UL vs. PM
Compare and contrast key facts about The Unilever Group (UL) and Philip Morris International Inc. (PM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UL or PM.
Key characteristics
| UL | PM | |
|---|---|---|
| YTD Return | 8.50% | 4.97% |
| 1Y Return | -2.45% | 9.01% |
| 3Y Return (Ann) | -0.08% | 6.36% |
| 5Y Return (Ann) | 0.35% | 8.53% |
| 10Y Return (Ann) | 5.15% | 6.65% |
| Sharpe Ratio | -0.17 | 0.46 |
| Daily Std Dev | 15.16% | 15.94% |
| Max Drawdown | -53.55% | -42.87% |
| Current Drawdown | -6.70% | -1.77% |
Fundamentals
| UL | PM | |
|---|---|---|
| Market Cap | $131.30B | $151.41B |
| EPS | $2.74 | $5.12 |
| PE Ratio | 19.03 | 19.02 |
| PEG Ratio | 14.11 | 1.99 |
| Revenue (TTM) | $59.60B | $35.95B |
| Gross Profit (TTM) | $24.17B | $20.53B |
| EBITDA (TTM) | $11.06B | $14.02B |
Correlation
The correlation between UL and PM 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.
Performance
UL vs. PM - Performance Comparison
In the year-to-date period, UL achieves a 8.50% return, which is significantly higher than PM's 4.97% return. Over the past 10 years, UL has underperformed PM with an annualized return of 5.15%, while PM has yielded a comparatively higher 6.65% 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. PM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and Philip Morris International Inc. (PM). 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. PM - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.56%, less than PM's 5.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UL 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% |
PM Philip Morris International Inc. | 5.31% | 5.46% | 4.98% | 5.16% | 5.73% | 5.43% | 6.73% | 3.99% | 4.50% | 4.60% | 4.76% | 4.11% |
Drawdowns
UL vs. PM - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, which is greater than PM's maximum drawdown of -42.87%. Use the drawdown chart below to compare losses from any high point for UL and PM. For additional features, visit the drawdowns tool.
Volatility
UL vs. PM - Volatility Comparison
The Unilever Group (UL) and Philip Morris International Inc. (PM) have volatilities of 6.69% and 6.71%, 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.
Financials
UL vs. PM - Financials Comparison
This section allows you to compare key financial metrics between The Unilever Group and Philip Morris International 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