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ULVR.L vs. JNJ
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ULVR.L vs. JNJ - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Unilever PLC (ULVR.L) and Johnson & Johnson (JNJ). The values are adjusted to include any dividend payments, if applicable.

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ULVR.L vs. JNJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ULVR.L
Unilever PLC
-12.94%3.40%23.94%-5.61%10.27%-6.64%4.45%9.39%3.09%29.42%
JNJ
Johnson & Johnson
21.00%36.97%-3.15%-13.15%18.58%12.49%7.57%11.80%0.49%13.67%
Different Trading Currencies

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

Fundamentals

Market Cap

ULVR.L:

£92.18B

JNJ:

$596.19B

EPS

ULVR.L:

£4.32

JNJ:

$11.04

PE Ratio

ULVR.L:

9.72

JNJ:

22.15

PEG Ratio

ULVR.L:

1.77

JNJ:

0.74

PS Ratio

ULVR.L:

1.02

JNJ:

6.30

PB Ratio

ULVR.L:

5.93

JNJ:

7.31

Total Revenue (TTM)

ULVR.L:

£96.17B

JNJ:

$94.19B

Gross Profit (TTM)

ULVR.L:

£42.43B

JNJ:

$68.56B

EBITDA (TTM)

ULVR.L:

£20.18B

JNJ:

$39.85B

Returns By Period

In the year-to-date period, ULVR.L achieves a -12.94% return, which is significantly lower than JNJ's 20.14% return. Over the past 10 years, ULVR.L has underperformed JNJ with an annualized return of 5.84%, while JNJ has yielded a comparatively higher 12.16% annualized return.


ULVR.L

1D
-7.28%
1M
-23.19%
YTD
-12.94%
6M
-9.44%
1Y
-11.99%
3Y*
1.36%
5Y*
3.22%
10Y*
5.84%

JNJ

1D
0.00%
1M
-0.38%
YTD
20.14%
6M
34.70%
1Y
46.97%
3Y*
16.89%
5Y*
12.42%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ULVR.L vs. JNJ — Risk / Return Rank

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

ULVR.L
ULVR.L Risk / Return Rank: 1515
Overall Rank
ULVR.L Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
ULVR.L Sortino Ratio Rank: 1616
Sortino Ratio Rank
ULVR.L Omega Ratio Rank: 1616
Omega Ratio Rank
ULVR.L Calmar Ratio Rank: 2525
Calmar Ratio Rank
ULVR.L Martin Ratio Rank: 33
Martin Ratio Rank

JNJ
JNJ Risk / Return Rank: 9494
Overall Rank
JNJ Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
JNJ Sortino Ratio Rank: 9595
Sortino Ratio Rank
JNJ Omega Ratio Rank: 9696
Omega Ratio Rank
JNJ Calmar Ratio Rank: 9393
Calmar Ratio Rank
JNJ Martin Ratio Rank: 9393
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.

ULVR.L vs. JNJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (ULVR.L) and Johnson & Johnson (JNJ). 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.LJNJDifference

Sharpe ratio

Return per unit of total volatility

-0.61

2.44

-3.05

Sortino ratio

Return per unit of downside risk

-0.71

3.10

-3.81

Omega ratio

Gain probability vs. loss probability

0.91

1.45

-0.54

Calmar ratio

Return relative to maximum drawdown

-0.53

3.49

-4.01

Martin ratio

Return relative to average drawdown

-1.89

8.64

-10.53

ULVR.L vs. JNJ - Sharpe Ratio Comparison

The current ULVR.L Sharpe Ratio is -0.61, which is lower than the JNJ Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of ULVR.L and JNJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ULVR.LJNJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.61

2.44

-3.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.71

-0.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.62

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.68

-0.21

Correlation

The correlation between ULVR.L and JNJ is 0.30, 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. JNJ - Dividend Comparison

ULVR.L's dividend yield for the trailing twelve months is around 4.11%, more than JNJ's 2.13% yield.


TTM20252024202320222021202020192018201720162015
ULVR.L
Unilever PLC
4.11%3.59%3.39%4.15%3.65%3.93%3.47%3.42%3.41%3.10%3.33%3.13%
JNJ
Johnson & Johnson
2.13%2.48%3.40%3.00%2.52%2.45%2.53%2.57%2.74%2.38%2.73%2.87%

Drawdowns

ULVR.L vs. JNJ - Drawdown Comparison

The maximum ULVR.L drawdown since its inception was -51.35%, which is greater than JNJ's maximum drawdown of -23.28%. Use the drawdown chart below to compare losses from any high point for ULVR.L and JNJ.


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Drawdown Indicators


ULVR.LJNJDifference

Max Drawdown

Largest peak-to-trough decline

-51.35%

-50.67%

-0.68%

Max Drawdown (1Y)

Largest decline over 1 year

-23.19%

-8.42%

-14.77%

Max Drawdown (5Y)

Largest decline over 5 years

-23.19%

-18.41%

-4.78%

Max Drawdown (10Y)

Largest decline over 10 years

-31.56%

-27.37%

-4.19%

Current Drawdown

Current decline from peak

-23.19%

-1.66%

-21.53%

Average Drawdown

Average peak-to-trough decline

-9.59%

-11.90%

+2.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.46%

4.04%

+2.42%

Volatility

ULVR.L vs. JNJ - Volatility Comparison

Unilever PLC (ULVR.L) has a higher volatility of 9.11% compared to Johnson & Johnson (JNJ) at 4.90%. This indicates that ULVR.L's price experiences larger fluctuations and is considered to be riskier than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ULVR.LJNJDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.11%

4.90%

+4.21%

Volatility (6M)

Calculated over the trailing 6-month period

15.26%

11.85%

+3.41%

Volatility (1Y)

Calculated over the trailing 1-year period

19.55%

19.38%

+0.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.28%

17.49%

+0.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.80%

19.83%

-0.03%

Financials

ULVR.L vs. JNJ - Financials Comparison

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


15.00B20.00B25.00B30.00B20212022202320242025
20.35B
24.56B
(ULVR.L) Total Revenue
(JNJ) Total Revenue
Please note, different currencies. ULVR.L values in GBp, JNJ values in USD

ULVR.L vs. JNJ - Profitability Comparison

The chart below illustrates the profitability comparison between Unilever PLC and Johnson & Johnson 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%202120222023202420250
86.4%
Portfolio components
ULVR.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Unilever PLC reported a gross profit of 0.00 and revenue of 20.35B. Therefore, the gross margin over that period was 0.0%.

JNJ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Johnson & Johnson reported a gross profit of 21.22B and revenue of 24.56B. Therefore, the gross margin over that period was 86.4%.

ULVR.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Unilever PLC reported an operating income of 4.16B and revenue of 20.35B, resulting in an operating margin of 20.4%.

JNJ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Johnson & Johnson reported an operating income of 5.39B and revenue of 24.56B, resulting in an operating margin of 22.0%.

ULVR.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Unilever PLC reported a net income of 2.58B and revenue of 20.35B, resulting in a net margin of 12.7%.

JNJ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Johnson & Johnson reported a net income of 5.12B and revenue of 24.56B, resulting in a net margin of 20.8%.