Unilever (LSE:ULVR) 3-Year ROIIC % : 5.72% (As of Dec. 2025) — 31% Above Median

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LSE:ULVR Unilever PLC LSE:ULVR
73 GF Score
Price £46.73
GF Value £43.78
Valuation Fairly Valued
! 2 Warning Signs
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What is Unilever 3-Year ROIIC %?

Unilever LSE:ULVR +0.92% 73 3-Year ROIIC % is 5.72 as of Dec. 2025, which is 31% above its 10-year median of 4.37. GuruFocus rates LSE:ULVR with a GF Score™ of 73/100 and a GF Value™ of £43.78 (Fairly Valued). The stock has 2 warning signs investors should review. Among 1,831 Consumer Packaged Goods companies, Unilever ranks better than 55.43% on this metric.

3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year. Unilever's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 5.72%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Unilever's 3-Year ROIIC % or its related term are showing as below:

LSE:ULVR's 3-Year ROIIC % is ranked better than
55.43% of 1831 companies
in the Consumer Packaged Goods industry
Industry Median: 2.72 vs LSE:ULVR: 5.72

Unilever  (LSE:ULVR) 3-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Unilever 3-Year ROIIC % Related Terms


Unilever 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Unilever's 3-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Unilever 3-Year ROIIC % Chart

Unilever Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -3.20 5.35 -7.55 -24.96 5.72

Unilever Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
3-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -7.55 0.00 -24.96 0.00 5.72

LSE:ULVR vs PG, CL, KVUE: 3-Year ROIIC % Comparison

For the Household & Personal Products subindustry, Unilever's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Unilever 3-Year ROIIC % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Unilever's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Unilever's 3-Year ROIIC % falls into.


LSE:ULVR
73GF Score
Unilever PLC LSE:ULVR
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Unilever 3-Year ROIIC % Calculation

Unilever's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 6330.041136 (Dec. 2025) - 6766.8380395 (Dec. 2022) )/( 53675.536 (Dec. 2025) - 61314.959 (Dec. 2022) )
=-436.7969035/-7639.423
=5.72%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 5.72 mean?
Unilever (LSE:ULVR) has a 3-Year ROIIC % of 5.72 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Unilever and its competitors. This is 31% above median its historical median of 4.37. According to the industry distribution chart, Unilever ranks #816 out of 1831 companies in the Consumer Packaged Goods industry, placing it in the top 44.6%.
Is Unilever's 3-Year ROIIC % too high?
Unilever's current 3-Year ROIIC % of 5.72 is 31% above median its 10-year median of 4.37. The Consumer Packaged Goods industry median 3-Year ROIIC % is 2.72. Unilever's value of 5.72 is 110.3% above this industry median. Based on the distribution chart, Unilever ranks #816 out of 1831 companies in the Consumer Packaged Goods industry, which is above the industry midpoint. Overall, Unilever has a GF Score™ of 73/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Unilever's 3-Year ROIIC % compare to PG and CL?
According to the Consumer Packaged Goods industry distribution chart, Unilever ranks #816 out of 1831 companies for 3-Year ROIIC %. This puts Unilever in the upper half of its industry. The industry median 3-Year ROIIC % is 2.72. Unilever's value of 5.72 is 110.3% above this benchmark. While the company's 10-year median is 4.37 vs. the industry median of 2.72, Unilever has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for a Consumer Packaged Goods company?
The median 3-Year ROIIC % among Consumer Packaged Goods companies is 2.72, based on 1,831 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Unilever's current 3-Year ROIIC % of 5.72 is 110.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Unilever and its competitors. For the Consumer Packaged Goods industry, the median 3-Year ROIIC % is 2.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Unilever's current 3-Year ROIIC % is 5.72, which is 31% above median its own 10-year median of 4.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Unilever stock overvalued right now?
Based on GuruFocus' analysis, Unilever (LSE:ULVR) is currently considered Fairly Valued. The stock's GF Value™ is £43.78, compared to a current price of £46.73 — trading 6.7% above its estimated fair value. The current 3-Year ROIIC % is 5.72, which is 31% above median its 10-year median of 4.37 and 110.3% above the Consumer Packaged Goods industry median of 2.72. Unilever's overall GF Score™ is 73/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Unilever (LSE:ULVR), the current 3-Year ROIIC % is 5.72 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Unilever (LSE:ULVR) Overvalued in 2026?

Based on GuruFocus' analysis, Unilever stock appears to be overvalued. The current stock price of £46.73 is trading 6.7% above its estimated GF Value™ of £43.78. GuruFocus considers Unilever to be Fairly Valued.

Key valuation signals for LSE:ULVR:

  • 3-Year ROIIC %: 5.72 (31% above median its 10-year median of 4.37)
  • GF Value™: £43.78 vs. price of £46.73 (6.7% above fair value)
  • GF Score™: 73/100 with 2 warning signs
  • Industry Position: 110.3% above the Consumer Packaged Goods median (#816 of 1831)

No single metric tells the full story. See the LSE:ULVR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Unilever Business Description

Address 100 Victoria Embankment, London, GBR, EC4Y 0DY
Unilever is a diversified beauty, wellbeing, and personal care (51% of 2025 sales by value), homecare (23%), and packaged food (26%) company. Its brands include Dove personal-care products, Knorr soups and sauces, Hellmann's mayonnaise, Axe and Rexona deodorants, and TRESemmé haircare. The firm has been acquisitive in recent years; notable purchases include Paula's Choice, Liquid I.V., Horlicks, and Wild deodorants. The company derives 58% of its sales from emerging markets and 42% from developed markets. The US is its largest market, accounting for around 20% of sales, followed by India, which accounts for 11% of sales.
73GF Score

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3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£46.73
Price
£43.78
GF Value