Unilever PLC

NYSE:UL 株式レポート

時価総額:US$125.0b

Unilever 将来の成長

Future 基準チェック /26

Unilever利益と収益がそれぞれ年間7.8%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に42.2% 3.1%なると予測されています。

主要情報

7.8%

収益成長率

3.06%

EPS成長率

Personal Products 収益成長32.6%
収益成長率3.4%
将来の株主資本利益率42.18%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

更新なし

Recent updates

Seeking Alpha Apr 10

Unilever: Market Undervaluing Its Transition To A Higher-Quality HPC Business

Summary Unilever PLC is transforming from a diversified FMCG conglomerate to a focused Home & Personal Care business, targeting higher growth and margins. Recent spin-offs of the ice cream and food businesses address conglomerate discount, improve profit margins, and align capital allocation with strategic priorities. Premiumization, emerging market growth, and robust distribution underpin UL’s long-term earnings and cash flow potential, despite near-term volatility from commodity exposure. I recommend a BUY rating for UL, as strategic execution and margin expansion offer attractive long-term value, contingent on successful portfolio transformation. Read the full article on Seeking Alpha
Seeking Alpha Feb 16

Unilever: Growth Disappoints But Business Efficiency Process Continues

Summary Unilever's modest revenue growth and improved profitability in FY 2024 were overshadowed by concerns over commodity inflation and subdued H1 2025 expectations. The company is focusing on high-demand, high-margin brands, with significant growth in the Beauty & Wellbeing and Personal Care segments. Unilever plans to demerge its Ice Cream segment by 2025 and streamline its Foods segment by selling underperforming brands. Management is addressing challenges in key markets like Asia Pacific Africa, with strategic adjustments expected to yield improvements by mid-2025. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

Unilever: No More Valaution Discount - Downgrade To Neutral

Summary Lower volume growth expected due to persistent inflation and consumer shift towards private-label and unbranded products. Restructuring costs and higher CAPEX investment will be decremental on Unilever's EPS evolution. Unilever no longer trades at a valuation discount vs. peers. We prefer Nestlè at this stage. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

Procter & Gamble Is In Trouble, Buy Unilever Instead

Summary Unilever is a better buy than Procter & Gamble due to its better value for money, forward valuation, and product mix. Both companies face headwinds in emerging markets, but Unilever's issues are simpler to fix, making it less risky. Unilever's lower P/E ratio and higher dividend yield make it more attractively valued compared to Procter & Gamble. Despite risks, Unilever's higher dividend, better forward valuation, and simpler risk profile make it a solid consumer staples stock amid the market sell-off. Read the full article on Seeking Alpha
Seeking Alpha Dec 13

Unilever: Quality And Improving Growth Are Largely In The Price

Summary Unilever's recent history has been marked by a lackluster performance at both the business and stock level. Margins and currency have weighed on earnings growth. While there's not much management can do about the latter, the headwind from the former shouldn't repeat. Unilever deserves a premium valuation, but its earnings quality and growth potential are largely reflected in its current multiple. Read the full article on Seeking Alpha
Seeking Alpha Nov 13

Unilever: A Path To Dividend Growth And Solid Returns Lies Ahead

Summary Unilever has been increasing its dividend for the first time since 2020, which is a reflection of an improvement in operating results. In FY 2024, UL is able to improve its margins and achieve volume growth again, which is a prerequisite for sustainable top-line growth. Based on the earnings growth model, UL appears fairly valued at the current share price. For investors that are interested in stable earnings and dividend growth, UL can be an interesting investment candidate. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Unilever: This Giant Continues To Grow Step By Step

Summary Unilever's Q3 2024 results showed solid growth, driven by Power Brands and a focus on increasing sales volumes rather than prices. The Beauty & Wellbeing segment led growth, with a 6.70% increase in underlying volume growth, while the Ice Cream segment is set for a spin-off by 2025. Europe's negative underlying price growth reflects economic difficulties, while North America showed the strongest performance, driven by a resilient economy. Despite strong performance, Unilever's valuation multiples are in line with industry averages, justifying a hold rating. Guidance for 2024 remains optimistic with USG expected between 3-5%. Read the full article on Seeking Alpha
Seeking Alpha Sep 26

Unilever Progressing On P&G Transformation Playbook

Summary Unilever's transformation, akin to P&G's, has significantly boosted its share price, making it an attractive investment with potential for further growth. My investment strategy focuses on achieving financial independence through dividend income, prioritizing high-quality, undervalued companies with reliable dividends. Unilever's progress over the past 2.5 years shows substantial gains, with the share price up 30%, excluding dividends, indicating strong performance. Despite past gains, I believe Unilever still holds potential for new investments, with up to 30% additional share price increase potential. Read the full article on Seeking Alpha
Seeking Alpha Aug 27

Unilever: Nearing The Tipping Point

Summary Unilever's recent 26% stock rise is driven by reduced price increases and organizational restructuring, enhancing efficiency and focusing on Power Brands. Expansion in emerging markets and potential Ice Cream segment spin-off could unlock further growth and profitability. Dividends and buybacks will continue to reward shareholders, but capital gains may be once again the main component in the coming months. Read the full article on Seeking Alpha
Seeking Alpha Aug 12

