- ISIN
- US9047677045
- CUSIP
- 904767704
- Sector
- Consumer Defensive
- Industry
- Household & Personal Products
- IPO Date
- Jan 4, 1988
Highlights
- Market Cap
- $128.21B
- Enterprise Value
- $160.73B
- EPS (TTM)
- €5.06
- PE Ratio
- 10.01
- PEG Ratio
- 1.96
- Total Revenue (TTM)
- €109.27B
- Gross Profit (TTM)
- €90.89B
- EBITDA (TTM)
- €24.12B
- Year Range
- $54.75 - $74.98
- Target Price
- $65.55
- ROA (TTM)
- 16.78%
- ROE (TTM)
- 76.15%
Share Price Chart
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Performance
UL Performance Chart
The Unilever Group (UL) is down 9.2% since the beginning of the year. At $58 per share, UL is trading 22.1% below its 52-week high of $75. Investors who bought $1,000 worth of UL shares 5 years ago would now be looking at an investment worth $1,039.
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Returns By Period
The Unilever Group (UL) has returned -9.16% so far this year and -13.57% over the past 12 months. Over the last ten years, UL has returned 4.83% per year, falling short of the S&P 500 Index benchmark, which averaged 13.67% annually.
The Unilever Group
- 1D
- 1.11%
- 1M
- 2.06%
- YTD
- -9.16%
- 6M
- -8.88%
- 1Y
- -13.57%
- 3Y*
- 3.44%
- 5Y*
- 0.77%
- 10Y*
- 4.83%
Benchmark (S&P 500 Index)
- 1D
- 1.08%
- 1M
- 2.00%
- YTD
- 9.57%
- 6M
- 10.71%
- 1Y
- 25.41%
- 3Y*
- 19.37%
- 5Y*
- 12.48%
- 10Y*
- 13.67%
UL Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 1988, UL's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.53% | 8.71% | -22.75% | 3.53% | -3.37% | 3.45% | -9.16% | ||||||
| 2025 | 1.20% | -0.54% | 5.21% | 6.72% | 1.31% | -4.18% | -4.48% | 9.09% | -6.20% | 1.54% | 1.54% | -4.15% | 5.96% |
| 2024 | 0.43% | 1.48% | 2.49% | 3.31% | 6.48% | 0.44% | 11.66% | 6.35% | 0.26% | -6.23% | -0.97% | -5.25% | 20.90% |
| 2023 | 1.49% | -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 5.37%, beta of 0.60, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since January 04, 1988.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (61.79%) than losses (52.65%) - 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
- 5.37%
- Beta
- 0.60
- R²
- 0.22
- Upside Capture
- 61.79%
- Downside Capture
- 52.65%
Return for Risk
Risk / Return Rank
UL ranks 17 for risk / return — in the bottom 17% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for The Unilever Group (UL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.68 | ||
| Sortino ratioReturn per unit of downside risk | -3.54 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.37 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 2.81 | -3.35 |
| Martin ratioReturn relative to average drawdown | -1.10 | 12.55 | -13.65 |
Dividends
Dividend History
The Unilever Group provided a 3.90% dividend yield over the last twelve months, with an annual payout of $2.28 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.28 | $2.29 | $2.10 | $2.09 | $2.03 | $2.29 | $2.08 | $2.05 | $2.06 | $1.74 | $1.57 | $1.47 |
Dividend yield | 3.90% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.55 | $0.00 | $0.00 | $0.54 | $0.00 | $1.10 | ||||||
| 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 3.90%, 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 20.35%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.55%Mar 2009 | 1y 2mo | 2y 1mo | 3y 3moDec 2007 - Apr 2011 |
Dot-com crash2000–2002 | -53.06%Mar 2000 | 1y 2mo | 3y 11mo | 5y 1moJan 1999 - Feb 2004 |
1998 bear market1998 | -31.09%Sep 1998 | 3mo 10d | 3mo 20d | 7moJun 1998 - Jan 1999 |
COVID crash2020 | -30.13%Mar 2020 | 6mo 20d | 6mo 16d | 1y 1moSep 2019 - Oct 2020 |
Bear market2022 | -27.68%May 2022 | 1y 6mo | 2y 17d | 3y 6moNov 2020 - Jun 2024 |
Drawdown Indicators
| UL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.55% | -56.78% | +3.23% |
Max Drawdown (1Y)Largest decline over 1 year | -25.09% | -9.10% | -15.99% |
Max Drawdown (3Y)Largest decline over 3 years | -25.09% | -18.90% | -6.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.66% | -25.43% | -0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -30.13% | -33.92% | +3.79% |
Current DrawdownCurrent decline from peak | -20.35% | -1.43% | -18.92% |
Average DrawdownAverage peak-to-trough decline | -10.61% | -10.71% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.37% | 2.03% | +10.34% |
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.
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 10.0. 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 2.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
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 1.1. 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 7.2. 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
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EBITDA | — |
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Net Income | — |
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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