UL vs. BHP
UL (The Unilever Group) and BHP (BHP Group Limited) are both stocks. UL operates in Household & Personal Products (Consumer Defensive), while BHP operates in Other Industrial Metals & Mining (Basic Materials). Over the past 10 years, UL returned 5.33%/yr vs 23.18%/yr for BHP. At a 0.28 correlation, their price movements are largely independent.
Performance
UL vs. BHP - Performance Comparison
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Returns By Period
In the year-to-date period, UL achieves a -8.35% return, which is significantly lower than BHP's 53.40% return. Over the past 10 years, UL has underperformed BHP with an annualized return of 5.33%, while BHP has yielded a comparatively higher 23.18% annualized return.
UL
- 1D
- 1.03%
- 1M
- 4.77%
- YTD
- -8.35%
- 6M
- -7.70%
- 1Y
- -13.60%
- 3Y*
- 5.05%
- 5Y*
- 0.66%
- 10Y*
- 5.33%
BHP
- 1D
- 3.20%
- 1M
- 7.61%
- YTD
- 53.40%
- 6M
- 55.28%
- 1Y
- 94.96%
- 3Y*
- 19.44%
- 5Y*
- 16.25%
- 10Y*
- 23.18%
UL vs. BHP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UL The Unilever Group | -8.35% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
BHP BHP Group Limited | 53.40% | 28.91% | -24.64% | 16.50% | 44.34% | 0.91% | 25.37% | 24.50% | 10.55% | 33.87% |
Correlation
The correlation between UL and BHP is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
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 | 0.28 |
The correlation between UL and BHP shifts across timeframes, from 0.13 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UL:
$129.35B
BHP:
$231.09B
UL:
€5.06
BHP:
$8.51
UL:
10.06
BHP:
10.67
UL:
1.97
BHP:
2.95
UL:
1.09
BHP:
2.15
UL:
7.20
BHP:
4.58
UL:
€109.27B
BHP:
$107.64B
UL:
€90.89B
BHP:
$89.04B
UL:
€24.12B
BHP:
$52.23B
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Return for Risk
UL vs. BHP — Risk / Return Rank
UL
BHP
UL vs. BHP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and BHP Group Limited (BHP). 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.
| UL | BHP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.50 | ||
| Sortino ratioReturn per unit of downside risk | -4.21 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.42 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | 4.57 | -5.17 |
| Martin ratioReturn relative to average drawdown | -1.23 | 16.96 | -18.19 |
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Drawdowns
UL vs. BHP - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, smaller than the maximum BHP drawdown of -76.22%. Use the drawdown chart below to compare losses from any high point for UL and BHP.
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Drawdown Indicators
| UL | BHP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.55% | -76.22% | +22.67% |
Max Drawdown (1Y)Largest decline over 1 year | -25.09% | -19.80% | -5.29% |
Max Drawdown (3Y)Largest decline over 3 years | -25.09% | -37.21% | +12.12% |
Max Drawdown (5Y)Largest decline over 5 years | -26.53% | -37.21% | +10.68% |
Max Drawdown (10Y)Largest decline over 10 years | -30.13% | -44.29% | +14.16% |
Current DrawdownCurrent decline from peak | -19.64% | -2.50% | -17.14% |
Average DrawdownAverage peak-to-trough decline | -10.61% | -21.28% | +10.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.20% | 5.38% | +6.82% |
Volatility
UL vs. BHP - Volatility Comparison
The current volatility for The Unilever Group (UL) is 6.11%, while BHP Group Limited (BHP) has a volatility of 13.72%. This indicates that UL experiences smaller price fluctuations and is considered to be less risky than BHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UL | BHP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 13.72% | -7.61% |
Volatility (6M)Calculated over the trailing 6-month period | 16.78% | 26.69% | -9.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.50% | 32.39% | -10.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 32.44% | -11.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.61% | 32.34% | -10.73% |
Dividends
UL vs. BHP - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.87%, more than BHP's 2.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group Limited | 2.93% | 3.64% | 5.98% | 4.98% | 22.44% | 9.98% | 3.67% | 8.59% | 4.89% | 3.61% | 1.68% | 9.38% |
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
UL vs. BHP - Financials Comparison
This section allows you to compare key financial metrics between The Unilever Group and BHP Group Limited. 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
UL vs. BHP - Profitability Comparison
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%.
BHP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BHP Group Limited reported a gross profit of 11.98B and revenue of 27.95B. Therefore, the gross margin over that period was 42.9%.
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%.
BHP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BHP Group Limited reported an operating income of 11.98B and revenue of 27.95B, resulting in an operating margin of 42.9%.
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%.
BHP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BHP Group Limited reported a net income of 5.65B and revenue of 27.95B, resulting in a net margin of 20.2%.
Frequently Asked Questions
UL and BHP have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BHP has higher volatility (13.72%) compared to UL (6.11%). In terms of maximum drawdown, UL dropped -53.55% vs BHP's -76.22%.
BHP currently has the higher Sharpe Ratio (2.80 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.
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