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Unilever PLC (UL-N)
144 watching
NYSE:UL
50.17
0.24
(0.48%) 1d
Financials
Technical Analysis
Buy, Sell or Hold?
Jun 8, 2023, 8:00 pm
0
BUY
food processing
$54.700
Unknown
DON'T BUY
UL vs. NSRGY Two quality names that have performed well over time, but relatively expensive. He prefers Danone, #1 in both dairy and plant-based, cheaper. Over the last decade, Danone has maintained its #1 position but has lost market share, stock's not up at all, slow to innovate. UL has outperformed Danone in the past decade. Real catalyst is new CEO who's made sweeping changes that will boost top and bottom line growth.
food processing
PAST TOP PICK
(A Top Pick Nov 08/21, Down 4%) A defensive name. Has owned this since 2015 and will hold on. Pays around a 5% dividend.
food processing
BUY
It's has lagged, but is a great consumer company with a strong presence in emerging markets. There is an activist investors on the board, so expect big changes at UL. It's a phenomenal company that will raise its dividend beyond inflation for years.
food processing
DON'T BUY
They have too many brands, and overextended themselves. Not managed well, though managers are addressing issues. Little earnings growth short-term. Commodity input costs are another worry.
food processing
TOP PICK
Underperformer over the last few years. Well-known brands. Consistent, consumer company. Phenomenal presence in EM. Current valuation is 12x earnings. Share buybacks, niche acquisitions, growing dividend. Yield is 4%. (Analysts’ price target is $56.00)
food processing
BUY
Quality company that he currently owns in portfolio. One of the largest companies in consumer package business. Strong dividend yield (4-5%) provides element of safety. Expects company to be able to pass on inflation costs to consumers. Would recommend buying.
PAST TOP PICK
(A Top Pick Oct 26/21, Down 7.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UL has triggered its stop at $50. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss 12%, when combined with our previous buy recommendation.
food processing
WAIT
She's owned this for many years. It gives emerging market exposure which account for 60% of sales. Their growth has lagged, because the food division is lower growth while Covid has made growth uneven by country. This trades at a discount to Nestle, but offers higher growth. Making an acquisition will raise their debt, which is a concern. She's waiting and seeing as they sell their lower-growth businesses. They could sell their food business. Pays around a 3.7% dividend.
food processing
PAST TOP PICK
(A Top Pick Dec 14/20, Down 5%) Some of their product categories are price-sensitive. Their exposure to emerging markets will see later on strong secular growth than developed markets. EM markets have had a tough time containing Covid, so their recoveries have lagged, impacting UL. Also, higher costs in transportation and raw materials is another headwind. UL has raised prices to offset these issues, but also some volumes have softened. They are re-positioning by selling weaker divisions and expanding further into personal care, but this will all take time. Pays over a 3% dividend.
food processing
DON'T BUY
UL vs. NSRGY Challenged. Mature consumer staples businesses are trying to hold onto market share, revenue growth isn't great, financial engineering helps the bottom line. Prefers Nestle. Buying the leader is often better than buying the catch-up trade. Nestle is holding or gaining market share in 60% of its categories. Exposed to high growth areas like pet food, nutrition, and coffee.
food processing
TOP PICK
It has been range-bound since 2017. There are catalysts going forward: E-commerce and they are focusing on their high growth segments. The dividend is just under 4% so you should buy it now. (Analysts’ price target is $59.00)
food processing
WEAK BUY
UL vs. PG Canadians can't ignore the Chinese and Indian markets. They do have political risk, but they will be delivering meaningful prosperity, so ignore that at your peril. PG had a very tough time after the global financial crisis. Still a great company and continues to do well, has outperformed UL. UL is going through changes, and these could lead to outperformance over PG. If you want safe and steady bond proxies, these are the types of companies you want to be thinking about.
food processing
TOP PICK
Stockchase Research Editor: Michael O'Reilly UL, one of the world's largest personal care companies with sales over $61 billion, is reiterated as a TOP PICK. It provides diversification to the European marketplace and emerging markets. It recently paid down $1.2 billion in debt and bought back over $800 million in shares and still has cash reserves estimated over $4 billion. It trades at 19x earnings, compared to peers over 40x. It pays a strong dividend, backed by a payout ratio under 75% of cash flow. We would buy this with a stop loss at $50, looking to achieve $68 -- upside potential of about 25%. Yield 3.71% (Analysts’ price target is $68.00)
food processing
BUY
About 25% of revenue comes from China and India, and the E.U. won't defend UL against those countries, because UL is a British company. How to deal with this geopolitical risk? He invests in EM indirectly, for instance through UL or a BNS (Latin America). UL is a huge business and they're trying to cut costs, partly prodded by activists. He likes their product portfolio and their presence in emerging markets. Their subsidiaries are well-entrenched, so that lowers risk in EMs. Also, they sell essential products whereas government crackdowns in China have hit fintech and data companies. UL trades around 18x earnings and pays a solid dividend.
food processing
Unilever PLC(UL-N) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 3
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 2
Total Signals / Votes : 5
Unilever PLC(UL-N) Frequently Asked Questions
What is Unilever PLC stock symbol?
Unilever PLC is a American stock, trading under the symbol UL-N on the New York Stock Exchange (UL). It is usually referred to as NYSE:UL or UL-N
Is Unilever PLC a buy or a sell?
In the last year, 5 stock analysts published opinions about UL-N. 3 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Unilever PLC.
Is Unilever PLC a good investment or a top pick?
Unilever PLC was recommended as a Top Pick by on . Read the latest stock experts ratings for Unilever PLC.
Why is Unilever PLC stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Unilever PLC worth watching?
5 stock analysts on Stockchase covered Unilever PLC In the last year. It is a trending stock that is worth watching.
What is Unilever PLC stock price?
On 2023-06-08, Unilever PLC (UL-N) stock closed at a price of $50.17.
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Pays a 3.5% dividend. This is the way to play emerging markets, from which they derive 55% of revenues. The dividend will grow over time.