Unilever Plc Adr Stock Buy Hold or Sell Recommendation
| UL Stock | USD 59.61 0.34 0.57% |
Allowing for the 90-day total investment horizon and your bold attitude towards risk, our recommendation regarding Unilever PLC ADR is 'Cautious Hold'. The recommendation algorithm takes into account all of Unilever PLC's available fundamental, technical, and predictive indicators you will find on this site.
Check out Unilever PLC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Unilever and provide practical buy, sell, or hold advice based on investors' constraints. Unilever PLC ADR. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
Unilever |
Execute Unilever PLC Buy or Sell Advice
The Unilever recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Unilever PLC ADR. Macroaxis does not own or have any residual interests in Unilever PLC ADR or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Unilever PLC's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Unilever PLC Trading Alerts and Improvement Suggestions
| Unilever PLC ADR generated a negative expected return over the last 90 days | |
| Unilever PLC ADR reports 29.6 B of total liabilities with total debt to equity ratio (D/E) of 1.49, which is normal for its line of buisiness. Unilever PLC ADR has a current ratio of 0.78, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Unilever to invest in growth at high rates of return. | |
| Latest headline from finance.yahoo.com: What to see at the 7th China International Import Expo |
Unilever PLC Returns Distribution Density
The distribution of Unilever PLC's historical returns is an attempt to chart the uncertainty of Unilever PLC's future price movements. The chart of the probability distribution of Unilever PLC daily returns describes the distribution of returns around its average expected value. We use Unilever PLC ADR price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Unilever PLC returns is essential to provide solid investment advice for Unilever PLC.
| Mean Return | -0.02 | Value At Risk | -1.13 | Potential Upside | 1.17 | Standard Deviation | 0.96 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Unilever PLC historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Unilever Stock Institutional Investors
| Shares | Dimensional Fund Advisors, Inc. | 2024-06-30 | 4.4 M | Fiduciary Management, Inc. Of Milwaukee | 2024-06-30 | 3.9 M | Envestnet Asset Management Inc | 2024-06-30 | 3.9 M | Alliancebernstein L.p. | 2024-06-30 | 3.7 M | American Century Companies Inc | 2024-06-30 | 3.1 M | Norges Bank | 2024-06-30 | 3 M | Royal Bank Of Canada | 2024-06-30 | 2.9 M | Cullen Capital Management, Llc | 2024-06-30 | 2.9 M | Saratoga Research & Investment Mgmt | 2024-06-30 | 2.8 M | Wellington Management Company Llp | 2024-06-30 | 35.1 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 16.2 M |
Unilever PLC Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 313M | (587M) | (458M) | (1.4B) | 340M | 357M | |
| Change In Cash | 1.0B | 1.4B | (2.1B) | 838M | (180.6M) | (171.6M) | |
| Free Cash Flow | 6.7B | 8.1B | 6.7B | 5.7B | 7.9B | 8.3B | |
| Depreciation | 2.0B | 2.0B | 1.8B | 1.9B | 1.4B | 1.6B | |
| Other Non Cash Items | 629M | 504M | 301M | (2.7B) | 228M | 239.4M | |
| Capital Expenditures | 1.4B | 932M | 1.2B | 1.6B | 1.5B | 1.7B | |
| Net Income | 6.0B | 6.1B | 6.6B | 8.3B | 6.5B | 5.4B | |
| End Period Cash Flow | 4.1B | 5.5B | 3.4B | 4.2B | 4.2B | 4.4B | |
| Dividends Paid | 4.2B | 4.3B | 4.5B | 4.3B | 4.4B | 3.1B | |
| Investments | (2.2B) | (1.5B) | (3.2B) | 2.5B | (2.3B) | (2.4B) | |
| Net Borrowings | 901M | (181M) | 1.4B | (1.7B) | (1.6B) | (1.5B) | |
| Change To Netincome | 529M | 779M | 224M | (1.9B) | (1.7B) | (1.6B) |
Unilever PLC Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Unilever PLC or Personal Care Products sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Unilever PLC's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Unilever stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.03 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.97 | |
Ir | Information ratio | -0.22 |
Unilever PLC Volatility Alert
Unilever PLC ADR exhibits very low volatility with skewness of -0.77 and kurtosis of 3.73. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Unilever PLC's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Unilever PLC's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Unilever PLC Fundamentals Vs Peers
Comparing Unilever PLC's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Unilever PLC's direct or indirect competition across all of the common fundamentals between Unilever PLC and the related equities. This way, we can detect undervalued stocks with similar characteristics as Unilever PLC or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Unilever PLC's fundamental indicators could also be used in its relative valuation, which is a method of valuing Unilever PLC by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Unilever PLC to competition |
| Fundamentals | Unilever PLC | Peer Average |
| Return On Equity | 0.32 | -0.31 |
| Return On Asset | 0.0862 | -0.14 |
| Profit Margin | 0.11 % | (1.27) % |
| Operating Margin | 0.20 % | (5.51) % |
| Current Valuation | 176.71 B | 16.62 B |
| Shares Outstanding | 2.48 B | 571.82 M |
| Shares Owned By Institutions | 9.67 % | 39.21 % |
| Number Of Shares Shorted | 2.03 M | 4.71 M |
| Price To Earning | 19.48 X | 28.72 X |
| Price To Book | 6.91 X | 9.51 X |
| Price To Sales | 2.51 X | 11.42 X |
| Revenue | 59.6 B | 9.43 B |
| Gross Profit | 24.17 B | 27.38 B |
| EBITDA | 11.06 B | 3.9 B |
| Net Income | 6.49 B | 570.98 M |
| Cash And Equivalents | 4.33 B | 2.7 B |
| Cash Per Share | 2.58 X | 5.01 X |
| Total Debt | 29.6 B | 5.32 B |
| Debt To Equity | 1.49 % | 48.70 % |
| Current Ratio | 0.80 X | 2.16 X |
| Book Value Per Share | 8.14 X | 1.93 K |
| Cash Flow From Operations | 9.43 B | 971.22 M |
| Short Ratio | 1.31 X | 4.00 X |
| Earnings Per Share | 2.89 X | 3.12 X |
| Price To Earnings To Growth | 16.68 X | 4.89 X |
| Target Price | 76.16 | |
| Number Of Employees | 128.38 K | 18.84 K |
| Beta | 0.24 | -0.15 |
| Market Capitalization | 151.55 B | 19.03 B |
| Total Asset | 75.22 B | 29.47 B |
| Retained Earnings | 47.02 B | 9.33 B |
| Working Capital | (5.61 B) | 1.48 B |
| Current Asset | 12.69 B | 9.34 B |
Unilever PLC Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Unilever . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Unilever PLC Buy or Sell Advice
When is the right time to buy or sell Unilever PLC ADR? Buying financial instruments such as Unilever Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Unilever PLC in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Data Storage Thematic Idea Now
Data Storage
Companies making data storages or providing data storage services. The Data Storage theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Data Storage Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Unilever PLC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Is Personal Care Products space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Unilever PLC. If investors know Unilever will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Unilever PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.05 | Dividend Share 1.709 | Earnings Share 2.89 | Revenue Per Share 24.08 | Quarterly Revenue Growth 0.023 |
The market value of Unilever PLC ADR is measured differently than its book value, which is the value of Unilever that is recorded on the company's balance sheet. Investors also form their own opinion of Unilever PLC's value that differs from its market value or its book value, called intrinsic value, which is Unilever PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Unilever PLC's market value can be influenced by many factors that don't directly affect Unilever PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Unilever PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine if Unilever PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unilever PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.