UL vs SPGI
Comparison between Unilever plc (UL, Company) and S&P Global Inc (SPGI, Company).
UL is from the Consumer Defensive sector, while SPGI is from the Financial Services sector.
5-Year PerformanceSPGI has outperformed UL, delivering a return of +2.8% compared to -0.2%
UL vs SPGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UL vs SPGI - Historical Returns
Returns include dividend reinvestment.
UL vs SPGI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UL | SPGI |
|---|---|---|
| 2026 | -11.30% | -16.83% |
| 2025 | +6.27% | +6.25% |
| 2024 | +20.89% | +15.02% |
| 2023 | -0.39% | +32.70% |
| 2022 | -3.25% | -26.71% |
| 2021 | -7.87% | +42.73% |
| 2020 | +9.34% | +19.31% |
| 2019 | +13.17% | +62.35% |
| 2018 | -1.50% | +2.14% |
| 2017 | +40.68% | +58.06% |
| 2016 | -0.48% | +14.96% |
| 2015 | +11.03% | +12.67% |
| 2014 | +5.07% | +16.12% |
| 2013 | +9.28% | +43.14% |
| 2012 | +17.91% | +27.94% |
| 2011 | +12.34% | +26.04% |
| 2010 | -0.05% | +11.66% |
| 2009 | +43.25% | +40.74% |
| 2008 | -36.02% | -44.27% |
| 2007 | +37.47% | -33.74% |
| 2006 | +28.54% | +32.51% |
| 2005 | +5.88% | +16.27% |
| 2004 | +9.30% | +33.74% |
| 2003 | +0.58% | +14.58% |
| 2002 | +17.38% | +3.22% |
| 2001 | -2.31% | +9.19% |
| 2000 | +16.01% | N/A |
| 1999 | -17.15% | N/A |
UL vs SPGI Drawdown Comparison
The maximum drawdown for UL was -53.51%, occurring on Mar 9, 2009. Recovery took 838 trading sessions.
The maximum drawdown for SPGI was -74.69%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.
The current UL drawdown is -22.64%. The current SPGI drawdown is -24.14%.
| Rank | UL | SPGI |
|---|---|---|
| #1 | -53.51% Dec 28, 2007 - Apr 27, 2011 | -74.69% Jun 4, 2007 - Jul 22, 2013 |
| #2 | -40.94% Nov 2, 1999 - Apr 30, 2002 | -39.77% Dec 15, 2021 - Jul 11, 2024 |
| #3 | -30.13% Sep 4, 2019 - Oct 5, 2020 | -38.13% Feb 19, 2020 - May 18, 2020 |
| #4 | -27.64% Nov 11, 2020 - Jun 4, 2024 | -30.48% Aug 14, 2025 - Feb 11, 2026 |
| #5 | -25.10% Feb 13, 2026 - Apr 2, 2026 | -29.48% May 17, 2001 - Nov 24, 2003 |
| #6 | -22.88% Feb 19, 2004 - May 23, 2005 | -25.58% Jul 25, 2018 - Apr 2, 2019 |
| #7 | -21.64% May 13, 2002 - Oct 31, 2002 | -24.86% Mar 20, 2015 - Apr 27, 2016 |
| #8 | -19.59% Sep 2, 2016 - Feb 17, 2017 | -19.25% Feb 18, 2025 - Jul 31, 2025 |
| #9 | -18.87% Apr 15, 2003 - Jan 8, 2004 | -18.99% Sep 2, 2020 - Apr 16, 2021 |
| #10 | -15.90% Sep 9, 2024 - Apr 22, 2025 | -17.31% Mar 16, 2006 - Oct 5, 2006 |
| #11 | -15.78% Nov 11, 2002 - Apr 15, 2003 | -15.44% Sep 21, 2016 - Feb 15, 2017 |
| #12 | -15.17% Aug 10, 2015 - Mar 29, 2016 | -15.43% Mar 4, 2005 - Aug 11, 2005 |
| #13 | -14.26% May 19, 2014 - Apr 16, 2015 | -13.25% Feb 5, 2001 - Apr 18, 2001 |
| #14 | -14.21% Sep 4, 2025 - Feb 11, 2026 | -12.40% Feb 8, 2007 - May 11, 2007 |
| #15 | -13.19% Oct 13, 2017 - Mar 20, 2019 | -12.26% Mar 10, 2014 - May 30, 2014 |
Correlation
Correlation between UL and SPGI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
UL vs SPGI dividend yield comparison.
| Year | UL | SPGI |
|---|---|---|
| 2026 | 1.94% | 0.46% |
| 2025 | 3.51% | 0.73% |
| 2024 | 3.29% | 0.73% |
| 2023 | 3.83% | 0.82% |
| 2022 | 3.57% | 0.99% |
| 2021 | 3.77% | 0.65% |
| 2020 | 3.07% | 0.82% |
| 2019 | 3.18% | 0.84% |
| 2018 | 3.49% | 1.18% |
| 2017 | 2.80% | 0.97% |
| 2016 | 3.42% | 1.34% |
| 2015 | 3.02% | 1.34% |
| 2014 | 4.65% | 1.35% |
| 2013 | 3.39% | 1.43% |
| 2012 | 3.17% | 6.44% |
| 2011 | 3.70% | 2.22% |
| 2010 | 3.61% | 2.58% |
| 2009 | 4.96% | 2.69% |
| 2008 | 4.31% | 3.79% |
| 2007 | 2.64% | 1.87% |
| 2006 | 4.29% | 0.80% |
| 2005 | 3.60% | 1.28% |
| 2004 | 3.67% | 1.31% |
| 2003 | 2.96% | 1.54% |
| 2002 | 2.36% | 1.69% |
| 2001 | 2.31% | 1.61% |
| 2000 | 0.72% | 0.00% |
| 1999 | 0.30% | 0.00% |
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