MCD vs. ULVR.L
MCD (McDonald's Corporation) and ULVR.L (Unilever PLC) are both stocks. MCD operates in Restaurants (Consumer Cyclical), while ULVR.L operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, MCD returned 11.46%/yr vs 5.40%/yr for ULVR.L. At a 0.27 correlation, their price movements are largely independent.
Performance
MCD vs. ULVR.L - Performance Comparison
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Different Trading Currencies
MCD 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, MCD achieves a -5.66% return, which is significantly higher than ULVR.L's -8.60% return. Over the past 10 years, MCD has outperformed ULVR.L with an annualized return of 11.46%, while ULVR.L has yielded a comparatively lower 5.40% annualized return.
MCD
- 1D
- 0.01%
- 1M
- 4.00%
- YTD
- -5.66%
- 6M
- -8.96%
- 1Y
- -3.77%
- 3Y*
- 1.94%
- 5Y*
- 6.16%
- 10Y*
- 11.46%
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%
MCD vs. ULVR.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MCD McDonald's Corporation | -5.66% | 7.89% | 0.14% | 15.06% | 0.51% | 27.79% | 11.30% | 13.97% | 5.78% | 45.05% |
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 MCD and ULVR.L is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2007 | 0.27 |
Fundamentals
MCD:
$203.21B
ULVR.L:
£96.29B
MCD:
$12.13
ULVR.L:
€4.32
MCD:
23.48
ULVR.L:
11.78
MCD:
3.78
ULVR.L:
2.14
MCD:
7.42
ULVR.L:
1.23
MCD:
$27.45B
ULVR.L:
€96.17B
MCD:
$12.10B
ULVR.L:
€42.43B
MCD:
$14.46B
ULVR.L:
€20.18B
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Return for Risk
MCD vs. ULVR.L — Risk / Return Rank
MCD
ULVR.L
MCD vs. ULVR.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) 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.
| MCD | ULVR.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.91 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | -0.53 | +0.33 |
| Martin ratioReturn relative to average drawdown | -0.50 | -1.07 | +0.57 |
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Drawdowns
MCD vs. ULVR.L - Drawdown Comparison
The maximum MCD drawdown since its inception was -73.20%, 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 MCD and ULVR.L.
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Drawdown Indicators
| MCD | ULVR.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.20% | -53.22% | -19.98% |
Max Drawdown (1Y)Largest decline over 1 year | -19.05% | -27.41% | +8.36% |
Max Drawdown (3Y)Largest decline over 3 years | -19.05% | -27.41% | +8.36% |
Max Drawdown (5Y)Largest decline over 5 years | -19.05% | -27.41% | +8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -29.13% | -7.77% |
Current DrawdownCurrent decline from peak | -15.46% | -21.97% | +6.51% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -10.32% | -4.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.53% | 13.72% | -6.19% |
Volatility
MCD vs. ULVR.L - Volatility Comparison
The current volatility for McDonald's Corporation (MCD) is 4.96%, while Unilever PLC (ULVR.L) has a volatility of 6.01%. This indicates that MCD experiences smaller price fluctuations and is considered to be less risky 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
| MCD | ULVR.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 6.01% | -1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 17.05% | -4.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 25.72% | -9.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 21.02% | -3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 21.16% | -0.76% |
Dividends
MCD vs. ULVR.L - Dividend Comparison
MCD's dividend yield for the trailing twelve months is around 2.58%, less than ULVR.L's 3.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCD McDonald's Corporation | 2.58% | 2.35% | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% |
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
MCD vs. ULVR.L - Financials Comparison
This section allows you to compare key financial metrics between McDonald's Corporation 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
MCD vs. ULVR.L - Profitability Comparison
MCD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a gross profit of 0.00 and revenue of 6.52B. Therefore, the gross margin over that period was 0.0%.
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%.
MCD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported an operating income of 2.95B and revenue of 6.52B, resulting in an operating margin of 45.3%.
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%.
MCD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, McDonald's Corporation reported a net income of 1.98B and revenue of 6.52B, resulting in a net margin of 30.4%.
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
MCD and ULVR.L have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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