UL vs. BIP-UN.TO
UL (The Unilever Group) and BIP-UN.TO (Brookfield Infrastructure Partners L.P) are both stocks. UL operates in Household & Personal Products (Consumer Defensive), while BIP-UN.TO operates in Utilities - Diversified (Utilities). Over the past 10 years, UL returned 4.43%/yr vs 28.77%/yr for BIP-UN.TO. At a 0.17 correlation, their price movements are largely independent.
Performance
UL vs. BIP-UN.TO - Performance Comparison
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Different Trading Currencies
UL is traded in USD, while BIP-UN.TO is traded in CAD. To make them comparable, the BIP-UN.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, UL achieves a -12.75% return, which is significantly lower than BIP-UN.TO's 13.82% return. Over the past 10 years, UL has underperformed BIP-UN.TO with an annualized return of 4.43%, while BIP-UN.TO has yielded a comparatively higher 28.77% annualized return.
UL
- 1D
- -1.11%
- 1M
- -3.03%
- YTD
- -12.75%
- 6M
- -8.37%
- 1Y
- -18.21%
- 3Y*
- 3.46%
- 5Y*
- -0.18%
- 10Y*
- 4.43%
BIP-UN.TO
- 1D
- -0.39%
- 1M
- 6.39%
- YTD
- 13.82%
- 6M
- 12.37%
- 1Y
- 20.99%
- 3Y*
- 7.00%
- 5Y*
- 14.92%
- 10Y*
- 28.77%
UL vs. BIP-UN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UL The Unilever Group | -12.75% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
BIP-UN.TO Brookfield Infrastructure Partners L.P | 13.82% | 15.30% | 6.27% | 7.08% | 20.25% | 27.91% | 17.32% | 52.53% | -17.94% | 42.93% |
Correlation
The correlation between UL and BIP-UN.TO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2009 | 0.17 |
Fundamentals
UL:
$123.13B
BIP-UN.TO:
CA$24.85B
UL:
$5.06
BIP-UN.TO:
CA$0.91
UL:
11.08
BIP-UN.TO:
59.66
UL:
2.17
BIP-UN.TO:
0.31
UL:
1.20
BIP-UN.TO:
1.04
UL:
7.93
BIP-UN.TO:
5.38
UL:
$109.27B
BIP-UN.TO:
CA$24.01B
UL:
$90.89B
BIP-UN.TO:
CA$6.49B
UL:
$24.12B
BIP-UN.TO:
CA$11.14B
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Return for Risk
UL vs. BIP-UN.TO — Risk / Return Rank
UL
BIP-UN.TO
UL vs. BIP-UN.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and Brookfield Infrastructure Partners L.P (BIP-UN.TO). 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.
| UL | BIP-UN.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.01 | ||
| Sortino ratioReturn per unit of downside risk | -2.82 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.20 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 1.75 | -2.48 |
| Martin ratioReturn relative to average drawdown | -1.53 | 3.79 | -5.32 |
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
| UL | BIP-UN.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.86 | 1.15 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.45 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.74 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.90 | -0.51 |
Drawdowns
UL vs. BIP-UN.TO - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, roughly equal to the maximum BIP-UN.TO drawdown of -51.41%. Use the drawdown chart below to compare losses from any high point for UL and BIP-UN.TO.
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Drawdown Indicators
| UL | BIP-UN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.55% | -51.41% | -2.14% |
Max Drawdown (1Y)Largest decline over 1 year | -25.09% | -12.06% | -13.03% |
Max Drawdown (3Y)Largest decline over 3 years | -25.09% | -41.17% | +16.08% |
Max Drawdown (5Y)Largest decline over 5 years | -26.53% | -47.89% | +21.36% |
Max Drawdown (10Y)Largest decline over 10 years | -30.13% | -51.41% | +21.28% |
Current DrawdownCurrent decline from peak | -23.50% | -1.52% | -21.98% |
Average DrawdownAverage peak-to-trough decline | -10.60% | -7.80% | -2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.93% | 5.55% | +6.38% |
Volatility
UL vs. BIP-UN.TO - Volatility Comparison
The Unilever Group (UL) has a higher volatility of 5.63% compared to Brookfield Infrastructure Partners L.P (BIP-UN.TO) at 4.78%. This indicates that UL's price experiences larger fluctuations and is considered to be riskier than BIP-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UL | BIP-UN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 4.78% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 18.17% | 14.26% | +3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 18.41% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.83% | 33.34% | -12.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.62% | 38.92% | -17.30% |
Dividends
UL vs. BIP-UN.TO - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 4.07%, less than BIP-UN.TO's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIP-UN.TO Brookfield Infrastructure Partners L.P | 4.51% | 5.04% | 4.85% | 5.00% | 4.23% | 3.97% | 5.61% | 5.62% | 6.65% | 5.64% | 5.16% | 10.13% |
UL The Unilever Group | 4.07% | 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. BIP-UN.TO - Financials Comparison
This section allows you to compare key financial metrics between The Unilever Group and Brookfield Infrastructure Partners L.P. 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. BIP-UN.TO - 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%.
BIP-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a gross profit of 1.70B and revenue of 6.30B. Therefore, the gross margin over that period was 26.9%.
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%.
BIP-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported an operating income of 1.59B and revenue of 6.30B, resulting in an operating margin of 25.2%.
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%.
BIP-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a net income of -86.00M and revenue of 6.30B, resulting in a net margin of -1.4%.
Frequently Asked Questions
UL and BIP-UN.TO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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