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UL vs BTI

Comparison between Unilever plc (UL, Company) and British American Tobacco Plc (BTI, Company).

Both UL and BTI are from the Consumer Defensive sector.

5-Year PerformanceBTI has outperformed UL, delivering a return of +16.6% compared to +0.7%

UL vs BTI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UL
$131B
BTI
$131B
Max Drawdown
Winner
UL
55.10%
BTI
62.28%
Sharpe Ratio
UL
-0.92
Winner
BTI
1.44
5Y Beta
Winner
UL
0.11
BTI
0.13
Industry
UL
Household & Personal Products
BTI
Tobacco
P/E Ratio
UL
10.88
Winner
BTI
9.10
Forward P/E
UL
16.10
Winner
BTI
12.02
PEG Ratio
Winner
UL
0.35
BTI
1.52
Dividend Yield
UL
3.90%
Winner
BTI
5.73%
5Y Dividends CAGR
UL
5.74%
Winner
BTI
6.64%
5Y EPS CAGR
UL
2.12%
Winner
BTI
4.53%
Debt to Equity
UL
190.62%
Winner
BTI
73.18%
Free Cash Flow Yield
Winner
UL
12.56%
BTI
11.20%
P/S Ratio
Winner
UL
2.58
BTI
5.03
P/B Ratio
UL
7.04
Winner
BTI
1.98

UL vs BTI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UL
+0.26%
BTI
-2.77%
3M
UL
-17.55%
Winner
BTI
-3.30%
6M
UL
-15.00%
Winner
BTI
+9.76%
1Y
UL
-14.36%
Winner
BTI
+42.63%
5Y(CAGR)
UL
+0.68%
Winner
BTI
+16.55%
10Y(CAGR)
UL
+4.70%
Winner
BTI
+6.47%
Max(CAGR)
UL
+7.21%
Winner
BTI
+14.54%

UL vs BTI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearULBTI
2026-9.55%+4.57%
2025+6.27%+64.84%
2024+20.89%+33.14%
2023-0.39%-20.88%
2022-3.25%+13.15%
2021-7.87%+7.43%
2020+9.34%-5.78%
2019+13.17%+44.44%
2018-1.50%-49.54%
2017+40.68%+24.00%
2016-0.48%+7.62%
2015+11.03%+8.37%
2014+5.07%+6.59%
2013+9.28%+10.40%
2012+17.91%+10.02%
2011+12.34%+28.72%
2010-0.05%+24.75%
2009+43.25%+24.54%
2008-36.02%-28.76%
2007+37.47%+41.41%
2006+28.54%+27.67%
2005+5.88%+37.22%
2004+9.30%+30.71%
2003+0.58%+47.19%
2002+17.38%+21.74%
2001-2.31%+13.05%
2000+16.01%+56.19%
1999-17.15%-23.39%

UL vs BTI Drawdown Comparison

The maximum drawdown for UL was -53.51%, occurring on Mar 9, 2009. Recovery took 838 trading sessions.

The maximum drawdown for BTI was -56.03%, occurring on Mar 23, 2020. Recovery took 1930 trading sessions.

The current UL drawdown is -21.12%. The current BTI drawdown is -6.18%.

RankULBTI
#1-53.51%
Dec 28, 2007 - Apr 27, 2011
-56.03%
Jun 7, 2017 - Feb 10, 2025
#2-40.94%
Nov 2, 1999 - Apr 30, 2002
-42.71%
Apr 18, 2008 - Sep 10, 2010
#3-30.13%
Sep 4, 2019 - Oct 5, 2020
-41.10%
Nov 3, 1999 - May 15, 2000
#4-27.64%
Nov 11, 2020 - Jun 4, 2024
-25.66%
Sep 11, 2002 - Oct 28, 2003
#5-25.10%
Feb 13, 2026 - Apr 2, 2026
-20.28%
May 31, 2002 - Sep 9, 2002
#6-22.88%
Feb 19, 2004 - May 23, 2005
-19.64%
Aug 11, 2000 - Oct 27, 2000
#7-21.64%
May 13, 2002 - Oct 31, 2002
-18.29%
Jul 5, 2016 - Mar 16, 2017
#8-19.59%
Sep 2, 2016 - Feb 17, 2017
-17.93%
Sep 17, 2001 - Feb 22, 2002
#9-18.87%
Apr 15, 2003 - Jan 8, 2004
-16.64%
May 20, 2013 - Mar 28, 2014
#10-15.90%
Sep 9, 2024 - Apr 22, 2025
-16.43%
Dec 19, 2000 - Mar 1, 2001
#11-15.78%
Nov 11, 2002 - Apr 15, 2003
-15.97%
Jan 10, 2008 - Mar 13, 2008
#12-15.17%
Aug 10, 2015 - Mar 29, 2016
-15.56%
Mar 9, 2001 - Aug 20, 2001
#13-14.26%
May 19, 2014 - Apr 16, 2015
-14.53%
Oct 28, 2015 - Mar 17, 2016
#14-14.21%
Sep 4, 2025 - Feb 11, 2026
-14.49%
Jun 20, 2014 - Jul 31, 2015
#15-13.19%
Oct 13, 2017 - Mar 20, 2019
-13.74%
Aug 21, 2025 - Nov 28, 2025

Correlation

Correlation between UL and BTI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

UL vs BTI dividend yield comparison.

YearULBTI
20260.95%1.43%
20253.51%5.29%
20243.29%8.18%
20233.83%9.72%
20223.57%7.23%
20213.77%7.98%
20203.07%7.22%
20193.18%6.35%
20183.49%8.53%
20172.80%4.27%
20163.42%3.85%
20153.02%4.11%
20144.65%4.47%
20133.39%4.03%
20123.17%4.16%
20113.70%4.05%
20103.61%4.08%
20094.96%4.23%
20084.31%4.95%
20072.64%2.97%
20064.29%3.14%
20053.60%3.52%
20043.67%4.02%
20032.96%4.02%
20022.36%4.80%
20012.31%4.91%
20000.72%5.59%
19990.30%0.00%

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