Unilever PLC (UNA.AS)
Company Info
Highlights
€135.46B
€2.63
20.81
15.89
€29.05B
€11.83B
€5.52B
€41.56 - €59.19
€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 28.59% year-to-date (YTD) and 29.43% in the last 12 months. Over the past 10 years, Unilever PLC had an annualized return of 8.74%, while the S&P 500 had an annualized return of 11.10%, indicating that Unilever PLC did not perform as well as the benchmark.
UNA.AS
28.59%
-5.21%
10.55%
29.43%
4.02%
8.74%
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
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% | 4.31% | 2.23% | 10.45% | 3.63% | -0.03% | -3.44% | 28.59% | ||
| 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 risk-adjusted rank of UNA.AS is 84, placing it in the top 16% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 provided a 3.18% dividend yield over the last twelve months, with an annual payout of €1.73 per share. The company has been increasing its dividends for 11 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €1.73 | €1.71 | €1.71 | €1.71 | €1.64 | €1.62 | €1.52 | €1.40 | €1.26 | €1.19 | €1.12 | €1.05 |
Dividend yield | 3.18% | 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 | €0.00 | €0.00 | €0.44 | €0.00 | €0.00 | €0.44 | €1.73 | |
| 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 92.87%, occurring on Mar 19, 2009. The portfolio has not yet recovered.
The current Unilever PLC drawdown is 54.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -92.87% | Jan 20, 1999 | 2582 | Mar 19, 2009 | — | — | — |
| -32.03% | Jun 9, 1998 | 75 | Sep 21, 1998 | 69 | Dec 28, 1998 | 144 |
| -17.76% | Apr 2, 1993 | 53 | Jul 26, 1993 | 93 | Dec 23, 1993 | 146 |
| -15.37% | Feb 8, 1994 | 87 | Jun 28, 1994 | 67 | Oct 31, 1994 | 154 |
| -14.7% | Aug 11, 1997 | 56 | Oct 28, 1997 | 15 | Nov 18, 1997 | 71 |
Volatility
Volatility Chart
The current Unilever PLC volatility is 5.04%, 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 Unilever PLC compared to its peers in the Household & Personal Products industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for UNA.AS in comparison to other companies of the Household & Personal Products industry. Currently, UNA.AS has a PE value of 20.8. 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 UNA.AS in comparison to other companies of the Household & Personal Products industry. Currently, UNA.AS has a PEG value of 15.9. 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 Unilever PLC.
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Income Statement
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