Unilever Plc Adr Stock Performance
| UL Stock | USD 52.13 0.02 0.04% |
Unilever PLC has a performance score of 8 on a scale of 0 to 100. The entity has a beta of 0.26, 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. Unilever PLC ADR right now has a risk of 1.16%. Please validate Unilever PLC maximum drawdown, as well as the relationship between the skewness and day typical price , to decide if Unilever PLC will be following its existing price patterns.
Risk-Adjusted Performance
8 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Unilever PLC ADR are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite quite fragile essential indicators, Unilever PLC may actually be approaching a critical reversion point that can send shares even higher in June 2024. ...more
Actual Historical Performance (%)
One Day Return 0.0384 | Five Day Return 0.23 | Year To Date Return 7.55 | Ten Year Return 18.15 | All Time Return 4.8 K |
Forward Dividend Yield 0.0353 | Payout Ratio 0.4606 | Last Split Factor 9:5 | Forward Dividend Rate 1.84 | Dividend Date 2024-06-07 |
| Unilever PLC dividend paid on 22nd of March 2024 | 03/22/2024 |
1 | Nelson Peltz got crushed by Disney. Can he recover | 04/17/2024 |
2 | Why Unilever Stock Jumped Higher on the Markets Down Day | 04/25/2024 |
3 | Ola Cabs CEO Hemant Bakshi Quits, Firm Plans To Cut 10 percent Jobs | 04/29/2024 |
4 | Pepsodent enters Malaysia Book of Records for Most Number of Students Brushing Teeth Simultaneously with a total of over 6,000 students participating | 04/30/2024 |
5 | Showdown at Unilever AGM as activists challenge board over environmental impact | 05/01/2024 |
6 | Branded Food Staple Market is Gaining Momentum with Key Players PepsiCo, Unilever, Kellogg Company | 05/02/2024 |
7 | FENC Uncaps Major Success with Global Sustainable Expansion in Recycled Polyester | 05/03/2024 |
| Begin Period Cash Flow | 4.3 B |
Unilever |
Unilever PLC Relative Risk vs. Return Landscape
If you would invest 4,846 in Unilever PLC ADR on February 7, 2024 and sell it today you would earn a total of 367.00 from holding Unilever PLC ADR or generate 7.57% return on investment over 90 days. Unilever PLC ADR is generating 0.1224% of daily returns and assumes 1.1572% volatility on return distribution over the 90 days horizon. Put differently, 10% of stocks are less risky than Unilever on the basis of their historical return distribution, and some 98% 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 = 0.1058
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Unilever PLC is performing at about 8% of its full potential. 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 it 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 | 0.34 | ||||
| Return On Asset | 0.0822 | ||||
| Profit Margin | 0.11 % | ||||
| Operating Margin | 0.16 % | ||||
| Current Valuation | 156.75 B | ||||
| Shares Outstanding | 2.51 B | ||||
| Price To Earning | 19.48 X | ||||
| Price To Book | 6.03 X | ||||
| Price To Sales | 2.01 X | ||||
| Revenue | 59.79 B | ||||
| Gross Profit | 24.17 B | ||||
| EBITDA | 11.54 B | ||||
| Net Income | 6.51 B | ||||
| Cash And Equivalents | 4.33 B | ||||
| Cash Per Share | 2.58 X | ||||
| Total Debt | 29.6 B | ||||
| Debt To Equity | 1.49 % | ||||
| Current Ratio | 0.80 X | ||||
| Book Value Per Share | 7.24 X | ||||
| Cash Flow From Operations | 9.06 B | ||||
| Earnings Per Share | 2.74 X | ||||
| Market Capitalization | 131.3 B | ||||
| Total Asset | 75.22 B | ||||
| Retained Earnings | 47.02 B | ||||
| Working Capital | (5.61 B) | ||||
| Current Asset | 12.69 B | ||||
| Current Liabilities | 20.02 B | ||||
About Unilever PLC Performance
To evaluate Unilever PLC ADR Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Unilever PLC generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Unilever Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Unilever PLC ADR market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Unilever's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 54.07 | 64.25 | |
| Return On Tangible Assets | 0.18 | 0.11 | |
| Return On Capital Employed | 0.19 | 0.25 | |
| Return On Assets | 0.09 | 0.07 | |
| Return On Equity | 0.36 | 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.| The company reports 29.6 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. Debt can assist Unilever PLC until it has trouble settling it off, either with new capital or with free cash flow. So, Unilever PLC's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Unilever PLC ADR sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Unilever to invest in growth at high rates of return. When we think about Unilever PLC's use of debt, we should always consider it together with cash and equity. | |
| On 22nd of March 2024 Unilever PLC paid $ 0.4582 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: FENC Uncaps Major Success with Global Sustainable Expansion in Recycled Polyester |
- 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 tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Complementary 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.
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Is Unilever PLC's industry 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 (0.38) | Dividend Share 1.711 | Earnings Share 2.74 | Revenue Per Share 23.691 | Quarterly Revenue Growth (0.04) |
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.