UL:NYE-The Unilever Group (USD)

COMMON STOCK | Household & Personal Products | NYE

Last Closing Price

USD 55.69

Change

+1.04 (+1.90)%

Market Cap

USD 140.09B

Volume

0.99M

Average Target Price

USD 45.00 (-19.20%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

The Unilever Group, together with its subsidiaries, operates in the fast-moving consumer goods industry worldwide. It operates through three segments: Beauty & Personal Care, Foods & Refreshment, and Home Care. The Beauty & Personal Care segment offers skin care and hair care products, deodorants, and skin cleansing products under the Axe, Clear, Dove, Lifebuoy, Lux, Pond's, Rexona, Signal, Suave, Sunsilk, TRESemmé, and Vaseline brands. The Foods & Refreshment segment offers soups, bouillons, seasonings, sauces, mayonnaise, ketchup, ice cream, and tea categories. This segment offers its products under the Ben & Jerry's, Breyers, Brooke Bond, Heart (Wall's), Hellmann's, Knorr, Lipton, Magnum, Pukka, Sir Kensington's, and Unilever Food Solutions brands. The Home Care segment offers fabric solutions, home care products, and hygiene products under the Cif, Dirt is Good, Omo, Persil, Domestos, Seventh Generation, and Sunlight brands. The company was founded in 1930 and is headquartered in Rotterdam, the Netherlands.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-06-03 )

Largest Industry Peers for Household & Personal Products

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
PG The Procter & Gamble Company

+0.47 (+0.40%)

USD292.27B 63.72 29.01
UN The Unilever Group

+1.01 (+1.94%)

USD122.22B 20.69 12.64
EL The Estee Lauder Companies Inc

+0.56 (+0.28%)

USD72.96B 54.22 28.25
CL Colgate-Palmolive Company

-0.79 (-1.09%)

USD62.05B 24.60 16.81
KMB Kimberly-Clark Corporation

-0.39 (-0.27%)

USD48.37B 20.55 13.67
CLX The Clorox Company

-0.79 (-0.38%)

USD26.04B 30.10 21.00
CHD Church & Dwight Co., Inc

-0.73 (-0.96%)

USD18.66B 28.31 18.34
COTY Coty Inc

+0.56 (+13.37%)

USD3.20B 232.30 N/A
SPB Spectrum Brands Holdings, Inc

+0.60 (+1.28%)

USD2.07B 3.27 48.26
NUS Nu Skin Enterprises, Inc

+1.50 (+4.03%)

USD1.94B 13.91 6.77

ETFs Containing UL

Symbol Name Weight Mer Price(Change) Market Cap
EWN iShares MSCI Netherlands .. 12.62 % 0.50 %

+0.88 (+2.79%)

USD0.17B
C073:F ComStage STOXX Europe 600.. 8.69 % 0.25 %

+3.12 (+1.92%)

USD0.01B
C073:XETRA ComStage STOXX Europe 600.. 8.69 % 0.25 %

+3.78 (+2.33%)

USD0.01B
EXH7:F iShares STOXX Europe 600 .. 8.67 % 0.47 %

+1.62 (+2.00%)

USD0.09B
EXH7:XETRA iShares STOXX Europe 600 .. 8.67 % 0.47 %

+1.84 (+2.28%)

USD0.09B
SPYC:XETRA SPDR MSCI Europe Consumer.. 5.05 % 0.30 %

+2.94 (+1.55%)

USD0.51B
SPYC:F SPDR MSCI Europe Consumer.. 5.05 % 0.30 %

+1.64 (+0.87%)

USD0.51B
STS:PA SPDR MSCI Europe Consumer.. 5.03 % 0.30 %

+2.96 (+1.56%)

USD0.51B
UKSR:LSE UBS (Irl) ETF plc - MSCI .. 4.89 % 0.28 %

+36.00 (+2.50%)

N/A
ZILK:LSE BMO MSCI UK Income Leader.. 4.88 % 0.35 %

N/A

USD4.36M
CSTP:LSE SPDR MSCI Europe Consumer.. 4.87 % 0.30 %

+2.94 (+1.55%)

USD0.51B
UEF3:F UBS ETF - MSCI United Kin.. 3.31 % 0.30 %

+0.43 (+2.61%)

USD0.08B
UEF3:XETRA UBS ETF - MSCI United Kin.. 3.31 % 0.30 %

+0.41 (+2.50%)

USD0.08B
1392:TSE UBS ETF - MSCI United Kin.. 3.28 % 0.20 %

+51.00 (+2.39%)

