RBGLY vs. UL
RBGLY (Reckitt Benckiser Group plc) and UL (Unilever PLC) are both stocks. Both operate in the Household & Personal Products industry within the Consumer Defensive sector. Over the past 10 years, RBGLY returned -1.09%/yr vs 5.24%/yr for UL. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
RBGLY vs. UL - Performance Comparison
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Returns By Period
In the year-to-date period, RBGLY achieves a -21.91% return, which is significantly lower than UL's -7.84% return. Over the past 10 years, RBGLY has underperformed UL with an annualized return of -1.09%, while UL has yielded a comparatively higher 5.24% annualized return.
RBGLY
- 1D
- 0.65%
- 1M
- -2.28%
- YTD
- -21.91%
- 6M
- -21.66%
- 1Y
- -6.80%
- 3Y*
- -3.65%
- 5Y*
- -4.09%
- 10Y*
- -1.09%
UL
- 1D
- 2.69%
- 1M
- 3.31%
- YTD
- -7.84%
- 6M
- -8.30%
- 1Y
- -12.67%
- 3Y*
- 4.05%
- 5Y*
- 1.16%
- 10Y*
- 5.24%
RBGLY vs. UL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBGLY Reckitt Benckiser Group plc | -21.91% | 40.48% | -8.32% | 0.50% | -17.22% | -0.65% | 12.14% | 12.52% | -18.38% | 17.03% |
UL Unilever PLC | -7.84% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
Correlation
The correlation between RBGLY and UL is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2008 | 0.53 |
The correlation between RBGLY and UL has been stable across timeframes, ranging from 0.52 to 0.54 - a consistent structural relationship.
Fundamentals
RBGLY:
$40.47B
UL:
$130.07B
RBGLY:
£1.37
UL:
€5.06
RBGLY:
6.85
UL:
10.24
RBGLY:
0.14
UL:
2.00
RBGLY:
1.11
UL:
1.11
RBGLY:
3.97
UL:
7.33
RBGLY:
£28.33B
UL:
€109.27B
RBGLY:
£17.20B
UL:
€90.89B
RBGLY:
£7.66B
UL:
€24.12B
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Return for Risk
RBGLY vs. UL — Risk / Return Rank
RBGLY
UL
RBGLY vs. UL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reckitt Benckiser Group plc (RBGLY) 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.
| RBGLY | UL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.92 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.23 | -0.51 | +0.28 |
| Martin ratioReturn relative to average drawdown | -0.50 | -1.01 | +0.52 |
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Drawdowns
RBGLY vs. UL - Drawdown Comparison
The maximum RBGLY drawdown since its inception was -44.53%, smaller than the maximum UL drawdown of -53.55%. Use the drawdown chart below to compare losses from any high point for RBGLY and UL.
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Drawdown Indicators
| RBGLY | UL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.53% | -53.55% | +9.02% |
Max Drawdown (1Y)Largest decline over 1 year | -30.14% | -25.09% | -5.05% |
Max Drawdown (3Y)Largest decline over 3 years | -31.52% | -25.09% | -6.43% |
Max Drawdown (5Y)Largest decline over 5 years | -38.49% | -25.66% | -12.83% |
Max Drawdown (10Y)Largest decline over 10 years | -44.53% | -30.13% | -14.40% |
Current DrawdownCurrent decline from peak | -28.52% | -19.19% | -9.33% |
Average DrawdownAverage peak-to-trough decline | -13.41% | -10.61% | -2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.74% | 12.50% | +1.24% |
Volatility
RBGLY vs. UL - Volatility Comparison
The current volatility for Reckitt Benckiser Group plc (RBGLY) is 5.73%, while Unilever PLC (UL) has a volatility of 6.90%. This indicates that RBGLY 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.
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Volatility by Period
| RBGLY | UL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 6.90% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 17.79% | 16.99% | +0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.47% | 21.70% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.89% | 20.92% | +2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.24% | 21.51% | +2.73% |
Dividends
RBGLY vs. UL - Dividend Comparison
RBGLY's dividend yield for the trailing twelve months is around 9.69%, more than UL's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBGLY Reckitt Benckiser Group plc | 9.69% | 3.34% | 4.17% | 3.36% | 3.14% | 2.75% | 2.38% | 2.52% | 2.86% | 3.50% | 3.19% | 2.08% |
UL Unilever PLC | 3.85% | 3.51% | 3.29% | 3.83% | 3.57% | 3.77% | 3.07% | 3.18% | 3.49% | 2.80% | 3.42% | 3.02% |
Financials
RBGLY vs. UL - Financials Comparison
This section allows you to compare key financial metrics between Reckitt Benckiser Group plc 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
RBGLY vs. UL - Profitability Comparison
RBGLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported a gross profit of 4.35B and revenue of 7.18B. Therefore, the gross margin over that period was 60.6%.
UL - 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 18.38B. Therefore, the gross margin over that period was 0.0%.
RBGLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported an operating income of 2.70B and revenue of 7.18B, resulting in an operating margin of 37.6%.
UL - 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 4.13B and revenue of 18.38B, resulting in an operating margin of 22.5%.
RBGLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported a net income of 2.21B and revenue of 7.18B, resulting in a net margin of 30.8%.
UL - 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 2.56B and revenue of 18.38B, resulting in a net margin of 14.0%.
Frequently Asked Questions
RBGLY and UL have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UL has higher volatility (6.90%) compared to RBGLY (5.73%). In terms of maximum drawdown, RBGLY dropped -44.53% vs UL's -53.55%.
RBGLY currently has the higher Sharpe Ratio (-0.30 vs -0.59), 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.
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