Added to YB: 2024-01-22
Pitch date: 2024-01-22
UL [bullish]
Unilever PLC
+30.93%
current return
Author Info
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Company Info
Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.
Market Cap
GBP 118.7B
Pitch Price
GBP 36.93
Price Target
68.62 (+42%)
Dividend
3.56%
EV/EBITDA
11.83
P/E
21.33
EV/Sales
2.47
Sector
Personal Care Products
Category
turnaround
Show full summary:
Unilever: Long Turnaround Journey Ahead, But Priced Attractively
$UL: Low 16.5 P/E & 3.9% yield but EM exposure masks issues. New CEO turnaround plan limited. Flat EPS '23, 3-5% LT growth. Modest upside: 20 P/E '26, 3% CAGR EPS + divs = 46% (14% ann.) return. $68.62 PT for '26, speculative Buy on turnaround uncertainty.
Read full article (10 min)