UL:NYE-Unilever PLC (USD)

EQUITY | Household & Personal Products | New York Stock Exchange

Last Closing

USD 64.32

Change

-0.05 (-0.08)%

Market Cap

USD 117.76B

Volume

1.78M

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: 2024-09-19 )

Largest Industry Peers for Household & Personal Products

Symbol Name Price(Change) Market Cap
KMB Kimberly-Clark Corporation

N/A

USD 45.65B
CHD Church & Dwight Company Inc

N/A

USD 25.11B
CLX The Clorox Company

N/A

USD 20.11B
COTY Coty Inc

N/A

USD 6.60B
ELF ELF Beauty Inc

N/A

USD 6.22B
HIMS Hims Hers Health Inc

N/A

USD 4.12B
SPB Spectrum Brands Holdings Inc

N/A

USD 2.51B
EPC Edgewell Personal Care Co

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USD 1.73B
PZC PIMCO California Municipal Inc..

N/A

USD 0.63B
YSG Yatsen Holding

N/A

USD 0.38B

ETFs Containing UL

FLV American Century ETF Trus.. 3.21 % 0.00 %

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APIE Trust For Professional Ma.. 1.33 % 0.00 %

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USD 0.80B
DFSI Dimensional International.. 1.01 % 0.00 %

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DBEU Xtrackers MSCI Europe Hed.. 0.00 % 0.47 %

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DBUK 0.00 % 0.45 %

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EFG 0.00 % 0.40 %

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FEU SPDR STOXX Europe 50 ETF 0.00 % 0.29 %

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GSEU Goldman Sachs ActiveBeta.. 0.00 % 0.25 %

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HEFA 0.00 % 0.03 %

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IEFA 0.00 % 0.08 %

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XSEA:CA iShares ESG Aware MSCI EA.. 0.00 % 0.00 %

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

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MINT:CA Manulife Multifactor Deve.. 0.00 % 0.62 %

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CAD 0.06B
DMRI 0.00 % 0.50 %

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EUN:LSE iShares STOXX Europe 50 U.. 0.00 % 0.00 %

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USD 0.62B
IMEU:LSE iShares Core MSCI Europe .. 0.00 % 0.00 %

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ISEU:LSE iShares Core MSCI Europe .. 0.00 % 0.00 %

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USD 7.91B
MEUD:LSE Amundi Stoxx Europe 600 U.. 0.00 % 0.00 %

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MEUG:LSE Lyxor UCITS MSCI Europe D.. 0.00 % 0.00 %

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MEUU:LSE 0.00 % 0.00 %

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SAEU:LSE iShares MSCI Europe ESG S.. 0.00 % 0.00 %

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SMEA:LSE iShares Core MSCI Europe .. 0.00 % 0.00 %

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FEQP:LSE Fidelity Europe Quality I.. 0.00 % 0.00 %

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

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UB12:LSE UBS MSCI Europe UCITS EUR.. 0.00 % 0.00 %

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VEUD:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

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USD 2.97B
VEUR:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

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USD 2.97B
XEOU:LSE db x-trackers MSCI Europe.. 0.00 % 0.00 %

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XMED:LSE Xtrackers MSCI Europe UCI.. 0.00 % 0.00 %

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XMEU:LSE Xtrackers MSCI Europe UCI.. 0.00 % 0.00 %

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XSX6:LSE Xtrackers Stoxx Europe 60.. 0.00 % 0.00 %

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USD 2.68B
ELF5:F 0.00 % 0.00 %

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SXR3:F iShares VII Public Limite.. 0.00 % 0.00 %

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USD 0.09B
EUNZ:XETRA iShares Edge MSCI EM Mini.. 0.00 % 0.00 %

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

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USD 6.61B
1392:TSE 0.00 % 0.00 %

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SDUE:LSE iShares MSCI Europe ESG S.. 0.00 % 0.00 %

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USD 0.31B
DMCY Democracy International F.. 0.00 % 0.00 %

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USD 8.25M
KROP Global X AgTech & Food In.. 0.00 % 0.00 %

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USD 4.64M

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 32.67% 94% A 92% A
Dividend Return 2.87% 100% F 57% F
Total Return 35.54% 94% A 92% A
Trailing 12 Months  
Capital Gain 27.14% 82% B 74% C
Dividend Return 3.65% 100% F 52% F
Total Return 30.79% 82% B 75% C
Trailing 5 Years  
Capital Gain 7.25% 50% F 49% F
Dividend Return 15.64% 100% F 57% F
Total Return 22.89% 100% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain -1.79% 42% F 28% F
Dividend Return 1.68% 42% F 34% F
Total Return 3.48% 100% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 13.34% 100% F 69% C-
Risk Adjusted Return 12.62% 37% F 34% F
Market Capitalization 117.76B 100% F 99% 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 58% 36%
Price/Book Ratio 7.25 46% 13%
Price / Cash Flow Ratio 17.35 42% 22%
Price/Free Cash Flow Ratio 13.76 46% 32%
Management Effectiveness  
Return on Equity 32.37% 85% 93%
Return on Invested Capital 16.88% 75% 83%
Return on Assets 8.62% 77% 91%
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 return on assets

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

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.

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.

Overpriced on cashflow basis

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

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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 Dividend Growth

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