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.
Key characteristics
UL | PG | |
---|---|---|
YTD Return | 8.50% | 13.67% |
1Y Return | -2.45% | 8.46% |
3Y Return (Ann) | -0.08% | 9.63% |
5Y Return (Ann) | 0.35% | 11.92% |
10Y Return (Ann) | 5.15% | 10.44% |
Sharpe Ratio | -0.17 | 0.57 |
Daily Std Dev | 15.16% | 14.09% |
Max Drawdown | -53.55% | -54.23% |
Current Drawdown | -6.70% | 0.00% |
Fundamentals
UL | PG | |
---|---|---|
Market Cap | $131.30B | $388.15B |
EPS | $2.74 | $6.12 |
PE Ratio | 19.03 | 26.87 |
PEG Ratio | 14.11 | 3.28 |
Revenue (TTM) | $59.60B | $84.06B |
Gross Profit (TTM) | $24.17B | $39.25B |
EBITDA (TTM) | $11.06B | $24.22B |
Correlation
The correlation between UL and PG is 0.35, 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.
Performance
UL vs. PG - Performance Comparison
In the year-to-date period, UL achieves a 8.50% return, which is significantly lower than PG's 13.67% return. Over the past 10 years, UL has underperformed PG with an annualized return of 5.15%, while PG has yielded a comparatively higher 10.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
UL vs. PG - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.56%, more than PG's 2.33% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
The Unilever Group | 3.56% | 3.83% | 3.61% | 3.77% | 3.07% | 3.18% | 3.49% | 2.82% | 3.44% | 3.06% | 3.72% | 3.39% |
The Procter & Gamble Company | 2.33% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% | 2.91% |
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. For additional features, visit the drawdowns tool.
Volatility
UL vs. PG - Volatility Comparison
The Unilever Group (UL) has a higher volatility of 6.69% compared to The Procter & Gamble Company (PG) at 2.49%. This indicates that UL's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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