
0.60
0.22
Upside Capture
62.64%
Downside Capture
53.33%

Return for Risk

Risk / Return Rank

UL ranks 16 for risk / return — in the bottom 16% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


UL Risk / Return Rank: 1616
Overall Rank
UL Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
UL Sortino Ratio Rank: 1616
Sortino Ratio Rank
UL Omega Ratio Rank: 1616
Omega Ratio Rank
UL Calmar Ratio Rank: 2424
Calmar Ratio Rank
UL Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for The Unilever Group (UL) and compare them to a chosen benchmark (S&P 500 Index).


ULBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.57

0.90

-1.46

Sortino ratio

Return per unit of downside risk

-0.65

1.39

-2.04

Omega ratio

Gain probability vs. loss probability

0.92

1.21

-0.29

Calmar ratio

Return relative to maximum drawdown

-0.50

1.40

-1.90

Martin ratio

Return relative to average drawdown

-1.56

6.61

-8.16

Explore UL risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

The Unilever Group provided a 4.07% dividend yield over the last twelve months, with an annual payout of $2.32 per share. The company has been increasing its dividends for 3 consecutive years.


2.80%3.00%3.20%3.40%3.60%3.80%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.32$2.29$2.10$2.09$2.03$2.29$2.08$2.05$2.06$1.74$1.57$1.47

Dividend yield

4.07%3.51%3.29%3.83%3.57%3.77%3.07%3.18%3.49%2.80%3.42%3.02%

Monthly Dividends

The table displays the monthly dividend distributions for The Unilever Group. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.55$0.00$0.55
2025$0.00$0.53$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.59$0.00$2.29
2024$0.00$0.52$0.00$0.00$0.51$0.00$0.00$0.54$0.00$0.00$0.54$0.00$2.10
2023$0.00$0.51$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.51$0.00$2.09
2022$0.00$0.55$0.00$0.00$0.51$0.00$0.00$0.49$0.00$0.00$0.47$0.00$2.03
2021$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.57$0.00$0.00$0.56$0.00$2.29

Dividend Yield & Payout


Dividend Yield

The Unilever Group has a dividend yield of 4.07%, which is quite average when compared to the overall market.

Payout Ratio

The Unilever Group has a payout ratio of 75.42%, which is quite average when compared to the overall market. This suggests that The Unilever Group strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the The Unilever Group. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Unilever Group was 53.55%, occurring on Mar 9, 2009. Recovery took 539 trading sessions.

The current The Unilever Group drawdown is 23.04%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.55%Dec 31, 2007299Mar 9, 2009539Apr 27, 2011838
-53.06%Jan 7, 1999299Mar 14, 2000985Feb 17, 20041284
-31.09%Jun 10, 199871Sep 18, 199875Jan 6, 1999146
-30.13%Sep 5, 2019138Mar 23, 2020136Oct 5, 2020274
-27.68%Nov 12, 2020382May 19, 2022512Jun 4, 2024894

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Unilever Group over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how The Unilever Group is priced in the market compared to other companies in the Household & Personal Products industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for UL, comparing it with other companies in the Household & Personal Products industry. Currently, UL has a P/E ratio of 11.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for UL compared to other companies in the Household & Personal Products industry. UL currently has a PEG ratio of 2.2. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UL relative to other companies in the Household & Personal Products industry. Currently, UL has a P/S ratio of 1.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for UL in comparison with other companies in the Household & Personal Products industry. Currently, UL has a P/B value of 8.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items