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Upturn AI SWOT - About
UL 
Unilever PLC ADR (UL)
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Upturn Advisory Summary
04/01/2025: UL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 7.9% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 146.61B USD | Price to earnings Ratio 23.83 | 1Y Target Price 66.72 |
Price to earnings Ratio 23.83 | 1Y Target Price 66.72 | ||
Volume (30-day avg) 2548667 | Beta 0.22 | 52 Weeks Range 44.97 - 64.80 | Updated Date 04/1/2025 |
52 Weeks Range 44.97 - 64.80 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.14% | Basic EPS (TTM) 2.5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.45% | Operating Margin (TTM) 17.29% |
Management Effectiveness
Return on Assets (TTM) 9.07% | Return on Equity (TTM) 29.41% |
Valuation
Trailing PE 23.83 | Forward PE 17.48 | Enterprise Value 174772813824 | Price to Sales(TTM) 2.41 |
Enterprise Value 174772813824 | Price to Sales(TTM) 2.41 | ||
Enterprise Value to Revenue 2.61 | Enterprise Value to EBITDA 13.49 | Shares Outstanding 2461110016 | Shares Floating 2455421027 |
Shares Outstanding 2461110016 | Shares Floating 2455421027 | ||
Percent Insiders - | Percent Institutions 9.23 |
Analyst Ratings
Rating 4.25 | Target Price 65.39 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Unilever PLC ADR
Company Overview
History and Background
Unilever was founded in 1930 through the merger of the British soapmaker Lever Brothers and the Dutch margarine producer Margarine Unie. It has grown through acquisitions and expansions into diverse consumer goods categories. Unilever PLC ADR represents ownership in Unilever's shares for US investors.
Core Business Areas
- Beauty & Wellbeing: Focuses on skin care, hair care, and prestige beauty products. Brands include Dove, Vaseline, and Sunsilk.
- Personal Care: Encompasses deodorants, oral care, and skin cleansing products. Brands include Axe, Rexona, and Pepsodent.
- Home Care: Includes laundry detergents, fabric conditioners, and household cleaning products. Brands include Omo, Comfort, and Domestos.
- Nutrition: Focuses on food and beverage products, including dressings, condiments, and tea. Brands include Hellmann's, Knorr, and Lipton.
- Ice Cream: Includes ice cream and frozen dessert products. Brands include Ben & Jerry's, Magnum, and Wall's.
Leadership and Structure
The CEO is Hein Schumacher. The organizational structure is designed to reflect global operations and brand management, with regional teams managing specific markets. The board of directors oversees strategy and governance.
Top Products and Market Share
Key Offerings
- Dove: A global personal care brand known for its moisturizing products and Real Beauty campaign. Competitors include P&G's Olay and L'Oreal. Market share varies by region and product category.
- Hellmann's: A leading mayonnaise brand worldwide. Competitors include Kraft Heinz and store brands. It is estimated that Hellmann's globally generates over $1 billion USD in revenue for Unilever.
- Knorr: A popular brand of soups, sauces, and seasonings. Competitors include Nestle and McCormick. Knorr estimated global revenue is approximately $3 Billion USD.
- Ben & Jerry's: Premium ice cream brand, known for socially conscious initiatives and unique flavors. Market share varies by region. Competitors are Haagen-Dazs and Breyers
- Lipton: Global tea brand. Market share varies by region and segment. Competitors are Celestial Seasonings and Tazo
Market Dynamics
Industry Overview
The consumer goods industry is characterized by intense competition, evolving consumer preferences, and growing emphasis on sustainability. Global economic conditions and supply chain disruptions also play a significant role.
