Unilever (NYSE: UN) 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 related businesses based on the strength of its profitability, analyst recommendations, earnings, institutional ownership, dividends, valuation and risk.

Volatility and Risk

Unilever has a beta of 0.91, meaning that its share price is 9% less volatile than the S&P 500. Comparatively, Unilever’s rivals have a beta of 1.11, meaning that their average share price is 11% more volatile than the S&P 500.

Dividends

Unilever pays an annual dividend of $1.69 per share and has a dividend yield of 2.9%. As a group, “Personal Products” companies pay a dividend yield of 2.1% and pay out 52.4% of their earnings in the form of a dividend.

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%

Analyst Ratings

This is a breakdown of current recommendations for Unilever and its rivals, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Unilever 1 2 3 0 2.33
Unilever Competitors 362 1263 1529 24 2.38

As a group, “Personal Products” companies have a potential upside of 13.00%. Given Unilever’s rivals stronger consensus rating and higher possible upside, analysts plainly believe Unilever has less favorable growth aspects than its rivals.

Earnings & Valuation

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

Gross Revenue Net Income Price/Earnings Ratio
Unilever $58.34 billion $5.74 billion N/A
Unilever Competitors $16.34 billion $2.21 billion 421.45

Unilever has higher revenue and earnings than its rivals.

Institutional & Insider Ownership

8.7% of Unilever shares are held by institutional investors. Comparatively, 56.6% of shares of all “Personal Products” companies are held by institutional investors. 15.3% of shares of all “Personal Products” companies are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

Unilever rivals beat Unilever on 8 of the 14 factors compared.

Unilever Company Profile

Unilever N.V. 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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