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Upturn AI Summary - About
Unilever PLC ADR(UL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for UL
09/24/2026: UL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Unilever PLC is a globally diversified consumer goods company with a strong portfolio of essential personal, home, and nutrition brands. The company is well-regarded for its steady cash flows and reliable dividend policy, making it a common choice for defensive and income-focused investors. Its primary growth opportunity lies in its strategic focus on high-growth prestige beauty and the streamlining of its business to improve profitability. However, investors must monitor risks such as intense competition from private labels, exposure to volatile emerging markets, and the potential for execution missteps during organizational changes. The stock may best suit investors seeking long-term stability rather than rapid capital appreciation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth rather than the high-alpha potential sought by pure growth investors. |
| Momentum investor | Weak fit | Unilever's stock typically exhibits lower volatility and steady patterns rather than rapid upward momentum. |
| Value investor | Strong fit | The stock often trades at valuations that appeal to value investors looking for steady, established consumer brands. |
| Dividend investor | Strong fit | Unilever has a long history of reliable dividend payments, making it a staple for income-focused portfolios. |
| Low-risk investor | Strong fit | Its diversified nature and essential product focus provide defensive characteristics suitable for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | As a consumer staple, the stock is generally less volatile than the broader market. |
| Valuation risk | Medium | Overpaying during market exuberance can compress long-term total returns. |
| Competition risk (Private Labels) | Medium / high | Private label brands pose a constant threat to market share in commodity-like product categories. |
| Business quality | Strong | The company possesses high brand equity and a wide global moat. |
| Dividend income | Strong | The consistent payout history is a cornerstone of the investment thesis. |
| Execution risk | Medium | Successfully managing a massive, global portfolio requires flawless operational execution. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 8.5% | Avg. Invested days 45 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/24/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 134.04B USD | Price to earnings Ratio 21.25 | 1Y Target Price 72.47 |
Price to earnings Ratio 21.25 | 1Y Target Price 72.47 | ||
Volume (30-day avg) 3.4M shares | Beta 0.45 | 52 Weeks Range 53.97 - 73.09 | Updated Date 09/24/2026 |
52 Weeks Range 53.97 - 73.09 | Updated Date 09/24/2026 | ||
Dividends yield (FY) 3.41% | Basic EPS (TTM) 2.93 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Beauty & Wellbeing | Hair care, skin care, and prestige brands like Paula's Choice. | Premium products with higher margins drive this segment's profitability. |
| Nutrition | Hellmann's, Knorr, and other scratch cooking aids. | Stable, essential food products that provide reliable cash flow. |
| Geography | Operations across North America, Europe, and emerging markets like India and China. | Emerging markets are a key source of volume growth, while developed markets provide stability. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 21.25 | Forward PE 16.39 | Enterprise Value 160.86B | Price to Sales(TTM) 2.65 |
Enterprise Value 160.86B | Price to Sales(TTM) 2.65 | ||
Enterprise Value to Revenue 2.77 | Enterprise Value to EBITDA 12.45 | Shares Outstanding 2.15B | Shares Floating 2.14B |
Shares Outstanding 2.15B | Shares Floating 2.14B | ||
Percent Insiders 0.01 | Percent Institutions 12.3 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Unilever PLC ADR
Exchange NYSE | Headquarters - | ||
IPO Launch date 1988-01-04 | CEO & Director Mr. Fernando Fernandez | ||
Sector Consumer Defensive | Industry Household & Personal Products | Full time employees 93731 | Website https://www.unilever.com |
Full time employees 93731 | Website https://www.unilever.com | ||
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.
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