Universal Corporation (UVV)

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Universal Corporation (UVV) is up 6.3% since the beginning of the year. At $54 per share, UVV is trading 11.8% below its 52-week high of $62. Investors who bought $1,000 worth of UVV shares 5 years ago would now be looking at an investment worth $1,268.

Universal Corporation (UVV) has returned 6.32% so far this year and -11.53% over the past 12 months. Over the last ten years, UVV has returned 5.39% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Jan 5, 1988, UVV's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 53% of months were positive and 47% were negative. The best month was May 2018 with a return of +40.6%, while the worst month was Feb 1994 at -23.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, UVV closed higher 48% of trading days. The best single day was May 24, 2018 with a return of +29.7%, while the worst single day was May 28, 2010 at -15.7%.

Universal Corporation has an annualized alpha of 5.82%, beta of 0.57, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since January 06, 1988.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (61.06%) than losses (58.86%) - typical of diversified or defensive assets.
• Beta of 0.57 may look defensive, but with R2 of 0.13 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.13 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UVV ranks 18 for risk / return — in the bottom 18% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Universal Corporation (UVV) and compare them to S&P 500 Index.

Universal Corporation provided a 6.03% dividend yield over the last twelve months, with an annual payout of $3.28 per share. The company has been increasing its dividends for 23 consecutive years.

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.

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.

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 11.65%.

The chart below shows the rolling one-month volatility.

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.

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.