Unilever PLC (UL)
Estimates & Forecasts•Proprietary EPS, revenue & margin forecasts — FY+1 to FY+4
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UL Price Targets Summary| Metric | 2022 | 2023 | 2024 | 2025E | 2026E | 2027E | 2028E |
|---|---|---|---|---|---|---|---|
| Net Income | $7.6B | $6.5B | $5.7B | $11.7B | $12.3B | $13.4B | $13.6B |
| EPS (Diluted) | $2.99 | $2.56 | $2.29 | $4.72 | $5.03 | $5.52 | $5.66 |
| YoY Growth | — | -15.1% | -11.5% | +103.9% | +5.5% | +8.7% | +1.6% |
| Net Margin | 12.7% | 10.9% | 9.5% | 10.7% | 10.7% | 10.3% | 10.4% |
USD · UL · Proprietary Model| Metric | 2024A | 2025E | 2026E | 2027E | 2028E |
|---|---|---|---|---|---|
| Revenue | $60.8B | $109.3B | $115.6B | $129.9B | $131.6B |
| Net Income | $5.7B | $11.7B | $12.3B | $13.4B | $13.6B |
| EPS (Diluted) | $2.29 | $4.72 | $5.03 | $5.52 | $5.66 |
| Free Cash Flow | $7.8B | $13.3B | $14.1B | $15.9B | $16.2B |
Treat point estimates cautiously; use wider scenario ranges and position sizing discipline.
Quick answers to the most common questions about buying UL stock.
Unilever PLC's projected EPS for the next fiscal year is $4.72. This estimate blends our quantitative model with Wall Street analyst consensus and carries a confidence score of 42/100. The model factors in revenue trajectory, margin path, and share buyback trends to arrive at this figure.
Our scenario-based model produces three price targets for Unilever PLC: Bear case $91, Base case $112, and Bull case $205. These targets are derived by applying the median historical P/E ratio to forward EPS estimates under each growth scenario. They are not buy/sell recommendations.
Unilever PLC's projected revenue growth for the next fiscal year is -9.0%, reaching approximately $109.3B in total revenue. Growth estimates are probability-weighted and blend analyst consensus with our CAGR extrapolation model. Outer years (FY+3, FY+4) fade toward industry median growth rates.
Accuracy depends on several measurable factors. Our model confidence score of 42/100 is computed from revenue predictability (25% weight), margin stability (20%), historical earnings beat rate (20%), data depth (15%), analyst coverage (10%), and model-consensus agreement (10%). Stable margins provide a consistent baseline. No forecast model is perfect — always cross-reference with your own analysis.
Unilever PLC's forward operating margin is estimated at 15.9% for the next fiscal year. The margin trend is currently "stable". Our model tracks margin mean-reversion patterns and adjusts for sector-specific cost dynamics. Operating leverage is a key driver of EPS growth beyond top-line revenue expansion.
The v2 model uses a multi-step process: (1) Revenue is projected via blended CAGR with probability weighting, (2) Operating and net margins follow a mean-reversion path calibrated to sector norms, (3) EPS is derived from net income divided by projected diluted shares (accounting for buyback trends), (4) For FY+1 and FY+2, estimates are blended with analyst consensus based on coverage depth, (5) Price targets apply median historical P/E to forward EPS under bear/base/bull growth scenarios. All inputs are from public filings and third-party data providers.
The bear case ($91) assumes P25 revenue growth, worst-case margins, and multiple compression. Key risks include: unexpected margin contraction, revenue deceleration below model floor, regulatory headwinds, macro deterioration, or competitive disruption. A confidence score below 60 suggests higher estimate volatility. Always size positions according to the full scenario range, not just the base case.
Our model is above Wall Street consensus with a 49.1% gap. For FY+1, analyst estimates blend with our model at 20% analyst weight. By FY+3 and FY+4, estimates are purely model-driven as analyst coverage thins out at longer horizons.