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The Unilever Group (UL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9047677045

CUSIP

904767704

IPO Date

Jan 4, 1988

Highlights

Market Cap

$153.47B

EPS (TTM)

$2.59

PE Ratio

24.13

PEG Ratio

3.03

Total Revenue (TTM)

$60.76B

Gross Profit (TTM)

$60.76B

EBITDA (TTM)

$13.01B

Year Range

$52.09 - $65.66

Target Price

$65.58

Short %

0.08%

Short Ratio

0.58

Share Price Chart


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Compare to other instruments

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


Performance

Performance Chart


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Returns By Period

The Unilever Group (UL) returned 9.26% year-to-date (YTD) and 18.61% over the past 12 months. Over the past 10 years, UL returned 6.62% annually, underperforming the S&P 500 benchmark at 10.69%.


UL

YTD

9.26%

1M

-0.76%

6M

6.39%

1Y

18.61%

5Y*

7.23%

10Y*

6.62%

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

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
20251.20%-0.54%5.21%6.72%-3.32%9.26%
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%6.18%-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%-4.88%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%4.26%4.58%1.42%0.76%-4.59%2.84%-4.90%-3.99%5.71%-3.94%1.92%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 82, UL is among the top 18% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UL is 8282
Overall Rank
The Sharpe Ratio Rank of UL is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of UL is 8080
Sortino Ratio Rank
The Omega Ratio Rank of UL is 8080
Omega Ratio Rank
The Calmar Ratio Rank of UL is 8888
Calmar Ratio Rank
The Martin Ratio Rank of UL is 7777
Martin 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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

The Unilever Group Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 1.00
  • 5-Year: 0.35
  • 10-Year: 0.31
  • All Time: 0.45

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of The Unilever Group compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

The Unilever Group provided a 3.05% dividend yield over the last twelve months, with an annual payout of $1.88 per share. The company has been increasing its dividends for 2 consecutive years.


2.80%3.00%3.20%3.40%3.60%3.80%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.88$1.87$1.86$1.82$2.03$1.85$1.82$1.83$1.56$1.40$1.32$1.51

Dividend yield

3.05%3.29%3.83%3.61%3.77%3.07%3.18%3.49%2.82%3.44%3.06%3.72%

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
2025$0.00$0.47$0.00$0.00$0.00$0.47
2024$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.87
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$0.37$0.00$0.00$0.39$0.00$0.00$0.38$0.00$0.00$0.36$0.00$1.51

Dividend Yield & Payout


Dividend Yield

The Unilever Group has a dividend yield of 3.05%, which is quite average when compared to the overall market.

Payout Ratio

The Unilever Group has a payout ratio of 75.30%, 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 615 trading sessions.

The current The Unilever Group drawdown is 6.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.55%Dec 31, 2007299Mar 9, 2009615Aug 15, 2011914
-46.45%Jan 7, 1999299Mar 14, 2000541May 13, 2002840
-31.08%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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of The Unilever Group, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 92.6% positive surprise.


0.000.501.001.502.002.50AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober
2.60
1.35
Actual
Estimate

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 24.1. 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 3.0. 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 2.5. 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 6.8. 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