ITC vs HUL | Which one is Better? Valuation Pespective
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- čas přidán 25. 05. 2020
- #itc #hul #itcvshul
HUL is the most valued FMCG company in the stock market at Rs 4.65 Lakh crore, while the second biggest player ITC is Rs 2.35 Lakh crore behind at Rs 3.2 lakh crore. What is the Downside Risk and Upside Potential for these 2 stocks.
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![ITC LIMITED: The Next Multibagger Stock? [Fundamental Analysis of ITC Limited] ITC Share Latest News](http://i.ytimg.com/vi/TuxRMlNTce4/mqdefault.jpg)
![ITC LIMITED: The Next Multibagger Stock? [Fundamental Analysis of ITC Limited] ITC Share Latest News](/img/tr.png)
Thanks for your help with advice
Great. Excellent summarisation.
Sunrise added more to ITC in FMCG segment
Fmgc wale share dawn Hoga?qki India mein network business Ka dhere dhere increase horaha hi mre hisab se.aplug Kiya kehte hi?
Sir also analyse Pidilite and Asian paints which are trading at high p/e ratio
Very good analysis sir. Thank you
Very good comparitive analysis. Speaking power is too good to explain.
If you remove the entire earning due to ciggerates and then bring out the pe ratio still ITC PE is around 26 while HUL is much more
What is prospect or future of TTML. It will remain as Tata's policy to book expenses in TTML and Revenue to book in their private Co. ie TTL
Please make more comparison..I like such comparison
Instead of comparing revenue of FMCG business better to compare the earnings. Cigarettes might be only 45% revenue but it contributes more to profit.
Thank you so much for detailed analysis 🙏
Those who invested in ITC from 2015 for five years the stock price is almost between 200-250 . Dividend is peanuts . What is the achievement when some of the IT stocks given more than 200 percent return in five years.
Patanjali compitastion mai aaya tho effect nahi hoga kya
Honesty detailed justification made from both companies - Thank you so much for this video.
Both are good, it's all about when you enter and exit
Very logical explanation.
Excellent analysis. God bless you
what about investing in itc from long term perspective?? I am accumulating itc at sub 200 levels and intend to do so in the near future till it decidedly breaches the 200-225 mark with a positive bias. your comments please!!!
We have a detailed analysis of ITC done for our stock subscribers. Do check that. investyadnya.in/stockPlanDetails
Hul is far better than Itc... Hul ke products har ghar mai used hote hai.. Ex surf excel, clinic plus.... BTW maine itc le rakha h.... But Hul ki growth bahut hai mai Hul bhi lunga
Request you to make video on POWERMECH PROJECTS
Sir, but why no takers for ITC by smart money?
Govt is planning to sell its stake in ITC right? What about that? Cigarette business will continue to be heavily taxed and growth prospects are likely to be limited. Saying that ITC may do this and that in FMCG is pure speculation. Anyway, comparing these two stocks is like comparing apples and oranges.
Govt even sold their entire stake in Maruti when it was trading around 900, look today what’s the price buddy
HUL an ITC both Are Of same potential but one is Big an Other has Smaller.But HUL will start to give Massive returns very early,ITC will give the same returns as well but it will take more time.
Thank you sir...
Kya aapne itc mai invest kar rahka hai ?
Yhi chahiye tha dhannyabaad aapka
Thank you sir
Very nice analysis. The comparison videos are just superb. I also have a similar thinking as yours that there will be lots of value unlocking in future for ITC.
Also request you to make a comparison video on Nippon AMC and HDFC AMC
Itc 5 yr return -9 %
10 year 109 %
Hul 5 saal 140%
10 saal 773%
Ab aap dekh lo ham to bhai pese kmane aaye h yaha
Great analysis sir
Investing at high P/E in HUL don't feel secured,but I have feeling of security in ITC....my main motto is minimising the loss,when stock falls,compared to profits when stock rises...so ITC is VFM here
ITC share price is not going up by any means
Dead tortoise doesn't move either ways ..
What the hell are you talking about... ITC has fallen 28% this year and HUL has given 7% positive return so where is this logic coming from and if you see the last 5 years ITC has given -25% negative returns and HUL has given 153% positive returns. Moreover your logic is a stupid logic because ITC share has to go up in order to fall
😂
@@amolpant6291 growth doesn't come in 3-5 yrs.. enjoy dividend.. by the time it increases its fmcg... Your value will be multiplied
@@amolpant6291 well said bro
But what is profit of itc in fmcg
Good analysis...Not a bias view toward specific company....Simple and informative analysis...Thanks parimal sir for good analysis..
Both companies have own specialities...Both companies are doing well in their business... THANKS team YADNYA...
Soye hue haathi ko good kah rahi ho bhai 5 saal ka return dekho -5persant
10 saal ka 109 per sant only
Bhai isse jyada to fd deti h safe v h
What the hell are you talking about... ITC has fallen 28% this year and HUL has given 7% positive return so where is this logic coming from and if you see the last 5 years ITC has given -25% negative returns and HUL has given 153% positive returns. Moreover your logic is so stupid because ITC share has to go up in order to fall
😂 Bro FMCG is not the sector where you earn high returns...buy FMCG only to Preserve your capital and HUL is best in preserving the capital them. ITC is a good buy for Fund houses because of its dividend but not a good choice for retail investor.
I think the video was made with a biased mind, HUL leads ITC in many ways. Considering the acquisition of GSK, HUL will certainly outperform. Also consider the dividend history of both stocks.
Both are good companies.
Agree. Author should know how market value International companies with an Indian companies. Always valuation for MNC’s are much higher compare to Indian company. ITC promoter holding 0% cannot be compared with HUL 61.9%. There are many parameters to value companies instead of just top & bottom line growth & valuation
Yes, absolutely.
Future is bright for companies..indian
HUL did not acquire GSK. LOL. HUL acquired Horlicks brand for the Indian market from GSK.
Don't get fooled by this 200 to 230 target giving people they give target on tv buy always have put buy of that particular stock so if operator turn game they save themselves.
So if ur also planning to buy itc at 172, buy 3200 or 6400 quantity but the same time buy put of 172 which js at 5rs, its ur insurance.. If buying 3200 the buy 1 put or 2 put if buying 6400 quantity... Play safe..
In 200 se 230 target denewalo ka sun ke without put buy mat karna.. Put buy karke, aankh band karke 3200 or 6400 quantity buy karlo as per ur capacity.
should i Buy ITC @200Rs. and Hold ????
You're comparing Orange with Apple.
Wrong comparison and YES HUL will come DOWN.
Orange is network provider whereas Apple is iphone maket ,how can someone compare both ?
Dont know why i always used to have euphoria with HUL and before investing for caution i tried to find out intrinsic value with optimistic growth rate of 7-10% (decent for matured company) and shocked to see the value as 1700 but trading 20% premium in market then i quickly shiftes my focus on ITC with negative growth rates of 5% in coming couple of years and a growth rate of 5% yoy rest... bit conservative to moderate approach n i got intrinsic value as 210 and currently trading at 10% discounted value... but i step only if it is below 30% discounted price...awaiting itc to come at 150 to step 40% of my investment and accumulate rest if it goes below 150
Did u buy? It came close to ur desired valuations.
Bro but what happens if many state bans Ciggreate?HUL is a overpriced stock but look at its management and products, They are still diversifing themselves. I also know that equity of ITC is larger but if we analyze HUL then it will definitely create bigger equity then ITC.
What about the huge insider trading data available publically? It's been all selling and no buying.
Good explanation sir
Sr plz include origin or nationality of the company, HQ aur anything that gives info regarding origin . A part of swadeshi movement sir. We as a citizen should also think about country future along with personal financial gains. Thank you sir. Happ to be a part of YADNYA.
Please analyse pidilite industries BRO this also P/E 60+.
Super business
well analysed
Very nice, please reliance review
Sir please review on NON banking financial company
Is it ok to invest in both?
Very fair analysis.
Very good analysis
I saw a flat in Pirangut @20 lacs and at Hinjewadi @80 lacs but I bought Pirangut because downside is limited 😂😅😅
Should try in lavasa 😀🤣
Should try in kasar amboli 😀😀
ITC commmits to distributing 80% of profits as dividend. This is intended to support the share price.
If 5% yield is deemed satisfactory by investors in a low interest rate environment then near term share price could be well supported @ Rs 180.
Near term downside would be Rs 150. Near term trading range Rs 150 - Rs 195
ITC is a Diamond Stock in a Long Run than HUL
I am holding that diamond only to be disappointed
Exactly... ITC is upcoming HUL ..or may be a bigger multi-bagger
I JUST WANT TO KNOW THAT HOW MANY TIMES COMPANY CAN GIVE BONUS & HOW MANY TIMES COMPANY CAN SPLIT SHARE? I THINK SHARE FACE VALUE IS MAXIMUM IS 10, SO 10 TIMES COMPANY CAN GIVE BONUS OR SPLITS. CORRECT ME IF I AM WRONG.
At first, you have to understand the concept of Split & bonus share..
kamal krishnan Sir,
Thanks for your response. Now I have clear idea about split and bonus . I have enough information about same .
Excellent comparison 👍
Thanks
Very good analysis,,
Now ITC wake up,,,
Sir me apka fan Ho gaya
Sir ITC Target after 10 year and 20 Year ? Please suggest i am having 1000@265 no return from last three year
Today, the itc share is only 192 rupees..
@@meghandnature517 176😂
169
I have 1200@181.5 , today at 167.
How much dividend u got?
Can i buy ITC @190 and hold?
Yes sure
Please do analysis on Balkrishna industries
It is partly the govt''s fault by calling cigarette business "sin". Though it earns max tax from this. ITC is an indian company yet we favour a foreign company. Hats off to. ITC was smoothly diversifying from the cigarette only manufacturing. Nobody lost jobs but continued with the fmcg business. I prefer it to HUL who has more beauty produtcs for the rich cust.
After eating bingo mad angels I sold all my ITC shares :(
Mad move:)
Act of a Raving Lunatic😄😂😁
Have you eaten it's yippe noodles then please eat then you will again purchase ITC.
@@murtazarangwala9946 So true. After yipee he will buy that again. 😂😂
@@Amitkc1411 haha I also don't like fair and lovely that does not mean I will sell all HUL shares 😃
sir make an update video of nbcc
Sir, why ROE of ITC is so low?
Fmcg margin is very low, hotel earnings margin is also low
2030 Tak ITC HUL Ke Barabar Aa Payegi So 10 Saal Ke Liye Invested Raho Tab Profit Milega Multibagger
After 10 years also ITC will be at Rs. 300
@Miraj Ali no. ITC split and give bonus share that's why it's doesn't rise so much
Bro don't listen to these fools. They don't know what the hell they are you talking about... ITC has fallen 28% this year and HUL has given 7% positive return so where is this logic coming from and if you see the last 5 years ITC has given -25% negative returns and HUL has given 153% positive returns. Moreover their logic is so stupid because ITC share has to go up in order to fall
😂 Bro FMCG is not the sector where you earn high returns...buy FMCG only to Preserve your capital and HUL is best in preserving the capital among any sector. ITC is a good buy for Fund houses because of its dividend but not a good choice for retail investor. After 10 years stupid retail investors will say the same thing 😂
The whole thing is that how much revenue ITC n HUL on investment passes to share holders!
Around 80% of the earnings of both the companies is passed on to the owners
@@faisalsyed1515 its not that HUL have to pay loyality to its parent while ITC doesnt have to pay any loyality to anybody.
for ex horlicks brand is bought by HUL parents and given to HUL now HUL have to pay 1% of revenue to Unilever limited every year as a loyality while whatever profits ITC earns is the property of its shareholders only.
ITC is a kind of government of India company.
Good vedio sir
General question. If ITC lists the FMCG business separately, how does it help ITC. Yes , it generates immediate cash. But then ITC becomes parent company like Bajaj Finserv. Does it really help in stock valuation ?
Same question applicable to RIL , but in RIL case they can use cash to reduce debt.
Sir good video. I am having 2000 shares of ITc @ 241. Pl suggest can I everege it.
Plz take a holistic approach in building a portfolio.
@@InvestYadnya Thanks
I.t.c.is actually cigarette mfg. H.u.l. is real f.m.c.g.and selling hundreds of products.kirana shops r full of hul products. So ,although costly than itc , hul is far far better.nocomparison
Even ITC has good hold in FMCG.
Ashirwad atta is a best selling product
Classmate products have also a really gud brand
Yippie
Sir, HUL ek British company ha, jiske profit ka 70% part Britain bhej diya jatha ha. Baki 30% se eska aage vikash hotha ha.
ITC INDIAN company ha. Profit ka 100% COMPANY ke growth & development me lagatha ha.
Esliye ITC is better than HUL.
ITC is not Indian company.. Please recheck
@@ganesh1ful Indian Tobacco Company
British Tobacco holds major stake in ITC.
nice video sir
Nice approach. I too agree that ITC is undervalued when compared to HUL. Only one aspect that scares me is ITC doesn't have a promoter holding.
What do you think about this?
Me too
Even hdfc bank doesnt have promoters...itc has a good track record.
sir what happens when a company lists their cigarette business as a separate business, to a investors like you and me.
There is some hard things to list fmcg because of the sebi
@@subrataghosh7639 First of all I'm very thankful for replying me sir, and it's really very privileges to us for having such a informative person and youtuber like you and my followup query is like it's not probably possible to list their cigarettes business as separate business...? Thank you and seeks your reply sir.
One major factor while comparing these 2 stocks, HUL has nearly 62% stocks owned by promoters whereas ITC promoters has zero percentage, also recently government off loaded large chunk of ITC shares to open market. Also over 80 % of ITC profitability come from cigarettes, these factors pull down market sentiment for this stock.
Not 80% it is 45% of total profit.
its surprising only cigarete cos get prestige but this itc co helps farmers developing skill & enhaces life. this happens in educated world
Itc is very slow moving don't know why but good stock .
Not compliant to ESG
PL ANALYSE TATA CONSUMER I THINK THEY R DOING CORRECT THINGS
Already analysed it. You will find the video on our website investyadnya.in
I'm holding 45 shares @214. Should I add more now or wait for sometime ?
Add kare.avg price niche laye
Not now wait for some time till it goes down 165,170
Thanks friends 🙂
@@saahil44 why it'll go dwnn??? And by when
Add more please
ITC - half Indian
HUL - fully British
is ITC stock price not performing because of this ?🤣
I bought itc share because of asirvad atta
Roti belo ab.
gud pick
Good.
When itc q4 results come
26-6-2020
@@ganeshmalli that was q2 he is asking about Q4
very good sir
If itc demerge fmcg business then itc goes up like hul
There is a possibility ITC try to list FMCG
Nice video sir
Your contact no please
Sir itc kab buy karu
On Sunday ...
ITC. GOOD COMPANY KNOW DOUBT. BUT AS A SHARE HOLDER GETTING VERY LOW DIVIDENT
SAMIR MUKHERJI.
.very good
Sir ITC ki promoter holding 0 kyu hai?
No promoter.
@@InvestYadnya kyi hai sir??
TTM Results meaning ??????
Trailing Twelve Months
I am still bull about HUL Then ITC........ BUT BOTH ARE IN VALUE PORTFOLIO.........
