Unilever (NYSE: UL) is one of 32 publicly-traded companies in the “Personal Products” industry, but how does it compare to its rivals? We will compare Unilever to similar companies based on the strength of its risk, analyst recommendations, valuation, earnings, profitability, dividends and institutional ownership.

Insider & Institutional Ownership

7.1% of Unilever shares are held by institutional investors. Comparatively, 56.6% of shares of all “Personal Products” companies are held by institutional investors. 1.0% of Unilever shares are held by company insiders. Comparatively, 15.4% of shares of all “Personal Products” companies are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Risk and Volatility

Unilever has a beta of 0.89, indicating that its share price is 11% less volatile than the S&P 500. Comparatively, Unilever’s rivals have a beta of 1.25, indicating that their average share price is 25% more volatile than the S&P 500.

Profitability

This table compares Unilever and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Unilever N/A N/A N/A
Unilever Competitors -23.34% 73.78% 1.23%

Dividends

Unilever pays an annual dividend of $1.64 per share and has a dividend yield of 2.9%. Unilever pays out 68.0% of its earnings in the form of a dividend. As a group, “Personal Products” companies pay a dividend yield of 2.2% and pay out 60.6% of their earnings in the form of a dividend.

Earnings & Valuation

This table compares Unilever and its rivals revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Unilever $58.34 billion $5.74 billion 23.24
Unilever Competitors $16.34 billion $2.21 billion 415.49

Unilever has higher revenue and earnings than its rivals. Unilever is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Analyst Ratings

This is a breakdown of current recommendations and price targets for Unilever and its rivals, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unilever 3 5 3 0 2.00
Unilever Competitors 362 1262 1528 24 2.38

Unilever currently has a consensus price target of $26.00, suggesting a potential downside of 53.57%. As a group, “Personal Products” companies have a potential upside of 16.03%. Given Unilever’s rivals stronger consensus rating and higher probable upside, analysts plainly believe Unilever has less favorable growth aspects than its rivals.

Summary

Unilever rivals beat Unilever on 10 of the 14 factors compared.

About Unilever

Unilever PLC is a fast-moving consumer goods (FMCG) company. The Company’s segments include Personal Care, which primarily includes sales of skin care and hair care products, deodorants and oral care products; Foods, which primarily includes sales of soups, bouillons, sauces, snacks, mayonnaise, salad dressings, margarines and spreads; Home Care, which primarily includes sales of home care products, such as powders, liquids and capsules, soap bars and a range of cleaning products, and Refreshment, which primarily includes sales of ice cream and tea-based beverages. The Company’s geographical segments include Asia/AMET/RUB, The Americas and Europe. Its brands include Axe, Dirt is Good (Omo), Dove, Family Goodness (Rama), Heartbrand (Wall’s), Hellmann’s, Knorr, Lipton, Lux, Magnum, Rexona, Sunsilk and Surf. The Company operates in more than 100 countries, selling its products in more than 190 countries. The Company operates approximately 310 factories in over 70 countries.

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