Unilever Plc Adr Stock Performance
| UL Stock | USD 58.30 1.03 1.80% |
The entity has a beta of 0.21, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Unilever PLC's returns are expected to increase less than the market. However, during the bear market, the loss of holding Unilever PLC is expected to be smaller as well. At this point, Unilever PLC ADR has a negative expected return of -0.0655%. Please make sure to validate Unilever PLC's information ratio, skewness, as well as the relationship between the Skewness and day typical price , to decide if Unilever PLC ADR 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 ADR has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent essential indicators, Unilever PLC is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return (0.37) | Five Day Return 1.08 | Year To Date Return 1.33 | Ten Year Return 30.25 | All Time Return 9.8 K |
Forward Dividend Yield 0.0331 | Payout Ratio | Last Split Factor 9:5 | Forward Dividend Rate 1.9 | Dividend Date 2024-12-06 |
| Unilever PLC dividend paid on 6th of December 2024 | 12/06/2024 |
1 | Is recycling worth it | 12/23/2024 |
2 | King Charles III officially ends royal warrants for Unilever and Cadbury chocolatiers | 12/30/2024 |
3 | Hand Sanitizer Market is Poised to Reach Valuation of US 4.80 Billion By 2033 Says Astute Analytica Consumer Habits and Major Brand Initiatives and Distribution... | 01/13/2025 |
4 | A Note On Unilever PLCs ROE and Debt To Equity | 01/14/2025 |
5 | Moveworks Expands Strategic Alliance with Microsoft to Bring Third-Party Agent Capabilities to Microsoft 365 Copilot | 01/15/2025 |
6 | Zone Co Welcomes Steven Bachert as Chief Revenue Officer to Drive Global Expansion and Revenue Growth | 01/16/2025 |
7 | Food and drink lab to open at Colworth Science Park | 01/17/2025 |
8 | TigerGraph Unleashes the Industrys Most Innovative Cloud NativeGraph Database Platform for Supercharging AI Systems | 01/21/2025 |
| Begin Period Cash Flow | 4.2 B |
Unilever |
Unilever PLC Relative Risk vs. Return Landscape
If you would invest 6,083 in Unilever PLC ADR on November 1, 2024 and sell it today you would lose (254.00) from holding Unilever PLC ADR or give up 4.18% of portfolio value over 90 days. Unilever PLC ADR is generating negative expected returns and assumes 1.064% volatility on return distribution over the 90 days horizon. Put differently, 9% of stocks are less risky than Unilever on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 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 ADR, 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 = -0.0615
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| Negative Returns | UL |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.07 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 | 166.62 B | ||||
| Shares Outstanding | 2.47 B | ||||
| Price To Earning | 19.48 X | ||||
| Price To Book | 6.70 X | ||||
| Price To Sales | 2.36 X | ||||
| Revenue | 59.6 B | ||||
| Gross Profit | 25.86 B | ||||
| EBITDA | 11.99 B | ||||
| Net Income | 6.49 B | ||||
| Cash And Equivalents | 4.33 B | ||||
| Cash Per Share | 2.58 X | ||||
| Total Debt | 28.59 B | ||||
| Debt To Equity | 1.49 % | ||||
| Current Ratio | 0.80 X | ||||
| Book Value Per Share | 8.14 X | ||||
| Cash Flow From Operations | 9.43 B | ||||
| Earnings Per Share | 2.75 X | ||||
| Market Capitalization | 142.52 B | ||||
| Total Asset | 75.27 B | ||||
| Retained Earnings | 47.05 B | ||||
| Working Capital | (5.61 B) | ||||
| Current Asset | 12.69 B | ||||
| Current Liabilities | 20.02 B | ||||
About Unilever PLC Performance
By examining Unilever PLC's fundamental ratios, stakeholders can obtain critical insights into Unilever PLC's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Unilever PLC is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 62.41 | 64.26 | |
| Return On Tangible Assets | 0.16 | 0.11 | |
| Return On Capital Employed | 0.17 | 0.15 | |
| Return On Assets | 0.08 | 0.07 | |
| Return On Equity | 0.32 | 0.28 |
Things to note about Unilever PLC ADR 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 ADR help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Unilever PLC ADR generated a negative expected return over the last 90 days | |
| Unilever PLC ADR reports 28.59 B of total liabilities with total debt to equity ratio (D/E) of 1.49, which is normal for its line of buisiness. Unilever PLC ADR has a current ratio of 0.78, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Unilever to invest in growth at high rates of return. | |
| On 6th of December 2024 Unilever PLC paid $ 0.4755 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: TigerGraph Unleashes the Industrys Most Innovative Cloud NativeGraph Database Platform for Supercharging AI Systems |
- 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Unilever PLC ADR. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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. All the valuation information about Unilever PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.05 | Dividend Share 1.709 | Earnings Share 2.75 | Revenue Per Share | Quarterly Revenue Growth 0.023 |
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. However, Unilever PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.