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

Performance

UL vs. T - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Unilever PLC (UL) and AT&T Inc. (T). 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 -3.56% return, which is significantly higher than T's -7.04% return. Over the past 10 years, UL has outperformed T with an annualized return of 5.17%, while T has yielded a comparatively lower 2.10% 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%

T

1D
0.64%
1M
2.62%
6M
-2.84%
YTD
-7.04%
1Y
-13.37%
3Y*
20.93%
5Y*
7.13%
10Y*
2.10%
ALL TIME*
9.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UL vs. T - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UL
Unilever PLC
-3.56%5.96%20.90%-0.17%-2.82%-7.61%9.04%12.88%-2.34%40.15%
T
AT&T Inc.
-7.04%13.97%44.08%-2.74%5.76%-8.09%-21.37%45.55%-22.25%-4.01%

Correlation

The correlation between UL and T is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.32

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

0.28

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

0.29

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

0.26

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

0.28

Fundamentals

Market Cap

UL:

$133.56B

T:

$152.52B

EPS

UL:

€5.38

T:

$3.05

PE Ratio

UL:

10.07

T:

7.19

PEG Ratio

UL:

1.97

T:

0.30

PS Ratio

UL:

1.09

T:

1.25

Total Revenue (TTM)

UL:

€109.27B

T:

$125.65B

Gross Profit (TTM)

UL:

€90.89B

T:

$105.41B

EBITDA (TTM)

UL:

€24.12B

T:

$54.70B

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Return for Risk

UL vs. T — Risk / Return Rank

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

UL
UL Risk / Return Rank: 3535
Overall Rank
UL Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
UL Sortino Ratio Rank: 3131
Sortino Ratio Rank
UL Omega Ratio Rank: 3131
Omega Ratio Rank
UL Calmar Ratio Rank: 3939
Calmar Ratio Rank
UL Martin Ratio Rank: 3939
Martin Ratio Rank

T
T Risk / Return Rank: 2222
Overall Rank
T Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
T Sortino Ratio Rank: 1919
Sortino Ratio Rank
T Omega Ratio Rank: 2020
Omega Ratio Rank
T Calmar Ratio Rank: 2929
Calmar Ratio Rank
T Martin Ratio Rank: 2323
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. T - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (UL) and AT&T Inc. (T). 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.


ULTDifference
Sharpe ratioReturn per unit of total volatility

+0.36

Sortino ratioReturn per unit of downside risk

+0.53

Omega ratioGain probability vs. loss probability

0.98

0.92

+0.06

Calmar ratioReturn relative to maximum drawdown

-0.18

-0.46

+0.28

Martin ratioReturn relative to average drawdown

-0.35

-1.03

+0.69

UL vs. T - Sharpe Ratio Comparison

The current UL Sharpe Ratio is -0.21, which is higher than the T Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of UL and T, 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. T - Drawdown Comparison

The maximum UL drawdown since its inception was -53.55%, smaller than the maximum T drawdown of -64.15%. Use the drawdown chart below to compare losses from any high point for UL and T.


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Drawdown Indicators


ULTDifference

Max Drawdown

Largest peak-to-trough decline

-53.55%

-64.15%

+10.60%

Max Drawdown (1Y)

Largest decline over 1 year

-25.09%

-28.89%

+3.80%

Max Drawdown (3Y)

Largest decline over 3 years

-25.09%

-28.89%

+3.80%

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

-32.01%

+6.92%

Max Drawdown (10Y)

Largest decline over 10 years

-30.13%

-42.35%

+12.22%

Current Drawdown

Current decline from peak

-15.44%

-21.57%

+6.13%

Average Drawdown

Average peak-to-trough decline

-10.62%

-15.74%

+5.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.20%

12.94%

+0.26%

Volatility

UL vs. T - Volatility Comparison

The current volatility for Unilever PLC (UL) is 6.50%, while AT&T Inc. (T) has a volatility of 9.59%. This indicates that UL experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ULTDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.50%

9.59%

-3.09%

Volatility (6M)

Calculated over the trailing 6-month period

17.27%

19.91%

-2.64%

Volatility (1Y)

Calculated over the trailing 1-year period

22.22%

23.72%

-1.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.04%

24.38%

-3.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.52%

23.92%

-2.40%

Dividends

UL vs. T - Dividend Comparison

UL's dividend yield for the trailing twelve months is around 3.68%, less than T's 6.58% yield.


PositionTTM20252024202320222021202020192018201720162015
T
AT&T Inc.
6.58%4.47%4.87%6.62%6.66%8.46%7.23%5.22%7.01%5.04%4.51%5.46%
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. T - Financials Comparison

This section allows you to compare key financial metrics between Unilever PLC and AT&T 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00B25.00B30.00B35.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
18.38B
33.47B
(UL) Total Revenue
(T) Total Revenue
Please note, different currencies. UL values in EUR, T values in USD

Frequently Asked Questions


UL and T have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

T has higher volatility (9.59%) compared to UL (6.50%). In terms of maximum drawdown, UL dropped -53.55% vs T's -64.15%.

UL currently has the higher Sharpe Ratio (-0.21 vs -0.57), 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 T

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