UL vs. STAG
UL (Unilever PLC) and STAG (STAG Industrial, Inc.) are both stocks. UL operates in Household & Personal Products (Consumer Defensive), while STAG operates in REIT - Industrial (Real Estate). Over the past 10 years, UL returned 5.17%/yr vs 10.22%/yr for STAG. At a 0.35 correlation, their price movements are largely independent.
Performance
UL vs. STAG - Performance Comparison
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Returns By Period
In the year-to-date period, UL achieves a -3.56% return, which is significantly lower than STAG's 16.15% return. Over the past 10 years, UL has underperformed STAG with an annualized return of 5.17%, while STAG has yielded a comparatively higher 10.22% annualized return.
UL
- 1D
- -0.63%
- 1M
- 6.16%
- 6M
- -2.23%
- YTD
- -3.56%
- 1Y
- -4.56%
- 3Y*
- 5.22%
- 5Y*
- 2.26%
- 10Y*
- 5.17%
- ALL TIME*
- 9.38%
STAG
- 1D
- 0.34%
- 1M
- 11.74%
- 6M
- 12.71%
- YTD
- 16.15%
- 1Y
- 22.25%
- 3Y*
- 7.49%
- 5Y*
- 5.13%
- 10Y*
- 10.22%
- ALL TIME*
- 14.43%
UL vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UL Unilever PLC | -3.56% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
STAG STAG Industrial, Inc. | 16.15% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Correlation
The correlation between UL and STAG is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2011 | 0.35 |
Fundamentals
UL:
$133.56B
STAG:
$8.00B
UL:
€5.38
STAG:
$1.29
UL:
10.07
STAG:
32.35
UL:
1.97
STAG:
4.10
UL:
1.09
STAG:
9.14
UL:
7.67
STAG:
2.23
UL:
€109.27B
STAG:
$863.82M
UL:
€90.89B
STAG:
$356.54M
UL:
€24.12B
STAG:
$598.36M
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Return for Risk
UL vs. STAG — Risk / Return Rank
UL
STAG
UL vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (UL) and STAG Industrial, Inc. (STAG). 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 | STAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.80 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.20 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 2.37 | -2.55 |
| Martin ratioReturn relative to average drawdown | -0.35 | 5.88 | -6.22 |
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Drawdowns
UL vs. STAG - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for UL and STAG.
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Drawdown Indicators
| UL | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.55% | -45.08% | -8.47% |
Max Drawdown (1Y)Largest decline over 1 year | -25.09% | -9.44% | -15.65% |
Max Drawdown (3Y)Largest decline over 3 years | -25.09% | -24.59% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -25.09% | -42.22% | +17.13% |
Max Drawdown (10Y)Largest decline over 10 years | -30.13% | -45.08% | +14.95% |
Current DrawdownCurrent decline from peak | -15.44% | -0.52% | -14.92% |
Average DrawdownAverage peak-to-trough decline | -10.62% | -10.45% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.20% | 3.79% | +9.41% |
Volatility
UL vs. STAG - Volatility Comparison
Unilever PLC (UL) and STAG Industrial, Inc. (STAG) have volatilities of 6.50% and 6.65%, 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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Volatility by Period
| UL | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 6.65% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 17.27% | 15.50% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.22% | 20.33% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.04% | 23.50% | -2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 26.20% | -4.68% |
Dividends
UL vs. STAG - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.68%, more than STAG's 3.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 3.63% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
UL Unilever PLC | 3.68% | 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. STAG - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC and STAG Industrial, 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
UL vs. STAG - Profitability Comparison
UL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Unilever PLC reported a gross profit of 0.00 and revenue of 18.38B. Therefore, the gross margin over that period was 0.0%.
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.
UL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Unilever PLC reported an operating income of 4.13B and revenue of 18.38B, resulting in an operating margin of 22.5%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
UL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Unilever PLC reported a net income of 2.56B and revenue of 18.38B, resulting in a net margin of 14.0%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
Frequently Asked Questions
UL and STAG have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STAG has higher volatility (6.65%) compared to UL (6.50%). In terms of maximum drawdown, UL dropped -53.55% vs STAG's -45.08%.
STAG currently has the higher Sharpe Ratio (1.10 vs -0.21), 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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