UNM vs. AFL
Compare and contrast key facts about Unum Group (UNM) and Aflac Incorporated (AFL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNM or AFL.
Key characteristics
| UNM | AFL | |
|---|---|---|
| YTD Return | 15.27% | 2.13% |
| 1Y Return | 32.43% | 31.09% |
| 3Y Return (Ann) | 26.48% | 19.07% |
| 5Y Return (Ann) | 11.63% | 13.84% |
| 10Y Return (Ann) | 8.13% | 13.20% |
| Sharpe Ratio | 1.35 | 1.49 |
| Daily Std Dev | 23.63% | 20.42% |
| Max Drawdown | -89.38% | -82.71% |
| Current Drawdown | -4.71% | -2.48% |
Fundamentals
| UNM | AFL | |
|---|---|---|
| Market Cap | $9.86B | $47.89B |
| EPS | $6.50 | $7.78 |
| PE Ratio | 7.90 | 10.70 |
| PEG Ratio | 2.50 | 0.93 |
| Revenue (TTM) | $12.39B | $18.70B |
| Gross Profit (TTM) | $3.93B | $8.08B |
| EBITDA (TTM) | $1.94B | $5.50B |
Correlation
The correlation between UNM and AFL 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
UNM vs. AFL - Performance Comparison
In the year-to-date period, UNM achieves a 15.27% return, which is significantly higher than AFL's 2.13% return. Over the past 10 years, UNM has underperformed AFL with an annualized return of 8.13%, while AFL has yielded a comparatively higher 13.20% 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
UNM vs. AFL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Unum Group (UNM) and Aflac Incorporated (AFL). 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
UNM vs. AFL - Dividend Comparison
UNM's dividend yield for the trailing twelve months is around 3.49%, more than AFL's 2.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNM Unum Group | 3.49% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% | 1.78% | 1.57% |
AFL Aflac Incorporated | 2.10% | 2.04% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% | 2.46% | 2.13% |
Drawdowns
UNM vs. AFL - Drawdown Comparison
The maximum UNM drawdown since its inception was -89.38%, which is greater than AFL's maximum drawdown of -82.71%. Use the drawdown chart below to compare losses from any high point for UNM and AFL. For additional features, visit the drawdowns tool.
Volatility
UNM vs. AFL - Volatility Comparison
The current volatility for Unum Group (UNM) is 5.03%, while Aflac Incorporated (AFL) has a volatility of 6.14%. This indicates that UNM experiences smaller price fluctuations and is considered to be less risky than AFL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UNM vs. AFL - Financials Comparison
This section allows you to compare key financial metrics between Unum Group and Aflac Incorporated. 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