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BV vs. UNM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BV and UNM is 0.48, 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

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.

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Key characteristics

Sharpe Ratio

BV:

0.73

UNM:

2.05

Sortino Ratio

BV:

1.17

UNM:

2.79

Omega Ratio

BV:

1.15

UNM:

1.42

Calmar Ratio

BV:

0.56

UNM:

3.71

Martin Ratio

BV:

1.64

UNM:

12.77

Ulcer Index

BV:

16.05%

UNM:

4.49%

Daily Std Dev

BV:

39.45%

UNM:

27.82%

Max Drawdown

BV:

-77.39%

UNM:

-89.38%

Current Drawdown

BV:

-30.87%

UNM:

-2.93%

Fundamentals

Market Cap

BV:

$1.51B

UNM:

$14.15B

EPS

BV:

-$0.02

UNM:

$8.48

PEG Ratio

BV:

4.04

UNM:

2.50

PS Ratio

BV:

0.55

UNM:

1.11

PB Ratio

BV:

1.10

UNM:

1.26

Total Revenue (TTM)

BV:

$2.73B

UNM:

$12.73B

Gross Profit (TTM)

BV:

$634.00M

UNM:

$12.50B

EBITDA (TTM)

BV:

$217.50M

UNM:

$2.21B

Returns By Period

In the year-to-date period, BV achieves a -1.13% return, which is significantly lower than UNM's 11.39% return.


BV

YTD

-1.13%

1M

22.37%

6M

-14.86%

1Y

25.78%

5Y*

4.54%

10Y*

N/A

UNM

YTD

11.39%

1M

9.59%

6M

17.19%

1Y

55.48%

5Y*

45.78%

10Y*

12.40%

*Annualized

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Risk-Adjusted Performance

BV vs. UNM — Risk-Adjusted Performance Rank

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

BV
The Risk-Adjusted Performance Rank of BV is 7373
Overall Rank
The Sharpe Ratio Rank of BV is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of BV is 7171
Sortino Ratio Rank
The Omega Ratio Rank of BV is 6969
Omega Ratio Rank
The Calmar Ratio Rank of BV is 7575
Calmar Ratio Rank
The Martin Ratio Rank of BV is 7070
Martin Ratio Rank

UNM
The Risk-Adjusted Performance Rank of UNM is 9696
Overall Rank
The Sharpe Ratio Rank of UNM is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of UNM is 9393
Sortino Ratio Rank
The Omega Ratio Rank of UNM is 9494
Omega Ratio Rank
The Calmar Ratio Rank of UNM is 9898
Calmar Ratio Rank
The Martin Ratio Rank of UNM is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BV vs. UNM - Risk-Adjusted Performance 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.


The current BV Sharpe Ratio is 0.73, which is lower than the UNM Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of BV and UNM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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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 2.09%.


TTM20242023202220212020201920182017201620152014
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
2.09%2.15%3.07%3.07%4.76%4.97%3.74%3.34%1.57%1.75%2.10%1.78%

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. For additional features, visit the drawdowns tool.


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Volatility

BV vs. UNM - Volatility Comparison

BrightView Holdings, Inc. (BV) has a higher volatility of 10.40% compared to Unum Group (UNM) at 8.71%. 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.


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Financials

BV vs. UNM - Financials Comparison

This section allows you to compare key financial metrics between BrightView Holdings, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20212022202320242025
662.60M
3.09B
(BV) Total Revenue
(UNM) Total Revenue
Values in USD except per share items

BV vs. UNM - Profitability Comparison

The chart below illustrates the profitability comparison between BrightView Holdings, Inc. and Unum Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
22.3%
100.0%
(BV) Gross Margin
(UNM) Gross Margin
BV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BrightView Holdings, Inc. reported a gross profit of 147.50M and revenue of 662.60M. Therefore, the gross margin over that period was 22.3%.

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%.

BV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BrightView Holdings, Inc. reported an operating income of 22.30M and revenue of 662.60M, resulting in an operating margin of 3.4%.

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%.

BV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BrightView Holdings, Inc. reported a net income of 6.40M and revenue of 662.60M, resulting in a net margin of 1.0%.

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%.