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Universal Corporation (UVV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9134561094

CUSIP

913456109

Industry

Tobacco

IPO Date

Jan 5, 1988

Highlights

Market Cap

$1.48B

EPS (TTM)

$4.99

PE Ratio

11.89

Total Revenue (TTM)

$3.18B

Gross Profit (TTM)

$625.65M

EBITDA (TTM)

$150.53M

Year Range

$42.36 - $60.19

Target Price

$59.00

Short %

3.85%

Short Ratio

2.90

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.


Performance

Performance Chart


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S&P 500

Returns By Period

Universal Corporation (UVV) returned 11.77% year-to-date (YTD) and 35.23% over the past 12 months. Over the past 10 years, UVV returned 6.82% annually, underperforming the S&P 500 benchmark at 10.84%.


UVV

YTD

11.77%

1M

1.99%

6M

8.22%

1Y

35.23%

3Y*

4.08%

5Y*

12.86%

10Y*

6.82%

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.55%0.92%4.55%5.58%1.90%11.77%
2024-12.85%-17.15%7.73%1.05%-6.75%0.48%12.76%1.65%-2.19%-2.59%12.18%-3.99%-13.39%
20234.51%-6.95%4.55%5.35%-6.08%-3.12%2.89%-5.83%-0.86%-3.03%25.02%19.66%35.79%
20220.48%-0.59%7.32%0.93%10.08%-4.99%-6.34%-8.71%-9.80%11.80%12.45%-7.20%1.82%
2021-4.29%10.79%16.08%-3.43%-0.34%1.66%-7.14%-2.99%-4.49%-1.23%-0.91%17.93%19.59%
2020-5.62%-7.15%-10.42%11.26%-8.91%-3.52%1.07%2.96%-3.52%-3.17%14.20%6.81%-8.96%
20198.04%2.84%-2.88%-5.34%4.94%7.52%-0.89%-15.87%9.49%1.38%-4.71%9.27%11.08%
2018-7.60%2.40%-1.32%-1.91%40.60%-0.15%5.76%-13.46%8.70%5.62%-6.57%-14.59%7.79%
20177.57%-0.44%4.51%4.62%-9.60%-2.56%-0.32%-10.56%0.18%1.04%-6.97%-1.59%-14.79%
2016-1.45%-0.46%4.28%-3.07%0.27%5.56%3.67%1.45%-3.24%-6.04%1.57%15.80%18.04%
2015-7.50%19.30%-1.57%0.83%9.48%11.32%0.44%-13.74%0.73%10.06%4.68%-0.81%33.14%
2014-5.11%12.33%-3.05%-1.43%-1.87%3.36%-5.31%1.60%-15.86%1.41%-10.13%9.98%-16.19%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 90, UVV is among the top 10% 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.


The Risk-Adjusted Performance Rank of UVV is 9090
Overall Rank
The Sharpe Ratio Rank of UVV is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of UVV is 9191
Sortino Ratio Rank
The Omega Ratio Rank of UVV is 8888
Omega Ratio Rank
The Calmar Ratio Rank of UVV is 8787
Calmar Ratio Rank
The Martin Ratio Rank of UVV is 9191
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 Corporation (UVV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Universal Corporation Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.56
  • 5-Year: 0.51
  • 10-Year: 0.24
  • All Time: 0.29

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Universal Corporation compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Universal Corporation provided a 5.46% dividend yield over the last twelve months, with an annual payout of $3.24 per share. The company has been increasing its dividends for 33 consecutive years, earning it the status of a dividend aristocrat.


3.00%3.50%4.00%4.50%5.00%5.50%6.00%6.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.24$3.22$3.18$3.14$3.10$3.06$3.02$2.60$2.16$2.12$2.08$2.04

Dividend yield

5.46%5.87%4.72%5.95%5.64%6.30%5.29%4.80%4.11%3.33%3.71%4.64%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.81$0.00$0.00$0.81$0.00$1.62
2024$0.80$0.00$0.00$0.80$0.00$0.00$0.81$0.00$0.00$0.81$0.00$0.00$3.22
2023$0.79$0.00$0.00$0.79$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$3.18
2022$0.78$0.00$0.00$0.78$0.00$0.00$0.79$0.00$0.00$0.79$0.00$0.00$3.14
2021$0.77$0.00$0.00$0.77$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$3.10
2020$0.76$0.00$0.00$0.76$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$3.06
2019$0.75$0.00$0.00$0.75$0.00$0.00$0.76$0.00$0.00$0.76$0.00$0.00$3.02
2018$0.55$0.00$0.00$0.55$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$2.60
2017$0.54$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$2.16
2016$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$2.12
2015$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$2.08
2014$0.51$0.00$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.51$0.00$0.00$2.04

Dividend Yield & Payout


Dividend Yield

Universal Corporation has a dividend yield of 5.46%, which is quite average when compared to the overall market.

Payout Ratio

Universal Corporation has a payout ratio of 95.04%, 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Universal Corporation. 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 Corporation was 69.75%, occurring on Mar 28, 2000. Recovery took 352 trading sessions.

The current Universal Corporation drawdown is 3.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.75%Feb 27, 1998526Mar 28, 2000352Aug 20, 2001878
-59.87%Mar 26, 2008241Mar 9, 2009977Jan 24, 20131218
-45.68%Feb 9, 2017783Mar 23, 2020543May 17, 20221326
-44.98%Jan 4, 1993356May 31, 1994625Nov 15, 1996981
-40.4%Oct 10, 1989291Dec 3, 1990141Jun 25, 1991432
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Universal Corporation, comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.


0.000.501.001.502.00AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
2.37
1.59
Actual
Estimate

Valuation

The Valuation section provides an overview of how Universal Corporation is priced in the market compared to other companies in the Tobacco industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for UVV, comparing it with other companies in the Tobacco industry. Currently, UVV has a P/E ratio of 11.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for UVV compared to other companies in the Tobacco industry. UVV currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for UVV relative to other companies in the Tobacco industry. Currently, UVV has a P/S ratio of 0.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for UVV in comparison with other companies in the Tobacco industry. Currently, UVV has a P/B value of 1.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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