Unilever PLC (UNA.AS)
Company Info
| ISIN | GB00B10RZP78 |
|---|---|
| Sector | Consumer Defensive |
| Industry | Household & Personal Products |
Highlights
| Market Cap | €126.32B |
|---|---|
| EPS | €2.56 |
| PE Ratio | 19.70 |
| PEG Ratio | 14.41 |
| Revenue (TTM) | €59.60B |
| Gross Profit (TTM) | €24.17B |
| EBITDA (TTM) | €11.06B |
| Year Range | €42.22 - €50.48 |
| Target Price | €51.42 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Unilever PLC, 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
Unilever PLC had a return of 17.01% year-to-date (YTD) and 6.33% in the last 12 months. Over the past 10 years, Unilever PLC had an annualized return of 8.10%, while the S&P 500 had an annualized return of 10.99%, indicating that Unilever PLC did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 17.01% | 11.18% |
| 1 month | 15.92% | 5.60% |
| 6 months | 17.78% | 17.48% |
| 1 year | 6.33% | 26.33% |
| 5 years (annualized) | 1.99% | 13.16% |
| 10 years (annualized) | 8.10% | 10.99% |
Monthly Returns
The table below presents the monthly returns of UNA.AS, 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 | 2.99% | 1.12% | 2.78% | 4.26% | 17.01% | ||||||||
| 2023 | -0.61% | 2.22% | 1.04% | 5.91% | -6.55% | 1.96% | 2.53% | -2.60% | -0.72% | -4.78% | -1.14% | 0.32% | -3.01% |
| 2022 | -3.56% | -0.58% | -8.40% | 8.12% | 2.23% | -3.31% | 9.96% | -3.77% | -0.46% | 2.20% | 4.84% | -2.36% | 3.41% |
| 2021 | -3.36% | -9.25% | 10.51% | 2.10% | 1.26% | 1.22% | -1.57% | -2.11% | -1.06% | -0.72% | -1.02% | 3.61% | -1.55% |
| 2020 | 2.87% | -8.97% | -5.90% | 1.73% | 2.93% | 1.63% | 5.99% | -2.34% | 6.16% | -4.94% | 4.68% | -2.47% | 0.00% |
| 2019 | -1.90% | 2.74% | 8.86% | 4.65% | 0.40% | -0.74% | -2.00% | 8.73% | -2.29% | -3.24% | 1.61% | -4.78% | 11.54% |
| 2018 | -1.33% | -6.75% | 7.42% | 2.16% | 1.91% | -0.63% | 3.16% | 1.21% | -2.64% | -0.42% | 3.14% | -2.87% | 3.70% |
| 2017 | -4.01% | 19.56% | 4.26% | 3.34% | 6.90% | -4.58% | 1.05% | 2.85% | -0.26% | -0.08% | -2.01% | -2.62% | 24.67% |
| 2016 | -0.15% | -2.08% | -0.19% | -1.48% | 5.47% | 1.98% | 1.04% | -0.82% | -0.22% | -6.38% | -0.71% | 2.95% | -1.04% |
| 2015 | 19.04% | 1.56% | 0.31% | 0.56% | -0.67% | -3.43% | 8.80% | -11.90% | 0.91% | 14.77% | 1.34% | -1.76% | 29.28% |
| 2014 | -5.23% | 4.38% | 4.26% | 2.23% | 5.81% | 0.22% | -2.09% | 1.93% | -0.41% | -1.54% | 6.83% | -1.34% | 15.32% |
| 2013 | 3.52% | 0.94% | 7.15% | 0.36% | -0.94% | -3.82% | 0.68% | -5.41% | 0.89% | 1.43% | 0.25% | 0.86% | 5.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UNA.AS is 60, 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.
UNA.AS (Unilever PLC)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Unilever PLC (UNA.AS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Unilever PLC granted a 3.39% dividend yield in the last twelve months. The annual payout for that period amounted to €1.71 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €1.71 | €1.71 | €1.71 | €1.71 | €1.64 | €1.62 | €1.52 | €1.40 | €1.26 | €1.19 | €1.12 | €1.05 |
Dividend yield | 3.39% | 3.89% | 3.64% | 3.63% | 3.31% | 3.16% | 3.21% | 2.95% | 3.23% | 2.92% | 3.46% | 3.59% |
Monthly Dividends
The table displays the monthly dividend distributions for Unilever PLC. 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 | €0.43 | €0.00 | €0.00 | €0.43 | €0.85 | |||||||
| 2023 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €1.71 |
| 2022 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €1.71 |
| 2021 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €0.00 | €0.43 | €0.00 | €1.71 |
| 2020 | €0.00 | €0.41 | €0.00 | €0.00 | €0.41 | €0.00 | €0.00 | €0.41 | €0.00 | €0.41 | €0.00 | €0.00 | €1.64 |
| 2019 | €0.00 | €0.39 | €0.00 | €0.00 | €0.41 | €0.00 | €0.00 | €0.41 | €0.00 | €0.41 | €0.00 | €0.00 | €1.62 |
| 2018 | €0.00 | €0.36 | €0.00 | €0.00 | €0.39 | €0.00 | €0.00 | €0.39 | €0.00 | €0.00 | €0.39 | €0.00 | €1.52 |
| 2017 | €0.00 | €0.32 | €0.00 | €0.00 | €0.36 | €0.00 | €0.00 | €0.36 | €0.00 | €0.00 | €0.36 | €0.00 | €1.40 |
| 2016 | €0.00 | €0.30 | €0.00 | €0.32 | €0.00 | €0.00 | €0.00 | €0.32 | €0.00 | €0.32 | €0.00 | €0.00 | €1.26 |
| 2015 | €0.00 | €0.29 | €0.00 | €0.30 | €0.00 | €0.00 | €0.00 | €0.30 | €0.00 | €0.30 | €0.00 | €0.00 | €1.19 |
| 2014 | €0.00 | €0.27 | €0.00 | €0.00 | €0.29 | €0.00 | €0.00 | €0.29 | €0.00 | €0.00 | €0.29 | €0.00 | €1.12 |
| 2013 | €0.24 | €0.00 | €0.00 | €0.27 | €0.00 | €0.00 | €0.27 | €0.00 | €0.00 | €0.27 | €0.00 | €1.05 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Unilever PLC. 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 Unilever PLC was 52.44%, occurring on Mar 19, 2009. Recovery took 862 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.44% | Jan 20, 1999 | 2582 | Mar 19, 2009 | 862 | Jul 26, 2012 | 3444 |
| -32.03% | Jun 9, 1998 | 75 | Sep 21, 1998 | 69 | Dec 28, 1998 | 144 |
| -28.93% | Sep 5, 2019 | 135 | Mar 16, 2020 | 1063 | May 8, 2024 | 1198 |
| -20.83% | Aug 7, 2015 | 35 | Sep 24, 2015 | 44 | Nov 25, 2015 | 79 |
| -18.02% | Oct 19, 2017 | 94 | Mar 2, 2018 | 263 | Mar 14, 2019 | 357 |
Volatility
Volatility Chart
The current Unilever PLC volatility is 5.97%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |