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Unum Group (UNM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS91529Y1064
CUSIP91529Y106
SectorFinancial Services
IndustryInsurance—Life

Highlights

Market Cap$9.98B
EPS$6.50
PE Ratio8.02
PEG Ratio2.50
Revenue (TTM)$12.39B
Gross Profit (TTM)$3.93B
EBITDA (TTM)$1.94B
Year Range$37.17 - $53.22
Target Price$57.33
Short %1.43%
Short Ratio1.40

Share Price Chart


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Unum Group

Popular comparisons: UNM vs. AFL, UNM vs. VTI, UNM vs. SPY, UNM vs. VYM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Unum Group, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%OctoberNovemberDecember2024FebruaryMarch
1,630.47%
2,034.66%
UNM (Unum Group)
Benchmark (^GSPC)

S&P 500

Returns By Period

Unum Group had a return of 19.68% year-to-date (YTD) and 42.81% in the last 12 months. Over the past 10 years, Unum Group had an annualized return of 7.92%, while the S&P 500 had an annualized return of 10.96%, indicating that Unum Group did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date19.68%10.04%
1 month9.15%3.53%
6 months10.37%22.79%
1 year42.81%32.16%
5 years (annualized)14.42%13.15%
10 years (annualized)7.92%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20247.73%2.30%
20231.19%0.00%0.17%-12.07%5.16%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Unum Group (UNM) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
UNM
Unum Group
1.77
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Unum Group Sharpe ratio is 1.77. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.77
2.76
UNM (Unum Group)
Benchmark (^GSPC)

Dividends

Dividend History

Unum Group granted a 2.65% dividend yield in the last twelve months. The annual payout for that period amounted to $1.43 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.43$1.39$1.26$1.17$1.14$1.09$0.98$0.86$0.77$0.70$0.62$0.55

Dividend yield

2.65%3.07%3.07%4.76%4.97%3.74%3.34%1.57%1.75%2.10%1.78%1.57%

Monthly Dividends

The table displays the monthly dividend distributions for Unum Group. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.37$0.00
2023$0.33$0.00$0.00$0.33$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00
2022$0.30$0.00$0.00$0.30$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00
2021$0.29$0.00$0.00$0.29$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00
2020$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00
2019$0.26$0.00$0.00$0.26$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00
2018$0.23$0.00$0.00$0.23$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00
2017$0.20$0.00$0.00$0.20$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00
2016$0.19$0.00$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00
2015$0.17$0.00$0.00$0.17$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00
2014$0.15$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00
2013$0.13$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.7%
Unum Group has a dividend yield of 2.65%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%18.6%
Unum Group has a payout ratio of 18.60%, which is below the market average. This means Unum Group returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
UNM (Unum Group)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Unum Group. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Unum Group was 89.38%, occurring on Mar 11, 2003. Recovery took 3463 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.38%Jan 11, 19991046Mar 11, 20033463Dec 8, 20164509
-81.06%Jan 16, 2018550Mar 23, 2020823Jun 29, 20231373
-48.76%Feb 17, 1987205Dec 7, 1987327Mar 23, 1989532
-41.31%Jul 18, 199059Oct 9, 199084Feb 7, 1991143
-37.92%Aug 18, 1993321Nov 22, 1994283Jan 8, 1996604

Volatility

Volatility Chart

The current Unum Group volatility is 4.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%OctoberNovemberDecember2024FebruaryMarch
4.30%
2.82%
UNM (Unum Group)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Unum Group over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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Values in undefined except per share items