Unilever: New CEO Making Impact

Summary Unilever's new CEO has positively impacted the company, with a 20% share price increase and a return to positive volume growth. The company is separating its ice cream division valued at around $20B and plans to cut 1/3rd of office workers in the EU. We expect continued shareholder returns for Unilever in FY2024 and beyond due to improved growth and profitability prospects. Read the full article on Seeking Alpha
Seeking Alpha Jul 10

Unilever: Unjustified Discount Despite Upping Its Performance

Summary Most divisions and regions experienced volume growth that was better than anticipated. Productivity and savings will likely step up with the new management changes. Portfolio disposals and superior performance of Unilever's Power Brands give us the confidence to maintain a buy rating recommendation. Read the full article on Seeking Alpha
Seeking Alpha Jun 06

Unilever: Recent Performance Has Removed The Margin Of Safety

Summary Unilever has seen a rapid rise in share price over the past month, reducing the margin of safety. The company is divesting its ice cream business and focusing on four key areas: Beauty and Wellbeing, Personal Care, Home Care, and Nutrition. Unilever's recent trading update shows a stable market share, however, the restructuring program may create short-term headwinds. The first tranche of the share repurchase program has commenced as of May 17th. Read the full article on Seeking Alpha
Seeking Alpha Mar 24

Unilever: The Company Is Moving In The Right Direction

Summary Unilever's performance has been underwhelming compared to its peers in the consumer staples sector; however, this could change in the future. The company still has a high-quality product portfolio with sufficient growth prospects in emerging markets. Management is working on a turnaround and is shifting towards higher-margin segments and streamlining its portfolio, with a spin-off of its ice cream division planned. UL is no longer a typical dividend growth company, but it does pay an above-average dividend yield of 3.7%. Based on DCF analysis, shares are 7.3% undervalued. Read the full article on Seeking Alpha
Seeking Alpha Feb 13

Unilever: Don't Expect Market Beating Returns

Summary Unilever significantly underperformed the market in the past 3 years, down -11% while the S&P500 is up almost 28%. The action plan presented by new CEO Hein Schumacher is expected to drive 3-5% annual revenue growth while modestly improving margins, which is fairly reflected in the $50 stock price. Despite solid Q4 2023 results with a return to positive volume growth and margin improvements, Unilever lacks catalysts for market-beating returns. Unilever could be attractive for income-oriented investors looking for a reliable dividend yielding almost 4% with moderate risk and stock volatility. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:UL - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202855,2837,2637,2769,45113
12/31/202753,3736,7766,9288,68518
12/31/202651,4736,5446,2797,43715
12/31/202550,5035,6826,7598,350N/A
6/30/202559,7715,5556,4378,442N/A
3/31/202560,2665,6506,9938,981N/A
12/31/202452,4795,4307,9059,519N/A
9/30/202460,5276,1927,5419,472N/A
6/30/202460,2936,6407,5349,424N/A
3/31/202459,9496,5647,6089,425N/A
12/31/202351,6806,0027,9919,426N/A
9/30/202360,2417,3866,7978,513N/A
6/30/202360,8788,2855,9137,599N/A
3/31/202360,4767,9645,7437,441N/A
12/31/202260,0737,6425,5737,282N/A
9/30/202258,1756,7386,0027,630N/A
6/30/202256,2765,8336,4307,977N/A
3/31/202254,3605,9416,5317,975N/A
12/31/202152,4446,0496,6327,972N/A
9/30/202151,6235,7347,1118,273N/A
6/30/202150,8015,4187,5898,574N/A
3/31/202150,7635,5007,8138,816N/A
12/31/202050,7245,5818,0379,058N/A
9/30/202051,1465,7427,9469,152N/A
6/30/202051,5685,9037,8559,245N/A
3/31/202051,7745,7647,2198,677N/A
12/31/201951,9805,6256,5838,109N/A
9/30/201951,3687,485N/A7,565N/A
6/30/201950,7569,344N/A7,020N/A
3/31/201950,8699,357N/A7,169N/A
12/31/201850,9829,369N/A7,318N/A
9/30/201851,6627,642N/A8,145N/A
6/30/201852,3425,974N/A7,797N/A
3/31/201853,0296,014N/A7,545N/A
1/1/201853,7156,023N/A7,879N/A
9/30/201753,9355,918N/A7,353N/A
6/30/201754,1555,782N/A7,413N/A
3/31/201753,4345,483N/A7,230N/A
12/31/201652,7135,184N/A7,047N/A
9/30/201652,6395,058N/A6,975N/A
6/30/201652,5644,932N/A6,903N/A
3/31/201652,9184,921N/A7,117N/A
12/31/201553,2724,909N/A7,330N/A
9/30/201552,3014,876N/A6,688N/A
6/30/201551,3294,842N/A6,045N/A

アナリストによる今後の成長予測

収入対貯蓄率: ULの予測収益成長率 (年間7.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ULの収益 ( 7.8% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: ULの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ULの収益 ( 3.4% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: ULの収益 ( 3.4% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: ULの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 42.2 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 22:32
終値2026/05/21 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Unilever PLC 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43

アナリスト機関
null nullArgus Research Company
Andreas von ArxBaader Helvea Equity Research
Arancha PiñeiroBanco de Sabadell. S.A.