Correlation
The correlation between UL and NSRGY is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
UL vs. NSRGY
Compare and contrast key facts about The Unilever Group (UL) and Nestlé S.A. (NSRGY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UL or NSRGY.
Performance
UL vs. NSRGY - Performance Comparison
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Key characteristics
UL:
1.05
NSRGY:
0.16
UL:
1.69
NSRGY:
0.84
UL:
1.24
NSRGY:
1.11
UL:
1.41
NSRGY:
0.27
UL:
2.97
NSRGY:
0.76
UL:
7.53%
NSRGY:
13.73%
UL:
18.85%
NSRGY:
22.38%
UL:
-53.55%
NSRGY:
-41.23%
UL:
-2.27%
NSRGY:
-15.38%
Fundamentals
UL:
$155.77B
NSRGY:
$274.33B
UL:
$2.60
NSRGY:
$5.09
UL:
24.39
NSRGY:
20.95
UL:
1.95
NSRGY:
3.40
UL:
2.56
NSRGY:
2.99
UL:
6.86
NSRGY:
6.29
UL:
$60.76B
NSRGY:
$91.72B
UL:
$60.76B
NSRGY:
$43.05B
UL:
$13.01B
NSRGY:
$18.66B
Returns By Period
In the year-to-date period, UL achieves a 13.71% return, which is significantly lower than NSRGY's 34.72% return. Over the past 10 years, UL has outperformed NSRGY with an annualized return of 7.49%, while NSRGY has yielded a comparatively lower 6.63% annualized return.
UL
13.71%
0.70%
7.62%
19.64%
14.79%
6.31%
7.49%
NSRGY
34.72%
0.77%
27.07%
3.54%
-0.69%
2.50%
6.63%
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Risk-Adjusted Performance
UL vs. NSRGY — Risk-Adjusted Performance Rank
UL
NSRGY
UL vs. NSRGY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and Nestlé S.A. (NSRGY). 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.
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Dividends
UL vs. NSRGY - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.06%, less than NSRGY's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UL The Unilever Group | 3.06% | 3.29% | 3.83% | 3.61% | 3.77% | 3.07% | 3.18% | 3.49% | 2.82% | 3.44% | 3.06% | 3.72% |
NSRGY Nestlé S.A. | 3.18% | 4.17% | 2.76% | 2.64% | 2.18% | 2.34% | 2.24% | 3.12% | 2.68% | 3.16% | 3.11% | 3.32% |
Drawdowns
UL vs. NSRGY - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, which is greater than NSRGY's maximum drawdown of -41.23%. Use the drawdown chart below to compare losses from any high point for UL and NSRGY.
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Volatility
UL vs. NSRGY - Volatility Comparison
The current volatility for The Unilever Group (UL) is 4.68%, while Nestlé S.A. (NSRGY) has a volatility of 5.94%. This indicates that UL experiences smaller price fluctuations and is considered to be less risky than NSRGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UL vs. NSRGY - Financials Comparison
This section allows you to compare key financial metrics between The Unilever Group and Nestlé S.A.. 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. NSRGY - Profitability Comparison
UL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Unilever Group reported a gross profit of 29.64B and revenue of 29.64B. Therefore, the gross margin over that period was 100.0%.
NSRGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Nestlé S.A. reported a gross profit of 21.61B and revenue of 46.49B. Therefore, the gross margin over that period was 46.5%.
UL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Unilever Group reported an operating income of 3.45B and revenue of 29.64B, resulting in an operating margin of 11.6%.
NSRGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Nestlé S.A. reported an operating income of 7.27B and revenue of 46.49B, resulting in an operating margin of 15.6%.
UL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Unilever Group reported a net income of 2.04B and revenue of 29.64B, resulting in a net margin of 6.9%.
NSRGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Nestlé S.A. reported a net income of 5.24B and revenue of 46.49B, resulting in a net margin of 11.3%.