The Unilever Group (UL)
Company Info
US9047677045
904767704
Jan 4, 1988
Highlights
$146.66B
$2.76
21.49
16.02
$60.29B
$25.86B
$11.95B
$45.25 - $65.34
$65.77
0.08%
1.21
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
The Unilever Group had a return of 21.95% year-to-date (YTD) and 22.91% in the last 12 months. Over the past 10 years, The Unilever Group had an annualized return of 6.73%, while the S&P 500 had an annualized return of 11.11%, indicating that The Unilever Group did not perform as well as the benchmark.
UL
21.95%
-2.42%
3.20%
22.91%
3.77%
6.73%
^GSPC (Benchmark)
25.25%
0.08%
9.66%
25.65%
13.17%
11.11%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.43% | 1.48% | 2.49% | 3.31% | 6.48% | 0.44% | 11.66% | 6.35% | 0.26% | -6.23% | -0.97% | 21.95% | |
| 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% | 6.18% | -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% |
| 2020 | 4.55% | -9.09% | -6.23% | 2.57% | 5.11% | 1.54% | 10.20% | -0.73% | 3.52% | -7.09% | 7.44% | -1.15% | 9.04% |
| 2019 | 0.67% | 2.01% | 8.43% | 5.34% | 0.96% | 1.74% | -2.99% | 5.91% | -4.87% | 0.77% | -1.03% | -3.90% | 12.87% |
| 2018 | 2.04% | -7.86% | 7.67% | 0.74% | -0.35% | -0.00% | 3.13% | 0.54% | -3.34% | -3.62% | 3.34% | -3.76% | -2.37% |
| 2017 | 1.01% | 16.44% | 3.92% | 4.05% | 9.13% | -2.70% | 5.30% | 2.88% | -0.43% | -2.26% | 0.44% | -2.02% | 40.13% |
| 2016 | 2.67% | -2.56% | 5.51% | 0.08% | 1.56% | 5.16% | -2.30% | -0.01% | 2.02% | -11.36% | -4.06% | 1.80% | -2.64% |
| 2015 | 8.62% | 1.07% | -5.44% | 5.80% | 0.75% | -2.70% | 5.52% | -10.44% | 1.17% | 9.83% | -3.60% | 0.63% | 9.66% |
| 2014 | -6.29% | 7.29% | 4.27% | 4.58% | 1.41% | 0.76% | -4.59% | 2.83% | -4.90% | -3.99% | 5.69% | -3.94% | 1.88% |
| 2013 | 5.09% | -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
With an overall rank of 85, UL is among the top 15% 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.
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.
Dividends
Dividend History
The Unilever Group provided a 3.26% dividend yield over the last twelve months, with an annual payout of $1.87 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.87 | $1.86 | $1.82 | $2.03 | $1.85 | $1.81 | $1.81 | $1.54 | $1.38 | $1.30 | $1.49 | $1.40 |
Dividend yield | 3.26% | 3.83% | 3.61% | 3.77% | 3.07% | 3.17% | 3.46% | 2.79% | 3.40% | 3.02% | 3.69% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $1.81 |
| 2018 | $0.00 | $0.44 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.44 | $0.00 | $1.81 |
| 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 | $1.54 |
| 2016 | $0.00 | $0.32 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.35 | $0.00 | $0.00 | $1.38 |
| 2015 | $0.00 | $0.33 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.34 | $0.00 | $0.00 | $1.30 |
| 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 | $1.49 |
| 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
Payout Ratio
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.
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 12.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.55% | Dec 31, 2007 | 299 | Mar 9, 2009 | 615 | Aug 15, 2011 | 914 |
| -52.89% | Jan 7, 1999 | 299 | Mar 14, 2000 | 983 | Feb 12, 2004 | 1282 |
| -31.08% | Jun 10, 1998 | 71 | Sep 18, 1998 | 75 | Jan 6, 1999 | 146 |
| -30.13% | Sep 5, 2019 | 138 | Mar 23, 2020 | 136 | Oct 5, 2020 | 274 |
| -27.68% | Nov 12, 2020 | 382 | May 19, 2022 | 512 | Jun 4, 2024 | 894 |
Volatility
Volatility Chart
The current The Unilever Group volatility is 3.82%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of The Unilever Group compared to its peers in the Household & Personal Products industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for UL in comparison to other companies of the Household & Personal Products industry. Currently, UL has a PE value of 21.5. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for UL in comparison to other companies of the Household & Personal Products industry. Currently, UL has a PEG value of 16.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Unilever Group.
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Income Statement
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Gross Profit | — |
Operating Expenses | |
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Depreciation And Amortization | — |
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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 | — |