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Universal Music Group N.V (UNVGY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

Sector

Communication Services

Highlights

Market Cap

$53.90B

EPS (TTM)

$0.44

PE Ratio

33.36

PEG Ratio

2.75

Total Revenue (TTM)

$5.53B

Gross Profit (TTM)

$2.41B

EBITDA (TTM)

$1.07B

Year Range

$11.17 - $15.67

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:
UNVGY vs. VOO
Popular comparisons:
UNVGY vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Universal Music Group N.V, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
17.31%
9.81%
UNVGY (Universal Music Group N.V)
Benchmark (^GSPC)

Returns By Period

Universal Music Group N.V had a return of 15.60% year-to-date (YTD) and 3.28% in the last 12 months.


UNVGY

YTD

15.60%

1M

14.96%

6M

17.31%

1Y

3.28%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.01%15.60%
20243.01%2.12%0.12%-2.59%6.51%-4.20%-20.18%9.97%-0.77%-0.17%-5.88%6.24%-8.97%
20235.83%-7.17%6.87%-13.49%-8.08%12.85%15.39%-3.93%5.25%-5.38%7.96%8.59%21.95%
2022-10.79%-4.84%12.46%-10.40%-4.85%-9.37%11.53%-13.06%-4.59%7.42%21.19%1.87%-9.50%
2021-6.21%-4.14%-10.09%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UNVGY is 47, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UNVGY is 4747
Overall Rank
The Sharpe Ratio Rank of UNVGY is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of UNVGY is 4242
Sortino Ratio Rank
The Omega Ratio Rank of UNVGY is 4343
Omega Ratio Rank
The Calmar Ratio Rank of UNVGY is 5353
Calmar Ratio Rank
The Martin Ratio Rank of UNVGY is 4949
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 Universal Music Group N.V (UNVGY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for UNVGY, currently valued at 0.12, compared to the broader market-2.000.002.000.121.74
The chart of Sortino ratio for UNVGY, currently valued at 0.36, compared to the broader market-4.00-2.000.002.004.006.000.362.36
The chart of Omega ratio for UNVGY, currently valued at 1.05, compared to the broader market0.501.001.502.001.051.32
The chart of Calmar ratio for UNVGY, currently valued at 0.13, compared to the broader market0.002.004.006.000.132.62
The chart of Martin ratio for UNVGY, currently valued at 0.25, compared to the broader market-10.000.0010.0020.0030.000.2510.69
UNVGY
^GSPC

The current Universal Music Group N.V Sharpe ratio is 0.12. 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 Universal Music Group N.V 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 Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.12
1.74
UNVGY (Universal Music Group N.V)
Benchmark (^GSPC)

Dividends

Dividend History

Universal Music Group N.V provided a 1.86% dividend yield over the last twelve months, with an annual payout of $0.27 per share.


2.00%2.50%3.00%3.50%4.00%$0.00$0.10$0.20$0.30$0.40$0.50202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$0.27$0.27$0.27$0.47

Dividend yield

1.86%2.15%1.89%3.88%

Monthly Dividends

The table displays the monthly dividend distributions for Universal Music Group N.V. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.27
2023$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.27
2022$0.11$0.00$0.00$0.00$0.00$0.36$0.00$0.00$0.47

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%1.9%
Universal Music Group N.V has a dividend yield of 1.86%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%60.9%
Universal Music Group N.V has a payout ratio of 60.86%, which is quite average when compared to the overall market. This suggests that Universal Music Group N.V 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.73%
-0.43%
UNVGY (Universal Music Group N.V)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Universal Music Group N.V. 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 Universal Music Group N.V was 46.00%, occurring on Oct 11, 2022. Recovery took 322 trading sessions.

The current Universal Music Group N.V drawdown is 4.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46%Nov 15, 2021228Oct 11, 2022322Jan 25, 2024550
-26.97%Jun 4, 202438Jul 29, 2024
-7.99%Apr 4, 202411Apr 18, 202411May 3, 202422
-5.71%Jan 31, 202419Feb 27, 202425Apr 3, 202444
-4.52%May 9, 20242May 10, 20248May 22, 202410

Volatility

Volatility Chart

The current Universal Music Group N.V volatility is 9.49%, 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.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
9.49%
3.01%
UNVGY (Universal Music Group N.V)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Universal Music Group N.V 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 Universal Music Group N.V compared to its peers in the Entertainment industry.


PE Ratio
50.0100.0150.0200.0250.033.4
The chart displays the price to earnings (P/E) ratio for UNVGY in comparison to other companies of the Entertainment industry. Currently, UNVGY has a PE value of 33.4. This PE ratio falls in the average range for the industry.
PEG Ratio
0.0100.0200.0300.0400.0500.02.7
The chart displays the price to earnings to growth (PEG) ratio for UNVGY in comparison to other companies of the Entertainment industry. Currently, UNVGY has a PEG value of 2.7. 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 Universal Music Group N.V.


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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