Unilever PLC (Netherlands) Performance
| UNA Stock | EUR 56.12 0.32 0.57% |
The entity has a beta of -0.0528, 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 -0.0444%. 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
| Begin Period Cash Flow | 3.4 B |
Unilever |
Unilever PLC Relative Risk vs. Return Landscape
If you would invest 5,792 in Unilever PLC on September 12, 2024 and sell it today you would lose (180.00) from holding Unilever PLC or give up 3.11% of portfolio value over 90 days. Unilever PLC is producing return of less than zero assuming 0.9214% volatility of returns over the 90 days investment horizon. Simply put, 8% of all stocks have less volatile historical return distribution than Unilever PLC, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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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 = -0.0482
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| Negative Returns | UNA |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 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 | 0.4 | |||
| Return On Asset | 0.0795 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | 147.53 B | |||
| Shares Outstanding | 2.53 B | |||
| Price To Earning | 21.48 X | |||
| Price To Book | 6.08 X | |||
| Price To Sales | 2.13 X | |||
| Revenue | 60.07 B | |||
| EBITDA | 13.1 B | |||
| Cash And Equivalents | 5.03 B | |||
| Cash Per Share | 1.93 X | |||
| Total Debt | 21.33 B | |||
| Debt To Equity | 1.42 % | |||
| Book Value Per Share | 7.52 X | |||
| Cash Flow From Operations | 7.28 B | |||
| Earnings Per Share | 3.01 X | |||
| Total Asset | 77.82 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 operates as a fast-moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, the Americas, and Europe. Unilever PLC was incorporated in 1894 and is based in London, the United Kingdom. UNILEVER operates under Household Personal Products classification in Netherlands and is traded on Amsterdam Stock Exchange. It employs 148949 people.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 | |
| Unilever PLC has accumulated 21.33 B in total debt with debt to equity ratio (D/E) of 1.42, which is about average as compared to similar companies. Unilever PLC has a current ratio of 0.72, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. 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 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. |
- 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.