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Universal Corporation (UVV)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US9134561094
CUSIP
913456109
Industry
Tobacco
IPO Date
Jan 5, 1988

Highlights

Market Cap
$1.33B
Enterprise Value
$2.91B
EPS (TTM)
$3.39
PE Ratio
15.56
PEG Ratio
3.67
Total Revenue (TTM)
$2.05B
Gross Profit (TTM)
$370.43M
EBITDA (TTM)
$271.50M
Year Range
$49.96 - $67.33
ROE (TTM)
5.75%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Universal Corporation (UVV) has returned 1.43% so far this year and -0.14% over the past 12 months. Over the last ten years, UVV has returned 4.70% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Universal Corporation

1D
-0.68%
1M
-1.92%
YTD
1.43%
6M
-2.74%
1Y
-0.14%
3Y*
6.27%
5Y*
3.84%
10Y*
4.70%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

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, your 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.92%-5.05%-1.92%1.43%
2025-1.55%0.92%4.55%5.58%12.22%-10.93%-5.14%2.72%-0.14%-7.88%4.10%-0.02%2.27%
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%

Benchmark Metrics

Universal Corporation has an annualized alpha of 5.94%, 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 (61.69%) 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.

Alpha
5.94%
Beta
0.57
0.13
Upside Capture
61.69%
Downside Capture
58.86%

Return for Risk

Risk / Return Rank

UVV ranks 37 for risk / return — below 37% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


UVV Risk / Return Rank: 3737
Overall Rank
UVV Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
UVV Sortino Ratio Rank: 3333
Sortino Ratio Rank
UVV Omega Ratio Rank: 3333
Omega Ratio Rank
UVV Calmar Ratio Rank: 4040
Calmar Ratio Rank
UVV Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


UVVBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.01

0.90

-0.90

Sortino ratio

Return per unit of downside risk

0.18

1.39

-1.21

Omega ratio

Gain probability vs. loss probability

1.02

1.21

-0.19

Calmar ratio

Return relative to maximum drawdown

-0.01

1.40

-1.41

Martin ratio

Return relative to average drawdown

-0.01

6.61

-6.62

Explore UVV risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Universal Corporation provided a 6.20% dividend yield over the last twelve months, with an annual payout of $3.27 per share. The company has been increasing its dividends for 23 consecutive years.


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$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.27$3.26$3.22$3.18$3.14$3.10$3.06$3.02$2.60$2.16$2.12$2.08

Dividend yield

6.20%6.18%5.87%4.72%5.95%5.64%6.30%5.29%4.80%4.11%3.33%3.71%

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
2026$0.82$0.00$0.00$0.82
2025$0.81$0.00$0.00$0.81$0.00$0.00$0.82$0.00$0.00$0.82$0.00$0.00$3.26
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

Dividend Yield & Payout


Dividend Yield

Universal Corporation has a dividend yield of 6.20%, which means its dividend payment is significantly above the market average.

Payout Ratio

Universal Corporation has a payout ratio of 67.93%, which is quite average when compared to the overall market. This suggests that Universal Corporation 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.


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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 15.72%.


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, 2017784Mar 23, 2020543May 17, 20221327
-44.98%Jan 4, 1993325Apr 14, 1994655Nov 14, 1996980
-40.42%Oct 10, 1989291Dec 3, 1990141Jun 25, 1991432

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

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 15.6. 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 3.7. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings 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 0.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

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 0.9. 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