UNVB.DE vs. CPA.DE
Compare and contrast key facts about Unilever Plc (UNVB.DE) and Colgate-Palmolive Company (CPA.DE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNVB.DE or CPA.DE.
Key characteristics
| UNVB.DE | CPA.DE | |
|---|---|---|
| YTD Return | 27.20% | 23.59% |
| 1Y Return | 23.76% | 24.99% |
| 3Y Return (Ann) | 8.59% | 10.81% |
| Sharpe Ratio | 1.73 | 1.74 |
| Sortino Ratio | 2.78 | 2.51 |
| Omega Ratio | 1.33 | 1.32 |
| Calmar Ratio | 2.09 | 1.79 |
| Martin Ratio | 9.81 | 7.13 |
| Ulcer Index | 2.77% | 3.51% |
| Daily Std Dev | 15.71% | 14.36% |
| Max Drawdown | -26.64% | -49.23% |
| Current Drawdown | -8.58% | -11.27% |
Fundamentals
| UNVB.DE | CPA.DE | |
|---|---|---|
| Market Cap | €134.12B | €70.66B |
| EPS | €2.63 | €3.26 |
| PE Ratio | 20.60 | 26.53 |
| PEG Ratio | 16.01 | 2.08 |
| Total Revenue (TTM) | €45.71B | €20.11B |
| Gross Profit (TTM) | €12.66B | €12.13B |
| EBITDA (TTM) | €9.43B | €4.58B |
Correlation
The correlation between UNVB.DE and CPA.DE is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UNVB.DE vs. CPA.DE - Performance Comparison
In the year-to-date period, UNVB.DE achieves a 27.20% return, which is significantly higher than CPA.DE's 23.59% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UNVB.DE vs. CPA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever Plc (UNVB.DE) and Colgate-Palmolive Company (CPA.DE). 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
UNVB.DE vs. CPA.DE - Dividend Comparison
UNVB.DE's dividend yield for the trailing twelve months is around 3.97%, more than CPA.DE's 2.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNVB.DE Unilever Plc | 3.97% | 3.93% | 3.63% | 3.63% | 3.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CPA.DE Colgate-Palmolive Company | 2.12% | 2.45% | 2.39% | 2.02% | 2.23% | 2.45% | 2.70% | 2.27% | 2.25% | 2.21% | 1.81% | 2.09% |
Drawdowns
UNVB.DE vs. CPA.DE - Drawdown Comparison
The maximum UNVB.DE drawdown since its inception was -26.64%, smaller than the maximum CPA.DE drawdown of -49.23%. Use the drawdown chart below to compare losses from any high point for UNVB.DE and CPA.DE. For additional features, visit the drawdowns tool.
Volatility
UNVB.DE vs. CPA.DE - Volatility Comparison
Unilever Plc (UNVB.DE) has a higher volatility of 6.37% compared to Colgate-Palmolive Company (CPA.DE) at 5.61%. This indicates that UNVB.DE's price experiences larger fluctuations and is considered to be riskier than CPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNVB.DE vs. CPA.DE - Financials Comparison
This section allows you to compare key financial metrics between Unilever Plc and Colgate-Palmolive Company. 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