(UNA) Unilever - Overview

Sector: Consumer Defensive | Industry: Household & Personal Products | Exchange: AS (Netherlands) | Market Cap: 107.147m EUR | Total Return: -10.8% in 12m

Personal Care, Foods, Home Care, Cosmetics, Beverages
Total Rating 51
Safety 82
Buy Signal -0.21
Household & Personal Products
Industry Rotation: +1.4
Market Cap: 124B
Avg Turnover: 69.9M
Risk 3d forecast
Volatility17.8%
VaR 5th Pctl2.87%
VaR vs Median-2.30%
Reward TTM
Sharpe Ratio-0.74
Rel. Str. IBD12.8
Rel. Str. Peer Group45.2
Character TTM
Beta-0.088
Beta Downside-0.065
Hurst Exponent0.538
Drawdowns 3y
Max DD23.07%
CAGR/Max DD0.18
CAGR/Mean DD0.67

Warnings

Below Avwap Earnings

Tailwinds

No distinct edge detected

Description: UNA Unilever

Unilever PLC is a London-based multinational producer of fast-moving consumer goods (FMCG) operating across four primary divisions: Beauty & Wellbeing, Personal Care, Home Care, and Foods. Its extensive portfolio features globally recognized brands such as Dove, Knorr, Hellmann’s, and Rexona, distributed across markets in Asia, Africa, the Americas, and Europe.

The company utilizes a high-volume business model focused on scale and brand equity to maintain market share in the competitive consumer staples sector. This sector is typically characterized by defensive qualities, as demand for hygiene, nutrition, and household cleaning products remains relatively stable regardless of broader economic cycles.

Investors can further examine the companys historical valuation trends and margin performance on ValueRay. Given its geographic diversity, Unilever’s financial results are frequently impacted by currency fluctuations and commodity price volatility in raw materials like palm oil and packaging components.

Headlines to Watch Out For
  • Emerging market volume growth offsets sluggish demand in developed European economies
  • Input cost inflation for raw materials pressures operating margins and product pricing
  • Strategic divestment of ice cream unit streamlines portfolio toward high-growth beauty segments
  • Premiumization strategy in Beauty and Wellbeing drives underlying sales growth and profitability
  • Global consumer spending patterns influence revenue across diverse personal and home care brands
Piotroski VR-10 (Strict) 8.0
Net Income: 11.8b TTM > 0 and > 6% of Revenue
FCF/TA: 0.21 > 0.02 and ΔFCF/TA 5.15 > 1.0
NWC/Revenue: -4.14% < 20% (prev -6.27%; Δ 2.13% < -1%)
CFO/TA 0.24 > 3% & CFO 17.1b > Net Income 11.8b
Net Debt (25.9b) to EBITDA (23.4b): 1.11 < 3
Current Ratio: 0.79 > 1.5 & < 3
Outstanding Shares: last quarter (2.20b) vs 12m ago -13.16% < -2%
Gross Margin: 76.34% > 18% (prev 0.17%; Δ 7.62k% > 0.5%)
Asset Turnover: 152.5% > 50% (prev 118.8%; Δ 33.76% > 0%)
Interest Coverage Ratio: 9.83 > 6 (EBITDA TTM 23.4b / Interest Expense TTM 2.14b)
Altman Z'' 2.98
A: -0.07 (Total Current Assets 17.1b - Total Current Liabilities 21.7b) / Total Assets 70.6b
B: 0.63 (Retained Earnings 44.3b / Total Assets 70.6b)
C: 0.29 (EBIT TTM 21.0b / Avg Total Assets 72.9b)
D: -0.55 (Book Value of Equity -29.1b / Total Liabilities 53.0b)
Altman-Z'' = 2.98 = A
Beneish M -3.42
DSRI: 1.25 (Receivables 7.69b/4.94b, Revenue 111b/89.4b)
GMI: 0.22 (GM 76.34% / 16.63%)
AQI: 1.02 (AQ_t 0.63 / AQ_t-1 0.62)
SGI: 1.24 (Revenue 111b / 89.4b)
TATA: -0.07 (NI 11.8b - CFO 17.1b) / TA 70.6b)
Beneish M = -3.42 (Cap -4..+1) = AA
What is the price of UNA shares?

As of May 30, 2026, the stock is trading at EUR 48.57 with a total of 1,308,958 shares traded.
Over the past week, the price has changed by -1.53%, over one month by +0.55%, over three months by -21.24% and over the past year by -10.84%.

Is UNA a buy, sell or hold?

Unilever has no consensus analysts rating.

Unilever (UNA) - Fundamental Data Overview as of 26 May 2026
Market Cap USD = 124b (107b EUR * 1.1615 EUR.USD)
P/E Trailing = 19.0444
P/E Forward = 15.8479
P/S = 2.1216
P/B = 6.8994
P/EG = 10.5734
Revenue TTM = 111b EUR
EBIT TTM = 21.0b EUR
EBITDA TTM = 23.4b EUR
Long Term Debt = 24.1b EUR (from longTermDebt, last quarter)
Short Term Debt = 2.59b EUR (from shortTermDebt, last quarter)
Debt = 31.0b EUR (from shortLongTermDebtTotal, last quarter) + Leases 1.33b
Net Debt = 25.9b EUR (calculated: Debt 31.0b - CCE 5.07b)
Enterprise Value = 133b EUR (107b + Debt 31.0b - CCE 5.07b)
Interest Coverage Ratio = 9.83 (Ebit TTM 21.0b / Interest Expense TTM 2.14b)
EV/FCF = 8.96x (Enterprise Value 133b / FCF TTM 14.8b)
FCF Yield = 11.16% (FCF TTM 14.8b / Enterprise Value 133b)
FCF Margin = 13.35% (FCF TTM 14.8b / Revenue TTM 111b)
Net Margin = 10.64% (Net Income TTM 11.8b / Revenue TTM 111b)
Gross Margin = 76.34% ((Revenue TTM 111b - Cost of Revenue TTM 26.3b) / Revenue TTM)
Gross Margin QoQ = none% (prev none%)
Tobins Q-Ratio = 1.89 (Enterprise Value 133b / Total Assets 70.6b)
Interest Expense / Debt = 6.90% (Interest Expense 2.14b / Debt 31.0b)
Taxrate = 32.11% (1.15b / 3.60b)
NOPAT = 14.3b (EBIT 21.0b * (1 - 32.11%))
Current Ratio = 0.79 (Total Current Assets 17.1b / Total Current Liabilities 21.7b)
Debt / Equity = 1.99 (Debt 31.0b / totalStockholderEquity, last quarter 15.6b)
Debt / EBITDA = 1.11 (Net Debt 25.9b / EBITDA 23.4b)
Debt / FCF = 1.74 (Net Debt 25.9b / FCF TTM 14.8b)
Total Stockholder Equity = 18.4b (last 4 quarters mean from totalStockholderEquity)
RoA = 16.23% (Net Income 11.8b / Total Assets 70.6b)
RoE = 64.29% (Net Income TTM 11.8b / Total Stockholder Equity 18.4b)
RoCE = 49.48% (EBIT 21.0b / Capital Employed (Equity 18.4b + L.T.Debt 24.1b))
RoIC = 27.75% (NOPAT 14.3b / Invested Capital 51.5b)
WACC = 5.45% (E(107b)/V(138b) * Re(5.67%) + D(31.0b)/V(138b) * Rd(6.90%) * (1-Tc(0.32)))
Discount Rate = 5.67% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -96.61 | Cagr: -6.50%
[DCF] Terminal Value 77.97% ; FCFF base≈13.7b ; Y1≈15.7b ; Y5≈23.1b
[DCF] Fair Price = 148.1 (EV 348b - Net Debt 25.9b = Equity 322b / Shares 2.17b; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -45.16 | EPS CAGR: -10.09% | SUE: 0.0 | # QB: 0
Revenue Correlation: 53.34 | Revenue CAGR: 9.05% | SUE: N/A | # QB: 0
EPS current Year (2026-12-31): EPS=3.22 | Chg30d=+0.68% | Revisions=+50% | GrowthEPS=+4.5% | GrowthRev=+1.9%
EPS next Year (2027-12-31): EPS=3.39 | Chg30d=+0.72% | Revisions=+11% | GrowthEPS=+5.3% | GrowthRev=+3.7%
[Analyst] Revisions Ratio: +50%