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UL vs. PPL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UL vs. PPL - Performance Comparison

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

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Returns By Period

In the year-to-date period, UL achieves a -8.35% return, which is significantly lower than PPL's 3.97% return. Over the past 10 years, UL has outperformed PPL with an annualized return of 5.33%, while PPL has yielded a comparatively lower 3.60% annualized return.


UL

1D
1.03%
1M
4.77%
YTD
-8.35%
6M
-7.70%
1Y
-13.60%
3Y*
5.05%
5Y*
0.66%
10Y*
5.33%

PPL

1D
1.10%
1M
3.61%
YTD
3.97%
6M
7.12%
1Y
9.14%
3Y*
13.81%
5Y*
7.88%
10Y*
3.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UL vs. PPL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UL
The Unilever Group
-8.35%5.96%20.90%-0.17%-2.82%-7.61%9.04%12.88%-2.34%40.15%
PPL
PPL Corporation
3.97%11.38%23.98%-3.77%0.35%12.88%-16.87%33.41%-3.01%-5.19%

Correlation

The correlation between UL and PPL is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.34

Correlation (All Time)
Calculated using the full available price history since Jan 4, 1988

0.27

The correlation between UL and PPL shifts across timeframes, from 0.27 (all time) to 0.39 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UL:

$129.35B

PPL:

$27.14B

EPS

UL:

€5.06

PPL:

$1.63

PE Ratio

UL:

10.06

PPL:

21.98

PEG Ratio

UL:

1.97

PPL:

18.41

PS Ratio

UL:

1.09

PPL:

2.88

PB Ratio

UL:

7.20

PPL:

1.24

Total Revenue (TTM)

UL:

€109.27B

PPL:

$9.31B

Gross Profit (TTM)

UL:

€90.89B

PPL:

$4.34B

EBITDA (TTM)

UL:

€24.12B

PPL:

$3.38B

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Return for Risk

UL vs. PPL — Risk / Return Rank

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

UL
UL Risk / Return Rank: 1616
Overall Rank
UL Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
UL Sortino Ratio Rank: 1414
Sortino Ratio Rank
UL Omega Ratio Rank: 1515
Omega Ratio Rank
UL Calmar Ratio Rank: 2121
Calmar Ratio Rank
UL Martin Ratio Rank: 1515
Martin Ratio Rank

PPL
PPL Risk / Return Rank: 5454
Overall Rank
PPL Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
PPL Sortino Ratio Rank: 4949
Sortino Ratio Rank
PPL Omega Ratio Rank: 4747
Omega Ratio Rank
PPL Calmar Ratio Rank: 5656
Calmar Ratio Rank
PPL Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UL vs. PPL - Risk-Adjusted Trends Comparison

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


ULPPLDifference
Sharpe ratioReturn per unit of total volatility

-1.15

Sortino ratioReturn per unit of downside risk

-1.59

Omega ratioGain probability vs. loss probability

0.90

1.08

-0.19

Calmar ratioReturn relative to maximum drawdown

-0.60

0.57

-1.17

Martin ratioReturn relative to average drawdown

-1.23

1.49

-2.72

UL vs. PPL - Sharpe Ratio Comparison

The current UL Sharpe Ratio is -0.70, which is lower than the PPL Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of UL and PPL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UL vs. PPL - Drawdown Comparison

The maximum UL drawdown since its inception was -53.55%, roughly equal to the maximum PPL drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for UL and PPL.


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Drawdown Indicators


ULPPLDifference

Max Drawdown

Largest peak-to-trough decline

-53.55%

-55.38%

+1.83%

Max Drawdown (1Y)

Largest decline over 1 year

-25.09%

-13.29%

-11.80%

Max Drawdown (3Y)

Largest decline over 3 years

-25.09%

-18.84%

-6.25%

Max Drawdown (5Y)

Largest decline over 5 years

-26.53%

-24.73%

-1.80%

Max Drawdown (10Y)

Largest decline over 10 years

-30.13%

-48.73%

+18.60%

Current Drawdown

Current decline from peak

-19.64%

-9.22%

-10.42%

Average Drawdown

Average peak-to-trough decline

-10.61%

-15.62%

+5.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.20%

5.12%

+7.08%

Volatility

UL vs. PPL - Volatility Comparison

The Unilever Group (UL) has a higher volatility of 6.11% compared to PPL Corporation (PPL) at 5.51%. This indicates that UL's price experiences larger fluctuations and is considered to be riskier than PPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ULPPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.11%

5.51%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

16.78%

12.76%

+4.02%

Volatility (1Y)

Calculated over the trailing 1-year period

21.50%

16.94%

+4.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.87%

18.73%

+2.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.61%

22.78%

-1.17%

Dividends

UL vs. PPL - Dividend Comparison

UL's dividend yield for the trailing twelve months is around 3.87%, more than PPL's 3.11% yield.


PositionTTM20252024202320222021202020192018201720162015
PPL
PPL Corporation
3.11%3.11%3.17%3.54%2.99%5.52%5.89%4.60%5.79%5.11%4.46%11.74%
UL
The Unilever Group
3.87%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. PPL - Financials Comparison

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


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B202120222023202420252026
18.38B
2.77B
(UL) Total Revenue
(PPL) Total Revenue
Please note, different currencies. UL values in EUR, PPL values in USD

UL vs. PPL - Profitability Comparison

The chart below illustrates the profitability comparison between The Unilever Group and PPL Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%2021202220232024202520260
69.3%
Portfolio components
UL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Unilever Group reported a gross profit of 0.00 and revenue of 18.38B. Therefore, the gross margin over that period was 0.0%.

PPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PPL Corporation reported a gross profit of 1.92B and revenue of 2.77B. Therefore, the gross margin over that period was 69.3%.

UL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Unilever Group reported an operating income of 4.13B and revenue of 18.38B, resulting in an operating margin of 22.5%.

PPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PPL Corporation reported an operating income of 745.00M and revenue of 2.77B, resulting in an operating margin of 26.9%.

UL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Unilever Group reported a net income of 2.56B and revenue of 18.38B, resulting in a net margin of 14.0%.

PPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PPL Corporation reported a net income of 452.00M and revenue of 2.77B, resulting in a net margin of 16.3%.


Frequently Asked Questions


UL and PPL have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UL has higher volatility (6.11%) compared to PPL (5.51%). In terms of maximum drawdown, UL dropped -53.55% vs PPL's -55.38%.

PPL currently has the higher Sharpe Ratio (0.45 vs -0.70), 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.

Portfolio Optimizer

Find the right allocation for UL and PPL

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