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K vs. UL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

K vs. UL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kellogg Company (K) and Unilever PLC (UL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


K

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

UL

1D
-2.85%
1M
1.49%
6M
-5.64%
YTD
-1.37%
1Y
-3.63%
3Y*
5.24%
5Y*
3.14%
10Y*
5.32%
ALL TIME*
9.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$387.98M$308.85M$260.04M

K vs. UL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
K
Kellogg Company
0.00%5.99%49.75%-7.44%14.35%7.44%-6.78%26.08%-13.32%-4.93%
UL
Unilever PLC
-1.37%5.96%20.90%-0.17%-2.82%-7.61%9.04%12.88%-2.34%40.15%

Correlation

The correlation between K and UL is 0.17, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.17

Correlation (3Y)
Balances recent behavior with more history.

0.26

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.31

Correlation (10Y)
Provides a long-term view across more market conditions.

0.34

Correlation (All Time)
Calculated using the full available price history since Jan 4, 1988

0.30

The correlation between K and UL shifts across timeframes, from 0.17 (1 year) to 0.34 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

K:

$29.20B

UL:

$136.60B

EPS

K:

$3.65

UL:

€5.38

PE Ratio

K:

22.87

UL:

10.22

PEG Ratio

K:

3.84

UL:

2.00

PS Ratio

K:

2.30

UL:

1.09

Total Revenue (TTM)

K:

$12.67B

UL:

€111.11B

Gross Profit (TTM)

K:

$4.41B

UL:

€111.26B

EBITDA (TTM)

K:

$2.25B

UL:

€24.12B

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Return for Risk

K vs. UL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

K

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


UL
UL Risk / Return Rank: 4141
Overall Rank
UL Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
UL Sortino Ratio Rank: 3737
Sortino Ratio Rank
UL Omega Ratio Rank: 3636
Omega Ratio Rank
UL Calmar Ratio Rank: 4444
Calmar Ratio Rank
UL Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

K vs. UL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kellogg Company (K) and Unilever PLC (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.

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.


KULDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.02

Calmar ratioReturn relative to maximum drawdown

-0.01

Martin ratioReturn relative to average drawdown

-0.02

K vs. UL - Sharpe Ratio Comparison


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Drawdowns

K vs. UL - Drawdown Comparison


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Drawdown Indicators


KULDifference

Max Drawdown

Largest peak-to-trough decline

-53.55%

Max Drawdown (1Y)

Largest decline over 1 year

-25.09%

Max Drawdown (3Y)

Largest decline over 3 years

-25.09%

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

Max Drawdown (10Y)

Largest decline over 10 years

-30.13%

Current Drawdown

Current decline from peak

-13.52%

Average Drawdown

Average peak-to-trough decline

-10.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.47%

Volatility

K vs. UL - Volatility Comparison


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Volatility by Period


KULDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.44%

Volatility (6M)

Calculated over the trailing 6-month period

19.70%

Volatility (1Y)

Calculated over the trailing 1-year period

24.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.76%

Dividends

K vs. UL - Dividend Comparison

K has not paid dividends to shareholders, while UL's dividend yield for the trailing twelve months is around 3.60%.


PositionTTM20252024202320222021202020192018201720162015
K
Kellogg Company
1.39%2.76%2.79%10.56%3.28%3.59%3.66%3.27%3.86%3.12%2.77%2.74%
UL
Unilever PLC
3.60%3.51%3.29%3.83%3.57%3.77%3.07%3.18%3.49%2.80%3.42%3.02%

Financials

K vs. UL - Financials Comparison

This section allows you to compare key financial metrics between Kellogg Company 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


Values in USD except per share items

Frequently Asked Questions


K and UL have a correlation of 0.17, 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 K and UL

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