UL:NYE-Unilever PLC (USD)

EQUITY | Household & Personal Products | New York Stock Exchange

Last Closing

USD 50.19

Change

+0.05 (+0.10)%

Market Cap

USD 117.76B

Volume

1.29M

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: 2024-03-28 )

Largest Industry Peers for Household & Personal Products

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

N/A

USD 373.23B
CL Colgate-Palmolive Company

N/A

USD 73.02B
EL Estee Lauder Companies Inc

N/A

USD 51.77B
KMB Kimberly-Clark Corporation

N/A

USD 41.74B
CHD Church & Dwight Company Inc

N/A

USD 24.65B
CLX The Clorox Company

N/A

USD 18.11B
COTY Coty Inc

N/A

USD 9.98B
ELF ELF Beauty Inc

N/A

USD 8.70B
NTCO Natura & Co Holding SA

N/A

USD 4.63B
HIMS Hims Hers Health Inc

N/A

USD 2.99B

ETFs Containing UL

ABEQ Absolute Core Strategy ET.. 5.64 % 0.00 %

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USD 0.08B
DFSI Dimensional International.. 0.77 % 0.00 %

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USD 0.41B
DBEU Xtrackers MSCI Europe Hed.. 0.00 % 0.47 %

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USD 0.53B
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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USD 0.27B
GSEU Goldman Sachs ActiveBeta.. 0.00 % 0.25 %

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USD 0.01B
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 0.19B
VIU:CA Vanguard FTSE Developed A.. 0.00 % 0.23 %

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CAD 4.05B
MINT:CA Manulife Multifactor Deve.. 0.00 % 0.62 %

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CAD 0.52B
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 0.57B
IMEU:LSE iShares Core MSCI Europe .. 0.00 % 0.00 %

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USD 7.65B
ISEU:LSE iShares MSCI Europe UCITS.. 0.00 % 0.00 %

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USD 7.58B
MEUD:LSE Amundi Stoxx Europe 600 U.. 0.00 % 0.00 %

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USD 7.08B
MEUG:LSE Lyxor UCITS MSCI Europe D.. 0.00 % 0.00 %

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USD 0.80B
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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USD 2.86B
SMEA:LSE iShares Core MSCI Europe .. 0.00 % 0.00 %

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USD 7.13B
FEQP:LSE Fidelity Europe Quality I.. 0.00 % 0.00 %

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USD 1.16M
HMEU:LSE HSBC MSCI Europe UCITS ET.. 0.00 % 0.00 %

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USD 0.16B
UB12:LSE UBS MSCI Europe UCITS EUR.. 0.00 % 0.00 %

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USD 0.10M
VEUD:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

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USD 2.78B
VEUR:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

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USD 3.45B
XEOU:LSE db x-trackers MSCI Europe.. 0.00 % 0.00 %

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USD 0.31M
XMED:LSE Xtrackers MSCI Europe UCI.. 0.00 % 0.00 %

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USD 4.35B
XMEU:LSE Xtrackers MSCI Europe UCI.. 0.00 % 0.00 %

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USD 4.35B
XSX6:LSE Xtrackers Stoxx Europe 60.. 0.00 % 0.00 %

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USD 2.40B
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 0.10B
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 0.28B
DMCY Democracy International F.. 0.00 % 0.00 %

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USD 7.39M
KROP Global X AgTech & Food In.. 0.00 % 0.00 %

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USD 4.18M

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 3.53% 33% F 50% F
Dividend Return 0.95% 100% F 52% F
Total Return 4.47% 33% F 51% F
Trailing 12 Months  
Capital Gain -3.44% 33% F 22% F
Dividend Return 3.57% 100% F 54% F
Total Return 0.13% 39% F 23% F
Trailing 5 Years  
Capital Gain -13.05% 23% F 30% F
Dividend Return 16.23% 100% F 62% D
Total Return 3.18% 100% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -3.48% 32% F 26% F
Dividend Return -0.06% 32% F 28% F
Total Return 3.43% 100% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 12.45% 79% B- 75% C
Risk Adjusted Return -0.46% 32% F 28% 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% 48%
Price/Book Ratio 6.22 50% 14%
Price / Cash Flow Ratio 13.60 53% 27%
Price/Free Cash Flow Ratio 12.37 44% 31%
Management Effectiveness  
Return on Equity 33.63% 89% 93%
Return on Invested Capital 23.72% 82% 90%
Return on Assets 8.24% 72% 88%
Debt to Equity Ratio N/A N/A N/A

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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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.

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 Revenue Growth

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