Unilever Competitors
| UL Stock | USD 73.27 1.30 1.81% |
Unilever PLC vs Altria Correlation
Very weak diversification
The correlation between Unilever PLC ADR and MO is 0.52 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Unilever PLC ADR and MO in the same portfolio, assuming nothing else is changed.
Moving together with Unilever Stock
Moving against Unilever Stock
| 0.4 | HNST | Honest Company | PairCorr |
| 0.37 | BRBR | Bellring Brands LLC | PairCorr |
| 0.35 | ERHE | ERHC Energy | PairCorr |
| 0.32 | EL | Estee Lauder Companies | PairCorr |
| 0.31 | SHPHF | Sihuan Pharmaceutical | PairCorr |
Unilever PLC Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Unilever PLC and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Unilever and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Unilever PLC ADR does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Unilever Stock performing well and Unilever PLC Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Unilever PLC's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BUD | 0.88 | 0.25 | 0.21 | 0.77 | 0.63 | 2.23 | 4.71 | |||
| CL | 1.00 | 0.32 | 0.20 | (2.46) | 0.88 | 1.93 | 6.59 | |||
| BTI | 1.03 | 0.15 | 0.07 | 0.40 | 1.21 | 2.47 | 6.70 | |||
| KVUE | 0.86 | 0.19 | 0.11 | 2.91 | 0.82 | 2.27 | 5.92 | |||
| PEP | 0.94 | 0.26 | 0.17 | (3.49) | 0.72 | 2.04 | 7.29 | |||
| KMB | 0.86 | 0.11 | 0.02 | (0.75) | 0.87 | 2.17 | 6.34 | |||
| SPB | 1.82 | 0.47 | 0.22 | 2.12 | 1.45 | 5.01 | 13.62 | |||
| CHD | 1.01 | 0.19 | 0.10 | 1.18 | 1.06 | 2.33 | 6.76 | |||
| CLX | 1.13 | 0.15 | 0.06 | 0.46 | 1.39 | 2.43 | 7.64 | |||
| MO | 0.93 | 0.21 | 0.09 | (2.74) | 1.06 | 2.75 | 8.25 |
Cross Equities Net Income Analysis
Compare Unilever PLC ADR and related stocks such as Anheuser Busch Inbev, Colgate Palmolive, and British American Tobacco Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BUD | 490 M | 5.8 B | 7.2 B | 14.4 B | 9.2 B | 8.3 B | 1.2 B | 8 B | 4.4 B | 9.2 B | 1.4 B | 4.7 B | 6 B | 5.3 B | 5.9 B | 6.7 B | 5.3 B |
| CL | 171.9 M | 2.4 B | 2.5 B | 2.2 B | 2.2 B | 1.4 B | 2.4 B | 2 B | 2.4 B | 2.4 B | 2.7 B | 2.2 B | 1.8 B | 2.3 B | 2.9 B | 2.1 B | 1.5 B |
| BTI | 860 M | 3.1 B | 3.8 B | 3.9 B | 3.1 B | 4.3 B | 4.6 B | 37.5 B | 6 B | 5.7 B | 6.4 B | 6.8 B | 6.7 B | (14.4 B) | 3.1 B | 3.5 B | 3.8 B |
| KVUE | 1.4 B | 1.4 B | 1.4 B | 1.4 B | 1.4 B | 1.4 B | 1.4 B | 1.4 B | 1.4 B | 1.4 B | (879 M) | 2.1 B | 2.1 B | 1.7 B | 1 B | 1.2 B | 1.4 B |
| PEP | 543.7 M | 6.4 B | 6.2 B | 6.7 B | 6.5 B | 5.5 B | 6.3 B | 4.9 B | 12.5 B | 7.3 B | 7.1 B | 7.6 B | 8.9 B | 9.1 B | 9.6 B | 8.2 B | 4.8 B |
| KMB | 267.1 M | 1.6 B | 1.8 B | 2.1 B | 1.5 B | 1 B | 2.2 B | 2.3 B | 1.4 B | 2.2 B | 2.4 B | 1.8 B | 1.9 B | 1.8 B | 2.5 B | 2 B | 1.5 B |
| SPB | (71.2 M) | 20.6 M | (45.8 M) | (10.3 M) | (556.8 M) | (198.8 M) | 106 M | 768.3 M | 494.5 M | 97.8 M | 189.6 M | 71.6 M | 1.8 B | 124.8 M | 99.9 M | 114.9 M | 62.9 M |
| CHD | 4.7 M | 309.6 M | 349.8 M | 394.4 M | 413.9 M | 410.4 M | 459 M | 743.4 M | 568.6 M | 615.9 M | 785.9 M | 827.5 M | 413.9 M | 755.6 M | 585.3 M | 736.8 M | 773.6 M |
| CLX | 95.6 M | 541 M | 572 M | 558 M | 580 M | 648 M | 701 M | 823 M | 820 M | 939 M | 710 M | 462 M | 149 M | 280 M | 810 M | 931.5 M | 476.5 M |
| MO | 1.3 B | 3.4 B | 4.2 B | 4.5 B | 5.1 B | 5.2 B | 14.2 B | 10.2 B | 7 B | (1.3 B) | 4.5 B | 2.5 B | 5.8 B | 8.1 B | 11.3 B | 6.9 B | 6.5 B |
Unilever PLC ADR and related stocks such as Anheuser Busch Inbev, Colgate Palmolive, and British American Tobacco Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Unilever PLC ADR financial statement analysis. It represents the amount of money remaining after all of Unilever PLC ADR operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Unilever PLC Competitive Analysis
The better you understand Unilever PLC competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Unilever PLC's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Unilever PLC's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Unilever PLC Competition Performance Charts
Five steps to successful analysis of Unilever PLC Competition
Unilever PLC's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Unilever PLC ADR in relation to its competition. Unilever PLC's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Unilever PLC in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Unilever PLC's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Unilever PLC ADR, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Unilever PLC Correlation with its peers. For more information on how to buy Unilever Stock please use our How to buy in Unilever Stock guide.You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Is Personal Care Products space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Unilever PLC. If investors know Unilever will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Unilever PLC assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth (0.03) | Dividend Share 2.061 | Earnings Share 3.01 | Revenue Per Share | Quarterly Revenue Growth (0.03) |
The market value of Unilever PLC ADR is measured differently than its book value, which is the value of Unilever that is recorded on the company's balance sheet. Investors also form their own opinion of Unilever PLC's value that differs from its market value or its book value, called intrinsic value, which is Unilever PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Unilever PLC's market value can be influenced by many factors that don't directly affect Unilever PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Unilever PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine if Unilever PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Unilever PLC's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.