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

Company Info

ISINUS9134561094
CUSIP913456109
SectorConsumer Defensive
IndustryTobacco
IPO DateJan 5, 1988

Highlights

Market Cap$1.31B
EPS (TTM)$4.87
PE Ratio10.86
Total Revenue (TTM)$2.19B
Gross Profit (TTM)$411.53M
EBITDA (TTM)$216.98M
Year Range$43.73 - $63.77
Target Price$59.00
Short %2.25%
Short Ratio2.60

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: UVV vs. BTI, UVV vs. MO, UVV vs. SCHD, UVV vs. VOO, UVV vs. VXF, UVV vs. LEG, UVV vs. SPY, UVV vs. DIS, UVV vs. AMD, UVV vs. EXPD

Performance

Performance Chart

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


-15.00%-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
3.46%
12.76%
UVV (Universal Corporation)
Benchmark (^GSPC)

Returns By Period

Universal Corporation had a return of -15.30% year-to-date (YTD) and 7.40% in the last 12 months. Over the past 10 years, Universal Corporation had an annualized return of 8.59%, while the S&P 500 had an annualized return of 11.39%, indicating that Universal Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-15.30%25.48%
1 month7.28%2.14%
6 months3.46%12.76%
1 year7.40%33.14%
5 years (annualized)7.39%13.96%
10 years (annualized)8.59%11.39%

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
2024-12.85%-17.15%7.73%1.05%-6.75%0.48%12.76%1.65%-2.19%-2.59%-15.30%
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%2.97%-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%0.17%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%
201310.01%2.59%0.45%3.63%1.88%-1.33%6.89%-20.03%3.90%5.17%-1.64%4.68%13.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UVV is 47, 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.


The Risk-Adjusted Performance Rank of UVV is 4747
Combined Rank
The Sharpe Ratio Rank of UVV is 5252Sharpe Ratio Rank
The Sortino Ratio Rank of UVV is 4242Sortino Ratio Rank
The Omega Ratio Rank of UVV is 4444Omega Ratio Rank
The Calmar Ratio Rank of UVV is 5454Calmar Ratio Rank
The Martin Ratio Rank of UVV is 4646Martin 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.


UVV
Sharpe ratio
The chart of Sharpe ratio for UVV, currently valued at 0.34, compared to the broader market-4.00-2.000.002.004.000.34
Sortino ratio
The chart of Sortino ratio for UVV, currently valued at 0.61, compared to the broader market-4.00-2.000.002.004.006.000.61
Omega ratio
The chart of Omega ratio for UVV, currently valued at 1.09, compared to the broader market0.501.001.502.001.09
Calmar ratio
The chart of Calmar ratio for UVV, currently valued at 0.31, compared to the broader market0.002.004.006.000.31
Martin ratio
The chart of Martin ratio for UVV, currently valued at 0.46, compared to the broader market0.0010.0020.0030.000.46
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current Universal Corporation Sharpe ratio is 0.34. 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 Corporation 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 Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
0.34
2.91
UVV (Universal Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Universal Corporation provided a 6.00% dividend yield over the last twelve months, with an annual payout of $3.22 per share. The company has been increasing its dividends for 32 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$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.22$3.18$3.14$3.10$3.06$3.02$2.60$2.16$2.12$2.08$2.04$2.00

Dividend yield

6.00%4.72%5.95%5.64%6.30%5.29%4.80%4.11%3.33%3.71%4.64%3.66%

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
2024$0.80$0.00$0.00$0.80$0.00$0.00$0.81$0.00$0.00$0.81$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
2013$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$2.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.0%
Universal Corporation has a dividend yield of 6.00%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%85.4%
Universal Corporation has a payout ratio of 85.40%, 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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-15.30%
-0.27%
UVV (Universal Corporation)
Benchmark (^GSPC)

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 15.30%.


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
-45.69%Feb 9, 2017784Mar 23, 2020543May 17, 20221327
-44.98%Jan 4, 1993325Apr 14, 1994656Nov 15, 1996981
-40.4%Oct 10, 1989291Dec 3, 1990141Jun 25, 1991432

Volatility

Volatility Chart

The current Universal Corporation volatility is 7.08%, 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%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
7.08%
3.75%
UVV (Universal Corporation)
Benchmark (^GSPC)

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

Valuation

The Valuation section provides an assessment of the market value of Universal Corporation compared to its peers in the Tobacco industry.


PE Ratio
5.010.015.020.025.030.010.9
The chart displays the price to earnings (P/E) ratio for UVV in comparison to other companies of the Tobacco industry. Currently, UVV has a PE value of 10.9. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.00.0
The chart displays the price to earnings to growth (PEG) ratio for UVV in comparison to other companies of the Tobacco industry. Currently, UVV has a PEG value of 0.0. This PEG value is considered to be low compared to the rest of the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Universal Corporation.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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