Correlation
The correlation between UL and PG is 0.42, 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.
UL vs. PG
Compare and contrast key facts about The Unilever Group (UL) and The Procter & Gamble Company (PG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UL or PG.
Performance
UL vs. PG - Performance Comparison
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Key characteristics
UL:
1.05
PG:
0.24
UL:
1.69
PG:
0.56
UL:
1.24
PG:
1.08
UL:
1.41
PG:
0.54
UL:
2.97
PG:
1.18
UL:
7.53%
PG:
5.39%
UL:
18.85%
PG:
19.20%
UL:
-53.55%
PG:
-54.23%
UL:
-2.27%
PG:
-5.46%
Fundamentals
UL:
$155.77B
PG:
$393.37B
UL:
$2.60
PG:
$6.30
UL:
24.39
PG:
26.63
UL:
1.95
PG:
4.06
UL:
2.56
PG:
4.69
UL:
6.86
PG:
7.64
UL:
$60.76B
PG:
$83.93B
UL:
$60.76B
PG:
$43.05B
UL:
$13.01B
PG:
$23.39B
Returns By Period
In the year-to-date period, UL achieves a 13.71% return, which is significantly higher than PG's 1.33% return. Over the past 10 years, UL has underperformed PG with an annualized return of 7.49%, while PG has yielded a comparatively higher 11.09% annualized return.
UL
13.71%
0.70%
7.62%
19.64%
14.79%
6.31%
7.49%
PG
1.33%
4.52%
-5.46%
4.48%
7.45%
9.87%
11.09%
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Risk-Adjusted Performance
UL vs. PG — Risk-Adjusted Performance Rank
UL
PG
UL vs. PG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and The Procter & Gamble Company (PG). 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. PG - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.06%, more than PG's 2.43% 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% |
PG The Procter & Gamble Company | 2.43% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.32% | 2.78% |
Drawdowns
UL vs. PG - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, roughly equal to the maximum PG drawdown of -54.23%. Use the drawdown chart below to compare losses from any high point for UL and PG.
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Volatility
UL vs. PG - Volatility Comparison
The Unilever Group (UL) and The Procter & Gamble Company (PG) have volatilities of 4.68% and 4.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
UL vs. PG - Financials Comparison
This section allows you to compare key financial metrics between The Unilever Group and The Procter & Gamble Company. 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. PG - 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%.
PG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Procter & Gamble Company reported a gross profit of 10.08B and revenue of 19.78B. Therefore, the gross margin over that period was 51.0%.
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%.
PG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Procter & Gamble Company reported an operating income of 4.56B and revenue of 19.78B, resulting in an operating margin of 23.1%.
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%.
PG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Procter & Gamble Company reported a net income of 3.77B and revenue of 19.78B, resulting in a net margin of 19.1%.