Unum Group Stock Performance
| UNMA Stock | USD 25.05 0.04 0.16% |
The entity has a beta of 0.0772, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Unum's returns are expected to increase less than the market. However, during the bear market, the loss of holding Unum is expected to be smaller as well. Unum Group right now has a risk of 0.48%. Please validate Unum downside variance, as well as the relationship between the kurtosis and day median price , to decide if Unum will be following its existing price patterns.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Unum Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong primary indicators, Unum is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (0.12) | Five Day Return (0.20) | Year To Date Return (0.04) | Ten Year Return 0.16 | All Time Return 0.16 |
Forward Dividend Yield 0.0603 | Dividend Date 2024-12-16 |
1 | Versor Investments LP Takes 715,000 Position in Unum Group - MarketBeat | 09/04/2024 |
2 | Disposition of 3750 shares by Christopher Pyne of Unum at 49.025 subject to Rule 16b-3 | 09/10/2024 |
| Unum dividend paid on 16th of September 2024 | 09/16/2024 |
3 | Unum Group stock hits 52-week high at 26.02 amid growth - Investing.com | 09/25/2024 |
4 | Acquisition by Susan Cross of 38 shares of Unum subject to Rule 16b-3 | 10/01/2024 |
5 | Acquisition by Puneet Bhasin of 27871 shares of Unum subject to Rule 16b-3 | 10/03/2024 |
6 | Acquisition by Elizabeth Ahmed of 17838 shares of Unum subject to Rule 16b-3 | 10/10/2024 |
7 | Unum Group Declares Quarterly Dividend of 0.420 Per Share of its Common Stock - Business Wire | 10/11/2024 |
8 | Disposition of 20290 shares by Richard McKenney of Unum at 45.57 subject to Rule 16b-3 | 10/18/2024 |
| Begin Period Cash Flow | 119.2 M |
Unum |
Unum Relative Risk vs. Return Landscape
If you would invest 2,502 in Unum Group on August 24, 2024 and sell it today you would earn a total of 3.00 from holding Unum Group or generate 0.12% return on investment over 90 days. Unum Group is currently generating 0.003% in daily expected returns and assumes 0.4798% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of stocks are less volatile than Unum, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Unum Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Unum's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Unum Group, and traders can use it to determine the average amount a Unum's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0063
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UNMA |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Unum is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Unum by adding Unum to a well-diversified portfolio.
Unum Fundamentals Growth
Unum Stock prices reflect investors' perceptions of the future prospects and financial health of Unum, and Unum fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Unum Stock performance.
| Price To Earning | 5.23 X | |||
| Revenue | 12.39 B | |||
| EBITDA | 1.94 B | |||
| Net Income | 1.28 B | |||
| Cash And Equivalents | 1.53 B | |||
| Cash Per Share | 7.01 X | |||
| Total Debt | 3.43 B | |||
| Debt To Equity | 33.90 % | |||
| Current Ratio | 8.48 X | |||
| Book Value Per Share | 43.20 X | |||
| Cash Flow From Operations | 1.2 B | |||
| Market Capitalization | 5.67 B | |||
| Total Asset | 13.97 B | |||
| Retained Earnings | 11.43 B | |||
About Unum Performance
By analyzing Unum's fundamental ratios, stakeholders can gain valuable insights into Unum's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Unum has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Unum has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.1 K | -1.2 K | |
| Return On Tangible Assets | 0.12 | 0.12 | |
| Return On Capital Employed | 0.14 | 0.15 | |
| Return On Assets | 0.09 | 0.10 | |
| Return On Equity | 0.13 | 0.14 |
Things to note about Unum Group performance evaluation
Checking the ongoing alerts about Unum for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Unum Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Unum Group is unlikely to experience financial distress in the next 2 years |
- Analyzing Unum's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Unum's stock is overvalued or undervalued compared to its peers.
- Examining Unum's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Unum's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Unum's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Unum's stock. These opinions can provide insight into Unum's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Unum Stock analysis
When running Unum's price analysis, check to measure Unum's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Unum is operating at the current time. Most of Unum's value examination focuses on studying past and present price action to predict the probability of Unum's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Unum's price. Additionally, you may evaluate how the addition of Unum to your portfolios can decrease your overall portfolio volatility.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |