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

Performance

TXN vs. UL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Texas Instruments Incorporated (TXN) and The Unilever Group (UL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TXN achieves a 75.59% return, which is significantly higher than UL's -8.35% return. Over the past 10 years, TXN has outperformed UL with an annualized return of 20.39%, while UL has yielded a comparatively lower 5.33% annualized return.


TXN

1D
1.35%
1M
-1.70%
YTD
75.59%
6M
69.78%
1Y
55.05%
3Y*
22.83%
5Y*
12.97%
10Y*
20.39%

UL

1D
1.03%
1M
3.45%
YTD
-8.35%
6M
-7.70%
1Y
-14.93%
3Y*
5.05%
5Y*
0.66%
10Y*
5.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TXN vs. UL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TXN
Texas Instruments Incorporated
75.59%-4.47%13.14%6.41%-9.86%17.53%31.70%39.56%-7.17%46.75%
UL
The Unilever Group
-8.35%5.96%20.90%-0.17%-2.82%-7.61%9.04%12.88%-2.34%40.15%

Correlation

The correlation between TXN and UL is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

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

0.21

The correlation between TXN and UL shifts across timeframes, from 0.11 (1 year) to 0.23 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

TXN:

$275.22B

UL:

$129.35B

EPS

TXN:

$5.88

UL:

€5.06

PE Ratio

TXN:

51.24

UL:

10.06

PS Ratio

TXN:

14.91

UL:

1.09

PB Ratio

TXN:

16.40

UL:

7.20

Total Revenue (TTM)

TXN:

$18.44B

UL:

€109.27B

Gross Profit (TTM)

TXN:

$10.57B

UL:

€90.89B

EBITDA (TTM)

TXN:

$8.21B

UL:

€24.12B

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Return for Risk

TXN vs. UL — Risk / Return Rank

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

TXN
TXN Risk / Return Rank: 7878
Overall Rank
TXN Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
TXN Sortino Ratio Rank: 8080
Sortino Ratio Rank
TXN Omega Ratio Rank: 8181
Omega Ratio Rank
TXN Calmar Ratio Rank: 7575
Calmar Ratio Rank
TXN Martin Ratio Rank: 7373
Martin Ratio Rank

UL
UL Risk / Return Rank: 1616
Overall Rank
UL Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
UL Sortino Ratio Rank: 1414
Sortino Ratio Rank
UL Omega Ratio Rank: 1515
Omega Ratio Rank
UL Calmar Ratio Rank: 2121
Calmar Ratio Rank
UL Martin Ratio Rank: 1515
Martin Ratio Rank
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.

TXN vs. UL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Texas Instruments Incorporated (TXN) 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.

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.


TXNULDifference
Sharpe ratioReturn per unit of total volatility

+2.08

Sortino ratioReturn per unit of downside risk

+3.05

Omega ratioGain probability vs. loss probability

1.30

0.90

+0.40

Calmar ratioReturn relative to maximum drawdown

1.87

-0.60

+2.47

Martin ratioReturn relative to average drawdown

3.90

-1.23

+5.13

TXN vs. UL - Sharpe Ratio Comparison

The current TXN Sharpe Ratio is 1.38, which is higher than the UL Sharpe Ratio of -0.70. The chart below compares the historical Sharpe Ratios of TXN and UL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TXN vs. UL - Drawdown Comparison

The maximum TXN drawdown since its inception was -85.81%, which is greater than UL's maximum drawdown of -53.55%. Use the drawdown chart below to compare losses from any high point for TXN and UL.


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Drawdown Indicators


TXNULDifference

Max Drawdown

Largest peak-to-trough decline

-85.81%

-53.55%

-32.26%

Max Drawdown (1Y)

Largest decline over 1 year

-29.57%

-25.09%

-4.48%

Max Drawdown (3Y)

Largest decline over 3 years

-33.41%

-25.09%

-8.32%

Max Drawdown (5Y)

Largest decline over 5 years

-33.41%

-26.53%

-6.88%

Max Drawdown (10Y)

Largest decline over 10 years

-33.41%

-30.13%

-3.28%

Current Drawdown

Current decline from peak

-7.32%

-19.64%

+12.32%

Average Drawdown

Average peak-to-trough decline

-34.78%

-10.61%

-24.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.17%

12.20%

+1.97%

Volatility

TXN vs. UL - Volatility Comparison

Texas Instruments Incorporated (TXN) has a higher volatility of 14.23% compared to The Unilever Group (UL) at 6.11%. This indicates that TXN's price experiences larger fluctuations and is considered to be riskier 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


TXNULDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.23%

6.11%

+8.12%

Volatility (6M)

Calculated over the trailing 6-month period

31.44%

16.78%

+14.66%

Volatility (1Y)

Calculated over the trailing 1-year period

40.13%

21.50%

+18.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.42%

20.87%

+11.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.17%

21.61%

+9.56%

Dividends

TXN vs. UL - Dividend Comparison

TXN's dividend yield for the trailing twelve months is around 1.87%, less than UL's 3.87% yield.


PositionTTM20252024202320222021202020192018201720162015
TXN
Texas Instruments Incorporated
1.87%3.17%2.81%2.94%2.84%2.23%2.27%2.50%2.78%2.03%2.25%2.55%
UL
The Unilever Group
3.87%3.51%3.29%3.83%3.57%3.77%3.07%3.18%3.49%2.80%3.42%3.02%

Financials

TXN vs. UL - Financials Comparison

This section allows you to compare key financial metrics between Texas Instruments Incorporated and The Unilever Group. 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


5.00B10.00B15.00B20.00B25.00B30.00B20222023202420252026
4.83B
18.38B
(TXN) Total Revenue
(UL) Total Revenue
Please note, different currencies. TXN values in USD, UL values in EUR

TXN vs. UL - Profitability Comparison

The chart below illustrates the profitability comparison between Texas Instruments Incorporated and The Unilever Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
58.0%
0
Portfolio components
TXN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Texas Instruments Incorporated reported a gross profit of 2.80B and revenue of 4.83B. Therefore, the gross margin over that period was 58.0%.

UL - Gross Margin

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

TXN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Texas Instruments Incorporated reported an operating income of 1.81B and revenue of 4.83B, resulting in an operating margin of 37.5%.

UL - Operating Margin

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

TXN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Texas Instruments Incorporated reported a net income of 1.55B and revenue of 4.83B, resulting in a net margin of 32.0%.

UL - Net Margin

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


Frequently Asked Questions


TXN and UL have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TXN has higher volatility (14.23%) compared to UL (6.11%). In terms of maximum drawdown, TXN dropped -85.81% vs UL's -53.55%.

TXN currently has the higher Sharpe Ratio (1.38 vs -0.70), 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.

Portfolio Optimizer

Find the right allocation for TXN and UL

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