ULVR.L vs. MSFT
ULVR.L (Unilever PLC) and MSFT (Microsoft Corporation) are both stocks. ULVR.L operates in Household & Personal Products (Consumer Defensive), while MSFT operates in Software - Infrastructure (Technology). Over the past 10 years, ULVR.L returned 5.95%/yr vs 25.03%/yr for MSFT. At a 0.20 correlation, their price movements are largely independent.
Performance
ULVR.L vs. MSFT - Performance Comparison
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Different Trading Currencies
ULVR.L is traded in GBp, while MSFT is traded in USD. To make them comparable, the MSFT 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 -8.18% return, which is significantly higher than MSFT's -18.43% return. Over the past 10 years, ULVR.L has underperformed MSFT with an annualized return of 5.95%, while MSFT has yielded a comparatively higher 25.03% annualized return.
ULVR.L
- 1D
- 0.78%
- 1M
- 4.56%
- YTD
- -8.18%
- 6M
- -7.73%
- 1Y
- -13.30%
- 3Y*
- 2.91%
- 5Y*
- 1.71%
- 10Y*
- 5.95%
MSFT
- 1D
- 0.19%
- 1M
- -2.51%
- YTD
- -18.43%
- 6M
- -18.19%
- 1Y
- -16.45%
- 3Y*
- 4.02%
- 5Y*
- 10.70%
- 10Y*
- 25.03%
ULVR.L vs. MSFT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ULVR.L Unilever PLC | -8.18% | -1.72% | 23.73% | -5.78% | 10.06% | -6.81% | 4.28% | 9.22% | 2.92% | 29.22% |
MSFT Microsoft Corporation | -18.43% | 7.35% | 14.90% | 50.28% | -19.47% | 53.92% | 38.35% | 51.56% | 27.96% | 28.56% |
Correlation
The correlation between ULVR.L and MSFT is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2007 | 0.20 |
The correlation between ULVR.L and MSFT shifts across timeframes, from -0.23 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ULVR.L:
£96.29B
MSFT:
$2.91T
ULVR.L:
€4.32
MSFT:
$16.79
ULVR.L:
11.78
MSFT:
23.27
ULVR.L:
2.14
MSFT:
1.63
ULVR.L:
1.23
MSFT:
9.16
ULVR.L:
7.18
MSFT:
7.02
ULVR.L:
€96.17B
MSFT:
$318.27B
ULVR.L:
€42.43B
MSFT:
$217.41B
ULVR.L:
€20.18B
MSFT:
$200.96B
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Return for Risk
ULVR.L vs. MSFT — Risk / Return Rank
ULVR.L
MSFT
ULVR.L vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (ULVR.L) and Microsoft Corporation (MSFT). 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.
| ULVR.L | MSFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.90 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | -0.48 | +0.02 |
| Martin ratioReturn relative to average drawdown | -0.89 | -0.94 | +0.05 |
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Drawdowns
ULVR.L vs. MSFT - Drawdown Comparison
The maximum ULVR.L drawdown since its inception was -33.95%, smaller than the maximum MSFT drawdown of -40.05%. Use the drawdown chart below to compare losses from any high point for ULVR.L and MSFT.
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Drawdown Indicators
| ULVR.L | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.95% | -40.05% | +6.10% |
Max Drawdown (1Y)Largest decline over 1 year | -28.87% | -34.18% | +5.31% |
Max Drawdown (3Y)Largest decline over 3 years | -28.87% | -34.18% | +5.31% |
Max Drawdown (5Y)Largest decline over 5 years | -28.87% | -34.18% | +5.31% |
Max Drawdown (10Y)Largest decline over 10 years | -31.86% | -34.18% | +2.32% |
Current DrawdownCurrent decline from peak | -23.49% | -28.53% | +5.04% |
Average DrawdownAverage peak-to-trough decline | -9.13% | -8.84% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.91% | 17.53% | -2.62% |
Volatility
ULVR.L vs. MSFT - Volatility Comparison
The current volatility for Unilever PLC (ULVR.L) is 6.17%, while Microsoft Corporation (MSFT) has a volatility of 10.61%. This indicates that ULVR.L experiences smaller price fluctuations and is considered to be less risky than MSFT 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 | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 10.61% | -4.44% |
Volatility (6M)Calculated over the trailing 6-month period | 16.64% | 21.91% | -5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.27% | 25.64% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.87% | 25.92% | -6.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 27.30% | -6.75% |
Dividends
ULVR.L vs. MSFT - Dividend Comparison
ULVR.L's dividend yield for the trailing twelve months is around 3.86%, more than MSFT's 0.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT Microsoft Corporation | 0.91% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
ULVR.L Unilever PLC | 3.86% | 3.59% | 3.23% | 3.95% | 3.48% | 3.74% | 3.31% | 3.26% | 3.24% | 2.95% | 3.17% | 2.98% |
Financials
ULVR.L vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC and Microsoft Corporation. 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
ULVR.L vs. MSFT - Profitability Comparison
ULVR.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a gross profit of 56.06B and revenue of 82.89B. Therefore, the gross margin over that period was 67.6%.
ULVR.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Unilever PLC reported an operating income of 4.16B and revenue of 20.35B, resulting in an operating margin of 20.4%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported an operating income of 38.40B and revenue of 82.89B, resulting in an operating margin of 46.3%.
ULVR.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Unilever PLC reported a net income of 2.58B and revenue of 20.35B, resulting in a net margin of 12.7%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a net income of 31.78B and revenue of 82.89B, resulting in a net margin of 38.3%.
Frequently Asked Questions
ULVR.L and MSFT have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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