Unilever
Market Cap
UK£100.0b
Last Updated
2021/03/03 19:32 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
Average dividend payer with acceptable track record.
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 +/- 3% a week.
Volatility Over Time: ULVR's weekly volatility (3%) has been stable over the past year.
Market Performance
7 Day Return
-0.7%
ULVR
-0.7%
GB Personal Products
0.3%
GB Market
1 Year Return
-14.5%
ULVR
-14.4%
GB Personal Products
0.8%
GB Market
Return vs Industry: ULVR underperformed the UK Personal Products industry which returned -12.9% over the past year.
Return vs Market: ULVR underperformed the UK Market which returned 1.1% over the past year.
Shareholder returns
| ULVR | Industry | Market | |
|---|---|---|---|
| 7 Day | -0.7% | -0.7% | 0.3% |
| 30 Day | -10.8% | -10.8% | 3.2% |
| 90 Day | -11.0% | -10.9% | 4.5% |
| 1 Year | -11.5%-14.5% | -11.4%-14.4% | 6.7%0.8% |
| 3 Year | 10.9%0.6% | 10.9%0.6% | 11.5%-1.9% |
| 5 Year | 43.6%22.2% | 43.6%22.2% | 41.8%14.5% |
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
1 week ago | Simply Wall St
Could The Unilever PLC (LON:ULVR) Ownership Structure Tell Us Something Useful?3 weeks ago | Simply Wall St
Calculating The Fair Value Of Unilever PLC (LON:ULVR)1 month ago | Simply Wall St
Our Take On The Returns On Capital At Unilever (LON:ULVR)Valuation
Is Unilever undervalued compared to its fair value and its price relative to the market?
20.73x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: ULVR (£38.12) is trading above our estimate of fair value (£37.1)
Significantly Below Fair Value: ULVR is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: ULVR is poor value based on its PE Ratio (20.7x) compared to the XE Personal Products industry average (20.6x).
PE vs Market: ULVR is good value based on its PE Ratio (20.7x) compared to the UK market (24.3x).
Price to Earnings Growth Ratio
PEG Ratio: ULVR is poor value based on its PEG Ratio (2.8x)
Price to Book Ratio
PB vs Industry: ULVR is overvalued based on its PB Ratio (7.6x) compared to the GB Personal Products industry average (1.9x).
Next Steps
Future Growth
How is Unilever forecast to perform in the next 1 to 3 years based on estimates from 21 analysts?
7.4%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ULVR's forecast earnings growth (7.4% per year) is above the savings rate (1%).
Earnings vs Market: ULVR's earnings (7.4% per year) are forecast to grow slower than the UK market (22.9% per year).
High Growth Earnings: ULVR's earnings are forecast to grow, but not significantly.
Revenue vs Market: ULVR's revenue (3% per year) is forecast to grow slower than the UK market (7.3% per year).
High Growth Revenue: ULVR's revenue (3% 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 (44.2%).
Next Steps
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 (31.4%).
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.
Next Steps
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 (142.5%) is considered high.
Reducing Debt: ULVR's debt to equity ratio has increased from 90.3% to 142.5% over the past 5 years.
Debt Coverage: ULVR's debt is well covered by operating cash flow (36%).
Interest Coverage: ULVR's interest payments on its debt are well covered by EBIT (19x coverage).
Balance Sheet
Next Steps
Dividend
What is Unilever current dividend yield, its reliability and sustainability?
3.82%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: ULVR's dividend (3.82%) is higher than the bottom 25% of dividend payers in the UK market (1.47%).
High Dividend: ULVR's dividend (3.82%) is low compared to the top 25% of dividend payers in the UK market (4.48%).
Stability and Growth of Payments
Stable Dividend: ULVR's dividend payments have been volatile 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 (67.6% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
5.0yrs
Average management tenure
CEO
Alan Jope (56 yo)
2.17yrs
Tenure
€4,519,000
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 ($USD5.46M) is above average for companies of similar size in the UK market ($USD4.01M).
Compensation vs Earnings: Insufficient data to compare Alan's compensation with company performance.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Executive Director | 2.17yrs | €4.52m | 0.0091% € 9.1m | |
| CFO & Executive Director | 4.92yrs | €3.74m | 0.0070% € 7.0m | |
| Chief Operating Officer | 1.83yrs | no data | no data | |
| Head of Investor Relations | no data | no data | no data | |
| Chief Legal Officer & Group Secretary | 8.08yrs | no data | no data | |
| Chief Digital & Marketing Officer | 1.17yrs | no data | no data | |
| Chief Human Resources Officer | 5yrs | no data | 0.0010% € 1.1m | |
| Head of Group Taxation | 19.67yrs | no data | no data | |
| Head of Deodorants Business | no data | no data | no data | |
| Head of Secretariat | 16.42yrs | no data | no data | |
| President of Unilever Africa | no data | no data | no data | |
| President of South Asia | 1.83yrs | no data | no data |
5.0yrs
Average Tenure
56yo
Average Age
Experienced Management: ULVR's management team is seasoned and experienced (5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Executive Director | 2.17yrs | €4.52m | 0.0091% € 9.1m | |
| CFO & Executive Director | 4.92yrs | €3.74m | 0.0070% € 7.0m | |
| Independent Non-Executive Director | 2.83yrs | €121.00k | 0.00017% € 170.0k | |
| Independent Non-Executive Director | 6.33yrs | €139.00k | 0.00038% € 380.1k | |
| Independent Non-Executive Director | 4.92yrs | €139.00k | 0.000040% € 40.0k | |
| Independent Non-Executive Director | 1.58yrs | €53.00k | 0.000090% € 90.0k | |
| Independent Non-Executive Director | 7.83yrs | €167.00k | 0.00025% € 250.1k | |
| Independent Non-Executive Chairman | 1.33yrs | €221.00k | 0.00080% € 800.2k | |
| Independent Non-Executive Director | 7.83yrs | €121.00k | 0.00013% € 130.0k | |
| Chairman of Unilever NV Foundation | no data | no data | no data | |
| Vice Chairman & Senior Independent Director | 2.83yrs | €169.00k | 0.00013% € 130.0k | |
| Independent Non-Executive Director | 5.92yrs | €146.00k | 0.00010% € 100.0k |
4.9yrs
Average Tenure
61.5yo
Average Age
Experienced Board: ULVR's board of directors are considered experienced (4.9 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£100.024b
- 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
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| UN | OTCUS (Other "Grey Market" OTC) | N Y SHS NEW | US | USD | Jan 1968 | |
| UNIN | XTRA (XETRA Trading Platform) | N Y SHS NEW | DE | EUR | Jan 1968 | |
| UNLY.F | OTCPK (Pink Sheets LLC) | Yes | PLC Ordinary Shares | US | USD | Jan 1975 |
| ULVR | LSE (London Stock Exchange) | Yes | PLC Ordinary Shares | GB | GBP | Jan 1975 |
| UNVB | DB (Deutsche Boerse AG) | Yes | PLC Ordinary Shares | DE | EUR | Jan 1975 |
| UNVB | XTRA (XETRA Trading Platform) | Yes | PLC Ordinary Shares | DE | EUR | Jan 1975 |
| ULVRL | BATS-CHIXE (BATS 'Chi-X Europe') | Yes | PLC Ordinary Shares | GB | GBP | Jan 1975 |
| ULVR | WBAG (Wiener Boerse AG) | Yes | PLC Ordinary Shares | AT | EUR | Jan 1975 |
| ULVR | SEP (The Stock Exchange Prague Co. Ltd.) | Yes | PLC Ordinary Shares | CZ | CZK | Jan 1975 |
| ULVR N | BMV (Bolsa Mexicana de Valores) | Yes | PLC Ordinary Shares | MX | MXN | Jan 1975 |
| UNA | ENXTAM (Euronext Amsterdam) | Yes | PLC Ordinary Shares | NL | EUR | Jan 1975 |
| UL | NYSE (New York Stock Exchange) | ADS-EA REPR 1 ORD GPB0.03111 | US | USD | May 1992 | |
| UL N | BMV (Bolsa Mexicana de Valores) | ADS-EA REPR 1 ORD GPB0.03111 | MX | MXN | May 1992 | |
| UNVA | DB (Deutsche Boerse AG) | ADS-EA REPR 1 ORD GPB0.03111 | DE | EUR | May 1992 | |
| UL | BASE (Buenos Aires Stock Exchange) | CEDEAR EACH 3 REP 1 ADR GPB0.03111 | AR | ARS | Aug 2003 | |
| UNI2 | DB (Deutsche Boerse AG) | NV Ordinary Shares | DE | EUR | May 2006 | |
| UNI2 | XTRA (XETRA Trading Platform) | NV Ordinary Shares | DE | EUR | May 2006 | |
| ULEV34 | BOVESPA (Bolsa de Valores de Sao Paulo) | BDR EACH REPR 1 ADR | BR | BRL | Sep 2019 |
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 | 2021/03/03 19:32 |
| End of Day Share Price | 2021/03/03 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.