UL:NYE-Unilever PLC (USD)

EQUITY | Household & Personal Products | New York Stock Exchange

Last Closing

USD 53.51

Change

+0.09 (+0.17)%

Market Cap

USD 117.76B

Volume

3.06M

Analyst Target

USD 62.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unilever PLC is a supplier of fast moving consumer goods. Its areas of operations are Personal Care, Home Care, Foods and Refreshment.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-10 )

Largest Industry Peers for Household & Personal Products

Symbol Name Price(Change) Market Cap
PG Procter & Gamble Company

+0.11 (+0.07%)

USD 390.20B
CL Colgate-Palmolive Company

-0.49 (-0.53%)

USD 76.27B
KMB Kimberly-Clark Corporation

+1.59 (+1.19%)

USD 45.08B
EL Estee Lauder Companies Inc

+0.86 (+0.70%)

USD 44.23B
CHD Church & Dwight Company Inc

+0.28 (+0.26%)

USD 26.24B
CLX The Clorox Company

-0.46 (-0.35%)

USD 16.34B
ELF ELF Beauty Inc

+9.54 (+5.10%)

USD 10.71B
COTY Coty Inc

-0.16 (-1.54%)

USD 9.16B
HIMS Hims Hers Health Inc

+1.07 (+5.51%)

USD 3.63B
SPB Spectrum Brands Holdings Inc

-1.41 (-1.57%)

USD 2.62B

ETFs Containing UL

FLV American Century ETF Trus.. 3.54 % 0.00 %

-0.22 (-0.34%)

USD 0.21B
DFSI Dimensional International.. 0.95 % 0.00 %

+0.19 (+-0.34%)

USD 0.41B
FVD:XETRA First Trust Value Line Di.. 0.60 % 0.00 %

+0.06 (+-0.34%)

USD 0.02B
DBEU Xtrackers MSCI Europe Hed.. 0.00 % 0.47 %

-0.11 (-0.34%)

USD 0.56B
DBUK 0.00 % 0.45 %

N/A

N/A
EFG 0.00 % 0.40 %

N/A

N/A
FEU SPDR STOXX Europe 50 ETF 0.00 % 0.29 %

+0.11 (+-0.34%)

USD 0.29B
FUD:CA First Trust AlphaDEX US D.. 0.00 % 0.78 %

N/A

CAD 5.07M
GSEU Goldman Sachs ActiveBeta.. 0.00 % 0.25 %

+0.30 (+-0.34%)

USD 0.01B
HEFA 0.00 % 0.03 %

N/A

N/A
IEFA 0.00 % 0.08 %

N/A

N/A
XSEA:CA iShares ESG Aware MSCI EA.. 0.00 % 0.00 %

+0.06 (+-0.34%)

CAD 0.21B
VIU:CA Vanguard FTSE Developed A.. 0.00 % 0.23 %

+0.19 (+-0.34%)

CAD 4.33B
MINT:CA Manulife Multifactor Deve.. 0.00 % 0.62 %

-0.14 (-0.34%)

CAD 0.52B
DMRI 0.00 % 0.50 %

N/A

N/A
EUN:LSE iShares STOXX Europe 50 U.. 0.00 % 0.00 %

+12.50 (+-0.34%)

USD 0.65B
IMEU:LSE iShares Core MSCI Europe .. 0.00 % 0.00 %

+4.50 (+-0.34%)

USD 7.86B
ISEU:LSE iShares MSCI Europe UCITS.. 0.00 % 0.00 %

+0.27 (+-0.34%)

USD 7.86B
MEUD:LSE Amundi Stoxx Europe 600 U.. 0.00 % 0.00 %

+82.50 (+-0.34%)

USD 7.60B
MEUG:LSE Lyxor UCITS MSCI Europe D.. 0.00 % 0.00 %

+44.00 (+-0.34%)

