UL

Unilever PLC

Consumer DefensiveHousehold & Personal ProductsQuality

$58.16 · 15min delay

β 0.45

A high-quality large-cap compounder trading at a premium valuation. Frameworks sharply disagree on it.

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52-wk low $54.9552-wk high $74.98

Mkt Cap

$126.84B

P/E

—

PEG

10.66

P/B

6.97

Dividend

3.98%

ROE

31.0%

About the business

Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe. It operates through four segments: Beauty & Wellbeing, Personal Care, Home Care, and Foods. The Beauty & Wellbeing segment offers hair care, such as shampoo, conditioner, and styling; face, hand, and body moisturizer skin care products; and Prestige Beauty and Wellbeing products. The Personal Care segment provides soap and shower skin cleansing products; and deodorant and oral care, including toothpaste, toothbrush, and mouthwash products. The Home Care segment offers washing powders and liquids, and rinse conditioner fabric care products; and a range of home and hygiene cleaning products. The Foods segment provides cooking aids and mini meals comprising soups, bouillons, and seasonings, as well as mayonnaise and ketchup condiments; and Unilever food solutions. The company provides its products under the AXE, Clear, Cif, Closeup, Comfort, Dermalogica, Domestos, Dove, Dove Men+Care, Hellmann's, Horlicks, Knorr, LUX, Lifebuoy, Liquid I.V., Nexxus, Nutrafol, OMO, Pond's, Paula's Choice, Pepsodent, Radiant, Rexona, Sunlight, Sunsilk, Surf, TRESemmé, and Vaseline brand names. Unilever PLC was founded in 1860 and is headquartered in London, the United Kingdom.

Who would buy UL?

Consensus 19/100 · Mixed · Investors are split.

2 3 10

Endorses

· 2 frameworks

Joel Greenblatt· Magic Formula100/100
ROE > 20% 31.0% clears "> 20.0%".
AQR / Asness· Quality Factor83/100
ROE > 20% 31.0% clears "> 20.0%".

Rejects

· 3 frameworks

Walter Schloss

Insider activity · Sparse

No recent insider transactions

Strength 10/100

No Form 4 filings in the last 6 months. Insider inactivity is itself weak evidence — it usually reflects blackout windows or compensation cycles rather than a view on the stock.

Sparse data — read with caution

No transactions match the selected filters.

Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 0.0% of shares outstanding.

Net 6M: +0 sh

Price history

—

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Drag across the chart to select a custom period — all analysis below refocuses to that window.

What this means: Recent price weakness has improved the value appeal — value and quality frameworks read the drawdown as a cheaper entry rather than a broken thesis.

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Full framework decision report

See how Lynch, Buffett, Graham, Greenblatt, Fisher and more each score this stock — with every rule, threshold, and reason exposed.

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Peer comparison + AI read-through

See how this stock stacks up against its closest peers on valuation, growth, and returns — with a written peer summary.

What would UL do to your portfolio?

Add Unilever PLC at a hypothetical weight and Prism recalculates your whole book:

Risk metrics

Sharpe, Sortino, volatility, max drawdown, beta — before and after.

Sector concentration

How much this shifts your top sector weight and overall diversification.

Archetype tilt

Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.

UL is currently tagged:QualityFails criteria (19/100)

Portfolio analytics are part of the member experience.

Probabilistic recommendation· rec-v1.0.0-2026-04

Unilever PLC · UL

UL: 51% estimated probability of outperforming over the next 12M window. 1 of 6 signal families negative (low confidence). Strongest support: ROE 31%. Main risk to monitor: 17% above fair value.

Outperform prob.

51%

vs S&P 500 · 12M

low confidence

Expected return

-3.2% → +20.8%

mid +8.8% / yr

Downside (p20)

-5.4%

stress -10.8%

Data quality

78/100

Good

Prism Score

Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.

Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.

Prism Score

Composite 59/100. Strongest contribution from quality; weakest from valuation.

Composite

/ 100

Mixed

Deep valueval.

48/ 100

P/B 6.97× · FCF yield 4.9%

Margin of safetyval.

43/ 100

17% above fair value

Bull · base · bear scenarios

Three plausible paths over a 5-year horizon.

Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.

Bull

~25%

$64.83

+2.2% / yr (5y)

Operating leverage kicks in or a new product line scales — margins inflect higher, growth steps up by 200–400 bps, and the multiple re-rates as the durability becomes obvious to a wider audience.

Drivers

• Margin expands by 200–400 bps from 20%
• Top-line accelerates 300–500 bps above current
• Multiple re-rates one full turn higher

Base

~55%

$49.87

-3.0% / yr (5y)

Business continues to compound at recent rates — 20% operating margin holds, current growth rate persists, capital allocation stays disciplined. Multiple stays roughly where it is.

Global value comparison

Unilever PLC vs sector medians — GCC, MENA, and Global ex-US.

Sector: Consumer Defensive. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.

Metric	UL	GCC median	MENA median	Global ex-US
P/E (TTM)	—	18.0×	15.0×	17.0×
P/B	6.97×	3.50×	2.80×	3.20×
Dividend yield	3.98%	3.20%	2.80%	2.60%
ROE	31.0%

Earnings reaction explainer

No recent earnings data available.

Unavailable

Yahoo did not return an estimate or an actual for the most recent print. The stock may report on a non-standard cadence, or the data may be lagged.

What to watch on the next print

• Next reporting date
• Whether estimates re-anchor before the print

News & events

Key Metrics at a Glance

P/E Ratio (TTM)

N/A

PEG Ratio

10.66

P/B Ratio

6.97

EPS Growth

N/A

Revenue Growth

N/A

Debt / Equity

1.61

Net Cash / Share

$-10.67

Return on Equity

31.0%

Gross Margin

46.9%

Operating Margin

20.1%

FCF / Share

$2.88

Current Ratio

0.79