AFL vs. UNM
Compare and contrast key facts about Aflac Incorporated (AFL) and Unum Group (UNM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFL or UNM.
Key characteristics
| AFL | UNM | |
|---|---|---|
| YTD Return | 1.88% | 15.45% |
| 1Y Return | 29.60% | 32.01% |
| 3Y Return (Ann) | 19.02% | 26.30% |
| 5Y Return (Ann) | 14.10% | 12.04% |
| 10Y Return (Ann) | 13.18% | 8.00% |
| Sharpe Ratio | 1.40 | 1.25 |
| Daily Std Dev | 20.44% | 23.70% |
| Max Drawdown | -82.71% | -89.38% |
| Current Drawdown | -2.73% | -4.57% |
Fundamentals
| AFL | UNM | |
|---|---|---|
| Market Cap | $47.89B | $9.86B |
| EPS | $7.78 | $6.50 |
| PE Ratio | 10.70 | 7.90 |
| PEG Ratio | 0.93 | 2.50 |
| Revenue (TTM) | $18.70B | $12.39B |
| Gross Profit (TTM) | $8.08B | $3.93B |
| EBITDA (TTM) | $5.50B | $1.94B |
Correlation
The correlation between AFL and UNM is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AFL vs. UNM - Performance Comparison
In the year-to-date period, AFL achieves a 1.88% return, which is significantly lower than UNM's 15.45% return. Over the past 10 years, AFL has outperformed UNM with an annualized return of 13.18%, while UNM has yielded a comparatively lower 8.00% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AFL vs. UNM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aflac Incorporated (AFL) and Unum Group (UNM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AFL vs. UNM - Dividend Comparison
AFL's dividend yield for the trailing twelve months is around 2.11%, less than UNM's 2.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFL Aflac Incorporated | 2.11% | 2.04% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% | 2.46% | 2.13% |
UNM Unum Group | 2.75% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% | 1.78% | 1.57% |
Drawdowns
AFL vs. UNM - Drawdown Comparison
The maximum AFL drawdown since its inception was -82.71%, smaller than the maximum UNM drawdown of -89.38%. Use the drawdown chart below to compare losses from any high point for AFL and UNM. For additional features, visit the drawdowns tool.
Volatility
AFL vs. UNM - Volatility Comparison
Aflac Incorporated (AFL) has a higher volatility of 6.20% compared to Unum Group (UNM) at 5.50%. This indicates that AFL's price experiences larger fluctuations and is considered to be riskier than UNM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AFL vs. UNM - Financials Comparison
This section allows you to compare key financial metrics between Aflac Incorporated and Unum Group. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities