Is Unilever PLC Stock a Good Investment?
Unilever PLC Investment Advice | UL |
- Examine Unilever PLC's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Unilever PLC's leadership team and their track record. Good management can help Unilever PLC navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Personal Care Products space and any emerging trends that could impact Unilever PLC's business and its evolving consumer preferences.
- Compare Unilever PLC's performance and market position to its competitors. Analyze how Unilever PLC is positioned in terms of product offerings, innovation, and market share.
- Check if Unilever PLC pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Unilever PLC's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Unilever PLC ADR stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Unilever PLC ADR is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Unilever PLC Stock
Researching Unilever PLC's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The company last dividend was issued on the 8th of November 2024. Unilever PLC ADR had 9:5 split on the 25th of May 2006.
To determine if Unilever PLC is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Unilever PLC's research are outlined below:
| 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. | |
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Unilever PLC Quarterly Accounts Payable |
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Unilever PLC uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Unilever PLC ADR. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Unilever PLC's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 8th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Unilever PLC's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Unilever PLC's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2003-07-30 | 2003-06-30 | 0.36 | 0.32 | -0.04 | 11 | ||
2007-05-03 | 2007-03-31 | 0.48 | 0.43 | -0.05 | 10 | ||
2005-05-06 | 2005-03-31 | 0.33 | 0.39 | 0.06 | 18 | ||
2010-08-05 | 2010-06-30 | 0.54 | 0.47 | -0.07 | 12 | ||
2006-02-09 | 2005-12-31 | 0.39 | 0.47 | 0.08 | 20 | ||
2011-02-03 | 2010-12-31 | 0.54 | 0.45 | -0.09 | 16 | ||
2010-11-04 | 2010-09-30 | 0.67 | 0.56 | -0.11 | 16 | ||
1997-05-08 | 1997-03-31 | 0.15 | 0.26 | 0.11 | 73 |
Know Unilever PLC's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Unilever PLC is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Unilever PLC ADR backward and forwards among themselves. Unilever PLC's institutional investor refers to the entity that pools money to purchase Unilever PLC's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Goldman Sachs Group Inc | 2024-06-30 | 4.7 M | Lazard Asset Management Llc | 2024-06-30 | 4.4 M | Fiduciary Management, Inc. Of Milwaukee | 2024-09-30 | 3.8 M | Alliancebernstein L.p. | 2024-06-30 | 3.7 M | Envestnet Asset Management Inc | 2024-09-30 | 3.5 M | Norges Bank | 2024-06-30 | 3 M | Royal Bank Of Canada | 2024-06-30 | 2.9 M | Cullen Capital Management, Llc | 2024-09-30 | 2.7 M | American Century Companies Inc | 2024-09-30 | 2.7 M | Wellington Management Company Llp | 2024-06-30 | 35.1 M | Fisher Asset Management, Llc | 2024-09-30 | 16.7 M |
Unilever PLC's market capitalization trends
The company currently falls under 'Mega-Cap' category with a market capitalization of 148.14 B.Market Cap |
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Unilever PLC's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.18 | 0.11 | |
| Return On Capital Employed | 0.19 | 0.15 | |
| Return On Assets | 0.09 | 0.07 | |
| Return On Equity | 0.36 | 0.28 |
Determining Unilever PLC's profitability involves analyzing its financial statements and using various financial metrics to determine if Unilever PLC is a good buy. For example, gross profit margin measures Unilever PLC's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Unilever PLC's profitability and make more informed investment decisions.
Evaluate Unilever PLC's management efficiency
Unilever PLC ADR has Return on Asset (ROA) of 0.0862 % which means that for every $100 of assets, it generated a profit of $0.0862. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.3237 %, which means that it produced $0.3237 on every 100 dollars invested by current stockholders. Unilever PLC's management efficiency ratios could be used to measure how well Unilever PLC manages its routine affairs as well as how well it operates its assets and liabilities. The value of Return On Tangible Assets is estimated to slide to 0.11. The value of Return On Capital Employed is expected to slide to 0.15. At this time, Unilever PLC's Non Currrent Assets Other are quite stable compared to the past year. Intangibles To Total Assets is expected to rise to 0.55 this year, although the value of Non Current Assets Total will most likely fall to about 29.4 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 8.19 | 8.60 | |
| Tangible Book Value Per Share | (7.38) | (7.01) | |
| Enterprise Value Over EBITDA | 11.29 | 8.70 | |
| Price Book Value Ratio | 6.13 | 5.39 | |
| Enterprise Value Multiple | 11.29 | 8.70 | |
| Price Fair Value | 6.13 | 5.39 | |
| Enterprise Value | 121.8 B | 127.9 B |
The decision-making processes within Unilever PLC are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Dividend Yield 0.0318 | Forward Dividend Yield 0.0318 | Forward Dividend Rate 1.9 | Beta 0.235 |
Basic technical analysis of Unilever Stock
As of the 30th of November, Unilever PLC has the Risk Adjusted Performance of (0.07), coefficient of variation of (1,000), and Variance of 0.8937. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Unilever PLC ADR, as well as the relationship between them. Please validate Unilever PLC ADR variance and skewness to decide if Unilever PLC is priced more or less accurately, providing market reflects its prevalent price of 59.84 per share. Given that Unilever PLC ADR has information ratio of (0.25), we advise you to double-check Unilever PLC ADR's current market performance to make sure the company can sustain itself at a future point.Unilever PLC's Outstanding Corporate Bonds
Unilever PLC issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Unilever PLC ADR uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Unilever bonds can be classified according to their maturity, which is the date when Unilever PLC ADR has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| UNILEVER CAP P Corp BondUS904764AH00 | View | |
| UNILEVER CAP P Corp BondUS904764AU11 | View |
Understand Unilever PLC's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Unilever PLC's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | 1.94 | |||
| Mean Deviation | 0.676 | |||
| Coefficient Of Variation | (1,000) | |||
| Standard Deviation | 0.9453 | |||
| Variance | 0.8937 | |||
| Information Ratio | (0.25) | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.26) | |||
| Treynor Ratio | 1.93 | |||
| Maximum Drawdown | 6.6 | |||
| Value At Risk | (1.31) | |||
| Potential Upside | 1.08 | |||
| Skewness | (0.67) | |||
| Kurtosis | 3.75 |
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | 1.94 | |||
| Mean Deviation | 0.676 | |||
| Coefficient Of Variation | (1,000) | |||
| Standard Deviation | 0.9453 | |||
| Variance | 0.8937 | |||
| Information Ratio | (0.25) | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.26) | |||
| Treynor Ratio | 1.93 | |||
| Maximum Drawdown | 6.6 | |||
| Value At Risk | (1.31) | |||
| Potential Upside | 1.08 | |||
| Skewness | (0.67) | |||
| Kurtosis | 3.75 |
Consider Unilever PLC's intraday indicators
Unilever PLC intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Unilever PLC stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Unilever PLC Corporate Filings
6K | 22nd of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
FWP | 8th of August 2024 A written communication used by offering participants to offer securities to the public or to solicit securities transactions. | ViewVerify |
| 7th of August 2024 Other Reports | ViewVerify | |
| 30th of May 2024 Other Reports | ViewVerify |
Unilever Stock media impact
Far too much social signal, news, headlines, and media speculation about Unilever PLC that are available to investors today. That information is available publicly through Unilever media outlets and privately through word of mouth or via Unilever internal channels. However, regardless of the origin, that massive amount of Unilever data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Unilever PLC news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Unilever PLC relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Unilever PLC's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Unilever PLC alpha.
Unilever PLC Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Unilever PLC can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Unilever PLC Corporate Directors
| Laura Cha | Non-Executive Independent Director | Profile | |
| Strive Masiyiwa | Non-Executive Independent Director | Profile | |
| Fernando Fernandez | CFO Director | Profile | |
| Vittorio Colao | Non-Executive Independent Director | Profile |
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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
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 2.76 | Revenue Per Share 24.08 | 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.
In summary, please note that there is a difference between Unilever PLC's value and its price, as these two are different measures arrived at by various 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.