UUGRY vs. UL
UUGRY (United Utilities Group PLC ADR) and UL (Unilever PLC) are both stocks. UUGRY operates in Utilities - Regulated Water (Utilities), while UL operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, UUGRY returned 8.18%/yr vs 4.96%/yr for UL. At a 0.40 correlation, their price movements are largely independent.
Performance
UUGRY vs. UL - Performance Comparison
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Returns By Period
In the year-to-date period, UUGRY achieves a 6.34% return, which is significantly higher than UL's -10.25% return. Over the past 10 years, UUGRY has outperformed UL with an annualized return of 8.18%, while UL has yielded a comparatively lower 4.96% annualized return.
UUGRY
- 1D
- -0.18%
- 1M
- -6.71%
- YTD
- 6.34%
- 6M
- 7.95%
- 1Y
- 14.69%
- 3Y*
- 13.92%
- 5Y*
- 8.00%
- 10Y*
- 8.18%
UL
- 1D
- -1.20%
- 1M
- 0.61%
- YTD
- -10.25%
- 6M
- -9.64%
- 1Y
- -13.45%
- 3Y*
- 3.13%
- 5Y*
- 0.52%
- 10Y*
- 4.96%
UUGRY vs. UL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UUGRY United Utilities Group PLC ADR | 6.34% | 27.86% | 0.53% | 21.42% | -16.24% | 22.43% | 4.26% | 39.83% | -12.43% | 8.62% |
UL Unilever PLC | -10.25% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
Correlation
The correlation between UUGRY and UL is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2008 | 0.40 |
Fundamentals
UUGRY:
$11.70B
UL:
$126.67B
UUGRY:
£2.50
UL:
€5.06
UUGRY:
10.32
UL:
9.93
UUGRY:
0.30
UL:
1.95
UUGRY:
1.85
UL:
1.07
UUGRY:
3.94
UL:
7.11
UUGRY:
£4.78B
UL:
€109.27B
UUGRY:
£3.23B
UL:
€90.89B
UUGRY:
£2.71B
UL:
€24.12B
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Return for Risk
UUGRY vs. UL — Risk / Return Rank
UUGRY
UL
UUGRY vs. UL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Utilities Group PLC ADR (UUGRY) and Unilever PLC (UL). 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.
| UUGRY | UL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.91 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | -0.54 | +1.64 |
| Martin ratioReturn relative to average drawdown | 2.94 | -1.08 | +4.03 |
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Drawdowns
UUGRY vs. UL - Drawdown Comparison
The maximum UUGRY drawdown since its inception was -43.11%, smaller than the maximum UL drawdown of -53.55%. Use the drawdown chart below to compare losses from any high point for UUGRY and UL.
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Drawdown Indicators
| UUGRY | UL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.11% | -53.55% | +10.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -25.09% | +11.69% |
Max Drawdown (3Y)Largest decline over 3 years | -19.49% | -25.09% | +5.60% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -25.66% | -13.07% |
Max Drawdown (10Y)Largest decline over 10 years | -38.73% | -30.13% | -8.60% |
Current DrawdownCurrent decline from peak | -13.35% | -21.31% | +7.96% |
Average DrawdownAverage peak-to-trough decline | -10.35% | -10.61% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 12.45% | -7.45% |
Volatility
UUGRY vs. UL - Volatility Comparison
The current volatility for United Utilities Group PLC ADR (UUGRY) is 6.01%, while Unilever PLC (UL) has a volatility of 6.37%. This indicates that UUGRY experiences smaller price fluctuations and is considered to be less risky than UL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UUGRY | UL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 6.37% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 20.63% | 16.78% | +3.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.11% | 21.57% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.36% | 20.89% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.54% | 21.59% | +3.95% |
Dividends
UUGRY vs. UL - Dividend Comparison
UUGRY's dividend yield for the trailing twelve months is around 1.38%, less than UL's 3.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UL Unilever PLC | 3.95% | 3.51% | 3.29% | 3.83% | 3.57% | 3.77% | 3.07% | 3.18% | 3.49% | 2.80% | 3.42% | 3.02% |
UUGRY United Utilities Group PLC ADR | 1.38% | 4.32% | 4.87% | 4.24% | 4.47% | 3.87% | 4.16% | 3.79% | 5.36% | 9.00% | 8.81% | 4.06% |
Financials
UUGRY vs. UL - Financials Comparison
This section allows you to compare key financial metrics between United Utilities Group PLC ADR and Unilever PLC. 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
UUGRY vs. UL - Profitability Comparison
UUGRY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported a gross profit of 634.90M and revenue of 1.33B. Therefore, the gross margin over that period was 47.9%.
UL - 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 18.38B. Therefore, the gross margin over that period was 0.0%.
UUGRY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported an operating income of 550.04M and revenue of 1.33B, resulting in an operating margin of 41.5%.
UL - 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 4.13B and revenue of 18.38B, resulting in an operating margin of 22.5%.
UUGRY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported a net income of 352.01M and revenue of 1.33B, resulting in a net margin of 26.5%.
UL - 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 2.56B and revenue of 18.38B, resulting in a net margin of 14.0%.
Frequently Asked Questions
UUGRY and UL have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UL has higher volatility (6.37%) compared to UUGRY (6.01%). In terms of maximum drawdown, UUGRY dropped -43.11% vs UL's -53.55%.
UUGRY currently has the higher Sharpe Ratio (0.59 vs -0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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