PortfoliosLab logoPortfoliosLab logo
CAH vs. ULVR.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CAH vs. ULVR.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cardinal Health, Inc. (CAH) and Unilever PLC (ULVR.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

CAH 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, CAH achieves a 9.47% return, which is significantly higher than ULVR.L's -8.60% return. Over the past 10 years, CAH has outperformed ULVR.L with an annualized return of 14.31%, while ULVR.L has yielded a comparatively lower 5.40% annualized return.


CAH

1D
1.22%
1M
20.12%
YTD
9.47%
6M
13.51%
1Y
41.03%
3Y*
38.77%
5Y*
33.47%
10Y*
14.31%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CAH vs. ULVR.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CAH
Cardinal Health, Inc.
9.47%76.25%19.01%34.15%54.08%-0.40%10.09%18.04%-24.50%-12.65%
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 CAH and ULVR.L is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2007

0.22

The correlation between CAH and ULVR.L shifts across timeframes, from 0.09 (3 years) to 0.22 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CAH:

$52.83B

ULVR.L:

£96.29B

EPS

CAH:

$6.55

ULVR.L:

€4.32

PE Ratio

CAH:

34.17

ULVR.L:

11.78

PEG Ratio

CAH:

0.81

ULVR.L:

2.14

PS Ratio

CAH:

0.21

ULVR.L:

1.23

Total Revenue (TTM)

CAH:

$250.55B

ULVR.L:

€96.17B

Gross Profit (TTM)

CAH:

$9.23B

ULVR.L:

€42.43B

EBITDA (TTM)

CAH:

$2.79B

ULVR.L:

€20.18B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CAH vs. ULVR.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAH
CAH Risk / Return Rank: 8080
Overall Rank
CAH Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
CAH Sortino Ratio Rank: 8181
Sortino Ratio Rank
CAH Omega Ratio Rank: 8181
Omega Ratio Rank
CAH Calmar Ratio Rank: 7676
Calmar Ratio Rank
CAH Martin Ratio Rank: 7878
Martin Ratio Rank

ULVR.L
ULVR.L Risk / Return Rank: 2222
Overall Rank
ULVR.L Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ULVR.L Sortino Ratio Rank: 1919
Sortino Ratio Rank
ULVR.L Omega Ratio Rank: 1818
Omega Ratio Rank
ULVR.L Calmar Ratio Rank: 2727
Calmar Ratio Rank
ULVR.L Martin Ratio Rank: 2525
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.

CAH vs. ULVR.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cardinal Health, Inc. (CAH) 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.


CAHULVR.LDifference
Sharpe ratioReturn per unit of total volatility

+1.94

Sortino ratioReturn per unit of downside risk

+2.93

Omega ratioGain probability vs. loss probability

1.30

0.91

+0.39

Calmar ratioReturn relative to maximum drawdown

2.02

-0.53

+2.55

Martin ratioReturn relative to average drawdown

5.31

-1.07

+6.38

CAH vs. ULVR.L - Sharpe Ratio Comparison

The current CAH Sharpe Ratio is 1.38, which is higher than the ULVR.L Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of CAH and ULVR.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CAH vs. ULVR.L - Drawdown Comparison

The maximum CAH drawdown since its inception was -61.93%, 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 CAH and ULVR.L.


Loading charts...

Drawdown Indicators


CAHULVR.LDifference

Max Drawdown

Largest peak-to-trough decline

-61.93%

-53.22%

-8.71%

Max Drawdown (1Y)

Largest decline over 1 year

-20.42%

-27.41%

+6.99%

Max Drawdown (3Y)

Largest decline over 3 years

-20.42%

-27.41%

+6.99%

Max Drawdown (5Y)

Largest decline over 5 years

-22.80%

-27.41%

+4.61%

Max Drawdown (10Y)

Largest decline over 10 years

-46.13%

-29.13%

-17.00%

Current Drawdown

Current decline from peak

-2.39%

-21.97%

+19.58%

Average Drawdown

Average peak-to-trough decline

-15.94%

-10.32%

-5.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.75%

13.72%

-5.97%

Volatility

CAH vs. ULVR.L - Volatility Comparison

Cardinal Health, Inc. (CAH) has a higher volatility of 7.19% compared to Unilever PLC (ULVR.L) at 6.01%. This indicates that CAH'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.


Loading charts...

Volatility by Period


CAHULVR.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.19%

6.01%

+1.18%

Volatility (6M)

Calculated over the trailing 6-month period

20.32%

17.05%

+3.27%

Volatility (1Y)

Calculated over the trailing 1-year period

30.30%

25.72%

+4.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.24%

21.02%

+4.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.26%

21.16%

+8.10%

Dividends

CAH vs. ULVR.L - Dividend Comparison

CAH's dividend yield for the trailing twelve months is around 0.91%, less than ULVR.L's 3.86% yield.


PositionTTM20252024202320222021202020192018201720162015
CAH
Cardinal Health, Inc.
0.91%0.99%1.28%1.98%2.57%3.80%3.62%3.80%4.24%3.00%2.41%1.68%
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

CAH vs. ULVR.L - Financials Comparison

This section allows you to compare key financial metrics between Cardinal Health, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00B30.00B40.00B50.00B60.00B70.00B20222023202420252026
60.94B
20.35B
(CAH) Total Revenue
(ULVR.L) Total Revenue
Please note, different currencies. CAH values in USD, ULVR.L values in EUR

CAH vs. ULVR.L - Profitability Comparison

The chart below illustrates the profitability comparison between Cardinal Health, Inc. and Unilever PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
4.1%
0
Portfolio components
CAH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cardinal Health, Inc. reported a gross profit of 2.50B and revenue of 60.94B. Therefore, the gross margin over that period was 4.1%.

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%.

CAH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cardinal Health, Inc. reported an operating income of 509.00M and revenue of 60.94B, resulting in an operating margin of 0.8%.

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%.

CAH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cardinal Health, Inc. reported a net income of 399.00M and revenue of 60.94B, resulting in a net margin of 0.7%.

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


CAH and ULVR.L have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for CAH and ULVR.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer