ULVR.L vs. RHHBY
ULVR.L (Unilever PLC) and RHHBY (Roche Holding AG) are both stocks. ULVR.L operates in Household & Personal Products (Consumer Defensive), while RHHBY operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, ULVR.L returned 5.14%/yr vs 8.58%/yr for RHHBY. At a 0.32 correlation, their price movements are largely independent.
Performance
ULVR.L vs. RHHBY - Performance Comparison
Loading charts...
Different Trading Currencies
ULVR.L is traded in GBp, while RHHBY is traded in USD. To make them comparable, the RHHBY 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 RHHBY's 3.93% return. Over the past 10 years, ULVR.L has underperformed RHHBY with an annualized return of 5.14%, while RHHBY has yielded a comparatively higher 8.58% annualized return.
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%
RHHBY
- 1D
- 0.00%
- 1M
- 2.98%
- YTD
- 3.93%
- 6M
- 8.37%
- 1Y
- 31.69%
- 3Y*
- 11.21%
- 5Y*
- 6.29%
- 10Y*
- 8.58%
ULVR.L vs. RHHBY - 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% |
RHHBY Roche Holding AG | 2.02% | 41.97% | 1.98% | -8.82% | -12.96% | 21.34% | 6.71% | 28.40% | 8.22% | 4.43% |
Correlation
The correlation between ULVR.L and RHHBY is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007 | 0.32 |
Fundamentals
ULVR.L:
£4.32
RHHBY:
$5.42
ULVR.L:
9.70
RHHBY:
9.33
ULVR.L:
1.02
RHHBY:
1.51
ULVR.L:
£96.17B
RHHBY:
$107.65B
ULVR.L:
£42.43B
RHHBY:
$79.28B
ULVR.L:
£20.18B
RHHBY:
$31.01B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ULVR.L vs. RHHBY — Risk / Return Rank
ULVR.L
RHHBY
ULVR.L vs. RHHBY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (ULVR.L) and Roche Holding AG (RHHBY). 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 | RHHBY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.88 | ||
| Sortino ratioReturn per unit of downside risk | -2.77 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.24 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 1.72 | -2.31 |
| Martin ratioReturn relative to average drawdown | -1.16 | 4.21 | -5.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| ULVR.L | RHHBY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.68 | 1.20 | -1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.28 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.38 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.43 | +0.01 |
Drawdowns
ULVR.L vs. RHHBY - Drawdown Comparison
The maximum ULVR.L drawdown since its inception was -33.95%, smaller than the maximum RHHBY drawdown of -38.52%. Use the drawdown chart below to compare losses from any high point for ULVR.L and RHHBY.
Loading charts...
Drawdown Indicators
| ULVR.L | RHHBY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.95% | -38.52% | +4.57% |
Max Drawdown (1Y)Largest decline over 1 year | -28.87% | -18.50% | -10.37% |
Max Drawdown (3Y)Largest decline over 3 years | -28.87% | -21.94% | -6.93% |
Max Drawdown (5Y)Largest decline over 5 years | -28.87% | -38.52% | +9.65% |
Max Drawdown (10Y)Largest decline over 10 years | -31.86% | -38.52% | +6.66% |
Current DrawdownCurrent decline from peak | -26.90% | -11.42% | -15.48% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -10.36% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.62% | 7.54% | +7.08% |
Volatility
ULVR.L vs. RHHBY - Volatility Comparison
The current volatility for Unilever PLC (ULVR.L) is 5.98%, while Roche Holding AG (RHHBY) has a volatility of 7.99%. This indicates that ULVR.L experiences smaller price fluctuations and is considered to be less risky than RHHBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ULVR.L | RHHBY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 7.99% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 19.36% | 17.95% | +1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.05% | 26.56% | -1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.81% | 22.56% | -2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 22.70% | -2.17% |
Dividends
ULVR.L vs. RHHBY - Dividend Comparison
ULVR.L's dividend yield for the trailing twelve months is around 4.04%, more than RHHBY's 3.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RHHBY Roche Holding AG | 3.07% | 2.69% | 3.87% | 3.55% | 3.23% | 1.57% | 1.66% | 1.70% | 3.58% | 3.25% | 3.57% | 2.91% |
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. RHHBY - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC and Roche Holding AG. 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. RHHBY - 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%.
RHHBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported a gross profit of 21.75B and revenue of 30.32B. Therefore, the gross margin over that period was 71.7%.
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%.
RHHBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported an operating income of 7.05B and revenue of 30.32B, resulting in an operating margin of 23.2%.
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%.
RHHBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Roche Holding AG reported a net income of 5.42B and revenue of 30.32B, resulting in a net margin of 17.9%.
Frequently Asked Questions
ULVR.L and RHHBY have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for ULVR.L and RHHBY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer