Unilever
Market Cap
UK£112.1b
Last Updated
2021/05/08 02:23 UTC
Data Sources
Company Financials +
Executive Summary
Unilever PLC operates as a fast-moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, the Americas, and Europe. More Details
Rewards
Risk Analysis
Snowflake Analysis
Established dividend payer and fair value.
Similar Companies
Share Price & News
How has Unilever's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ULVR is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 2% a week.
Volatility Over Time: ULVR's weekly volatility (2%) has been stable over the past year.
Market Performance
7 Day Return
1.0%
ULVR
1.0%
GB Personal Products
2.1%
GB Market
1 Year Return
4.7%
ULVR
4.9%
GB Personal Products
26.6%
GB Market
Return vs Industry: ULVR matched the UK Personal Products industry which returned 5.6% over the past year.
Return vs Market: ULVR underperformed the UK Market which returned 25.5% over the past year.
Shareholder returns
| ULVR | Industry | Market | |
|---|---|---|---|
| 7 Day | 1.0% | 1.0% | 2.1% |
| 30 Day | 2.6% | 2.6% | 3.6% |
| 90 Day | 7.4% | 7.4% | 9.6% |
| 1 Year | 8.3%4.7% | 8.6%4.9% | 32.1%26.6% |
| 3 Year | 12.9%3.2% | 12.9%3.3% | 12.8%-0.2% |
| 5 Year | 57.3%35.0% | 57.3%35.0% | 51.8%23.0% |
Long-Term Price Volatility Vs. Market
How volatile is Unilever's share price compared to the market and industry in the last 5 years?
Simply Wall St News
3 weeks ago | Simply Wall St
Unilever (LON:ULVR) Seems To Use Debt Quite Sensibly1 month ago | Simply Wall St
Unilever (LON:ULVR) Has Compensated Shareholders With A Respectable 47% Return On Their Investment1 month ago | Simply Wall St
Unilever's (LON:ULVR) Soft Earnings Are Actually Better Than They AppearValuation
Is Unilever undervalued compared to its fair value and its price relative to the market?
10.3%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: ULVR (£42.73) is trading below our estimate of fair value (£47.65)
Significantly Below Fair Value: ULVR is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: ULVR is good value based on its PE Ratio (23.1x) compared to the XE Personal Products industry average (23.3x).
PE vs Market: ULVR is good value based on its PE Ratio (23.1x) compared to the UK market (25.9x).
Price to Earnings Growth Ratio
PEG Ratio: ULVR is poor value based on its PEG Ratio (3.3x)
Price to Book Ratio
PB vs Industry: ULVR is overvalued based on its PB Ratio (8.4x) compared to the GB Personal Products industry average (2.8x).
Future Growth
How is Unilever forecast to perform in the next 1 to 3 years based on estimates from 19 analysts?
7.1%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ULVR's forecast earnings growth (7.1% per year) is above the savings rate (0.9%).
Earnings vs Market: ULVR's earnings (7.1% per year) are forecast to grow slower than the UK market (17.7% per year).
High Growth Earnings: ULVR's earnings are forecast to grow, but not significantly.
Revenue vs Market: ULVR's revenue (2.9% per year) is forecast to grow slower than the UK market (5.3% per year).
High Growth Revenue: ULVR's revenue (2.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ULVR's Return on Equity is forecast to be very high in 3 years time (48.3%).
Past Performance
How has Unilever performed over the past 5 years?
6.0%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ULVR has high quality earnings.
Growing Profit Margin: ULVR's current net profit margins (11%) are higher than last year (10.8%).
Past Earnings Growth Analysis
Earnings Trend: ULVR's earnings have grown by 6% per year over the past 5 years.
Accelerating Growth: ULVR's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: ULVR had negative earnings growth (-0.8%) over the past year, making it difficult to compare to the Personal Products industry average (21.5%).
Return on Equity
High ROE: Whilst ULVR's Return on Equity (34.4%) is high, this metric is skewed due to their high level of debt.
Financial Health
How is Unilever's financial position?
Financial Position Analysis
Short Term Liabilities: ULVR's short term assets (€16.2B) do not cover its short term liabilities (€20.6B).
Long Term Liabilities: ULVR's short term assets (€16.2B) do not cover its long term liabilities (€29.4B).
Debt to Equity History and Analysis
Debt Level: ULVR's debt to equity ratio (144.6%) is considered high.
Reducing Debt: ULVR's debt to equity ratio has increased from 90.2% to 144.6% over the past 5 years.
Debt Coverage: ULVR's debt is well covered by operating cash flow (35.5%).
Interest Coverage: ULVR's interest payments on its debt are well covered by EBIT (20.9x coverage).
Balance Sheet
Dividend
What is Unilever current dividend yield, its reliability and sustainability?
3.46%
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: ULVR's dividend (3.46%) is higher than the bottom 25% of dividend payers in the UK market (1.35%).
High Dividend: ULVR's dividend (3.46%) is low compared to the top 25% of dividend payers in the UK market (4.06%).
Stability and Growth of Payments
Stable Dividend: ULVR's dividends per share have been stable in the past 10 years.
Growing Dividend: ULVR's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: At its current payout ratio (77.7%), ULVR's payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: ULVR's dividends in 3 years are forecast to be covered by earnings (66.3% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
5.2yrs
Average management tenure
CEO
Alan Jope (56 yo)
2.33yrs
Tenure
€3,447,000
Compensation
Mr. Alan W. Jope is a Director at FCLT Global since 2020. Mr. Jope serves as an Executive Director at Unilever PLC and Unilever N.V. since May 02, 2019. He has been President of North Asia at Unilever Sout...
CEO Compensation Analysis
Compensation vs Market: Alan's total compensation ($USD4.19M) is about average for companies of similar size in the UK market ($USD3.58M).
Compensation vs Earnings: Alan's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: ULVR's management team is seasoned and experienced (5.2 years average tenure).
Board Members
Experienced Board: ULVR's board of directors are considered experienced (5.1 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: ULVR insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Unilever PLC's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Unilever PLC
- Ticker: ULVR
- Exchange: LSE
- Founded: 1894
- Industry: Personal Products
- Sector: Household
- Market Cap: UK£112.070b
- Shares outstanding: 2.62b
- Website: https://www.unilever.com
Number of Employees
Location
- Unilever PLC
- Unilever House
- 100 Victoria Embankment
- London
- Greater London
- EC4Y 0DY
- United Kingdom
Listings
Biography
Unilever PLC operates as a fast-moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, the Americas, and Europe. It operates through Beauty & Personal Care, Foods...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/05/08 02:23 |
| End of Day Share Price | 2021/05/07 00:00 |
| Earnings | 2020/12/31 |
| Annual Earnings | 2020/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.