UNM:NYE-Unum Group (USD)

EQUITY | Insurance - Life | New York Stock Exchange

Last Closing

USD 71.3

Change

+1.08 (+1.54)%

Market Cap

USD 9.93B

Volume

1.29M

Analyst Target

USD 21.00
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unum Group provides disability insurance products in the United States and the United Kingdom. It also provides a portfolio of other insurance products, including employer- and employee-paid group benefits, life insurance, and other related services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
AFL Aflac Incorporated

-0.21 (-0.19%)

USD 61.35B
MET-PA MetLife Inc Preferred Stock Se..

+0.09 (+0.37%)

USD 48.13B
MET-PE MetLife Inc Preferred Stock Se..

-0.02 (-0.08%)

USD 44.43B
PRU Prudential Financial Inc

-0.23 (-0.18%)

USD 43.38B
PUK Prudential Public Limited Comp..

-0.04 (-0.26%)

USD 22.35B
PRI Primerica Inc

-2.46 (-0.81%)

USD 9.94B
JXN Jackson Financial Inc

-1.76 (-1.60%)

USD 7.52B
FG F&G Annuities & Life Inc.

-0.46 (-1.00%)

USD 5.09B
ANG-PA American National Group Inc.

N/A

N/A
MET-PF MetLife Inc Preferred Stock Se..

-0.07 (-0.32%)

N/A

ETFs Containing UNM

FLI:CA CI U.S. & Canada Lifeco C.. 10.22 % 0.92 %

-0.03 (0.45%)

CAD 0.09B
XMVM Invesco S&P MidCap Value .. 2.01 % 0.39 %

-0.35 (0.45%)

USD 0.28B
LSAF LeaderSharesTM AlphaFacto.. 1.12 % 0.75 %

-0.16 (0.45%)

USD 0.16B
2B77:F iShares Ageing Population.. 0.71 % 0.00 %

+0.05 (+0.45%)

N/A
2B77:XETRA iShares Ageing Population.. 0.68 % 0.00 %

N/A

USD 0.50B
DFAT Dimensional U.S. Targeted.. 0.65 % 0.00 %

-0.27 (0.45%)

USD 10.46B
WSCR:LSE UBS (Irl) ETF plc - MSCI .. 0.63 % 0.00 %

+0.55 (+0.45%)

USD 0.01B
UIMS:XETRA UBS (Irl) ETF plc - UBS (.. 0.57 % 0.00 %

+0.03 (+0.45%)

USD 0.07B
WSCSRI:SW UBS (Irl) ETF plc - UBS (.. 0.57 % 0.00 %

+0.05 (+0.45%)

USD 0.43B
JPME JPMorgan Diversified Retu.. 0.48 % 0.24 %

-0.27 (0.45%)

USD 0.43B
USSC:LSE SPDR® MSCI USA Small Cap.. 0.46 % 0.00 %

-0.05 (0.45%)

USD 0.54B
ZPRV:F SSgA SPDR ETFs Europe II .. 0.46 % 0.00 %

+0.39 (+0.45%)

USD 0.50B
ZPRV:XETRA SPDR® MSCI USA Small Cap.. 0.46 % 0.00 %

+0.21 (+0.45%)

USD 0.50B
JPUS JPMorgan Diversified Retu.. 0.00 % 0.19 %

-0.19 (0.45%)

USD 0.45B
USVM VictoryShares US Small Mi.. 0.00 % 0.25 %

-0.60 (0.45%)

USD 0.28B
SDVY First Trust SMID Cap Risi.. 0.00 % 0.60 %

-0.17 (0.45%)

USD 6.33B
ZEUS:CA 0.00 % 0.73 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Life) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 57.67% 89% A- 94% A
Dividend Return 3.47% 50% F 56% F
Total Return 61.15% 89% A- 94% A
Trailing 12 Months  
Capital Gain 68.52% 89% A- 92% A
Dividend Return 3.71% 50% F 49% F
Total Return 72.23% 89% A- 92% A
Trailing 5 Years  
Capital Gain 140.72% 93% A 89% A-
Dividend Return 22.05% 67% D+ 68% D+
Total Return 162.76% 93% A 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 29.80% 89% A- 88% B+
Dividend Return 34.03% 89% A- 89% A-
Total Return 4.23% 75% C 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 30.41% 44% F 35% F
Risk Adjusted Return 111.91% 100% F 98% N/A
Market Capitalization 9.93B N/A N/A N/A N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Life) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 11.10 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.