ULVR.L vs. O
ULVR.L (Unilever PLC) and O (Realty Income Corporation) are both stocks. ULVR.L operates in Household & Personal Products (Consumer Defensive), while O operates in REIT - Retail (Real Estate). Over the past 10 years, ULVR.L returned 5.14%/yr vs 5.27%/yr for O. At a 0.22 correlation, their price movements are largely independent.
Performance
ULVR.L vs. O - Performance Comparison
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Different Trading Currencies
ULVR.L is traded in GBp, while O is traded in USD. To make them comparable, the O 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 -12.27% return, which is significantly lower than O's 11.40% return. Both investments have delivered pretty close results over the past 10 years, with ULVR.L having a 5.14% annualized return and O not far ahead at 5.27%.
ULVR.L
- 1D
- 0.06%
- 1M
- -1.01%
- YTD
- -12.27%
- 6M
- -19.02%
- 1Y
- -16.95%
- 3Y*
- 1.32%
- 5Y*
- 0.78%
- 10Y*
- 5.14%
O
- 1D
- 0.00%
- 1M
- 0.85%
- YTD
- 11.40%
- 6M
- 8.83%
- 1Y
- 16.31%
- 3Y*
- 3.62%
- 5Y*
- 3.86%
- 10Y*
- 5.27%
ULVR.L vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ULVR.L Unilever PLC | -12.27% | -1.72% | 23.73% | -5.78% | 10.06% | -6.81% | 4.28% | 9.22% | 2.92% | 29.22% |
O Realty Income Corporation | 9.84% | 4.21% | -0.40% | -9.32% | 3.64% | 25.13% | -14.20% | 16.65% | 22.82% | -5.29% |
Correlation
The correlation between ULVR.L and O is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007 | 0.22 |
The correlation between ULVR.L and O shifts across timeframes, from 0.22 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
ULVR.L:
£4.32
O:
$1.17
ULVR.L:
9.70
O:
51.10
ULVR.L:
1.77
O:
4.16
ULVR.L:
1.02
O:
6.91
ULVR.L:
£96.17B
O:
$5.92B
ULVR.L:
£42.43B
O:
$3.89B
ULVR.L:
£20.18B
O:
$3.93B
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Return for Risk
ULVR.L vs. O — Risk / Return Rank
ULVR.L
O
ULVR.L vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (ULVR.L) and Realty Income Corporation (O). 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 | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.18 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 1.48 | -2.07 |
| Martin ratioReturn relative to average drawdown | -1.16 | 3.69 | -4.85 |
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 | O | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.68 | 1.01 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.21 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.21 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.40 | +0.04 |
Drawdowns
ULVR.L vs. O - Drawdown Comparison
The maximum ULVR.L drawdown since its inception was -33.95%, smaller than the maximum O drawdown of -43.73%. Use the drawdown chart below to compare losses from any high point for ULVR.L and O.
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Drawdown Indicators
| ULVR.L | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.95% | -43.73% | +9.78% |
Max Drawdown (1Y)Largest decline over 1 year | -28.87% | -11.04% | -17.83% |
Max Drawdown (3Y)Largest decline over 3 years | -28.87% | -22.07% | -6.80% |
Max Drawdown (5Y)Largest decline over 5 years | -28.87% | -35.08% | +6.21% |
Max Drawdown (10Y)Largest decline over 10 years | -31.86% | -43.73% | +11.87% |
Current DrawdownCurrent decline from peak | -26.90% | -9.57% | -17.33% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -12.95% | +3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.62% | 4.43% | +10.19% |
Volatility
ULVR.L vs. O - Volatility Comparison
Unilever PLC (ULVR.L) has a higher volatility of 5.98% compared to Realty Income Corporation (O) at 4.99%. This indicates that ULVR.L's price experiences larger fluctuations and is considered to be riskier than O 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 | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.99% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 19.36% | 12.48% | +6.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.05% | 16.19% | +8.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.81% | 18.66% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 25.77% | -5.24% |
Dividends
ULVR.L vs. O - Dividend Comparison
ULVR.L's dividend yield for the trailing twelve months is around 4.04%, less than O's 5.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
O Realty Income Corporation | 5.39% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
ULVR.L Unilever PLC | 4.04% | 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. O - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC and Realty Income 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. O - 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%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a gross profit of 0.00 and revenue of 1.55B. Therefore, the gross margin over that period was 0.0%.
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%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported an operating income of 0.00 and revenue of 1.55B, resulting in an operating margin of 0.0%.
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%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Realty Income Corporation reported a net income of -9.17M and revenue of 1.55B, resulting in a net margin of -0.6%.
Frequently Asked Questions
ULVR.L and O have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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