N/A
UC63:LSE UBS ETF - MSCI United Kin.. 3.28 % 0.20 %

N/A

N/A
UKMV:LSE Ossiam FTSE 100 Minimum V.. 3.27 % 0.45 %

+358.00 (+2.00%)

USD5.50M
SXR3:F iShares VII PLC - iShares.. 3.21 % 0.33 %

+2.10 (+1.98%)

USD0.08B
CSUK:LSE iShares VII PLC - iShares.. 3.21 % 0.33 %

+248.50 (+2.64%)

USD0.08B
UC64:LSE UBS ETF - MSCI United Kin.. 3.17 % 0.20 %

+52.00 (+2.55%)

N/A
UIM3:XETRA UBS ETF - FTSE 100 UCITS .. 3.14 % 0.20 %

+1.70 (+2.60%)

USD0.05B
UIM3:F UBS ETF - FTSE 100 UCITS .. 3.14 % 0.20 %

+1.42 (+2.18%)

USD0.05B
1389:TSE UBS ETF - FTSE 100 UCITS .. 3.14 % 0.20 %

+40.00 (+0.50%)

USD0.05B
DBXX:F Xtrackers FTSE 100 Income.. 3.12 % 0.09 %

+0.15 (+2.21%)

USD0.06B
DBXX:XETRA Xtrackers FTSE 100 Income.. 3.12 % 0.09 %

+0.18 (+2.65%)

USD0.06B
XDUK:F Xtrackers FTSE 100 UCITS .. 3.12 % 0.09 %

+0.20 (+2.24%)

USD0.06B
XDUK:XETRA Xtrackers FTSE 100 UCITS .. 3.12 % 0.09 %

+0.24 (+2.68%)

USD0.06B
VUKE:XETRA Vanguard FTSE 100 UCITS E.. 3.11 % 0.09 %

+0.80 (+2.60%)

USD2.92B
EWU iShares MSCI United Kingd.. 3.11 % 0.50 %

+0.70 (+2.62%)

USD1.77B
CUKX:LSE iShares VII PLC - iShares.. 3.07 % 0.07 %

+271.00 (+2.63%)

USD0.60B
IUSZ:F iShares Core FTSE 100 UCI.. 3.07 % 0.07 %

+0.16 (+2.26%)

N/A
SXRW:XETRA iShares VII PLC - iShares.. 3.07 % 0.07 %

+3.06 (+2.64%)

USD0.60B
ISFU:LSE iShares Core FTSE 100 UCI.. 3.07 % 0.07 %

+0.25 (+3.21%)

N/A
IUSZ:XETRA iShares Core FTSE 100 UCI.. 3.07 % 0.07 %

+0.18 (+2.66%)

USD0.08B
SXRW:F iShares VII PLC - iShares.. 3.07 % 0.07 %

+2.54 (+2.19%)

USD0.60B
H4ZB:XETRA HSBC FTSE 100 UCITS ETF 3.05 % 0.07 %

+1.84 (+2.63%)

USD0.28B
H4ZB:F HSBC FTSE 100 UCITS ETF 3.05 % 0.07 %

+1.60 (+2.29%)

USD0.28B
UKX:PA HSBC FTSE 100 UCITS ETF 3.05 % 0.07 %

+1.88 (+2.69%)

USD0.28B
HUKX:LSE HSBC FTSE 100 UCITS ETF 3.05 % 0.07 %

+161.50 (+2.59%)

USD0.28B
UB03:LSE UBS ETF - FTSE 100 UCITS .. 3.00 % 0.20 %

-1,814.00 (-23.29%)

USD0.05B
LCUK:XETRA Lyxor Core Morningstar UK.. 2.89 % 0.00 %

+0.26 (+2.60%)

USD0.04B
CEMQ:XETRA iShares Edge MSCI Europe .. 2.87 % 0.25 %

+0.15 (+2.17%)

USD0.13B
IEQD:LSE iShares Edge MSCI Europe .. 2.87 % 0.25 %

+0.13 (+2.33%)

USD0.13B
IEFQ:LSE iShares Edge MSCI Europe .. 2.87 % 0.25 %

+14.15 (+2.35%)

USD0.13B
CEMQ:F iShares Edge MSCI Europe .. 2.87 % 0.25 %

+0.12 (+1.79%)

USD0.13B
HEWU iShares Currency Hedged M.. 2.82 % 0.50 %

+0.50 (+2.43%)

USD0.02B
XDUK:LSE Xtrackers FTSE 100 UCITS .. 2.76 % 0.09 %

+21.65 (+2.67%)

