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

Company Info

ISINUS9134561094
CUSIP913456109
SectorConsumer Defensive
IndustryTobacco

Highlights

Market Cap$1.27B
EPS$5.32
PE Ratio9.72
Revenue (TTM)$2.67B
Gross Profit (TTM)$422.22M
EBITDA (TTM)$268.03M
Year Range$43.86 - $66.97
Target Price$59.00
Short %5.50%
Short Ratio2.17

Share Price Chart


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Compare to other instruments

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Universal Corporation

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


0.00%10.00%20.00%30.00%40.00%NovemberDecember2024FebruaryMarchApril
9.07%
16.40%
UVV (Universal Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Universal Corporation had a return of -24.56% year-to-date (YTD) and -3.93% in the last 12 months. Over the past 10 years, Universal Corporation had an annualized return of 4.40%, while the S&P 500 had an annualized return of 10.43%, indicating that Universal Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-24.56%5.29%
1 month-1.84%-2.47%
6 months9.07%16.40%
1 year-3.93%20.88%
5 years (annualized)5.27%11.60%
10 years (annualized)4.40%10.43%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-12.85%-17.15%7.73%
2023-0.86%-3.03%25.02%19.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UVV is 43, suggesting that the investment has average results relative to the market 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 4343
Universal Corporation(UVV)
The Sharpe Ratio Rank of UVV is 4545Sharpe Ratio Rank
The Sortino Ratio Rank of UVV is 3939Sortino Ratio Rank
The Omega Ratio Rank of UVV is 3939Omega Ratio Rank
The Calmar Ratio Rank of UVV is 4545Calmar Ratio Rank
The Martin Ratio Rank of UVV is 4747Martin 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 -0.14, compared to the broader market-2.00-1.000.001.002.003.00-0.14
Sortino ratio
The chart of Sortino ratio for UVV, currently valued at -0.03, compared to the broader market-4.00-2.000.002.004.00-0.03
Omega ratio
The chart of Omega ratio for UVV, currently valued at 1.00, compared to the broader market0.501.001.501.00
Calmar ratio
The chart of Calmar ratio for UVV, currently valued at -0.12, compared to the broader market0.001.002.003.004.005.00-0.12
Martin ratio
The chart of Martin ratio for UVV, currently valued at -0.25, compared to the broader market0.0010.0020.0030.00-0.25
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.79, compared to the broader market-2.00-1.000.001.002.003.001.79
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.002.61
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.001.002.003.004.005.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Universal Corporation Sharpe ratio is -0.14. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
-0.14
1.79
UVV (Universal Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Universal Corporation granted a 6.48% dividend yield in the last twelve months. The annual payout for that period amounted to $3.20 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.20$3.18$3.14$3.10$3.06$3.02$2.60$2.16$2.12$2.08$2.04$2.00

Dividend yield

6.48%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.80$0.00$0.00
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
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
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
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
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
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
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
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
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
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
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

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.5%
Universal Corporation has a dividend yield of 6.48%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%76.7%
Universal Corporation has a payout ratio of 76.74%, 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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-24.56%
-4.42%
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 24.56%.


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, 1993356May 31, 1994625Nov 15, 1996981
-40.4%Oct 10, 1989291Dec 3, 1990141Jun 25, 1991432

Volatility

Volatility Chart

The current Universal Corporation volatility is 8.84%, 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%NovemberDecember2024FebruaryMarchApril
8.84%
3.35%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items