BV vs. UNM

Last updated Apr 4, 2026

Compare and contrast key facts about BrightView Holdings, Inc. (BV) and Unum Group (UNM).

Performance

BV vs. UNM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BrightView Holdings, Inc. (BV) and Unum Group (UNM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BV achieves a -7.58% return, which is significantly lower than UNM's -3.72% return.

BV

• 1D: -0.51%
• 1M: -12.48%
• YTD: -7.58%
• 6M: -15.76%
• 1Y: -4.72%
• 3Y*: 28.11%
• 5Y*: -7.76%
• 10Y*: —

UNM

• 1D: 0.42%
• 1M: -0.16%
• YTD: -3.72%
• 6M: -5.47%
• 1Y: 6.66%
• 3Y*: 27.09%
• 5Y*: 25.34%
• 10Y*: 12.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BV vs. UNM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BV BrightView Holdings, Inc.	-7.58%	-20.76%	89.90%	22.21%	-51.07%	-6.88%	-10.37%	65.23%	-52.29%
UNM Unum Group	-3.72%	8.56%	66.31%	13.72%	73.56%	11.87%	-16.22%	2.63%	-19.33%

Correlation

The correlation between BV and UNM is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.

Fundamentals

EPS BV : $0.65 UNM : $4.32
PE Ratio BV : 18.08 UNM : 17.18
PEG Ratio BV : 0.44 UNM : 1.20
PS Ratio BV : 0.28 UNM : 0.99
Total Revenue (TTM) BV : $2.69B UNM : $12.76B
Gross Profit (TTM) BV : $609.20M UNM : $4.69B
EBITDA (TTM) BV : $264.90M UNM : $1.15B

Return for Risk

BV vs. UNM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BV

BV Risk / Return Rank: 25
BV Sharpe Ratio Rank: 24
BV Sortino Ratio Rank: 22
BV Omega Ratio Rank: 22
BV Calmar Ratio Rank: 29
BV Martin Ratio Rank: 30

UNM

UNM Risk / Return Rank: 24
UNM Sharpe Ratio Rank: 27
UNM Sortino Ratio Rank: 24
UNM Omega Ratio Rank: 24
UNM Calmar Ratio Rank: 24
UNM Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BV vs. UNM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BrightView Holdings, Inc. (BV) 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.

	BV	UNM	Difference
Sharpe ratio Return per unit of total volatility	-0.37	-0.29	-0.08
Sortino ratio Return per unit of downside risk	-0.31	-0.20	-0.11
Omega ratio Gain probability vs. loss probability	0.96	0.97	-0.01
Calmar ratio Return relative to maximum drawdown	-0.31	-0.45	+0.15
Martin ratio Return relative to average drawdown	-0.53	-0.93	+0.40
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BV vs. UNM - Sharpe Ratio Comparison

The current BV Sharpe Ratio is -0.37, which is comparable to the UNM Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of BV and UNM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BV	UNM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.37	-0.29	-0.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.20	0.84	-1.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.34	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.16	0.22	-0.39

Drawdowns

BV vs. UNM - Drawdown Comparison

The maximum BV drawdown since its inception was -77.39%, smaller than the maximum UNM drawdown of -89.38%. Use the drawdown chart below to compare losses from any high point for BV and UNM.

Drawdown Indicators

	BV	UNM	Difference
Max Drawdown Largest peak-to-trough decline	-77.39%	-89.38%	+11.99%
Max Drawdown (1Y) Largest decline over 1 year	-32.70%	-16.08%	-16.62%
Max Drawdown (5Y) Largest decline over 5 years	-72.41%	-28.28%	-44.13%
Max Drawdown (10Y) Largest decline over 10 years	—	-81.06%	—
Current Drawdown Current decline from peak	-48.80%	-8.92%	-39.88%
Average Drawdown Average peak-to-trough decline	-41.98%	-32.82%	-9.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.00%	8.02%	+10.98%

Volatility

BV vs. UNM - Volatility Comparison

BrightView Holdings, Inc. (BV) has a higher volatility of 9.84% compared to Unum Group (UNM) at 5.45%. This indicates that BV'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.

Volatility by Period

	BV	UNM	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.84%	5.45%	+4.39%
Volatility (6M) Calculated over the trailing 6-month period	21.57%	16.19%	+5.38%
Volatility (1Y) Calculated over the trailing 1-year period	33.14%	29.19%	+3.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	39.81%	30.45%	+9.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	45.47%	37.62%	+7.85%

Dividends

BV vs. UNM - Dividend Comparison

BV has not paid dividends to shareholders, while UNM's dividend yield for the trailing twelve months is around 2.43%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BV BrightView Holdings, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UNM Unum Group	2.43%	2.27%	2.15%	3.07%	3.07%	4.76%	4.97%	3.74%	3.34%	1.57%	1.75%	2.10%

Financials