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Added to YB: 2026-02-17

Pitch date: 2026-02-13

UL [neutral]

Unilever PLC

-2.06%

current return

Author Info

No bio for this author

Company Info

Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.

Market Cap

GBP 138.4B

Pitch Price

GBP 54.32

Price Target

N/A

Dividend

3.18%

EV/EBITDA

13.92

P/E

24.09

EV/Sales

3.24

Sector

Personal Care Products

Category

growth

Show full summary:
Theodosian Capital | Stocks Update 13/2/2026 - ULVR – Solid results

UL (earnings): FY25 USG 3.5% (Q4 4.2%), Power Brands +5.8% in Q4. Rev €50.5bn (-2% on FX/disposals). Op margin 20% (+60bps), EPS €3.08 flat. €5.9bn FCF, 2.0x net debt/EBITDA. €1.5bn buyback. 2026 guidance: USG low-end of 4-6% range, modest margin improvement. Trading 18.5x 2027 EPS, 3.2% yield at all-time high.

Read full article (2 min)