UL vs. NSRGY

Last updated Apr 2, 2026

Compare and contrast key facts about The Unilever Group (UL) and Nestlé S.A. (NSRGY).

Performance

UL vs. NSRGY - Performance Comparison

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

UL vs. NSRGY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UL The Unilever Group	-13.63%	5.96%	20.90%	-0.17%	-2.82%	-7.61%	9.04%	12.88%	-2.34%	40.15%
NSRGY Nestlé S.A.	-0.21%	24.80%	-27.05%	2.88%	-15.94%	22.32%	11.63%	37.26%	-2.74%	27.45%

Fundamentals

Market Cap UL : $123.07B NSRGY : $254.29B
EPS UL : $5.06 NSRGY : $7.72
PE Ratio UL : 11.07 NSRGY : 12.77
PS Ratio UL : 1.20 NSRGY : 1.40
PB Ratio UL : 7.93 NSRGY : 7.74
Total Revenue (TTM) UL : $109.27B NSRGY : $181.02B
Gross Profit (TTM) UL : $90.89B NSRGY : $83.86B
EBITDA (TTM) UL : $24.12B NSRGY : $36.34B

Returns By Period

In the year-to-date period, UL achieves a -13.63% return, which is significantly lower than NSRGY's -0.21% return. Over the past 10 years, UL has underperformed NSRGY with an annualized return of 4.44%, while NSRGY has yielded a comparatively higher 6.54% annualized return.

UL

• 1D: -1.60%
• 1M: -21.57%
• YTD: -13.63%
• 6M: -13.96%
• 1Y: -13.61%
• 3Y*: 2.01%
• 5Y*: 1.20%
• 10Y*: 4.44%

NSRGY

• 1D: -0.53%
• 1M: -7.28%
• YTD: -0.21%
• 6M: 6.48%
• 1Y: -0.15%
• 3Y*: -3.96%
• 5Y*: 0.13%
• 10Y*: 6.54%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

UL vs. NSRGY — Risk / Return Rank

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

UL

UL Risk / Return Rank: 14
UL Sharpe Ratio Rank: 14
UL Sortino Ratio Rank: 14
UL Omega Ratio Rank: 15
UL Calmar Ratio Rank: 22
UL Martin Ratio Rank: 3

NSRGY

NSRGY Risk / Return Rank: 37
NSRGY Sharpe Ratio Rank: 39
NSRGY Sortino Ratio Rank: 33
NSRGY Omega Ratio Rank: 32
NSRGY Calmar Ratio Rank: 41
NSRGY Martin Ratio Rank: 41

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.

UL vs. NSRGY - Risk-Adjusted Trends 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.

	UL	NSRGY	Difference
Sharpe ratio Return per unit of total volatility	-0.63	-0.01	-0.63
Sortino ratio Return per unit of downside risk	-0.75	0.16	-0.91
Omega ratio Gain probability vs. loss probability	0.90	1.02	-0.12
Calmar ratio Return relative to maximum drawdown	-0.56	0.03	-0.59
Martin ratio Return relative to average drawdown	-1.78	0.06	-1.83
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UL vs. NSRGY - Sharpe Ratio Comparison

The current UL Sharpe Ratio is -0.63, which is lower than the NSRGY Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of UL and NSRGY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UL	NSRGY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.63	-0.01	-0.63
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.06	0.01	+0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.21	0.36	-0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.12	+0.27

Correlation

The correlation between UL and NSRGY is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

UL vs. NSRGY - Dividend Comparison

UL's dividend yield for the trailing twelve months is around 4.14%, more than NSRGY's 3.45% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UL The Unilever Group	4.14%	3.51%	3.29%	3.83%	3.57%	3.77%	3.07%	3.18%	3.49%	2.80%	3.42%	3.02%
NSRGY Nestlé S.A.	3.45%	3.44%	4.01%	2.86%	2.57%	2.18%	2.34%	2.28%	3.12%	5.64%	6.54%	3.13%

Drawdowns

UL vs. NSRGY - Drawdown Comparison

The maximum UL drawdown since its inception was -53.55%, smaller than the maximum NSRGY drawdown of -75.68%. Use the drawdown chart below to compare losses from any high point for UL and NSRGY.

Drawdown Indicators

	UL	NSRGY	Difference
Max Drawdown Largest peak-to-trough decline	-53.55%	-75.68%	+22.13%
Max Drawdown (1Y) Largest decline over 1 year	-24.27%	-19.63%	-4.64%
Max Drawdown (5Y) Largest decline over 5 years	-26.59%	-38.24%	+11.65%
Max Drawdown (10Y) Largest decline over 10 years	-30.13%	-38.24%	+8.11%
Current Drawdown Current decline from peak	-24.27%	-21.85%	-2.42%
Average Drawdown Average peak-to-trough decline	-10.55%	-24.22%	+13.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.63%	10.23%	-2.60%

Volatility

UL vs. NSRGY - Volatility Comparison

The Unilever Group (UL) has a higher volatility of 7.63% compared to Nestlé S.A. (NSRGY) at 6.88%. This indicates that UL's price experiences larger fluctuations and is considered to be riskier than NSRGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UL	NSRGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.63%	6.88%	+0.75%
Volatility (6M) Calculated over the trailing 6-month period	16.70%	16.60%	+0.10%
Volatility (1Y) Calculated over the trailing 1-year period	21.59%	23.46%	-1.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.53%	19.59%	+0.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.48%	18.34%	+3.14%

Financials

UL vs. NSRGY - Profitability Comparison

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

UL - Gross Margin

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

NSRGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Nestlé S.A. reported a gross profit of 20.01B and revenue of 44.89B. Therefore, the gross margin over that period was 44.6%.

UL - Operating Margin

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

NSRGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Nestlé S.A. reported an operating income of 6.93B and revenue of 44.89B, resulting in an operating margin of 15.4%.

UL - Net Margin

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

NSRGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Nestlé S.A. reported a net income of 3.94B and revenue of 44.89B, resulting in a net margin of 8.8%.