UL vs. PFE
UL (Unilever PLC) and PFE (Pfizer Inc.) are both stocks. UL operates in Household & Personal Products (Consumer Defensive), while PFE operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, UL returned 5.78%/yr vs 1.33%/yr for PFE. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
UL vs. PFE - Performance Comparison
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Returns By Period
In the year-to-date period, UL achieves a 2.66% return, which is significantly lower than PFE's 6.22% return. Over the past 10 years, UL has outperformed PFE with an annualized return of 5.78%, while PFE has yielded a comparatively lower 1.33% annualized return.
UL
- 1D
- -1.30%
- 1M
- 7.84%
- 6M
- 0.92%
- YTD
- 2.66%
- 1Y
- 2.23%
- 3Y*
- 6.22%
- 5Y*
- 3.97%
- 10Y*
- 5.78%
- ALL TIME*
- 9.56%
PFE
- 1D
- -0.40%
- 1M
- 5.01%
- 6M
- 0.59%
- YTD
- 6.22%
- 1Y
- 10.76%
- 3Y*
- -5.44%
- 5Y*
- -5.21%
- 10Y*
- 1.33%
- ALL TIME*
- 9.10%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
PFE Pfizer Inc. | $929.74M | $1.00B | $1.04B |
| $340.84M | $286.47M | $254.19M |
UL vs. PFE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UL Unilever PLC | 2.66% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
PFE Pfizer Inc. | 6.22% | 0.65% | -2.22% | -41.26% | -10.41% | 66.70% | 3.07% | -6.91% | 24.82% | 15.90% |
Correlation
The correlation between UL and PFE is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 1988 | 0.30 |
Fundamentals
UL:
$142.18B
PFE:
$143.34B
UL:
€5.38
PFE:
$1.31
UL:
10.76
PFE:
19.17
UL:
2.11
PFE:
0.35
UL:
1.14
PFE:
2.27
UL:
€111.11B
PFE:
$63.32B
UL:
€111.26B
PFE:
$43.91B
UL:
€24.12B
PFE:
$16.94B
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Return for Risk
UL vs. PFE — Risk / Return Rank
UL
PFE
UL vs. PFE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (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.
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 | PFE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.10 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.69 | -0.60 |
| Martin ratioReturn relative to average drawdown | 0.17 | 1.55 | -1.38 |
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Drawdowns
UL vs. PFE - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, smaller than the maximum PFE drawdown of -69.24%. Use the drawdown chart below to compare losses from any high point for UL and PFE.
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Drawdown Indicators
| UL | PFE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.55% | -69.24% | +15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -25.09% | -15.72% | -9.37% |
Max Drawdown (3Y)Largest decline over 3 years | -25.09% | -36.23% | +11.14% |
Max Drawdown (5Y)Largest decline over 5 years | -25.09% | -58.96% | +33.87% |
Max Drawdown (10Y)Largest decline over 10 years | -30.13% | -58.96% | +28.83% |
Current DrawdownCurrent decline from peak | -9.99% | -46.97% | +36.98% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -22.96% | +12.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.43% | 6.99% | +6.44% |
Volatility
UL vs. PFE - Volatility Comparison
Unilever PLC (UL) has a higher volatility of 11.13% compared to Pfizer Inc. (PFE) at 5.79%. 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.
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Volatility by Period
| UL | PFE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.13% | 5.79% | +5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 19.57% | 15.26% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.13% | 24.01% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.28% | 25.60% | -4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.74% | 23.98% | -2.24% |
Dividends
UL vs. PFE - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.45%, less than PFE's 6.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFE Pfizer Inc. | 6.84% | 6.91% | 6.33% | 5.70% | 3.12% | 2.64% | 3.92% | 3.68% | 3.12% | 3.53% | 3.69% | 3.47% |
UL Unilever PLC | 3.45% | 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. PFE - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
UL and PFE have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UL has higher volatility (11.13%) compared to PFE (5.79%). In terms of maximum drawdown, UL dropped -53.55% vs PFE's -69.24%.
PFE currently has the higher Sharpe Ratio (0.45 vs 0.09), 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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