Unum Net Income vs. Revenue
| UNMA Stock | USD 25.29 0.19 0.76% |
Net Income | First Reported 1985-09-30 | Previous Quarter 389.5 M | Current Value 645.7 M | Quarterly Volatility 153.1 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.72 | 0.9635 |
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| Net Profit Margin | 0.11 | 0.1037 |
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| Operating Profit Margin | 0.16 | 0.1559 |
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| Pretax Profit Margin | 0.0665 | 0.1324 |
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| Return On Assets | 0.0965 | 0.0919 |
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| Return On Equity | 0.14 | 0.133 |
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For Unum profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Unum to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Unum Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Unum's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Unum Group over time as well as its relative position and ranking within its peers.
Unum |
Unum's Revenue Breakdown by Earning Segment
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Is Life & Health Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? 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. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Unum listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Dividend Share 0.95 |
The market value of Unum Group is measured differently than its book value, which is the value of Unum that is recorded on the company's balance sheet. Investors also form their own opinion of Unum's value that differs from its market value or its book value, called intrinsic value, which is Unum's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Unum's market value can be influenced by many factors that don't directly affect Unum's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic 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. However, Unum's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Unum Group Revenue vs. Net Income Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Unum's current stock value. Our valuation model uses many indicators to compare Unum value to that of its competitors to determine the firm's financial worth. Unum Group is rated first in net income category among its peers. It is rated first in revenue category among its peers totaling about 9.65 of Revenue per Net Income. At present, Unum's Net Income is projected to increase significantly based on the last few years of reporting. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Unum's earnings, one of the primary drivers of an investment's value.Unum Revenue vs. Net Income
Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.
Unum |
| = | 1.28 B |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Unum |
| = | 12.39 B |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Unum Revenue vs Competition
Unum Group is rated first in revenue category among its peers. Market size based on revenue of Financials industry is at this time estimated at about 18.56 Billion. Unum totals roughly 12.39 Billion in revenue claiming about 67% of equities under Financials industry.
Unum Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Unum, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Unum will eventually generate negative long term returns. The profitability progress is the general direction of Unum's change in net profit over the period of time. It can combine multiple indicators of Unum, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -3.3 B | -3.1 B | |
| Operating Income | 1.9 B | 2 B | |
| Net Income | 1.3 B | 1.3 B | |
| Income Tax Expense | 356.3 M | 190.3 M | |
| Income Before Tax | 1.6 B | 1 B | |
| Total Other Income Expense Net | -290.4 M | -304.9 M | |
| Net Income From Continuing Ops | 1.5 B | 1.2 B | |
| Net Income Applicable To Common Shares | 1.5 B | 951.4 M | |
| Interest Income | 204 M | 181.1 M | |
| Change To Netincome | 59.3 M | 62.3 M | |
| Net Income Per Share | 6.50 | 3.26 | |
| Income Quality | 0.94 | 0.89 | |
| Net Income Per E B T | 0.78 | 0.84 |
Unum Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Unum. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Unum position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Unum's important profitability drivers and their relationship over time.
Use Unum in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Unum position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Unum will appreciate offsetting losses from the drop in the long position's value.Unum Pair Trading
Unum Group Pair Trading Analysis
The ability to find closely correlated positions to Unum could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Unum when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Unum - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Unum Group to buy it.
The correlation of Unum is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Unum moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Unum Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Unum can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Unum position
In addition to having Unum in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Energy ETFs theme has 92 constituents at this time.
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Check out World Market Map. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
To fully project Unum's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Unum Group at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Unum's income statement, its balance sheet, and the statement of cash flows.