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Unilever Plc (UNVB.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Unilever Plc (UNVB.DE)

Equity · Currency in EUR · Last updated Nov 12, 2024

Company Info

ISINGB00B10RZP78
SectorConsumer Defensive
IndustryHousehold & Personal Products

Highlights

Market Cap€135.16B
EPS (TTM)€2.63
PE Ratio20.76
PEG Ratio16.07
Total Revenue (TTM)€45.71B
Gross Profit (TTM)€12.66B
EBITDA (TTM)€9.43B
Year Range€41.78 - €59.26

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.

Popular comparisons: UNVB.DE vs. CPA.DE, UNVB.DE vs. KO, UNVB.DE vs. SPY, UNVB.DE vs. VOO, UNVB.DE vs. SXR8.DE, UNVB.DE vs. NSRGY

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.

0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
11.59%
16.15%
UNVB.DE (Unilever Plc)
Benchmark (^GSPC)

Returns By Period

Unilever Plc had a return of 28.18% year-to-date (YTD) and 25.09% in the last 12 months.

PeriodReturnBenchmark
Year-To-Date28.18%25.82%
1 month-4.14%3.20%
6 months11.03%14.94%
1 year25.09%35.92%
5 years (annualized)N/A14.22%
10 years (annualized)N/A11.43%

Monthly Returns

The table below presents the monthly returns of UNVB.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.40%0.42%3.22%4.28%3.93%1.91%10.53%3.76%-0.03%-3.06%28.18%
2023-0.98%1.95%0.89%6.41%-6.78%1.43%2.58%-2.77%0.04%-4.74%-1.38%-0.05%-3.99%
2022-4.29%-0.11%-8.28%7.70%1.75%-2.79%10.24%-4.51%-0.83%2.33%5.40%-2.25%2.80%
2021-2.33%-9.34%10.38%2.25%0.83%1.33%-1.92%-2.34%-1.31%-0.09%-0.50%3.26%-0.90%
20204.81%-10.26%-3.61%2.66%1.70%2.56%2.64%-1.56%5.18%-6.11%5.39%-4.94%-2.96%
2019-6.32%-6.32%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of UNVB.DE 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.

The Risk-Adjusted Performance Rank of UNVB.DE is 8484
Combined Rank
The Sharpe Ratio Rank of UNVB.DE is 8383Sharpe Ratio Rank
The Sortino Ratio Rank of UNVB.DE is 8484Sortino Ratio Rank
The Omega Ratio Rank of UNVB.DE is 7979Omega Ratio Rank
The Calmar Ratio Rank of UNVB.DE is 8787Calmar Ratio Rank
The Martin Ratio Rank of UNVB.DE is 8686Martin 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 Unilever Plc (UNVB.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

UNVB.DE
Sharpe ratio
The chart of Sharpe ratio for UNVB.DE, currently valued at 1.70, compared to the broader market-4.00-2.000.002.004.001.70
Sortino ratio
The chart of Sortino ratio for UNVB.DE, currently valued at 2.73, compared to the broader market-4.00-2.000.002.004.006.002.73
Omega ratio
The chart of Omega ratio for UNVB.DE, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for UNVB.DE, currently valued at 2.05, compared to the broader market0.002.004.006.002.05
Martin ratio
The chart of Martin ratio for UNVB.DE, currently valued at 9.82, compared to the broader market0.0010.0020.0030.009.82
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.08, compared to the broader market-4.00-2.000.002.004.003.08
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.10, compared to the broader market-4.00-2.000.002.004.006.004.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.58, compared to the broader market0.501.001.502.001.58
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.48, compared to the broader market0.002.004.006.004.48
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 20.05, compared to the broader market0.0010.0020.0030.0020.05

Sharpe Ratio

The current Unilever Plc Sharpe ratio is 1.70. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Unilever Plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
1.70
2.97
UNVB.DE (Unilever Plc)
Benchmark (^GSPC)

Dividends

Dividend History

Unilever Plc provided a 3.94% dividend yield over the last twelve months, with an annual payout of €2.15 per share.

3.40%3.50%3.60%3.70%3.80%3.90%€0.00€0.50€1.00€1.502020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020
Dividend€2.15€1.72€1.71€1.72€1.65

Dividend yield

3.94%3.93%3.63%3.63%3.35%

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.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.43€0.00€0.00€0.43€0.00€0.00€0.43€0.00€0.00€0.44€1.73
2023€0.00€0.43€0.00€0.00€0.44€0.00€0.00€0.43€0.00€0.00€0.42€0.00€1.72
2022€0.00€0.43€0.00€0.00€0.42€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€0.42€0.00€1.72
2020€0.41€0.00€0.00€0.41€0.00€0.00€0.41€0.00€0.41€0.00€0.00€1.65

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%3.9%
Unilever Plc has a dividend yield of 3.94%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%118.4%
Unilever Plc has a payout ratio of 118.39%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.

-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-7.87%
0
UNVB.DE (Unilever Plc)
Benchmark (^GSPC)

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 26.64%, occurring on Mar 16, 2020. Recovery took 1058 trading sessions.

The current Unilever Plc drawdown is 7.87%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.64%Feb 19, 202019Mar 16, 20201058May 9, 20241077
-9.13%Dec 16, 201913Jan 8, 202023Feb 10, 202036
-7.87%Sep 10, 202445Nov 11, 2024———
-3.59%Jun 19, 202411Jul 3, 20247Jul 12, 202418
-2.74%Aug 5, 20241Aug 5, 202413Aug 22, 202414

Volatility

Volatility Chart

The current Unilever Plc volatility is 5.08%, 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.

2.00%3.00%4.00%5.00%6.00%7.00%JuneJulyAugustSeptemberOctoberNovember
5.08%
5.51%
UNVB.DE (Unilever Plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Unilever Plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

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
50.0100.0150.0200.0250.0300.020.8
The chart displays the price to earnings (P/E) ratio for UNVB.DE in comparison to other companies of the Household & Personal Products industry. Currently, UNVB.DE has a PE value of 20.8. This PE ratio falls in the average range for the industry.
PEG Ratio
10.020.030.040.016.1
The chart displays the price to earnings to growth (PEG) ratio for UNVB.DE in comparison to other companies of the Household & Personal Products industry. Currently, UNVB.DE has a PEG value of 16.1. 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

Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly
TTM
Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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Depreciation And Amortization

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBITDA

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Interest Income

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Interest Expense

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Net Interest Income

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Values in undefined except per share items