USD 0.79B
MEUU:LSE 0.00 % 0.00 %

N/A

N/A
SAEU:LSE iShares MSCI Europe ESG S.. 0.00 % 0.00 %

+0.03 (+-0.34%)

USD 3.05B
SMEA:LSE iShares Core MSCI Europe .. 0.00 % 0.00 %

+20.50 (+-0.34%)

USD 7.54B
FEQP:LSE Fidelity Europe Quality I.. 0.00 % 0.00 %

+0.02 (+-0.34%)

USD 1.20M
HMEU:LSE HSBC MSCI Europe UCITS ET.. 0.00 % 0.00 %

+4.70 (+-0.34%)

USD 0.18B
UB12:LSE UBS MSCI Europe UCITS EUR.. 0.00 % 0.00 %

+20.00 (+-0.34%)

USD 0.29B
VEUD:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

+0.25 (+-0.34%)

USD 2.91B
VEUR:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

+0.09 (+-0.34%)

USD 2.91B
XEOU:LSE db x-trackers MSCI Europe.. 0.00 % 0.00 %

+0.05 (+-0.34%)

USD 0.36B
XMED:LSE Xtrackers MSCI Europe UCI.. 0.00 % 0.00 %

+0.54 (+-0.34%)

USD 4.50B
XMEU:LSE Xtrackers MSCI Europe UCI.. 0.00 % 0.00 %

+17.00 (+-0.34%)

USD 4.48B
XSX6:LSE Xtrackers Stoxx Europe 60.. 0.00 % 0.00 %

+22.00 (+-0.34%)

USD 2.50B
ELF5:F 0.00 % 0.00 %

N/A

N/A
SXR3:F iShares VII Public Limite.. 0.00 % 0.00 %

-0.52 (-0.34%)

USD 0.10B
EUNZ:XETRA iShares Edge MSCI EM Mini.. 0.00 % 0.00 %

+0.30 (+-0.34%)

USD 0.28B
EXSA:XETRA iShares STOXX Europe 600 .. 0.00 % 0.00 %

+0.21 (+-0.34%)

USD 6.61B
1392:TSE 0.00 % 0.00 %

N/A

N/A
ABEQ Absolute Core Strategy ET.. 0.00 % 0.00 %

-0.01 (-0.34%)

USD 0.09B
SDUE:LSE iShares MSCI Europe ESG S.. 0.00 % 0.00 %

+0.02 (+-0.34%)

USD 0.29B
DMCY Democracy International F.. 0.00 % 0.00 %

+0.10 (+-0.34%)

USD 7.82M
KROP Global X AgTech & Food In.. 0.00 % 0.00 %

-0.10 (-0.34%)

USD 4.16M

Market Performance

  Market Performance vs. Industry/Classification (Household & Personal Products) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.38% 56% F 77% C+
Dividend Return 0.95% 92% A 43% F
Total Return 11.32% 61% D- 77% C+
Trailing 12 Months  
Capital Gain -1.29% 44% F 27% F
Dividend Return 3.43% 92% A 51% F
Total Return 2.13% 50% F 26% F
Trailing 5 Years  
Capital Gain -11.70% 31% F 32% F
Dividend Return 14.69% 100% F 57% F
Total Return 2.99% 100% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -3.33% 33% F 25% F
Dividend Return 0.12% 33% F 27% F
Total Return 3.45% 100% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 12.36% 94% A 75% C
Risk Adjusted Return 0.97% 33% F 27% F
Market Capitalization 117.76B 94% A 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Household & Personal Products) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 20.90 81% 51%
Price/Book Ratio 6.03 56% 14%
Price / Cash Flow Ratio 13.22 53% 29%
Price/Free Cash Flow Ratio 11.96 44% 34%
Management Effectiveness  
Return on Equity 33.63% 83% 92%
Return on Invested Capital 16.63% 76% 81%
Return on Assets 8.22% 72% 88%
Debt to Equity Ratio 125.09% 40% 28%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.