ULVR.L vs. V
ULVR.L (Unilever PLC) and V (Visa Inc.) are both stocks. ULVR.L operates in Household & Personal Products (Consumer Defensive), while V operates in Credit Services (Financial Services). Over the past 10 years, ULVR.L returned 5.95%/yr vs 16.57%/yr for V. At a 0.23 correlation, their price movements are largely independent.
Performance
ULVR.L vs. V - Performance Comparison
Loading charts...
Different Trading Currencies
ULVR.L is traded in GBp, while V is traded in USD. To make them comparable, the V 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 lower than V's -7.22% return. Over the past 10 years, ULVR.L has underperformed V with an annualized return of 5.95%, while V has yielded a comparatively higher 16.57% 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%
V
- 1D
- 1.13%
- 1M
- 1.53%
- YTD
- -7.22%
- 6M
- -7.16%
- 1Y
- -11.12%
- 3Y*
- 11.57%
- 5Y*
- 8.44%
- 10Y*
- 16.57%
ULVR.L vs. V - 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% |
V Visa Inc. | -7.22% | 3.80% | 24.46% | 19.99% | 8.08% | 0.63% | 13.68% | 37.87% | 23.39% | 34.45% |
Correlation
The correlation between ULVR.L and V is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008 | 0.23 |
Fundamentals
ULVR.L:
€4.32
V:
$15.24
ULVR.L:
11.78
V:
21.16
ULVR.L:
2.14
V:
1.30
ULVR.L:
1.23
V:
10.93
ULVR.L:
€96.17B
V:
$43.03B
ULVR.L:
€42.43B
V:
$16.94B
ULVR.L:
€20.18B
V:
$27.63B
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. V — Risk / Return Rank
ULVR.L
V
ULVR.L vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (ULVR.L) and Visa Inc. (V). 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 | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 0.93 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | -0.70 | +0.24 |
| Martin ratioReturn relative to average drawdown | -0.89 | -1.42 | +0.53 |
Loading charts...
Drawdowns
ULVR.L vs. V - Drawdown Comparison
The maximum ULVR.L drawdown since its inception was -33.95%, smaller than the maximum V drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for ULVR.L and V.
Loading charts...
Drawdown Indicators
| ULVR.L | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.95% | -35.88% | +1.93% |
Max Drawdown (1Y)Largest decline over 1 year | -28.87% | -15.93% | -12.94% |
Max Drawdown (3Y)Largest decline over 3 years | -28.87% | -22.15% | -6.72% |
Max Drawdown (5Y)Largest decline over 5 years | -28.87% | -22.15% | -6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -31.86% | -28.74% | -3.12% |
Current DrawdownCurrent decline from peak | -23.49% | -15.81% | -7.68% |
Average DrawdownAverage peak-to-trough decline | -9.13% | -6.94% | -2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.91% | 9.62% | +5.29% |
Volatility
ULVR.L vs. V - Volatility Comparison
Unilever PLC (ULVR.L) has a higher volatility of 6.17% compared to Visa Inc. (V) at 5.77%. This indicates that ULVR.L's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ULVR.L | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 5.77% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 16.64% | 18.14% | -1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.27% | 22.95% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.87% | 22.37% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.55% | 24.57% | -4.02% |
Dividends
ULVR.L vs. V - Dividend Comparison
ULVR.L's dividend yield for the trailing twelve months is around 3.86%, more than V's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Financials
ULVR.L vs. V - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC and Visa 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
ULVR.L vs. V - 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%.
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a gross profit of -8.90B and revenue of 11.23B. Therefore, the gross margin over that period was -79.3%.
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%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported an operating income of 7.23B and revenue of 11.23B, resulting in an operating margin of 64.4%.
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%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a net income of 6.02B and revenue of 11.23B, resulting in a net margin of 53.6%.
Frequently Asked Questions
ULVR.L and V have a correlation of 0.14, 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 V
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