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.
Correlation
The correlation between UNM and AFL 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
UNM vs. AFL - Performance Comparison
Loading data...
Key characteristics
UNM:
2.02
AFL:
0.93
UNM:
2.68
AFL:
1.28
UNM:
1.40
AFL:
1.19
UNM:
3.57
AFL:
1.61
UNM:
12.24
AFL:
3.59
UNM:
4.50%
AFL:
5.65%
UNM:
27.96%
AFL:
22.46%
UNM:
-89.38%
AFL:
-82.71%
UNM:
-3.13%
AFL:
-8.76%
Fundamentals
UNM:
$14.12B
AFL:
$55.98B
UNM:
$8.48
AFL:
$6.43
UNM:
9.47
AFL:
16.10
UNM:
2.50
AFL:
0.93
UNM:
1.10
AFL:
3.31
UNM:
1.29
AFL:
2.17
UNM:
$12.73B
AFL:
$17.09B
UNM:
$12.50B
AFL:
$13.64B
UNM:
$2.21B
AFL:
$4.39B
Returns By Period
In the year-to-date period, UNM achieves a 11.16% return, which is significantly higher than AFL's 1.21% return. Over the past 10 years, UNM has underperformed AFL with an annualized return of 12.27%, while AFL has yielded a comparatively higher 15.39% annualized return.
UNM
11.16%
8.84%
11.79%
56.15%
36.93%
45.76%
12.27%
AFL
1.21%
-0.82%
-5.03%
20.64%
26.23%
27.45%
15.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
UNM vs. AFL — Risk-Adjusted Performance Rank
UNM
AFL
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.
Loading data...
Dividends
UNM vs. AFL - Dividend Comparison
UNM's dividend yield for the trailing twelve months is around 2.09%, which matches AFL's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AFL Aflac Incorporated | 2.09% | 1.93% | 2.04% | 2.22% | 2.26% | 2.52% | 2.04% | 2.28% | 1.98% | 2.39% | 2.64% | 2.46% |
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.
Loading data...
Volatility
UNM vs. AFL - Volatility Comparison
The current volatility for Unum Group (UNM) is 5.77%, while Aflac Incorporated (AFL) has a volatility of 6.37%. 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.
Loading data...
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
UNM vs. AFL - Profitability Comparison
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 - 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 -50.00M and revenue of 3.40B. Therefore, the gross margin over that period was -1.5%.
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 - 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 145.00M and revenue of 3.40B, resulting in an operating margin of 4.3%.
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%.
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 29.00M and revenue of 3.40B, resulting in a net margin of 0.9%.