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.
Correlation
The correlation between AFL and UNM is 0.50, 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
Key characteristics
AFL:
1.23
UNM:
2.00
AFL:
1.65
UNM:
2.72
AFL:
1.25
UNM:
1.41
AFL:
2.20
UNM:
3.60
AFL:
5.11
UNM:
12.43
AFL:
5.41%
UNM:
4.47%
AFL:
22.46%
UNM:
27.85%
AFL:
-82.71%
UNM:
-89.38%
AFL:
-7.32%
UNM:
-5.11%
Fundamentals
AFL:
$57.37B
UNM:
$14.00B
AFL:
$6.43
UNM:
$8.48
AFL:
16.45
UNM:
9.39
AFL:
0.93
UNM:
2.50
AFL:
3.40
UNM:
1.08
AFL:
2.17
UNM:
1.25
AFL:
$13.69B
UNM:
$12.73B
AFL:
$13.69B
UNM:
$12.50B
AFL:
$4.25B
UNM:
$2.21B
Returns By Period
In the year-to-date period, AFL achieves a 2.81% return, which is significantly lower than UNM's 8.89% return. Over the past 10 years, AFL has outperformed UNM with an annualized return of 15.42%, while UNM has yielded a comparatively lower 12.18% annualized return.
AFL
2.81%
3.70%
2.21%
29.73%
28.50%
15.42%
UNM
8.89%
11.11%
24.10%
56.31%
46.41%
12.18%
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Risk-Adjusted Performance
AFL vs. UNM — Risk-Adjusted Performance Rank
AFL
UNM
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 1.97%, less than UNM's 2.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFL Aflac Incorporated | 1.97% | 1.93% | 2.04% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% | 2.46% |
UNM Unum Group | 2.14% | 2.15% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% | 1.78% |
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
The current volatility for Aflac Incorporated (AFL) is 13.26%, while Unum Group (UNM) has a volatility of 16.59%. This indicates that AFL experiences smaller price fluctuations and is considered to be less risky 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
AFL vs. UNM - Profitability Comparison
AFL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Aflac Incorporated reported a gross profit of 5.50B and revenue of 5.50B. Therefore, the gross margin over that period was 100.0%.
UNM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Unum Group reported a gross profit of 3.09B and revenue of 3.09B. Therefore, the gross margin over that period was 100.0%.
AFL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Aflac Incorporated reported an operating income of 2.14B and revenue of 5.50B, resulting in an operating margin of 38.8%.
UNM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Unum Group reported an operating income of 213.30M and revenue of 3.09B, resulting in an operating margin of 6.9%.
AFL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Aflac Incorporated reported a net income of 1.90B and revenue of 5.50B, resulting in a net margin of 34.6%.
UNM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Unum Group reported a net income of 189.10M and revenue of 3.09B, resulting in a net margin of 6.1%.