O vs. ULVR.L
O (Realty Income Corporation) and ULVR.L (Unilever PLC) are both stocks. O operates in REIT - Retail (Real Estate), while ULVR.L operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, O returned 4.43%/yr vs 4.45%/yr for ULVR.L. At a 0.23 correlation, their price movements are largely independent.
Performance
O vs. ULVR.L - Performance Comparison
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Different Trading Currencies
O 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, O achieves a 8.78% return, which is significantly higher than ULVR.L's -13.04% return. Both investments have delivered pretty close results over the past 10 years, with O having a 4.43% annualized return and ULVR.L not far ahead at 4.45%.
O
- 1D
- -1.36%
- 1M
- -2.66%
- YTD
- 8.78%
- 6M
- 7.49%
- 1Y
- 13.14%
- 3Y*
- 5.19%
- 5Y*
- 2.41%
- 10Y*
- 4.43%
ULVR.L
- 1D
- 0.11%
- 1M
- -3.12%
- YTD
- -13.04%
- 6M
- -18.93%
- 1Y
- -18.11%
- 3Y*
- 3.32%
- 5Y*
- -0.35%
- 10Y*
- 4.45%
O vs. ULVR.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
O Realty Income Corporation | 8.78% | 12.20% | -2.11% | -4.55% | -7.38% | 23.95% | -11.60% | 21.27% | 15.94% | 3.67% |
ULVR.L Unilever PLC | -13.04% | 5.70% | 21.67% | -0.81% | -1.70% | -7.65% | 7.47% | 13.60% | -2.91% | 41.52% |
Correlation
The correlation between O and ULVR.L is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
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 | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007 | 0.24 |
The correlation between O and ULVR.L shifts across timeframes, from 0.23 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
O:
$1.17
ULVR.L:
£4.32
O:
51.10
ULVR.L:
9.70
O:
4.16
ULVR.L:
1.77
O:
6.91
ULVR.L:
1.02
O:
$5.92B
ULVR.L:
£96.17B
O:
$3.89B
ULVR.L:
£42.43B
O:
$3.93B
ULVR.L:
£20.18B
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Return for Risk
O vs. ULVR.L — Risk / Return Rank
O
ULVR.L
O vs. ULVR.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Realty Income Corporation (O) 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.
| O | ULVR.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.53 | ||
| Sortino ratioReturn per unit of downside risk | +2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.88 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.19 | -0.66 | +1.85 |
| Martin ratioReturn relative to average drawdown | 2.93 | -1.34 | +4.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| O | ULVR.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | -0.71 | +1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | -0.02 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.21 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.26 | +0.22 |
Drawdowns
O vs. ULVR.L - Drawdown Comparison
The maximum O drawdown since its inception was -48.45%, smaller than the maximum ULVR.L drawdown of -53.22%. Use the drawdown chart below to compare losses from any high point for O and ULVR.L.
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Drawdown Indicators
| O | ULVR.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.45% | -53.22% | +4.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.10% | -27.41% | +16.31% |
Max Drawdown (3Y)Largest decline over 3 years | -26.49% | -27.41% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -34.48% | -27.41% | -7.07% |
Max Drawdown (10Y)Largest decline over 10 years | -48.28% | -29.13% | -19.15% |
Current DrawdownCurrent decline from peak | -10.00% | -25.76% | +15.76% |
Average DrawdownAverage peak-to-trough decline | -9.21% | -10.30% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 13.46% | -8.96% |
Volatility
O vs. ULVR.L - Volatility Comparison
The current volatility for Realty Income Corporation (O) is 4.81%, while Unilever PLC (ULVR.L) has a volatility of 5.58%. This indicates that O 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
| O | ULVR.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 5.58% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 19.82% | -7.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.10% | 25.49% | -9.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.89% | 20.97% | -2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.64% | 21.16% | +4.48% |
Dividends
O vs. ULVR.L - Dividend Comparison
O's dividend yield for the trailing twelve months is around 5.39%, more than ULVR.L's 4.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
O Realty Income Corporation | 5.39% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
ULVR.L Unilever PLC | 4.04% | 3.59% | 3.23% | 3.95% | 3.48% | 3.74% | 3.31% | 3.26% | 3.24% | 2.95% | 3.17% | 2.98% |
Financials
O vs. ULVR.L - Financials Comparison
This section allows you to compare key financial metrics between Realty Income 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
O vs. ULVR.L - Profitability Comparison
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a gross profit of 0.00 and revenue of 1.55B. 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%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported an operating income of 0.00 and revenue of 1.55B, resulting in an operating margin of 0.0%.
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%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a net income of -9.17M and revenue of 1.55B, resulting in a net margin of -0.6%.
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
O and ULVR.L have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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