EPD vs. UL
EPD (Enterprise Products Partners L.P.) and UL (The Unilever Group) are both stocks. EPD operates in Oil & Gas Midstream (Energy), while UL operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, EPD returned 10.45%/yr vs 4.43%/yr for UL. At a 0.18 correlation, their price movements are largely independent.
Performance
EPD vs. UL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EPD achieves a 20.66% return, which is significantly higher than UL's -12.75% return. Over the past 10 years, EPD has outperformed UL with an annualized return of 10.45%, while UL has yielded a comparatively lower 4.43% annualized return.
EPD
- 1D
- -0.77%
- 1M
- 0.89%
- YTD
- 20.66%
- 6M
- 18.26%
- 1Y
- 27.33%
- 3Y*
- 21.14%
- 5Y*
- 16.72%
- 10Y*
- 10.45%
UL
- 1D
- -1.11%
- 1M
- -3.03%
- YTD
- -12.75%
- 6M
- -8.37%
- 1Y
- -18.21%
- 3Y*
- 3.46%
- 5Y*
- -0.18%
- 10Y*
- 4.43%
EPD vs. UL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 20.66% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
UL The Unilever Group | -12.75% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
Correlation
The correlation between EPD and UL is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 29, 1998 | 0.18 |
The correlation between EPD and UL shifts across timeframes, from 0.02 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
Fundamentals
EPD:
$82.06B
UL:
$123.13B
EPD:
$2.69
UL:
$5.06
EPD:
13.93
UL:
11.08
EPD:
2.24
UL:
2.17
EPD:
1.59
UL:
1.20
EPD:
$51.57B
UL:
$109.27B
EPD:
$7.31B
UL:
$90.89B
EPD:
$10.11B
UL:
$24.12B
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
EPD vs. UL — Risk / Return Rank
EPD
UL
EPD vs. UL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enterprise Products Partners L.P. (EPD) and The Unilever Group (UL). 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.
| EPD | UL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.60 | ||
| Sortino ratioReturn per unit of downside risk | +3.62 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.87 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | -0.73 | +4.36 |
| Martin ratioReturn relative to average drawdown | 11.00 | -1.53 | +12.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EPD | UL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | -0.86 | +2.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | -0.01 | +0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.21 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.39 | +0.14 |
Drawdowns
EPD vs. UL - Drawdown Comparison
The maximum EPD drawdown since its inception was -58.78%, which is greater than UL's maximum drawdown of -53.55%. Use the drawdown chart below to compare losses from any high point for EPD and UL.
Loading charts...
Drawdown Indicators
| EPD | UL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -53.55% | -5.23% |
Max Drawdown (1Y)Largest decline over 1 year | -7.56% | -25.09% | +17.53% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | -25.09% | +9.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -26.53% | +8.47% |
Max Drawdown (10Y)Largest decline over 10 years | -58.04% | -30.13% | -27.91% |
Current DrawdownCurrent decline from peak | -5.73% | -23.50% | +17.77% |
Average DrawdownAverage peak-to-trough decline | -10.13% | -10.60% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 11.93% | -9.44% |
Volatility
EPD vs. UL - Volatility Comparison
Enterprise Products Partners L.P. (EPD) has a higher volatility of 6.17% compared to The Unilever Group (UL) at 5.63%. This indicates that EPD's price experiences larger fluctuations and is considered to be riskier than UL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EPD | UL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 5.63% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 18.17% | -5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.81% | 21.26% | -5.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 20.83% | -3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.16% | 21.62% | +2.54% |
Dividends
EPD vs. UL - Dividend Comparison
EPD's dividend yield for the trailing twelve months is around 5.84%, more than UL's 4.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 5.84% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
UL The Unilever Group | 4.07% | 3.51% | 3.29% | 3.83% | 3.57% | 3.77% | 3.07% | 3.18% | 3.49% | 2.80% | 3.42% | 3.02% |
Financials
EPD vs. UL - Financials Comparison
This section allows you to compare key financial metrics between Enterprise Products Partners L.P. and The Unilever Group. 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
EPD vs. UL - Profitability Comparison
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a gross profit of 1.88B and revenue of 14.39B. Therefore, the gross margin over that period was 13.1%.
UL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Unilever Group reported a gross profit of 0.00 and revenue of 18.38B. Therefore, the gross margin over that period was 0.0%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported an operating income of 1.82B and revenue of 14.39B, resulting in an operating margin of 12.6%.
UL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Unilever Group reported an operating income of 4.13B and revenue of 18.38B, resulting in an operating margin of 22.5%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a net income of 1.48B and revenue of 14.39B, resulting in a net margin of 10.3%.
UL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Unilever Group reported a net income of 2.56B and revenue of 18.38B, resulting in a net margin of 14.0%.
Frequently Asked Questions
EPD and UL have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPD has higher volatility (6.17%) compared to UL (5.63%). In terms of maximum drawdown, EPD dropped -58.78% vs UL's -53.55%.
EPD currently has the higher Sharpe Ratio (1.74 vs -0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for EPD and UL
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