WallStSmart
UL

Unilever PLC ADR

NYSE: UL · CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS

$58.98
+3.66% today

Updated 2026-04-30

Market cap
$126.95B
P/E ratio
19.18
P/S ratio
2.51x
EPS (TTM)
$3.03
Dividend yield
3.82%
52W range
$55 – $74
Volume
4.7M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Unilever PLC ADR (UL) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$58.98
Consensus
$65.80
+11.56%
2030 Target
$321.61
+445.29%
DCF
—
—
23 analysts:
1 Buy1 Hold0 Sell

Management guidance

CEO Fernando Fernández has not provided specific quantified revenue targets for 2026-2030 in the available guidance. However, management has signaled a strategic pivot toward higher-growth beauty, wellbeing, and personal care segments while divesting lower-growth food assets (McCormick deal announced April 2026). The company targets 2-3% underlying sales growth and margin expansion post-restructuring, though specific multi-year revenue targets are not publicly disclosed.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$537.87
$58.8B Rev × 20x P/S
Base case (2030)
$321.61
$58.8B Rev × 12x P/S
Bear case (2030)
$216.26
$58.8B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$59.6B$60.8B$50.5B$52.2B$54.2B$55.8B$57.2B$58.8B
Revenue growth—1.9%-16.9%3.4%3.7%2.9%2.6%2.6%
EPS$4.00$2.35$1.42$3.21$3.44$3.68$3.92$4.18
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$288.34$299.43$304.98$316.07$321.61

Catalysts & risks

Growth catalysts
+ McCormick Foods merger completion (announced April 2026) — $15.7B cash inflow reduces debt, streamlines portfolio to higher-margin beauty/personal care
+ Ice Cream business demerger/separation — unlocks value in Magnum, Ben & Jerry's, improves core business focus
+ Beauty & Wellness portfolio acceleration — CEO investing heavily in premium, higher-growth categories (Dove, TRESemmé expansion)
Key risks
- McCormick deal regulatory delays or integration execution risks could defer expected margin improvements
- Weak consumer demand in US and Europe (noted in recent guidance) — discretionary spending pressures on personal care
- Leverage and debt-to-equity (1.78x) limits acquisition capacity and shareholder returns during restructuring period
- Analyst downgrades since Feb 2026 (DZ Bank, Kepler, Deutsche Bank downgraded to Hold) signal market skepticism on 2026-2027 growth targets

Methodology

Unilever PLC ADR's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 23 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.