UN:NYE-The Unilever Group (USD)

COMMON STOCK | Household & Personal Products | NYE

Last Closing Price

USD 53.12

Change

+1.01 (+1.94)%

Market Cap

USD 122.22B

Volume

2.04M

Average Target Price

USD 52.00 (-2.11%)
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
UL The Unilever Group

+1.04 (+1.90%)

USD140.09B 22.89 14.93
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 UN

Symbol Name Weight Mer Price(Change) Market Cap

N/A

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 -7.55% 35% F 58% F
Dividend Return 1.56% 83% B 65% D
Total Return -5.99% 29% F 60% D-
Trailing 12 Months  
Capital Gain -12.23% 38% F 39% F
Dividend Return 2.99% 64% D 64% D
Total Return -9.24% 31% F 39% F
Trailing 5 Years  
Capital Gain 25.67% 53% F 76% C
Dividend Return 17.25% 69% D+ 63% D
Total Return 42.92% 53% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 7.97% 72% C- 75% C
Dividend Return 2.78% 67% D+ 59% F
Total Return 10.75% 78% C+ 76% C
Risk Return Profile  
Volatility (Standard Deviation) 14.31% 83% B 60% D-
Risk Adjusted Return 75.15% 78% C+ 82% B-
Market Capitalization 122.22B 88% B+ 98% 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 20.69 59% F 33% F
Price/Book Ratio 7.91 33% F 9% F
Price / Cash Flow Ratio 15.07 59% F 21% F
EV/EBITDA 12.64 73% C 38% F
Management Effectiveness  
Return on Equity 46.35% 73% C 96% A
Return on Invested Capital 17.22% 65% D 89% B+
Return on Assets 9.85% 63% D 94% A
Debt to Equity Ratio 165.39% 27% F 19% F
Technical Ratios  
Short Ratio 0.18 94% A 90% A-
Short Percent N/A N/A N/A N/A N/A
Beta 0.45 76% C 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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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 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

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:
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.