Unum Group Stock Review and Comparison with S&P

Unum Group stock has been a mixed bag over the years, but let's take a closer look at how it stacks up against the S&P 500.

Unum Group's stock price has historically been volatile, with a standard deviation of 25.6% compared to the S&P 500's 15.1%.

The company's revenue growth has been steady, averaging 3.2% per year since 2015, but it still lags behind the S&P 500's 10.1% average annual revenue growth.

Unum Group's stock price has also been affected by its high debt-to-equity ratio, which has averaged 2.5 times since 2015.

Investors should consider these factors when evaluating Unum Group's stock performance.

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Unum Group has been around since 1848, making it a long-established company with a rich history.

The company provides financial protection benefits, including disability, life, accident, critical illness, dental, vision, and other related services.

Unum Group operates through five segments: Unum US, Unum International, Colonial Life, Closed Block, and Corporate.

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Unum Group stock has delivered impressive returns over the past year, with a 1-year return of +63.06% compared to the S&P's +24.66%.

This significant outperformance can be attributed to the company's strong financials and effective management. Over the past 5 years, Unum Group's stock has risen by +229.76%, far surpassing the S&P's +85.14%.

Here's a comparison of Unum Group's performance over the past 5 years, alongside the S&P and the US Market:

Unum Group's stock has also outperformed its industry peers and the broader US Market, with a 1-year return of 59.6% compared to the US Insurance industry's 18.9% and the US Market's 24.9%.

The Unum Group's performance has been impressive, with a 1-year return of +63.06% compared to the S&P's +24.66%. This significant gap highlights the company's strong growth.

Over the past 5 years, Unum Group's return has been even more remarkable, with a +229.76% increase, outpacing the S&P's +85.14%. This sustained growth demonstrates the company's long-term success.

Here's a comparison of Unum Group's return vs. the S&P over various time periods:

These numbers show that Unum Group has consistently outperformed the S&P over the years, making it a strong investment choice.

Let's take a closer look at the profitability of these companies. UNM's Return on Assets (Normalized) is a respectable 2.52%, indicating they're making good use of their assets.

UNM's Return on Equity (Normalized) is a strong 15.42%, showing the company is generating significant profits from shareholder investments.

MET's Return on Assets (Normalized) is lower at 0.85%, suggesting they might be struggling to make the most of their assets.

MET's Return on Equity (Normalized) is actually higher than UNM's at 20.11%, indicating they're generating a lot of profits from shareholder investments.

CI's Return on Assets (Normalized) is a healthy 5.14%, showing they're doing a good job of utilizing their assets.

Here's a quick comparison of the Return on Assets (Normalized) for these companies:

CI's Return on Invested Capital (Normalized) is also impressive at 11.33%, showing they're generating good returns from their investments.

UNM and CI have similar Return on Invested Capital (Normalized) rates, at 11.35% and 11.33% respectively, indicating they're both making good use of their investments.

One of Unum Group's main competitors is Assurant, which offers disability income insurance and other employee benefits. Assurant's products are designed to help employers manage their workforce and reduce costs.

Aon plc is another competitor of Unum Group, offering a range of employee benefits and insurance solutions. Aon's expertise in benefits administration and consulting can be a valuable asset for employers.

Marsh & McLennan Companies is a global insurance broker that competes with Unum Group in the employee benefits space. Marsh & McLennan's expertise in risk management can help employers mitigate potential losses.

Guardian Life Insurance Company of America is a mutual insurance company that offers disability income insurance and other employee benefits. Guardian Life's products are designed to help employers provide financial protection for their employees.

Lincoln Financial Group is a leading provider of employee benefits and insurance solutions, competing with Unum Group in the market. Lincoln Financial's products include disability income insurance, life insurance, and retirement plans.

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Unum Group's financials are a crucial aspect to consider when evaluating the company's stock.

The company has a market capitalization of over $10 billion, giving it a significant presence in the insurance industry.

Unum Group's revenue has been steadily increasing over the years, reaching $13.4 billion in 2020.

This growth is largely due to the company's focus on disability insurance, which has become a key area of expansion.

In 2020, Unum Group's net income was $1.1 billion, a significant increase from previous years.

This financial success can be attributed to the company's strong leadership and strategic decision-making.

Unum Group's financials are well-managed, with a debt-to-equity ratio of 0.36, indicating a relatively low level of debt.

The company's cash flow has also been improving, with a cash flow margin of 8.2% in 2020.

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Unum Group stock has had a remarkable run in recent years. It rocketed higher in 2022 while the broader market fell.

The company's stock has also shown impressive returns compared to the S&P. In the 1-year period, Unum Group's stock rose by +63.06%, significantly outperforming the S&P's +24.66% gain.

Here's a quick comparison of Unum Group's returns against the S&P over the past 5 years:

The stock's performance in 2020 was a notable low point, but it has since recovered and is now a good value stock to consider.

UNM's valuation score is 5 out of 6, indicating a relatively strong valuation compared to its peers. This suggests that investors may be getting a good deal when buying into the company.

The company's future growth score is 0 out of 6, which is concerning as it indicates a lack of expected growth in the near future. This could be a red flag for investors looking for long-term potential.

UNM's past performance score is 5 out of 6, showing a strong track record of success. This is a positive sign for investors looking for a company with a history of delivering results.

The company's financial health score is also 5 out of 6, indicating a strong financial position. This is essential for any company to have, as it allows them to weather any storms that may come their way.

UNM's dividend score is 5 out of 6, indicating that the company has a strong history of paying out dividends to its shareholders. This can be a great source of income for investors.

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Here is a comparison of UNM's price volatility to the industry and market:

UNM's average weekly movement is lower than the insurance industry average, indicating a relatively stable share price. However, it's still higher than the market average, suggesting some level of volatility.

As an investor, it's essential to understand how your shares are performing over time. Let's take a look at Unum Group's shareholder returns.

The 7-day return for Unum Group was a modest 0.04%, but it's worth noting that the US Insurance industry saw a decline of 0.7% during the same period.

Here's a comparison of Unum Group's performance with its peers and the broader market over the past year:

Unum Group clearly outperformed the US Insurance industry, which returned 18.9% over the past year. The company also exceeded the US Market, which returned 24.9% over the same period.

Unum Group stock has been on a rollercoaster ride, with its price fluctuating significantly over the past few years. The company's financial performance has been impacted by various factors, including the COVID-19 pandemic.

In 2020, Unum Group reported a net loss of $1.1 billion due to the pandemic's effect on its business. The company's sales and earnings declined significantly during this period.

However, Unum Group's long-term financial health is strong, with a solid balance sheet and a history of paying dividends to its shareholders. The company has a market capitalization of over $10 billion.

Unum Group's stock price has been influenced by its dividend payments, which have been consistently paid out to shareholders since 1996. In fact, the company has increased its dividend payout for 29 consecutive years.

The company's focus on providing disability and life insurance products to its customers has helped it maintain a loyal customer base. This loyalty has contributed to Unum Group's stable financial performance over the years.

Unum Group's ability to adapt to changing market conditions has been a key factor in its success. The company has been able to navigate the challenges posed by the pandemic and maintain its financial stability.

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