PG vs. UL

Last updated Apr 2, 2026

Compare and contrast key facts about The Procter & Gamble Company (PG) and The Unilever Group (UL).

Performance

PG vs. UL - Performance Comparison

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

PG vs. UL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PG The Procter & Gamble Company	1.26%	-12.26%	17.25%	-0.86%	-5.05%	20.52%	14.15%	39.70%	3.57%	12.69%
UL The Unilever Group	-13.63%	5.96%	20.90%	-0.17%	-2.82%	-7.61%	9.04%	12.88%	-2.34%	40.15%

Fundamentals

Market Cap PG : $349.27B UL : $123.07B
EPS PG : $6.75 UL : $5.06
PE Ratio PG : 21.34 UL : 11.07
PEG Ratio PG : 5.22 UL : 2.17
PS Ratio PG : 4.12 UL : 1.20
PB Ratio PG : 6.55 UL : 7.93
Total Revenue (TTM) PG : $85.26B UL : $109.27B
Gross Profit (TTM) PG : $43.21B UL : $90.89B
EBITDA (TTM) PG : $23.62B UL : $24.12B

Returns By Period

In the year-to-date period, PG achieves a 1.26% return, which is significantly higher than UL's -13.63% return. Over the past 10 years, PG has outperformed UL with an annualized return of 8.53%, while UL has yielded a comparatively lower 4.44% annualized return.

PG

• 1D: -0.24%
• 1M: -11.88%
• YTD: 1.26%
• 6M: -4.60%
• 1Y: -13.20%
• 3Y*: 1.51%
• 5Y*: 4.01%
• 10Y*: 8.53%

UL

• 1D: -1.60%
• 1M: -21.57%
• YTD: -13.63%
• 6M: -13.96%
• 1Y: -13.61%
• 3Y*: 2.01%
• 5Y*: 1.20%
• 10Y*: 4.44%

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

Return for Risk

PG vs. UL — Risk / Return Rank

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

PG

PG Risk / Return Rank: 13
PG Sharpe Ratio Rank: 11
PG Sortino Ratio Rank: 12
PG Omega Ratio Rank: 14
PG Calmar Ratio Rank: 15
PG Martin Ratio Rank: 14

UL

UL Risk / Return Rank: 14
UL Sharpe Ratio Rank: 14
UL Sortino Ratio Rank: 14
UL Omega Ratio Rank: 15
UL Calmar Ratio Rank: 22
UL Martin Ratio Rank: 3

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.

PG vs. UL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Procter & Gamble Company (PG) 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.

	PG	UL	Difference
Sharpe ratio Return per unit of total volatility	-0.70	-0.63	-0.07
Sortino ratio Return per unit of downside risk	-0.87	-0.75	-0.12
Omega ratio Gain probability vs. loss probability	0.90	0.90	-0.01
Calmar ratio Return relative to maximum drawdown	-0.72	-0.56	-0.16
Martin ratio Return relative to average drawdown	-1.33	-1.78	+0.45
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PG vs. UL - Sharpe Ratio Comparison

The current PG Sharpe Ratio is -0.70, which is comparable to the UL Sharpe Ratio of -0.63. The chart below compares the historical Sharpe Ratios of PG and UL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PG	UL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.70	-0.63	-0.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.23	0.06	+0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.45	0.21	+0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.39	+0.07

Correlation

The correlation between PG and UL is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

PG vs. UL - Dividend Comparison

PG's dividend yield for the trailing twelve months is around 2.93%, less than UL's 4.14% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PG The Procter & Gamble Company	2.93%	2.91%	2.36%	2.55%	2.38%	2.08%	2.24%	2.37%	3.09%	2.98%	3.18%	3.31%
UL The Unilever Group	4.14%	3.51%	3.29%	3.83%	3.57%	3.77%	3.07%	3.18%	3.49%	2.80%	3.42%	3.02%

Drawdowns

PG vs. UL - Drawdown Comparison

The maximum PG drawdown since its inception was -54.25%, roughly equal to the maximum UL drawdown of -53.55%. Use the drawdown chart below to compare losses from any high point for PG and UL.

Drawdown Indicators

	PG	UL	Difference
Max Drawdown Largest peak-to-trough decline	-54.25%	-53.55%	-0.70%
Max Drawdown (1Y) Largest decline over 1 year	-18.31%	-24.27%	+5.96%
Max Drawdown (5Y) Largest decline over 5 years	-23.77%	-26.59%	+2.82%
Max Drawdown (10Y) Largest decline over 10 years	-23.77%	-30.13%	+6.36%
Current Drawdown Current decline from peak	-17.11%	-24.27%	+7.16%
Average Drawdown Average peak-to-trough decline	-12.15%	-10.55%	-1.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.89%	7.63%	+2.26%

Volatility

PG vs. UL - Volatility Comparison

The current volatility for The Procter & Gamble Company (PG) is 5.44%, while The Unilever Group (UL) has a volatility of 7.63%. This indicates that PG experiences smaller price fluctuations and is considered to be less risky than UL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PG	UL	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.44%	7.63%	-2.19%
Volatility (6M) Calculated over the trailing 6-month period	13.45%	16.70%	-3.25%
Volatility (1Y) Calculated over the trailing 1-year period	18.81%	21.59%	-2.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.45%	20.53%	-3.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.84%	21.48%	-2.64%

Financials

PG vs. UL - Profitability Comparison

The chart below illustrates the profitability comparison between The Procter & Gamble Company and The Unilever Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

PG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Procter & Gamble Company reported a gross profit of 11.37B and revenue of 22.21B. Therefore, the gross margin over that period was 51.2%.

UL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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%.

PG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Procter & Gamble Company reported an operating income of 5.37B and revenue of 22.21B, resulting in an operating margin of 24.2%.

UL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Unilever Group reported an operating income of 4.13B and revenue of 18.38B, resulting in an operating margin of 22.5%.

PG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Procter & Gamble Company reported a net income of 4.33B and revenue of 22.21B, resulting in a net margin of 19.5%.

UL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Unilever Group reported a net income of 2.56B and revenue of 18.38B, resulting in a net margin of 14.0%.