PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
The Unilever Group (UL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9047677045
CUSIP904767704
SectorConsumer Defensive
IndustryHousehold & Personal Products

Highlights

Market Cap$142.91B
EPS (TTM)$2.79
PE Ratio20.55
PEG Ratio14.11
Total Revenue (TTM)$43.64B
Gross Profit (TTM)$9.21B
EBITDA (TTM)$8.04B
Year Range$44.94 - $57.83
Target Price$47.00
Short %0.08%
Short Ratio1.76

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


The Unilever Group

Popular comparisons: UL vs. PG, UL vs. NSRGY, UL vs. TJX, UL vs. K, UL vs. VOO, UL vs. VTI, UL vs. ABR, UL vs. IVZ, UL vs. PM, UL vs. PFE

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.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%FebruaryMarchAprilMayJuneJuly
11,776.79%
3,265.33%
UL (The Unilever Group)
Benchmark (^GSPC)

S&P 500

Returns By Period

The Unilever Group had a return of 21.80% year-to-date (YTD) and 15.24% in the last 12 months. Over the past 10 years, The Unilever Group had an annualized return of 5.89%, while the S&P 500 had an annualized return of 10.77%, indicating that The Unilever Group did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date21.80%15.41%
1 month3.31%0.33%
6 months25.18%13.74%
1 year15.24%21.39%
5 years (annualized)2.09%13.11%
10 years (annualized)5.89%10.77%

Monthly Returns

The table below presents the monthly returns of UL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.43%1.48%2.49%3.31%6.48%0.44%21.80%
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%6.18%-5.84%-3.41%3.81%11.67%-0.06%-2.77%
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%
20204.55%-9.09%-6.23%2.57%5.11%1.54%10.20%-0.73%3.52%-7.09%7.44%-1.15%9.04%
20190.67%2.02%8.44%5.34%0.96%1.74%-2.99%5.91%-4.87%0.77%-1.03%-3.90%12.88%
20182.04%-7.85%7.67%0.74%-0.35%0.00%3.13%0.55%-3.34%-3.62%3.35%-3.76%-2.34%
20171.01%16.46%3.92%4.05%9.14%-2.70%5.30%2.89%-0.43%-2.26%0.45%-2.02%40.19%
20162.67%-2.55%5.51%0.09%1.56%5.16%-2.30%0.00%2.02%-11.35%-4.06%1.80%-2.60%
20158.62%1.08%-5.44%5.81%0.75%-2.70%5.52%-10.43%1.17%9.84%-3.60%0.63%9.71%
2014-6.29%7.29%4.27%4.58%1.42%0.76%-4.59%2.84%-4.90%-3.99%5.71%-3.94%1.92%
20135.09%-1.28%6.00%2.56%-2.24%-3.71%0.44%-5.21%1.05%5.21%0.69%1.73%10.07%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UL is 74, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of UL is 7474
UL (The Unilever Group)
The Sharpe Ratio Rank of UL is 7777Sharpe Ratio Rank
The Sortino Ratio Rank of UL is 7575Sortino Ratio Rank
The Omega Ratio Rank of UL is 7171Omega Ratio Rank
The Calmar Ratio Rank of UL is 7777Calmar Ratio Rank
The Martin Ratio Rank of UL is 6767Martin 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.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for The Unilever Group (UL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


UL
Sharpe ratio
The chart of Sharpe ratio for UL, currently valued at 0.93, compared to the broader market-2.00-1.000.001.002.003.000.93
Sortino ratio
The chart of Sortino ratio for UL, currently valued at 1.59, compared to the broader market-4.00-2.000.002.004.001.59
Omega ratio
The chart of Omega ratio for UL, currently valued at 1.19, compared to the broader market0.501.001.502.001.19
Calmar ratio
The chart of Calmar ratio for UL, currently valued at 0.74, compared to the broader market0.001.002.003.004.005.006.000.74
Martin ratio
The chart of Martin ratio for UL, currently valued at 1.93, compared to the broader market-30.00-20.00-10.000.0010.0020.001.93
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-4.00-2.000.002.004.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.001.002.003.004.005.006.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market-30.00-20.00-10.000.0010.0020.006.82

Sharpe Ratio

The current The Unilever Group Sharpe ratio is 0.93. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of The Unilever Group with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
0.93
1.82
UL (The Unilever Group)
Benchmark (^GSPC)

Dividends

Dividend History

The Unilever Group granted a 3.17% dividend yield in the last twelve months. The annual payout for that period amounted to $1.84 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.84$1.86$1.82$2.03$1.85$1.82$1.83$1.56$1.40$1.32$1.51$1.40

Dividend yield

3.17%3.83%3.61%3.77%3.07%3.18%3.49%2.82%3.44%3.06%3.72%3.39%

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
2024$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.91
2023$0.00$0.46$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.45$0.00$1.86
2022$0.00$0.49$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.42$0.00$1.82
2021$0.00$0.51$0.00$0.00$0.52$0.00$0.00$0.50$0.00$0.00$0.50$0.00$2.03
2020$0.00$0.45$0.00$0.00$0.44$0.00$0.00$0.47$0.00$0.48$0.00$0.00$1.85
2019$0.00$0.44$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.45$0.00$0.00$1.82
2018$0.00$0.45$0.00$0.00$0.48$0.00$0.00$0.45$0.00$0.00$0.45$0.00$1.83
2017$0.00$0.34$0.00$0.00$0.38$0.00$0.00$0.41$0.00$0.00$0.42$0.00$1.56
2016$0.00$0.33$0.00$0.36$0.00$0.00$0.00$0.35$0.00$0.35$0.00$0.00$1.40
2015$0.00$0.33$0.00$0.32$0.00$0.00$0.00$0.33$0.00$0.34$0.00$0.00$1.32
2014$0.00$0.37$0.00$0.00$0.39$0.00$0.00$0.38$0.00$0.00$0.36$0.00$1.51
2013$0.32$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.37$0.00$1.40

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.2%
The Unilever Group has a dividend yield of 3.17%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%46.1%
The Unilever Group has a payout ratio of 46.06%, 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.


-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJuly
-0.29%
-2.86%
UL (The Unilever Group)
Benchmark (^GSPC)

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 615 trading sessions.

The current The Unilever Group drawdown is 0.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.55%Dec 31, 2007299Mar 9, 2009615Aug 15, 2011914
-52.89%Jan 7, 1999299Mar 14, 2000983Feb 12, 20041282
-38.79%Jul 17, 198771Oct 26, 1987544Dec 29, 1989615
-31.08%Jun 10, 199871Sep 18, 199875Jan 6, 1999146
-30.13%Sep 5, 2019138Mar 23, 2020136Oct 5, 2020274

Volatility

Volatility Chart

The current The Unilever Group volatility is 3.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%FebruaryMarchAprilMayJuneJuly
3.71%
2.76%
UL (The Unilever Group)
Benchmark (^GSPC)

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

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Unilever Group.


Loading data...

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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