Correlation
The correlation between AIZ and UNM is 0.53, 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.
AIZ vs. UNM
Compare and contrast key facts about Assurant, Inc. (AIZ) and Unum Group (UNM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIZ or UNM.
Performance
AIZ vs. UNM - Performance Comparison
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Key characteristics
AIZ:
0.84
UNM:
2.09
AIZ:
1.36
UNM:
2.87
AIZ:
1.18
UNM:
1.43
AIZ:
1.07
UNM:
3.91
AIZ:
2.96
UNM:
13.34
AIZ:
7.51%
UNM:
4.52%
AIZ:
25.04%
UNM:
28.07%
AIZ:
-81.62%
UNM:
-89.38%
AIZ:
-10.59%
UNM:
-1.43%
Fundamentals
AIZ:
$10.29B
UNM:
$14.37B
AIZ:
$13.01
UNM:
$8.51
AIZ:
15.60
UNM:
9.60
AIZ:
1.46
UNM:
2.50
AIZ:
0.85
UNM:
1.12
AIZ:
1.94
UNM:
1.28
AIZ:
$12.07B
UNM:
$12.73B
AIZ:
$8.97B
UNM:
$12.50B
AIZ:
$1.10B
UNM:
$2.21B
Returns By Period
In the year-to-date period, AIZ achieves a -4.45% return, which is significantly lower than UNM's 13.11% return. Over the past 10 years, AIZ has outperformed UNM with an annualized return of 14.17%, while UNM has yielded a comparatively lower 12.27% annualized return.
AIZ
-4.45%
5.92%
-9.97%
18.80%
6.47%
16.59%
14.17%
UNM
13.11%
5.53%
7.42%
55.62%
34.82%
45.41%
12.27%
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Risk-Adjusted Performance
AIZ vs. UNM — Risk-Adjusted Performance Rank
AIZ
UNM
AIZ vs. UNM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Assurant, Inc. (AIZ) 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.
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Dividends
AIZ vs. UNM - Dividend Comparison
AIZ's dividend yield for the trailing twelve months is around 1.50%, less than UNM's 2.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIZ Assurant, Inc. | 1.50% | 1.39% | 1.67% | 2.19% | 1.71% | 1.87% | 1.85% | 2.55% | 2.13% | 2.19% | 1.70% | 1.55% |
UNM Unum Group | 2.06% | 2.15% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% | 1.78% |
Drawdowns
AIZ vs. UNM - Drawdown Comparison
The maximum AIZ drawdown since its inception was -81.62%, smaller than the maximum UNM drawdown of -89.38%. Use the drawdown chart below to compare losses from any high point for AIZ and UNM.
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Volatility
AIZ vs. UNM - Volatility Comparison
Assurant, Inc. (AIZ) has a higher volatility of 8.33% compared to Unum Group (UNM) at 5.78%. This indicates that AIZ'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.
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Financials
AIZ vs. UNM - Financials Comparison
This section allows you to compare key financial metrics between Assurant, Inc. 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
AIZ vs. UNM - Profitability Comparison
AIZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Assurant, Inc. reported a gross profit of -26.80M and revenue of 3.07B. Therefore, the gross margin over that period was -0.9%.
UNM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
AIZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Assurant, Inc. reported an operating income of 183.70M and revenue of 3.07B, resulting in an operating margin of 6.0%.
UNM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Unum Group reported an operating income of 213.30M and revenue of 3.09B, resulting in an operating margin of 6.9%.
AIZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Assurant, Inc. reported a net income of 146.60M and revenue of 3.07B, resulting in a net margin of 4.8%.
UNM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Unum Group reported a net income of 189.10M and revenue of 3.09B, resulting in a net margin of 6.1%.