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UL vs. PFE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UL and PFE is 0.30, 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.


-0.50.00.51.00.3

Performance

UL vs. PFE - Performance Comparison

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

-10.00%-5.00%0.00%5.00%SeptemberOctoberNovemberDecember2025February
-10.45%
-7.10%
UL
PFE

Key characteristics

Sharpe Ratio

UL:

0.77

PFE:

-0.02

Sortino Ratio

UL:

1.21

PFE:

0.15

Omega Ratio

UL:

1.16

PFE:

1.02

Calmar Ratio

UL:

0.79

PFE:

-0.01

Martin Ratio

UL:

1.97

PFE:

-0.04

Ulcer Index

UL:

6.73%

PFE:

9.64%

Daily Std Dev

UL:

17.21%

PFE:

23.17%

Max Drawdown

UL:

-53.55%

PFE:

-54.82%

Current Drawdown

UL:

-14.64%

PFE:

-50.77%

Fundamentals

Market Cap

UL:

$137.99B

PFE:

$146.72B

EPS

UL:

$2.40

PFE:

$1.41

PE Ratio

UL:

23.18

PFE:

18.36

PEG Ratio

UL:

2.81

PFE:

0.18

Total Revenue (TTM)

UL:

$60.76B

PFE:

$63.63B

Gross Profit (TTM)

UL:

$60.76B

PFE:

$41.72B

EBITDA (TTM)

UL:

$13.01B

PFE:

$16.34B

Returns By Period

In the year-to-date period, UL achieves a -2.05% return, which is significantly lower than PFE's -0.76% return. Over the past 10 years, UL has outperformed PFE with an annualized return of 5.78%, while PFE has yielded a comparatively lower 1.75% annualized return.


UL

YTD

-2.05%

1M

-2.41%

6M

-10.45%

1Y

12.09%

5Y*

1.94%

10Y*

5.78%

PFE

YTD

-0.76%

1M

-1.17%

6M

-7.10%

1Y

-0.53%

5Y*

-0.94%

10Y*

1.75%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

UL vs. PFE — Risk-Adjusted Performance Rank

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

UL
The Risk-Adjusted Performance Rank of UL is 6868
Overall Rank
The Sharpe Ratio Rank of UL is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of UL is 6464
Sortino Ratio Rank
The Omega Ratio Rank of UL is 6464
Omega Ratio Rank
The Calmar Ratio Rank of UL is 7575
Calmar Ratio Rank
The Martin Ratio Rank of UL is 6666
Martin Ratio Rank

PFE
The Risk-Adjusted Performance Rank of PFE is 4141
Overall Rank
The Sharpe Ratio Rank of PFE is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of PFE is 3636
Sortino Ratio Rank
The Omega Ratio Rank of PFE is 3535
Omega Ratio Rank
The Calmar Ratio Rank of PFE is 4545
Calmar Ratio Rank
The Martin Ratio Rank of PFE is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UL vs. PFE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and Pfizer Inc. (PFE). 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.


Sharpe ratio
The chart of Sharpe ratio for UL, currently valued at 0.77, compared to the broader market-2.000.002.000.77-0.02
The chart of Sortino ratio for UL, currently valued at 1.21, compared to the broader market-4.00-2.000.002.004.006.001.210.15
The chart of Omega ratio for UL, currently valued at 1.16, compared to the broader market0.501.001.502.001.161.02
The chart of Calmar ratio for UL, currently valued at 0.79, compared to the broader market0.002.004.006.000.79-0.01
The chart of Martin ratio for UL, currently valued at 1.97, compared to the broader market-10.000.0010.0020.0030.001.97-0.04
UL
PFE

The current UL Sharpe Ratio is 0.77, which is higher than the PFE Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of UL and PFE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.77
-0.02
UL
PFE

Dividends

UL vs. PFE - Dividend Comparison

UL's dividend yield for the trailing twelve months is around 3.36%, less than PFE's 6.53% yield.


TTM20242023202220212020201920182017201620152014
UL
The Unilever Group
3.36%3.29%3.83%3.61%3.77%3.07%3.17%3.46%2.79%3.40%3.02%3.69%
PFE
Pfizer Inc.
6.53%6.33%5.70%3.12%2.64%3.92%3.68%3.12%3.54%3.70%3.48%3.34%

Drawdowns

UL vs. PFE - Drawdown Comparison

The maximum UL drawdown since its inception was -53.55%, roughly equal to the maximum PFE drawdown of -54.82%. Use the drawdown chart below to compare losses from any high point for UL and PFE. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-14.64%
-50.77%
UL
PFE

Volatility

UL vs. PFE - Volatility Comparison

The Unilever Group (UL) has a higher volatility of 7.93% compared to Pfizer Inc. (PFE) at 6.35%. This indicates that UL's price experiences larger fluctuations and is considered to be riskier than PFE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
7.93%
6.35%
UL
PFE

Financials

UL vs. PFE - Financials Comparison

This section allows you to compare key financial metrics between The Unilever Group and Pfizer 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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