UNA.AS vs. HEIA.AS
Compare and contrast key facts about Unilever PLC (UNA.AS) and Heineken N.V. (HEIA.AS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNA.AS or HEIA.AS.
Performance
UNA.AS vs. HEIA.AS - Performance Comparison
Returns By Period
In the year-to-date period, UNA.AS achieves a 28.59% return, which is significantly higher than HEIA.AS's -20.51% return. Over the past 10 years, UNA.AS has outperformed HEIA.AS with an annualized return of 8.74%, while HEIA.AS has yielded a comparatively lower 3.12% annualized return.
UNA.AS
28.59%
-5.21%
10.55%
29.43%
4.02%
8.74%
HEIA.AS
-20.51%
-8.53%
-25.29%
-12.19%
-3.54%
3.12%
Fundamentals
| UNA.AS | HEIA.AS | |
|---|---|---|
| Market Cap | €135.46B | €40.80B |
| EPS | €2.63 | €1.88 |
| PE Ratio | 20.81 | 38.11 |
| PEG Ratio | 15.89 | 0.88 |
| Total Revenue (TTM) | €29.05B | €15.84B |
| Gross Profit (TTM) | €11.83B | €1.46B |
| EBITDA (TTM) | €5.52B | €3.31B |
Key characteristics
| UNA.AS | HEIA.AS | |
|---|---|---|
| Sharpe Ratio | 1.91 | -0.68 |
| Sortino Ratio | 3.25 | -0.77 |
| Omega Ratio | 1.39 | 0.89 |
| Calmar Ratio | 0.44 | -0.43 |
| Martin Ratio | 10.31 | -1.17 |
| Ulcer Index | 2.79% | 11.28% |
| Daily Std Dev | 15.04% | 19.46% |
| Max Drawdown | -92.87% | -58.39% |
| Current Drawdown | -54.31% | -30.12% |
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Correlation
The correlation between UNA.AS and HEIA.AS is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
UNA.AS vs. HEIA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (UNA.AS) and Heineken N.V. (HEIA.AS). 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.
Dividends
UNA.AS vs. HEIA.AS - Dividend Comparison
UNA.AS's dividend yield for the trailing twelve months is around 3.18%, more than HEIA.AS's 2.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNA.AS Unilever PLC | 3.18% | 3.89% | 3.64% | 3.63% | 3.31% | 3.16% | 3.21% | 2.95% | 3.23% | 2.92% | 3.46% | 3.59% |
HEIA.AS Heineken N.V. | 2.41% | 2.09% | 1.66% | 0.99% | 1.14% | 1.74% | 1.97% | 1.56% | 1.94% | 1.50% | 1.51% | 1.87% |
Drawdowns
UNA.AS vs. HEIA.AS - Drawdown Comparison
The maximum UNA.AS drawdown since its inception was -92.87%, which is greater than HEIA.AS's maximum drawdown of -58.39%. Use the drawdown chart below to compare losses from any high point for UNA.AS and HEIA.AS. For additional features, visit the drawdowns tool.
Volatility
UNA.AS vs. HEIA.AS - Volatility Comparison
Unilever PLC (UNA.AS) and Heineken N.V. (HEIA.AS) have volatilities of 6.38% and 6.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNA.AS vs. HEIA.AS - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC and Heineken N.V.. 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