| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 70 | 11.8x | 17.6x | Top tier | |
Growth | 36 | -3.8% | 7.1% | Bottom tier | |
Quality | 91 | — | 4.5% | Top tier | |
Safety | 42 | 2.4x | 2.6x | Around median | |
Capital Return | 46 | 3.77% | 2.15% | Around median | |
Momentum | 45 | -11.0% | 2.3% | Around median | |
Sentiment | 73 | 5 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Unilever PLC operates in branded consumer goods across the Beauty & Wellbeing, Personal Care, Home Care, and Foods groups. It generates revenue from selling products such as Dove, Vaseline, Sunsilk, Comfort, Cif, Hellmann’s, Knorr, and Liquid I.V. across developed and emerging markets and traditional and digital channels, with investment focused on 30 Power Brands representing 78% of turnover.
In Q2 FY2026, underlying sales rose 5.8%, supported by underlying volume growth of 5.5%, Unilever’s best quarterly volume performance since 2010. Power Brands posted underlying growth of 6.9% and volume growth of 6.8%, while Beauty & Wellbeing grew 8.1%, Personal Care 5.9%, and Home Care 9.1%, compared with only 2.0% for Foods. Emerging markets also grew 8.3%, including 7.4% from volume, India rose 10%, while volume growth in developed markets was 2.8%.
Turnover in H1 FY2026 was approximately €25.6 billion, up 0.5% on a reported basis after currencies reduced growth by 4.9%, and underlying operating profit was €5.2 billion, up 0.9%. The underlying operating margin expanded 10 basis points to 20.3%, despite a 70-basis-point year-on-year decline in gross margin, and underlying earnings per share rose 2.4% to €1.61. For annual comparison, FY2025 financial statements showed revenue of $50.5 billion, gross profit of $23.7 billion, net income of $10.0 billion, and earnings per share of $4.32.
Analyst consensus on UL stock is neutral, with an average target of $66.08 and a wide range between $39.41 and $81.08. The average target lies within the 52-week range of $54.75–$74.98 and below its high, while the highest target exceeds that high; this divergence reflects the balance between volume momentum and portfolio improvement versus cost inflation, weakness in Foods, and the possibility of slower volumes as price increases are passed through. The data do not provide a usable earnings multiple, so analyst targets and the 52-week range remain the available valuation anchors.
Figures in the text are as of 2026-08-26; the live price is shown at the top of the page.
Underlying sales rose 5.8% and underlying volume grew 5.5% in Q2 FY2026, the best quarterly volume growth since 2010. Home Care led with 9.1% growth, followed by Beauty & Wellbeing at 8.1% and Personal Care at 5.9%. Dove, Vaseline, K18, and Comfort helped raise Power Brands growth to 6.9%.
The company expects underlying sales growth of between 4% and 6% in FY2026, with volume growth of approximately 3%. In H2 FY2026, it expects growth of between 4% and 5%, led by pricing, with potential volume sensitivity. It also maintained its expectation for a modest improvement in the underlying operating margin compared with the 20% level in FY2025.
Management said on July 28, 2026, that the combination of the Foods business with McCormick was progressing according to plan and that more than 100 people from both sides were working on the integration. The transaction aims to transform Unilever into a company more focused on Beauty & Wellbeing, Personal Care, and Home Care. The company expects operating performance and proceeds from the Foods transaction to support €6 billion in share buybacks between 2026 and 2029.
Automated analysis for informational purposes only — not investment advice.
Emerging markets are a major driver, growing 8.3% in Q2 FY2026, including 7.4% from volume. India grew 10% and Indonesia 7%, while Asia Pacific Africa grew 7.3% in H1 FY2026. In contrast, Europe declined 0.5% during H1, highlighting the importance of emerging markets in offsetting European weakness.
The company faces expected annual inflation of approximately €850 million in FY2026, with particular pressure on Home Care, while gross margin declined 70 basis points in H1. Hellmann’s also lost share in premium mayonnaise categories in the United States, and underlying operating profit in Foods declined 4.3%. In addition, Brazilian tax reforms could cause a temporary reduction in retail inventories in Q4 FY2026.
Unilever completed the acquisition of Gruns in June 2026 to strengthen its presence in premium and digital supplements, following contributions from Dr. Squatch, Minimalist, and Wild to H1 growth. The company seeks to increase its exposure to wellbeing and prestige beauty, where Paula’s Choice, Hourglass, and Tatcha delivered double-digit growth in Q2 FY2026. At the same time, Power Brands represent 78% of turnover and receive the largest share of brand and marketing investment.
