Unilever PLC (UK) Performance
| ULVR Stock | 4,701 29.00 0.61% |
The entity has a beta of -0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Unilever PLC are expected to decrease at a much lower rate. During the bear market, Unilever PLC is likely to outperform the market. At this point, Unilever PLC has a negative expected return of -0.0519%. Please make sure to validate Unilever PLC's total risk alpha, maximum drawdown, potential upside, as well as the relationship between the treynor ratio and value at risk , to decide if Unilever PLC performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Unilever PLC has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Unilever PLC is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Forward Dividend Yield 0.0312 | Payout Ratio 0.5498 | Last Split Factor 9:20 | Forward Dividend Rate 1.47 | Ex Dividend Date 2024-11-07 |
1 | Unilever A Good Value Stock Is Not Just Cheap - Seeking Alpha | 09/26/2024 |
2 | Unilever PLC Shares Bought by Jennison Associates LLC - MarketBeat | 11/20/2024 |
| Begin Period Cash Flow | 4.2 B |
Unilever |
Unilever PLC Relative Risk vs. Return Landscape
If you would invest 487,688 in Unilever PLC on September 2, 2024 and sell it today you would lose (17,588) from holding Unilever PLC or give up 3.61% of portfolio value over 90 days. Unilever PLC is generating negative expected returns and assumes 0.8688% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Unilever, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Unilever PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Unilever PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Unilever PLC, and traders can use it to determine the average amount a Unilever PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0598
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| Negative Returns | ULVR |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Unilever PLC is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Unilever PLC by adding Unilever PLC to a well-diversified portfolio.
Unilever PLC Fundamentals Growth
Unilever Stock prices reflect investors' perceptions of the future prospects and financial health of Unilever PLC, and Unilever PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Unilever Stock performance.
| Return On Equity | 0.32 | ||||
| Return On Asset | 0.0862 | ||||
| Profit Margin | 0.11 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 145.27 B | ||||
| Shares Outstanding | 2.48 B | ||||
| Price To Book | 6.92 X | ||||
| Price To Sales | 1.93 X | ||||
| Revenue | 59.6 B | ||||
| Gross Profit | 24.17 B | ||||
| EBITDA | 11.99 B | ||||
| Net Income | 7.14 B | ||||
| Cash And Equivalents | 4.33 B | ||||
| Total Debt | 28.59 B | ||||
| Book Value Per Share | 8.14 X | ||||
| Cash Flow From Operations | 9.43 B | ||||
| Earnings Per Share | 2.19 X | ||||
| Total Asset | 75.27 B | ||||
| Retained Earnings | 47.05 B | ||||
About Unilever PLC Performance
Assessing Unilever PLC's fundamental ratios provides investors with valuable insights into Unilever PLC's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Unilever PLC is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Unilever PLC is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Unilever PLC performance evaluation
Checking the ongoing alerts about Unilever PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Unilever PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Unilever PLC generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Unilever PLC Shares Bought by Jennison Associates LLC - MarketBeat |
- Analyzing Unilever PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Unilever PLC's stock is overvalued or undervalued compared to its peers.
- Examining Unilever PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Unilever PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Unilever PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Unilever PLC's stock. These opinions can provide insight into Unilever PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Unilever Stock Analysis
When running Unilever PLC's price analysis, check to measure Unilever PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Unilever PLC is operating at the current time. Most of Unilever PLC's value examination focuses on studying past and present price action to predict the probability of Unilever PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Unilever PLC's price. Additionally, you may evaluate how the addition of Unilever PLC to your portfolios can decrease your overall portfolio volatility.