Unum Competitors
| UNM Stock | USD 75.97 0.14 0.18% |
Unum vs Banco Santander Correlation
Modest diversification
The correlation between Unum Group and BSAC is 0.24 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Unum Group and BSAC in the same portfolio, assuming nothing else is changed.
Moving together with Unum Stock
| 0.74 | GL | Globe Life Earnings Call This Week | PairCorr |
Unum Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Unum and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Unum and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Unum Group does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Unum Stock performing well and Unum Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Unum's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| MET | 1.08 | (0.03) | (0.02) | 0.01 | 1.33 | 2.57 | 7.07 | |||
| GL | 0.83 | 0.03 | 0.02 | 0.08 | 0.84 | 1.94 | 4.88 | |||
| AEG | 1.15 | 0.04 | 0.01 | 0.09 | 2.09 | 2.39 | 11.41 | |||
| RGA | 0.96 | 0.10 | 0.06 | 0.32 | 1.04 | 2.36 | 5.26 | |||
| RNR | 1.15 | 0.24 | 0.14 | (1.68) | 1.24 | 2.66 | 10.07 | |||
| CIB | 1.28 | 0.53 | 0.36 | 1.04 | 0.81 | 3.65 | 7.98 | |||
| WF | 1.37 | 0.21 | 0.12 | 0.62 | 1.46 | 3.13 | 7.81 | |||
| CNA | 0.77 | 0.09 | 0.06 | 0.40 | 0.88 | 1.62 | 4.93 | |||
| BSAC | 1.18 | 0.31 | 0.15 | 0.42 | 1.47 | 2.85 | 5.90 |
Cross Equities Net Income Analysis
Compare Unum Group and related stocks such as MetLife, Globe Life, and Aegon NV ADR Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MET | 699 M | 6.4 B | 1.3 B | 3.4 B | 6.3 B | 5.4 B | 850 M | 4 B | 5.1 B | 5.9 B | 5.4 B | 6.9 B | 5.3 B | 1.6 B | 4.4 B | 5.1 B | 3.4 B |
| GL | 165.1 M | 497.2 M | 529.3 M | 528.5 M | 542.9 M | 527.1 M | 549.8 M | 1.5 B | 701 M | 760.8 M | 731.8 M | 745 M | 739.7 M | 970.8 M | 1.1 B | 1.2 B | 1.3 B |
| AEG | 139.5 M | 869 M | 1.6 B | 846 M | 1.2 B | (432 M) | 586 M | 2.4 B | 710 M | 1.2 B | 45 M | 2 B | (570 M) | (179 M) | 688 M | 791.2 M | 1 B |
| RGA | 34.1 M | 599.6 M | 631.9 K | 418.9 K | 684 K | 502.2 K | 701.4 K | 1.8 M | 716 K | 870 M | 415 M | 617 M | 517 M | 902 M | 717 M | 824.5 M | 865.8 M |
| RNR | 39.2 M | (57.2 M) | 600.9 M | 690.6 M | 532.7 M | 431.2 M | 503 M | (222.4 M) | 227.4 M | 748.8 M | 762.4 M | (40.2 M) | (1.1 B) | 2.6 B | 1.9 B | 2.2 B | 2.3 B |
| CIB | (11.1 B) | 1.7 T | 1.7 T | 1.5 T | 2.4 T | 2.5 T | 2.9 T | 2.6 T | 2.7 T | 3.1 T | 276 B | 4.1 T | 6.8 T | 6.1 T | 6.3 T | 7.2 T | 7.6 T |
| WF | 1.1 T | 1.1 T | 1.1 T | 132.6 B | 385.2 B | 875.8 B | 1.3 T | 1.5 T | 2 T | 1.9 T | 1.3 T | 2.5 T | 3.2 T | 2.5 T | 3.1 T | 3.5 T | 1.8 T |
| CNA | 180.1 M | 612 M | 628 M | 937 M | 691 M | 479 M | 859 M | 899 M | 813 M | 1000 M | 690 M | 1.2 B | 682 M | 1.2 B | 959 M | 1.1 B | 1.2 B |
| BSAC | 69.6 B | 402.2 B | 356.8 B | 442.3 B | 569.9 B | 448.5 B | 476.1 B | 562.8 B | 595.3 B | 619.1 B | 547.6 B | 842.5 B | 792.3 B | 579.4 B | 853 B | 1.1 T | 1.1 T |
Unum Group and related stocks such as MetLife, Globe Life, and Aegon NV ADR Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Unum Group financial statement analysis. It represents the amount of money remaining after all of Unum Group operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Unum Competitive Analysis
The better you understand Unum competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Unum's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Unum's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Unum Competition Performance Charts
Five steps to successful analysis of Unum Competition
Unum's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Unum Group in relation to its competition. Unum's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Unum in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Unum's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Unum Group, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Unum position
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Check out Unum Correlation with its peers. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Will Life & Health Insurance sector continue expanding? Could Unum diversify its offerings? Factors like these will boost the valuation of Unum. If investors know Unum will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Unum data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.93) | Dividend Share 1.76 | Earnings Share 5.15 | Revenue Per Share | Quarterly Revenue Growth 0.05 |
Understanding Unum Group requires distinguishing between market price and book value, where the latter reflects Unum's accounting equity. The concept of intrinsic value—what Unum's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Unum's price substantially above or below its fundamental value.
Please note, there is a significant difference between Unum's value and its price as these two are different measures arrived at by different means. Investors typically determine if Unum is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, Unum's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.