Unilever Stock Buy Hold or Sell Recommendation

UL
 Stock
  

USD 50.35  0.05  0.1%   

Allowing for the 90-day total investment horizon and your bold attitude towards risk, our recommendation regarding Unilever PLC ADR is 'Strong Buy'. Macroaxis provides Unilever PLC buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding UL positions. The advice algorithm takes into account all of Unilever PLC's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Unilever PLC's buy-and-hold perspective. Also, please take a look at Unilever PLC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Unilever and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Unilever PLC ADR.

Execute Unilever PLC Buy or Sell Advice

The Unilever recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Unilever PLC ADR. Macroaxis does not own or have any residual interests in Unilever PLC ADR or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Unilever PLC's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Unilever PLCBuy Unilever PLC
Strong Buy

Volatility

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Hype Condition

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Current Valuation

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Odds of Distress

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Economic Sensitivity

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Analyst Consensus

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Financial Strenth (F Score)

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Financial Leverage

Inapplicable
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Reporting Quality (M-Score)

Details
For the selected time horizon Unilever PLC ADR has a Risk Adjusted Performance of 0.2042, Jensen Alpha of 0.1377, Total Risk Alpha of 0.1231, Sortino Ratio of 0.0963 and Treynor Ratio of 0.2735
Our trade recommendation tool can be used to complement Unilever PLC ADR advice provided by experts. It analyzes the firm's potential to grow against your specific risk preferences and investment horizon. To make sure Unilever PLC ADR is not overpriced, please validate all Unilever PLC fundamentals, including its revenue, earnings per share, five year return, as well as the relationship between the total debt and total asset . Given that Unilever PLC ADR has a price to book of 6.16 X, we advise you to double-check Unilever PLC ADR market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Unilever PLC Trading Alerts and Improvement Suggestions

The company reports 22.88 B of total liabilities with total debt to equity ratio (D/E) of 1.49, which is normal for its line of buisiness. Unilever PLC ADR has a current ratio of 0.78, implying that it has not enough working capital to pay out debt commitments in time. Debt can assist Unilever PLC until it has trouble settling it off, either with new capital or with free cash flow. So, Unilever PLC's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Unilever PLC ADR sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Unilever to invest in growth at high rates of return. When we think about Unilever PLC's use of debt, we should always consider it together with cash and equity.
On 9th of December 2022 Unilever PLC paid $ 0.4211 per share dividend to its current shareholders

Unilever PLC Returns Distribution Density

The distribution of Unilever PLC's historical returns is an attempt to chart the uncertainty of Unilever PLC's future price movements. The chart of the probability distribution of Unilever PLC stock daily returns describes the distribution of returns around its average expected value. We use Unilever PLC ADR price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Unilever PLC returns is essential to provide solid investment advice for Unilever PLC.
Mean Return0.18Value At Risk-1.94
Potential Upside2.39Standard Deviation1.33
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Unilever PLC historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Unilever PLC Cash Flow Accounts

201720182019202020212022 (projected)
Net Cash Flow from Financing(1.43 B)(11.55 B)(4.67 B)(5.8 B)(7.1 B)(7.66 B)
Net Cash Flow from Investing(5.88 B)4.64 B(2.24 B)(1.48 B)(3.25 B)(3.33 B)
Net Cash Flow from Operations7.29 B6.75 B8.11 B9.06 B7.97 B7.11 B

Unilever PLC Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Unilever PLC or Personal Products sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Unilever PLC's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Unilever stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.14
β
Beta against NYSE Composite0.63
σ
Overall volatility
1.30
Ir
Information ratio 0.09

Unilever PLC Volatility Alert

Unilever PLC ADR has relatively low volatility with skewness of 0.09 and kurtosis of 0.94. However, we advise all investors to independently investigate Unilever PLC ADR to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Unilever PLC's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Unilever PLC's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Unilever PLC Fundamentals Vs Peers

Comparing Unilever PLC's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Unilever PLC's direct or indirect competition across all of the common fundamentals between Unilever PLC and the related equities. This way, we can detect undervalued stocks with similar characteristics as Unilever PLC or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Unilever PLC's fundamental indicators could also be used in its relative valuation, which is a method of valuing Unilever PLC by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Unilever PLC to competition
FundamentalsUnilever PLCPeer Average
Return On Equity0.30 %(0.31) %
Return On Asset0.08 %(0.14) %
Profit Margin0.10 %(1.27) %
Operating Margin0.17 %(5.51) %
Current Valuation156.31 B16.62 B
Shares Outstanding2.53 B571.82 M
Shares Owned by Institutions10.90 %39.21 %
Number of Shares Shorted3.69 M4.71 M
Price to Earning19.48 X28.72 X
Price to Book6.16 X9.51 X
Price to Sales2.27 X11.42 X
Revenue52.44 B9.43 B
Gross Profit22.18 B27.38 B
EBITDA10.25 B3.9 B
Net Income6.05 B570.98 M
Cash and Equivalents910 M2.7 B
Cash per Share2.58 X5.01 X
Total Debt22.88 B5.32 B
Debt to Equity1.49 %48.70 %
Current Ratio0.80 X2.16 X
Book Value Per Share7.91 X1.93 K
Cash Flow from Operations7.97 B971.22 M
Short Ratio1.25 X4.00 X
Earnings Per Share2.38 X3.12 X
Price to Earnings To Growth2.63 X4.89 X
Target Price48.37
Number of Employees148.01 K18.84 K
Beta0.14-0.15
Market Capitalization127.92 B19.03 B
Total Asset75.09 B29.47 B
Working Capital(7.33 B)1.48 B
Current Asset12.69 B9.34 B
Current Liabilities20.02 B7.9 B

Unilever PLC Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Unilever . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Unilever PLC Buy or Sell Advice

When is the right time to buy or sell Unilever PLC ADR? Buying financial instruments such as Unilever Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2019 2020 2021 2022 (projected)
Receivables6.7 B4.94 B5.42 B5.02 B
Inventories4.16 B4.46 B4.68 B4.28 B

Use Investing Ideas to Build Portfolios

In addition to having Unilever PLC in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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IT
IT Theme
Information Technology (IT) companies and IT service providers across different domains. The IT theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize IT Theme or any other thematic opportunities.
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Also, please take a look at Unilever PLC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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Is Unilever PLC's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Unilever PLC. If investors know Unilever will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Unilever PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Unilever PLC ADR is measured differently than its book value, which is the value of Unilever that is recorded on the company's balance sheet. Investors also form their own opinion of Unilever PLC's value that differs from its market value or its book value, called intrinsic value, which is Unilever PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Unilever PLC's market value can be influenced by many factors that don't directly affect Unilever PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Unilever PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine Unilever PLC value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unilever PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.