ULVR.L vs. 4I1.DE
Compare and contrast key facts about Unilever PLC (ULVR.L) and Philip Morris International Inc (4I1.DE).
Performance
ULVR.L vs. 4I1.DE - Performance Comparison
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ULVR.L vs. 4I1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ULVR.L Unilever PLC | -13.19% | 3.40% | 23.94% | -5.61% | 10.27% | -6.64% | 4.45% | -3.89% |
4I1.DE Philip Morris International Inc | -1.21% | 28.99% | 35.43% | -6.79% | 24.25% | 20.09% | -0.17% | -0.16% |
Different Trading Currencies
ULVR.L is traded in GBp, while 4I1.DE is traded in EUR. To make them comparable, the 4I1.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, ULVR.L achieves a -13.19% return, which is significantly lower than 4I1.DE's -1.21% return.
ULVR.L
- 1D
- -0.29%
- 1M
- -21.39%
- YTD
- -13.19%
- 6M
- -9.12%
- 1Y
- -12.43%
- 3Y*
- 1.26%
- 5Y*
- 3.16%
- 10Y*
- 5.81%
4I1.DE
- 1D
- -5.96%
- 1M
- -13.88%
- YTD
- -1.21%
- 6M
- -0.65%
- 1Y
- -0.77%
- 3Y*
- 18.88%
- 5Y*
- 17.42%
- 10Y*
- —
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Return for Risk
ULVR.L vs. 4I1.DE — Risk / Return Rank
ULVR.L
4I1.DE
ULVR.L vs. 4I1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (ULVR.L) and Philip Morris International Inc (4I1.DE). 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.
| ULVR.L | 4I1.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.63 | -0.03 | -0.61 |
Sortino ratioReturn per unit of downside risk | -0.75 | 0.15 | -0.90 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.02 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.55 | -0.04 | -0.51 |
Martin ratioReturn relative to average drawdown | -1.95 | -0.08 | -1.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ULVR.L | 4I1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.63 | -0.03 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.80 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.64 | -0.17 |
Correlation
The correlation between ULVR.L and 4I1.DE is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ULVR.L vs. 4I1.DE - Dividend Comparison
ULVR.L's dividend yield for the trailing twelve months is around 4.12%, more than 4I1.DE's 3.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ULVR.L Unilever PLC | 4.12% | 3.59% | 3.39% | 4.15% | 3.65% | 3.93% | 3.47% | 3.42% | 3.41% | 3.10% | 3.33% | 3.13% |
4I1.DE Philip Morris International Inc | 3.16% | 3.07% | 3.67% | 4.81% | 4.46% | 4.34% | 5.32% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ULVR.L vs. 4I1.DE - Drawdown Comparison
The maximum ULVR.L drawdown since its inception was -51.35%, which is greater than 4I1.DE's maximum drawdown of -22.28%. Use the drawdown chart below to compare losses from any high point for ULVR.L and 4I1.DE.
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Drawdown Indicators
| ULVR.L | 4I1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.35% | -28.54% | -22.81% |
Max Drawdown (1Y)Largest decline over 1 year | -23.41% | -20.77% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -23.41% | -20.77% | -2.64% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | — | — |
Current DrawdownCurrent decline from peak | -23.41% | -15.87% | -7.54% |
Average DrawdownAverage peak-to-trough decline | -9.59% | -7.41% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.62% | 10.14% | -3.52% |
Volatility
ULVR.L vs. 4I1.DE - Volatility Comparison
The current volatility for Unilever PLC (ULVR.L) is 8.74%, while Philip Morris International Inc (4I1.DE) has a volatility of 11.20%. This indicates that ULVR.L experiences smaller price fluctuations and is considered to be less risky than 4I1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ULVR.L | 4I1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.74% | 11.20% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 15.26% | 21.91% | -6.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 28.19% | -8.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.27% | 22.05% | -3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.80% | 23.85% | -4.05% |
Financials
ULVR.L vs. 4I1.DE - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC and Philip Morris International 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