BWA vs UNM
Comparison between BorgWarner Inc (BWA, Company) and Unum Group (UNM, Company).
BWA is from the Consumer Cyclical sector, while UNM is from the Financial Services sector.
5-Year PerformanceUNM has outperformed BWA, delivering a return of +31.2% compared to +13.0%
BWA vs UNM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BWA vs UNM - Historical Returns
Returns include dividend reinvestment.
BWA vs UNM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BWA | UNM |
|---|---|---|
| 2026 | +54.87% | +17.91% |
| 2025 | +46.06% | +8.70% |
| 2024 | -10.38% | +64.57% |
| 2023 | +2.47% | +15.86% |
| 2022 | -9.40% | +68.61% |
| 2021 | +20.20% | +16.16% |
| 2020 | -10.38% | -17.67% |
| 2019 | +25.75% | +0.31% |
| 2018 | -31.89% | -45.20% |
| 2017 | +29.14% | +26.17% |
| 2016 | -5.18% | +37.36% |
| 2015 | -20.22% | -2.19% |
| 2014 | +0.89% | +3.48% |
| 2013 | +50.83% | +66.69% |
| 2012 | +9.46% | -1.07% |
| 2011 | -13.11% | -13.80% |
| 2010 | +114.21% | +23.35% |
| 2009 | +45.65% | +7.88% |
| 2008 | -52.77% | -19.23% |
| 2007 | +63.88% | +15.94% |
| 2006 | -3.39% | -8.85% |
| 2005 | +15.44% | +32.04% |
| 2004 | +28.28% | +13.71% |
| 2003 | +63.75% | -11.11% |
| 2002 | -2.65% | -32.10% |
| 2001 | +33.20% | +6.71% |
| 2000 | +5.11% | -9.50% |
| 1999 | +1.55% | +2.63% |
BWA vs UNM Drawdown Comparison
The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.
The maximum drawdown for UNM was -81.88%, occurring on Mar 11, 2003. Recovery took 3347 trading sessions.
The current BWA drawdown is -6.74%. The current UNM drawdown is -2.97%.
| Rank | BWA | UNM |
|---|---|---|
| #1 | -72.14% May 16, 2008 - Oct 27, 2010 | -81.88% Nov 19, 1999 - Mar 14, 2013 |
| #2 | -68.23% Jul 9, 2014 - Feb 4, 2026 | -81.07% Jan 12, 2018 - Jun 29, 2023 |
| #3 | -42.29% May 23, 2002 - Jul 18, 2003 | -34.97% Jul 29, 2015 - May 27, 2016 |
| #4 | -33.05% Aug 7, 2001 - Jan 29, 2002 | -18.77% May 31, 2016 - Oct 12, 2016 |
| #5 | -31.25% Apr 4, 2011 - Feb 16, 2012 | -17.95% Oct 17, 2023 - Mar 7, 2024 |
| #6 | -30.45% Mar 15, 2012 - Jul 10, 2013 | -16.84% Mar 24, 2025 - Apr 29, 2026 |
| #7 | -28.43% Nov 19, 1999 - May 1, 2000 | -14.79% Sep 2, 2014 - Jun 10, 2015 |
| #8 | -28.16% May 16, 2000 - Feb 6, 2001 | -12.26% Dec 26, 2013 - Mar 4, 2014 |
| #9 | -23.80% Feb 12, 2026 - May 13, 2026 | -11.78% Mar 1, 2017 - Jul 28, 2017 |
| #10 | -23.35% Oct 31, 2007 - May 7, 2008 | -11.16% Aug 1, 2013 - Nov 8, 2013 |
| #11 | -21.49% Jan 26, 2004 - Nov 5, 2004 | -10.05% Apr 3, 2024 - Jul 17, 2024 |
| #12 | -19.91% May 16, 2006 - Jan 24, 2007 | -9.58% Mar 10, 2014 - Aug 26, 2014 |
| #13 | -17.83% Jul 16, 2007 - Oct 1, 2007 | -8.60% Aug 4, 2017 - Sep 27, 2017 |
| #14 | -16.41% Feb 1, 2005 - Jun 13, 2005 | -8.51% Nov 27, 2024 - Jan 29, 2025 |
| #15 | -15.08% Mar 8, 2001 - May 16, 2001 | -8.42% Mar 28, 2013 - May 8, 2013 |
Correlation
Correlation between BWA and UNM is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
BWA vs UNM dividend yield comparison.
| Year | BWA | UNM |
|---|---|---|
| 2026 | 0.47% | 1.02% |
| 2025 | 1.24% | 2.27% |
| 2024 | 1.38% | 2.15% |
| 2023 | 1.45% | 3.07% |
| 2022 | 1.69% | 3.07% |
| 2021 | 1.51% | 4.76% |
| 2020 | 1.76% | 4.97% |
| 2019 | 1.57% | 3.74% |
| 2018 | 1.96% | 3.34% |
| 2017 | 1.15% | 1.57% |
| 2016 | 1.34% | 1.75% |
| 2015 | 1.20% | 2.10% |
| 2014 | 0.93% | 1.78% |
| 2013 | 0.45% | 1.57% |
| 2012 | 0.00% | 2.26% |
| 2011 | 0.00% | 1.87% |
| 2010 | 0.00% | 1.45% |
| 2009 | 0.36% | 1.61% |
| 2008 | 2.02% | 1.61% |
| 2007 | 0.70% | 1.26% |
| 2006 | 1.08% | 1.44% |
| 2005 | 0.92% | 1.32% |
| 2004 | 0.92% | 1.67% |
| 2003 | 0.85% | 2.36% |
| 2002 | 1.19% | 3.36% |
| 2001 | 1.15% | 2.23% |
| 2000 | 1.50% | 2.19% |
| 1999 | 0.00% | 0.46% |
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