Nice
Sir kindly do videos in english or add English subtitles
The person who has made this video doesn't understand how strategic moats works huls biggest strength is the fact that it has a stable of brands and r&d from a global parent unilever something that itc doesn't have also hul have a larger home and personal care business to foods a personal care business tends to have far better margins than foods business and less competition
That's a point worth noting.
I love both. I have ITC, need to take HUL.
Please apne instragram ki I'd link de 🙏🏻🙏🏻🙏🏻
instagram.com/investyadnya/
While HUL is a stalwart with a proud parentage of Lever, ITC is an enthusiastic & promising novice. Indian startups have great opportunity to pick up the threads of FMCG business from them.
ITC is more then a 100 YearsOld Company and it is Not a Novice by any stretch of Imagination.
IT is destined to be a Rs100,000 Crores in Revenue Company in the near Future and will Outgun and Outclass HUL and Nestle in All Parameters.
@@rmazim500 Is this a Joke. What the hell are you talking about... ITC has fallen 28% this year and HUL has given 7% positive return so where is this logic coming from and if you see the last 5 years ITC has given -25% negative returns and HUL has given 153% positive returns. Bro FMCG is not the sector where you earn high returns...buy FMCG only to Preserve your capital and HUL is best in preserving the capital them. ITC is a good buy for FUND houses because of its dividend but not a good choice for retail investor.
@@amolpant6291 RIL was at 750 in 2007, it was 480 in 2017... Does that mean it didn't grow... ITC has already told they will grow FMCG to 1 lakh crore... They have money and intent both... Sooner or later they will get rerated...
@@singhraju9057 That's the worst comparison that you could have made bro. How can you compare a FMCG with a company that is so diversified. Reliance main business is petrochemical and although Reliance main business is in loss still because of its retail and telecom business it is so much better placed than any other company. The worst thing about ITC is that more than Half of it's revenue comes from FMCG( others) and less than Half from Cigarette still Cigarette business contributes to 75% to 80% of ITC's profit. It depends too much on Cigarette sales and every time government increase the tax it's profit decreases and also it's topline that's why you don't see ITC's share value increasing on charts it's topline ( revenue) is oscillating between 4000 to 4500 and now it's near 2600 and it has a poor sales growth of 4.5% for the past 5 years and it's the case with every FMCG company. Moreover the most important thing is FMCG sector is the worst sector to invest in if you want handsome returns. An intelligent investor invest in FMCG companies just to protect his capital. if you want growth and return for the next 10 years look at the sectors like Gas distribution
,( IGL, Adani Gas) Consumer durables and consumer goods , consumer intelligence or online platform ,FMEG like( Relaxo, Bata, Pidilite, Polycab, Amber enterprise, Infoedge, IRCTC) Chemical sector ( ATUL, galaxy surfactant) Pharma ( Pfizer, ABBOTT, Alkemlab ) these companies will give you good returns but these companies need a base of companies like HUL, Nestle, Asian paints etc to protect your capital. And at last if you really want a multibagger than stop talking in terms of intrinsic value , instead read and find an attractive business model. It's the buisness model that makes a company a multibagger.
@@amolpant6291 brother, i am new to market scene and i have alot of doubts.. could you help me out with it?
Check the ROCE AND ROE OF HUL
Is HUL overpriced in today's market scenario? or is it a good buy now?
Ridiculously Overvalued
Can buy not overpriced
Bro don't listen to these fools. They don't know what the hell they are you talking about... ITC has fallen 28% this year and HUL has given 7% positive return so where is this logic coming from and if you see the last 5 years ITC has given -25% negative returns and HUL has given 153% positive returns. Moreover their logic is so stupid because ITC share has to go up in order to fall
😂 Bro FMCG is not the sector where you earn high returns...buy FMCG only to Preserve your capital and HUL is best in preserving the capital among any sector. ITC is a good buy for Fund houses because of its dividend but not a good choice for retail investor.
Nice one
Thanks for watching