USD0.06B
XUKX:LSE Xtrackers FTSE 100 Income.. 2.76 % 0.09 %

+16.50 (+2.66%)

USD0.07B
VUKE:LSE Vanguard FTSE 100 UCITS E.. 2.75 % 0.09 %

+0.69 (+2.51%)

USD2.92B
ISFD:LSE iShares Core FTSE 100 UCI.. 2.72 % 0.20 %

+0.11 (+2.36%)

N/A
ISF:LSE iShares Core FTSE 100 UCI.. 2.72 % 0.07 %

+16.00 (+2.61%)

N/A
IEQU:LSE iShares Edge MSCI Europe .. 2.71 % 0.25 %

+0.15 (+2.28%)

USD0.15B
ZWUK:LSE BMO Enhanced Income UK Eq.. 2.63 % 0.30 %

N/A

USD0.03B
DBXZ:XETRA Xtrackers FTSE All-Share .. 2.54 % 0.20 %

+0.09 (+2.47%)

USD0.04B
XASX:LSE Xtrackers FTSE All-Share .. 2.54 % 0.20 %

+8.03 (+2.39%)

USD0.04B
DBXZ:F Xtrackers FTSE All-Share .. 2.54 % 0.20 %

+0.08 (+2.20%)

USD0.04B
EUSRI:PA Amundi Index Solutions - .. 2.53 % 0.00 %

+1.48 (+2.71%)

USD0.06B
SPYF:XETRA SPDR FTSE UK All Share UC.. 2.51 % 0.20 %

+1.25 (+2.46%)

USD0.46B
SPYF:F SPDR FTSE UK All Share UC.. 2.51 % 0.20 %

+1.10 (+2.17%)

USD0.46B
ZEQ:CA BMO MSCI Europe High Qual.. 2.49 % 0.40 %

+0.42 (+1.86%)

USD0.22B
LCUK:LSE Lyxor Core Morningstar UK.. 2.47 % 0.00 %

+0.23 (+2.58%)

USD0.04B
FTAD:LSE SPDR FTSE UK All Share UC.. 2.41 % 0.20 %

+0.11 (+2.54%)

USD0.46B
ZPRD:XETRA SPDR FTSE UK All Share UC.. 2.14 % 0.20 %

+0.10 (+2.50%)

USD0.46B
FTAL:LSE SPDR FTSE UK All Share UC.. 2.14 % 0.20 %

+1.24 (+2.74%)

USD0.46B
JERE:LSE JPMorgan ETFs (Ireland) I.. 2.12 % 0.25 %

+66.50 (+2.84%)

USD0.14B
CEMG:LSE iShares V Public Limited .. 1.67 % 0.60 %

+0.72 (+2.39%)

USD0.02B
SMLU:F Invesco Goldman Sachs Equ.. 0.93 % 0.45 %

+2.68 (+1.96%)

USD0.22B

Market Performance

  Market Performance vs.
Industry/Classification (Household & Personal Products)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.59% 59% F 72% C-
Dividend Return 1.57% 92% A- 65% D
Total Return -1.02% 59% F 74% C
Trailing 12 Months  
Capital Gain -9.27% 44% F 44% F
Dividend Return 2.94% 55% F 63% D
Total Return -6.33% 44% F 44% F
Trailing 5 Years  
Capital Gain 26.97% 60% D- 76% C
Dividend Return 16.82% 54% F 62% D-
Total Return 43.80% 60% D- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.13% 67% D+ 75% C
Dividend Return 2.85% 73% C 60% D-
Total Return 10.98% 72% C- 75% C
Risk Return Profile  
Volatility (Standard Deviation) 12.70% 89% B+ 65% D
Risk Adjusted Return 86.44% 83% B 86% B
Market Capitalization 140.09B 94% A 99% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Household & Personal Products)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 22.89 53% F 28% F
Price/Book Ratio 9.72 27% F 8% F
Price / Cash Flow Ratio 17.28 53% F 17% F
EV/EBITDA 14.93 60% D- 29% F
Management Effectiveness  
Return on Equity 46.35% 80% B- 96% A
Return on Invested Capital 17.14% 59% F 89% B+
Return on Assets 9.85% 69% D+ 94% A
Debt to Equity Ratio 165.39% 20% F 19% F
Technical Ratios  
Short Ratio 3.35 41% F 28% F
Short Percent N/A N/A N/A N/A N/A
Beta 0.45 82% B- 82% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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:
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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(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.

Superior return on equity

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

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 Earnings Growth

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

Superior Revenue Growth

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

Superior Dividend Growth

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

What to not like:
Overpriced compared to book value

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

Higly 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 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.