UL vs. NIO
UL (The Unilever Group) and NIO (NIO Inc.) are both stocks. UL operates in Household & Personal Products (Consumer Defensive), while NIO operates in Auto Manufacturers (Consumer Cyclical). Over the past 5 years, UL returned 0.66%/yr vs -35.22%/yr for NIO. At a 0.09 correlation, their price movements are largely independent.
Performance
UL vs. NIO - 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 NIO's 2.16% 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%
NIO
- 1D
- -0.38%
- 1M
- -14.59%
- YTD
- 2.16%
- 6M
- 3.58%
- 1Y
- 48.43%
- 3Y*
- -16.32%
- 5Y*
- -35.22%
- 10Y*
- —
UL vs. NIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UL The Unilever Group | -8.35% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -5.75% |
NIO NIO Inc. | 2.16% | 16.97% | -51.93% | -6.97% | -69.22% | -35.00% | 1,112.44% | -36.89% | 6.17% |
Correlation
The correlation between UL and NIO is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2018 | 0.09 |
The correlation between UL and NIO shifts across timeframes, from -0.02 (1 year) to 0.12 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UL:
$129.35B
NIO:
$12.93B
UL:
€5.06
NIO:
-CN¥3.74
UL:
1.09
NIO:
0.85
UL:
7.20
NIO:
20.18
UL:
€109.27B
NIO:
CN¥100.51B
UL:
€90.89B
NIO:
CN¥15.77B
UL:
€24.12B
NIO:
-CN¥7.54B
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Return for Risk
UL vs. NIO — Risk / Return Rank
UL
NIO
UL vs. NIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and NIO Inc. (NIO). 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 | NIO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -2.30 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.16 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | 1.01 | -1.61 |
| Martin ratioReturn relative to average drawdown | -1.23 | 1.78 | -3.01 |
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Drawdowns
UL vs. NIO - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, smaller than the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for UL and NIO.
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Drawdown Indicators
| UL | NIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.55% | -95.00% | +41.45% |
Max Drawdown (1Y)Largest decline over 1 year | -25.09% | -43.73% | +18.64% |
Max Drawdown (3Y)Largest decline over 3 years | -25.09% | -79.69% | +54.60% |
Max Drawdown (5Y)Largest decline over 5 years | -26.53% | -94.10% | +67.57% |
Max Drawdown (10Y)Largest decline over 10 years | -30.13% | — | — |
Current DrawdownCurrent decline from peak | -19.64% | -91.71% | +72.07% |
Average DrawdownAverage peak-to-trough decline | -10.61% | -67.90% | +57.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.20% | 24.74% | -12.54% |
Volatility
UL vs. NIO - Volatility Comparison
The current volatility for The Unilever Group (UL) is 6.11%, while NIO Inc. (NIO) has a volatility of 17.58%. This indicates that UL experiences smaller price fluctuations and is considered to be less risky than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UL | NIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 17.58% | -11.47% |
Volatility (6M)Calculated over the trailing 6-month period | 16.78% | 41.08% | -24.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.50% | 62.74% | -41.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 71.62% | -50.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.61% | 86.66% | -65.05% |
Dividends
UL vs. NIO - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.87%, while NIO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIO NIO Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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. NIO - Financials Comparison
This section allows you to compare key financial metrics between The Unilever Group and NIO Inc.. 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. NIO - 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%.
NIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a gross profit of 4.86B and revenue of 25.53B. Therefore, the gross margin over that period was 19.0%.
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%.
NIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported an operating income of -308.81M and revenue of 25.53B, resulting in an operating margin of -1.2%.
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%.
NIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a net income of -496.01M and revenue of 25.53B, resulting in a net margin of -1.9%.
Frequently Asked Questions
UL and NIO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NIO has higher volatility (17.58%) compared to UL (6.11%). In terms of maximum drawdown, UL dropped -53.55% vs NIO's -95.00%.
NIO currently has the higher Sharpe Ratio (0.70 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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