Positioning
Unilever holds a leading position in the consumer goods market due to its strong brand portfolio, global reach, and focus on sustainability. Its scale and brand recognition provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for Unilever's product categories is estimated to be hundreds of billions of dollars globally. Unilever is well-positioned to capture a significant share of this market due to its diversified portfolio and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Commitment to sustainability
- Diversified product range
- Innovation capabilities
Weaknesses
- Complex organizational structure
- Exposure to currency fluctuations
- Slow organic growth in some segments
- Vulnerability to changing consumer trends
- High marketing costs
Opportunities
- Expansion into emerging markets
- Acquisition of complementary brands
- Increased focus on digital marketing
- Development of sustainable products
- Capitalize on health and wellness trends
Threats
- Intense competition from other consumer goods companies
- Changing consumer preferences
- Economic slowdown in key markets
- Supply chain disruptions
- Regulatory changes
Competitors and Market Share
Key Competitors
- PG
- CL
- EL
- KHC
- HSY
- MDLZ
Competitive Landscape
Unilever faces intense competition from other large consumer goods companies. Its advantages include a strong brand portfolio and global reach, while its disadvantages include a complex organizational structure and exposure to currency fluctuations.
Major Acquisitions
Paula's Choice
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Strengthened Unilever's position in the high-growth premium beauty and skincare category.
Onnit Labs, Inc.
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded into the Vitamins, Minerals, and Supplements space.
Growth Trajectory and Initiatives
Historical Growth: Unilever's historical growth has been driven by acquisitions, organic growth, and expansion into new markets.
Future Projections: Future growth projections depend on market conditions, competitive pressures, and Unilever's strategic initiatives. Please refer to analyst reports for this data
Recent Initiatives: Recent strategic initiatives include streamlining the brand portfolio, investing in digital marketing, and focusing on sustainable products.
Summary
Unilever possesses a strong global presence and diversified product portfolio, creating a solid foundation. Its focus on sustainability and strategic acquisitions are positives, yet the company must address its complex organizational structure and adapt to rapidly changing consumer preferences. Intense competition and fluctuating economic conditions pose ongoing challenges. Unilever is a well-established consumer goods company; however, its performance will depend on its ability to innovate and adapt.
Similar Companies
- PG
- CL
- EL
- KHC
- HSY
- MDLZ
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Market research reports
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data and financial information are subject to change. Please conduct your own due diligence before making any investment decisions.
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.
About Unilever PLC ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 1988-01-04 | CEO & Director Mr. Fernando Fernandez | ||
Sector Consumer Defensive | Industry Household & Personal Products | Full time employees 115964 | Website https://www.unilever.com |
Full time employees 115964 | 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 five segments: Beauty & Wellbeing, Personal Care, Home Care, Foods, and Ice Cream. The Beauty & Wellbeing segment is involved in the sale of hair care products, such as shampoo, conditioner, and styling; skin care products, including face, hand, and body moisturizers; and prestige beauty and health & wellbeing products consisting of vitamins, minerals, and supplements. The Personal Care segment offers skin cleansing products comprising soaps and showers; deodorants; and oral care products, such as toothpaste, toothbrush, and mouthwash products. The Home Care segment is involved in the sale of fabric care products, including washing powders and liquids, and rinse conditioners; and fabric enhancers, and home and hygiene products. The Foods segment provides cooking aids and mini meals, such as soups, bouillons, and seasonings, as well as condiments, mayonnaise and ketchup, and food solutions. The Ice Cream segment offers ice cream products, including in-home and out-of-home ice creams. The company provides its products under the AXE, Ben & Jerry's, Clear, Cif, Closeup, Comfort, Cornetto, Dermalogica, Domestos, Dove, Dove Men+Care, Hellmann's, Horlicks, Knorr, LUX, Lifebuoy, Liquid I.V., Magnum, Nutrafol, OMO, Pond's, Paula's Choice, Pepsodent, Radiant, Rexona, Sunlight, Sunsilk, Surf, TRESemmé, Vaseline, Wall's, Breyers, and Yasso brand names. Unilever PLC was founded in 1860 and is headquartered in London, the United Kingdom.
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