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

Performance

UL vs. STX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Unilever Group (UL) and Seagate Technology plc (STX). 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 -12.75% return, which is significantly lower than STX's 218.93% return. Over the past 10 years, UL has underperformed STX with an annualized return of 4.43%, while STX has yielded a comparatively higher 49.93% annualized return.


UL

1D
-1.11%
1M
-3.03%
YTD
-12.75%
6M
-8.37%
1Y
-18.21%
3Y*
3.46%
5Y*
-0.18%
10Y*
4.43%

STX

1D
3.46%
1M
12.03%
YTD
218.93%
6M
208.54%
1Y
599.43%
3Y*
149.84%
5Y*
59.24%
10Y*
49.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UL vs. STX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UL
The Unilever Group
-12.75%5.96%20.90%-0.17%-2.82%-7.61%9.04%12.88%-2.34%40.15%
STX
Seagate Technology plc
218.93%225.26%4.06%69.12%-51.42%87.50%10.14%62.14%-2.90%16.67%

Correlation

The correlation between UL and STX is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.06

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

0.02

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

0.09

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

0.14

Correlation (All Time)
Calculated using the full available price history since Dec 12, 2002

0.23

The correlation between UL and STX shifts across timeframes, from -0.06 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UL:

$123.13B

STX:

$199.90B

EPS

UL:

$5.06

STX:

$10.58

PE Ratio

UL:

11.08

STX:

82.87

PEG Ratio

UL:

2.17

STX:

0.99

PS Ratio

UL:

1.20

STX:

17.90

PB Ratio

UL:

7.93

STX:

182.56

Total Revenue (TTM)

UL:

$109.27B

STX:

$11.01B

Gross Profit (TTM)

UL:

$90.89B

STX:

$4.57B

EBITDA (TTM)

UL:

$24.12B

STX:

$2.59B

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Return for Risk

UL vs. STX — Risk / Return Rank

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

UL
UL Risk / Return Rank: 1010
Overall Rank
UL Sharpe Ratio Rank: 88
Sharpe Ratio Rank
UL Sortino Ratio Rank: 1010
Sortino Ratio Rank
UL Omega Ratio Rank: 1111
Omega Ratio Rank
UL Calmar Ratio Rank: 1515
Calmar Ratio Rank
UL Martin Ratio Rank: 55
Martin Ratio Rank

STX
STX Risk / Return Rank: 9999
Overall Rank
STX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
STX Sortino Ratio Rank: 9999
Sortino Ratio Rank
STX Omega Ratio Rank: 9898
Omega Ratio Rank
STX Calmar Ratio Rank: 100100
Calmar Ratio Rank
STX Martin Ratio Rank: 100100
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. STX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and Seagate Technology plc (STX). 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.


ULSTXDifference
Sharpe ratioReturn per unit of total volatility

-10.40

Sortino ratioReturn per unit of downside risk

-7.31

Omega ratioGain probability vs. loss probability

0.87

1.80

-0.93

Calmar ratioReturn relative to maximum drawdown

-0.73

28.81

-29.53

Martin ratioReturn relative to average drawdown

-1.53

84.36

-85.89

UL vs. STX - Sharpe Ratio Comparison

The current UL Sharpe Ratio is -0.86, which is lower than the STX Sharpe Ratio of 9.54. The chart below compares the historical Sharpe Ratios of UL and STX, 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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Sharpe Ratios by Period


ULSTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.86

9.54

-10.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

1.34

-1.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

1.19

-0.98

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.53

-0.14

Drawdowns

UL vs. STX - Drawdown Comparison

The maximum UL drawdown since its inception was -53.55%, smaller than the maximum STX drawdown of -88.74%. Use the drawdown chart below to compare losses from any high point for UL and STX.


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Drawdown Indicators


ULSTXDifference

Max Drawdown

Largest peak-to-trough decline

-53.55%

-88.74%

+35.19%

Max Drawdown (1Y)

Largest decline over 1 year

-25.09%

-21.00%

-4.09%

Max Drawdown (3Y)

Largest decline over 3 years

-25.09%

-40.00%

+14.91%

Max Drawdown (5Y)

Largest decline over 5 years

-26.53%

-56.99%

+30.46%

Max Drawdown (10Y)

Largest decline over 10 years

-30.13%

-56.99%

+26.86%

Current Drawdown

Current decline from peak

-23.50%

-6.80%

-16.70%

Average Drawdown

Average peak-to-trough decline

-10.60%

-26.45%

+15.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.93%

7.16%

+4.77%

Volatility

UL vs. STX - Volatility Comparison

The current volatility for The Unilever Group (UL) is 5.63%, while Seagate Technology plc (STX) has a volatility of 17.98%. This indicates that UL experiences smaller price fluctuations and is considered to be less risky than STX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ULSTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.63%

17.98%

-12.35%

Volatility (6M)

Calculated over the trailing 6-month period

18.17%

49.95%

-31.78%

Volatility (1Y)

Calculated over the trailing 1-year period

21.26%

63.55%

-42.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.83%

44.63%

-23.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.62%

42.18%

-20.56%

Dividends

UL vs. STX - Dividend Comparison

UL's dividend yield for the trailing twelve months is around 4.07%, more than STX's 0.33% yield.


PositionTTM20252024202320222021202020192018201720162015
STX
Seagate Technology plc
0.33%1.05%3.27%3.28%5.32%2.40%4.21%4.27%6.53%6.02%6.60%6.14%
UL
The Unilever Group
4.07%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. STX - Financials Comparison

This section allows you to compare key financial metrics between The Unilever Group and Seagate Technology plc. 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
3.11B
(UL) Total Revenue
(STX) Total Revenue
Values in USD except per share items

UL vs. STX - Profitability Comparison

The chart below illustrates the profitability comparison between The Unilever Group and Seagate Technology plc 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
46.5%
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%.

STX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Seagate Technology plc reported a gross profit of 1.45B and revenue of 3.11B. Therefore, the gross margin over that period was 46.5%.

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%.

STX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Seagate Technology plc reported an operating income of 982.00M and revenue of 3.11B, resulting in an operating margin of 31.6%.

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%.

STX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Seagate Technology plc reported a net income of 748.00M and revenue of 3.11B, resulting in a net margin of 24.0%.


Frequently Asked Questions


UL and STX have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STX has higher volatility (17.98%) compared to UL (5.63%). In terms of maximum drawdown, UL dropped -53.55% vs STX's -88.74%.

STX currently has the higher Sharpe Ratio (9.54 vs -0.86), 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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