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UL vs. TSCO.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UL vs. TSCO.L - Performance Comparison

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

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Different Trading Currencies

UL is traded in USD, while TSCO.L is traded in GBp. To make them comparable, the TSCO.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, UL achieves a -12.75% return, which is significantly lower than TSCO.L's 4.06% return. Over the past 10 years, UL has underperformed TSCO.L with an annualized return of 4.43%, while TSCO.L has yielded a comparatively higher 14.43% 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%

TSCO.L

1D
0.01%
1M
-2.79%
YTD
4.06%
6M
3.24%
1Y
18.37%
3Y*
27.10%
5Y*
18.19%
10Y*
14.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UL vs. TSCO.L - 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%
TSCO.L
Tesco PLC
4.06%33.84%29.58%41.90%-27.47%29.14%-2.47%43.70%-12.92%11.38%

Correlation

The correlation between UL and TSCO.L is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.30

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

0.29

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

0.25

Correlation (All Time)
Calculated using the full available price history since Jul 5, 2007

0.36

The correlation between UL and TSCO.L shifts across timeframes, from 0.25 (1 year) to 0.36 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UL:

$123.13B

TSCO.L:

£28.84B

EPS

UL:

$5.06

TSCO.L:

£0.54

PE Ratio

UL:

11.08

TSCO.L:

8.45

PEG Ratio

UL:

2.17

TSCO.L:

0.46

PS Ratio

UL:

1.20

TSCO.L:

0.20

PB Ratio

UL:

7.93

TSCO.L:

2.52

Total Revenue (TTM)

UL:

$109.27B

TSCO.L:

£143.63B

Gross Profit (TTM)

UL:

$90.89B

TSCO.L:

£10.94B

EBITDA (TTM)

UL:

$24.12B

TSCO.L:

£8.93B

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Return for Risk

UL vs. TSCO.L — 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

TSCO.L
TSCO.L Risk / Return Rank: 6868
Overall Rank
TSCO.L Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
TSCO.L Sortino Ratio Rank: 6464
Sortino Ratio Rank
TSCO.L Omega Ratio Rank: 6363
Omega Ratio Rank
TSCO.L Calmar Ratio Rank: 7070
Calmar Ratio Rank
TSCO.L Martin Ratio Rank: 7171
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. TSCO.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) and Tesco PLC (TSCO.L). 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.


ULTSCO.LDifference
Sharpe ratioReturn per unit of total volatility

-1.69

Sortino ratioReturn per unit of downside risk

-2.37

Omega ratioGain probability vs. loss probability

0.87

1.16

-0.29

Calmar ratioReturn relative to maximum drawdown

-0.73

1.46

-2.18

Martin ratioReturn relative to average drawdown

-1.53

3.69

-5.22

UL vs. TSCO.L - Sharpe Ratio Comparison

The current UL Sharpe Ratio is -0.86, which is lower than the TSCO.L Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of UL and TSCO.L, 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


ULTSCO.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.86

0.83

-1.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

0.81

-0.82

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.58

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.05

+0.34

Drawdowns

UL vs. TSCO.L - Drawdown Comparison

The maximum UL drawdown since its inception was -53.55%, smaller than the maximum TSCO.L drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for UL and TSCO.L.


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Drawdown Indicators


ULTSCO.LDifference

Max Drawdown

Largest peak-to-trough decline

-53.55%

-74.47%

+20.92%

Max Drawdown (1Y)

Largest decline over 1 year

-25.09%

-12.57%

-12.52%

Max Drawdown (3Y)

Largest decline over 3 years

-25.09%

-18.60%

-6.49%

Max Drawdown (5Y)

Largest decline over 5 years

-26.53%

-44.50%

+17.97%

Max Drawdown (10Y)

Largest decline over 10 years

-30.13%

-44.50%

+14.37%

Current Drawdown

Current decline from peak

-23.50%

-8.47%

-15.03%

Average Drawdown

Average peak-to-trough decline

-10.60%

-44.23%

+33.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.93%

4.96%

+6.97%

Volatility

UL vs. TSCO.L - Volatility Comparison

The current volatility for The Unilever Group (UL) is 5.63%, while Tesco PLC (TSCO.L) has a volatility of 7.18%. This indicates that UL experiences smaller price fluctuations and is considered to be less risky than TSCO.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ULTSCO.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.63%

7.18%

-1.55%

Volatility (6M)

Calculated over the trailing 6-month period

18.17%

17.34%

+0.83%

Volatility (1Y)

Calculated over the trailing 1-year period

21.26%

22.17%

-0.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.83%

22.34%

-1.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.62%

25.03%

-3.41%

Dividends

UL vs. TSCO.L - Dividend Comparison

UL's dividend yield for the trailing twelve months is around 4.07%, more than TSCO.L's 3.19% yield.


PositionTTM20252024202320222021202020192018201720162015
TSCO.L
Tesco PLC
3.19%3.23%3.39%3.75%5.15%20.72%4.19%2.64%1.93%0.48%0.00%0.00%
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. TSCO.L - Financials Comparison

This section allows you to compare key financial metrics between The Unilever Group and Tesco 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


20.00B25.00B30.00B35.00B202120222023202420252026
18.38B
37.68B
(UL) Total Revenue
(TSCO.L) Total Revenue
Please note, different currencies. UL values in USD, TSCO.L values in GBp

UL vs. TSCO.L - Profitability Comparison

The chart below illustrates the profitability comparison between The Unilever Group and Tesco 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
7.3%
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%.

TSCO.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Tesco PLC reported a gross profit of 2.76B and revenue of 37.68B. Therefore, the gross margin over that period was 7.3%.

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%.

TSCO.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Tesco PLC reported an operating income of 1.49B and revenue of 37.68B, resulting in an operating margin of 4.0%.

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%.

TSCO.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Tesco PLC reported a net income of 837.00M and revenue of 37.68B, resulting in a net margin of 2.2%.


Frequently Asked Questions


UL and TSCO.L have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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