AAPL vs. ULVR.L
AAPL (Apple Inc) and ULVR.L (Unilever PLC) are both stocks. AAPL operates in Consumer Electronics (Technology), while ULVR.L operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, AAPL returned 29.36%/yr vs 5.40%/yr for ULVR.L. At a 0.19 correlation, their price movements are largely independent.
Performance
AAPL vs. ULVR.L - Performance Comparison
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Different Trading Currencies
AAPL is traded in USD, while ULVR.L is traded in GBp. To make them comparable, the ULVR.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AAPL achieves a 7.29% return, which is significantly higher than ULVR.L's -8.60% return. Over the past 10 years, AAPL has outperformed ULVR.L with an annualized return of 29.36%, while ULVR.L has yielded a comparatively lower 5.40% annualized return.
AAPL
- 1D
- -1.52%
- 1M
- -2.59%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 46.73%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
ULVR.L
- 1D
- 0.62%
- 1M
- 3.57%
- YTD
- -8.60%
- 6M
- -7.52%
- 1Y
- -14.68%
- 3Y*
- 5.00%
- 5Y*
- 0.66%
- 10Y*
- 5.40%
AAPL vs. ULVR.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 7.29% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
ULVR.L Unilever PLC | -8.60% | 5.70% | 21.67% | -0.81% | -1.70% | -7.65% | 7.47% | 13.60% | -2.91% | 41.52% |
Correlation
The correlation between AAPL and ULVR.L is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2007 | 0.19 |
The correlation between AAPL and ULVR.L shifts across timeframes, from 0.06 (3 years) to 0.19 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AAPL:
$4.30T
ULVR.L:
£96.29B
AAPL:
$8.24
ULVR.L:
€4.32
AAPL:
35.35
ULVR.L:
11.78
AAPL:
4.65
ULVR.L:
2.14
AAPL:
9.60
ULVR.L:
1.23
AAPL:
40.37
ULVR.L:
7.18
AAPL:
$451.44B
ULVR.L:
€96.17B
AAPL:
$216.07B
ULVR.L:
€42.43B
AAPL:
$153.63B
ULVR.L:
€20.18B
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Return for Risk
AAPL vs. ULVR.L — Risk / Return Rank
AAPL
ULVR.L
AAPL vs. ULVR.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and Unilever PLC (ULVR.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAPL | ULVR.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.64 | ||
| Sortino ratioReturn per unit of downside risk | +3.62 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 0.91 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | -0.53 | +3.94 |
| Martin ratioReturn relative to average drawdown | 8.47 | -1.07 | +9.54 |
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Drawdowns
AAPL vs. ULVR.L - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than ULVR.L's maximum drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for AAPL and ULVR.L.
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Drawdown Indicators
| AAPL | ULVR.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -53.22% | -28.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -27.41% | +13.61% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -27.41% | -5.95% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -27.41% | -5.95% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -29.13% | -9.39% |
Current DrawdownCurrent decline from peak | -7.64% | -21.97% | +14.33% |
Average DrawdownAverage peak-to-trough decline | -29.59% | -10.32% | -19.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 13.72% | -8.19% |
Volatility
AAPL vs. ULVR.L - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 6.73% compared to Unilever PLC (ULVR.L) at 6.01%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than ULVR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL | ULVR.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 6.01% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 16.53% | 17.05% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 25.72% | -3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 21.02% | +6.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.92% | 21.16% | +7.76% |
Dividends
AAPL vs. ULVR.L - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.36%, less than ULVR.L's 3.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
ULVR.L Unilever PLC | 3.86% | 3.59% | 3.23% | 3.95% | 3.48% | 3.74% | 3.31% | 3.26% | 3.24% | 2.95% | 3.17% | 2.98% |
Financials
AAPL vs. ULVR.L - Financials Comparison
This section allows you to compare key financial metrics between Apple Inc and Unilever PLC. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AAPL vs. ULVR.L - Profitability Comparison
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
ULVR.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Unilever PLC reported a gross profit of 0.00 and revenue of 20.35B. Therefore, the gross margin over that period was 0.0%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
ULVR.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Unilever PLC reported an operating income of 4.16B and revenue of 20.35B, resulting in an operating margin of 20.4%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
ULVR.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Unilever PLC reported a net income of 2.58B and revenue of 20.35B, resulting in a net margin of 12.7%.
Frequently Asked Questions
AAPL and ULVR.L have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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