Should I Buy Unilever? Finance YouTuber Analysis

The analyst advises avoiding Unilever due to concerns about management's lack of skin in the game, poor capital allocation, and the increasing competition from private labels. Despite a 4% dividend and a P/E of 20, the underlying industry is too competitive, and the company's restructuring efforts may not be enough to counter long-term risks.

“The management, the ownership, the Dutch pension funds, there is simply no skin in the game. They are there just for themselves, not for shareholders.”

The analyst suggests Unilever is an attractive investment for long-term investors, noting its current valuation is relatively cheap compared to its 10-year average despite recent price appreciation. The company's management has effectively responded to rising raw material costs, leading to volume-driven growth. The expected annual return is around 12.5% until 2027, primarily driven by its dividend and current undervaluation.

“Unilever aus meiner Sicht durchaus eine Aktie in die man jetzt investieren könnte wenn sie dann zur Anlagestrategie passt.”