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NYSE:UL

Unilever PLC (UL)

58.38
-0.03 (0.04%)
as of Jun 18, 2026, 7:59:58 pm Market Open.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

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)
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.
DON'T BUY
It is a fine company. It is a portfolio of products that could change over time. Management could optimize their portfolio over time. You will be well rewarded as a dividend play. Inflation will have to be passed on to consumers.
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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly UL is one of the world's largest personal care companies with sales over $61 billion. It provides diversification to the European marketplace and reports that over 50% of sales now come from emerging markets. Cash reserves are estimated to have grown by over $1.3 billion, to exceed $5.4 billion. It trades at 21x earnings, compared to peers over 50x. It pays a strong dividend, backed by a 72% payout ratio. We would buy this with a stop loss at $50, looking to achieve $70 -- upside potential of about 16%. Yield 3.3% (Analysts’ price target is $70.00)
PAST TOP PICK
(A Top Pick Apr 21/20, Up 20%) Solid dividend grower. Long-term steady-eddy. Not a grand slam home run, but should provide well above average growth over the long haul.
PAST TOP PICK
(A Top Pick Apr 01/20, Up 18%) Most people have 1 to 10 of their products in their house. This was a great way to be defensive and it did quite well for the first 9 months. There has been a sell off recently. They are a great way to play emerging markets. The fiscal stimulus there has not been the same as in the first world. The expectation is that going forward they will return to their old growth. It's an important part of a portfolio.
BUY ON WEAKNESS
Allan Tong’s Discover Picks The UL stock pays a safe 3.47% dividend at a payout ratio of 76%, and it trades at a PE of 21.78x. At $55, UL stock is currently exchanging hands below its 50-day moving average of $58.71 and its 200-day of $60.02. A real bargain stock. This mega conglomerate trades on several exchanges, but the most accessible for North Americans is the NYSE listing under ticker UL stock. Read 3 Bargain Stocks: Eli Lilly, Unilever & Apple for our full analysis.
BUY ON WEAKNESS
Really likes it. A defensive holding. Global with a good emerging markets footprint. They have now unified their listing. Cashflow is durable. The dividend is attractive. Trading at 19x forward earnings. A little expensive so wait for pullback.
TOP PICK
60% of its revenues come from emerging markets and this is where the growth comes from. They have been increasing exposure to personal care which garners higher margins. They are relatively defensive. (Analysts’ price target is $65.50)
BUY
Global conglomerate in consumer packaged goods. More than half of sales come from emerging markets, with significant growth in India and China. Domiciled in the UK. Excellent example of a way to invest in China. International exposure, less volatility than smaller names. Has held up well during Covid. Low dividend increases, but still growing and moving in the right direction.
PAST TOP PICK

(A Top Pick Sep 12/19, Up 5%) Global consumer staples and defensive. Has long owned this. They're growing their personal care division, which offers high margins, and accounts for 40% of revenues. Dove, Lux and Tresemme are some of their brands. 60% of their revenues are free emerging markets, which she expects to grow long term. Near term, developed markets will remain strong because of pantry loading and customers gravitate to well-known brands. UL were able to leap from 2 to 60 factories making hand sanitizer. A consistent dividend grower.

TOP PICK
He has held this since 2015 -- a defensive consumer staple. They have over 2 million customers. They operate around the world. This means some of their businesses will be rolling out of the down turn sooner than being just in North America. They are into food and beverages, home care and beauty care -- all the necessities of life. They dividend has grown by 10% annually. Yield 3.63%.
DON'T BUY
Powerhouse company and trading like so many of these. The stock price is hard to justify on revenue growth and earnings.
DON'T BUY

Trades at 18-19x earnings and pays a 3.4% dividend. Problem is they have too many brands and need to get rid of the weaker ones. Nestle executes better, managing their brands better and growing better. Nestle is tough competition; also it's easier these days to start a new brand.

BUY ON WEAKNESS

Same thing as applies to Nestle. You are getting a brilliantly run company but you are paying a very high price in the market. They are just on the watch list in case they come back down to earth.

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