DVA vs UNM

Comparison between DaVita Inc (DVA, Company) and Unum Group (UNM, Company).

DVA is from the Healthcare sector, while UNM is from the Financial Services sector.

5-Year PerformanceUNM has outperformed DVA, delivering a return of +25.9% compared to +9.4%

DVA vs UNM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVA(COMPANY)	UNM(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	68.00%	83.30%
Sharpe Ratio	0.87	0.09
5Y Beta	0.41	0.75
Industry	Medical Care Facilities	Insurance - Life
P/E Ratio	19.72	17.32
Forward P/E	11.35	8.22
PEG Ratio	0.58	1.03
Dividend Yield	N/A	1.72%
5Y Dividends CAGR	N/A	14.67%
5Y EPS CAGR	8.34%	11.95%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	11.41%	4.09%
P/S Ratio	0.91	0.96
P/B Ratio	91.65	1.18

Market Cap

DVA

$13B

Winner

UNM

$13B

Max Drawdown

Winner

DVA

68.00%

UNM

83.30%

Sharpe Ratio

Winner

DVA

0.87

UNM

0.09

5Y Beta

Winner

DVA

0.41

UNM

0.75

Industry

DVA

Medical Care Facilities

UNM

Insurance - Life

P/E Ratio

DVA

19.72

Winner

UNM

17.32

Forward P/E

DVA

11.35

Winner

UNM

8.22

PEG Ratio

Winner

DVA

0.58

UNM

1.03

Dividend Yield

DVA

N/A

UNM

1.72%

5Y Dividends CAGR

DVA

N/A

UNM

14.67%

5Y EPS CAGR

DVA

8.34%

Winner

UNM

11.95%

Debt to Equity

DVA

0.00%

UNM

0.00%

Free Cash Flow Yield

Winner

DVA

11.41%

UNM

4.09%

P/S Ratio

Winner

DVA

0.91

UNM

0.96

P/B Ratio

DVA

91.65

Winner

UNM

1.18

DVA vs UNM - Historical Returns

Returns include dividend reinvestment.

Period	DVA	UNM
1 month	+33.84%	+4.91%
3 months	+44.34%	+13.47%
6 months	+60.62%	+4.74%
1 year	+38.32%	+3.20%
5 years(CAGR)	+9.39%	+25.88%
10 years(CAGR)	+10.08%	+12.82%
Max(CAGR)	+17.76%	+6.21%

Winner

DVA

+33.84%

UNM

+4.91%

Winner

DVA

+44.34%

UNM

+13.47%

Winner

DVA

+60.62%

UNM

+4.74%

Winner

DVA

+38.32%

UNM

+3.20%

5Y(CAGR)

DVA

+9.39%

Winner

UNM

+25.88%

10Y(CAGR)

DVA

+10.08%

Winner

UNM

+12.82%

Max(CAGR)

Winner

DVA

+17.76%

UNM

+6.21%

DVA vs UNM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DVA	UNM
2026	+73.50%	+5.99%
2025	-24.17%	+8.70%
2024	+39.91%	+64.57%
2023	+39.98%	+15.86%
2022	-35.31%	+68.61%
2021	-2.35%	+16.16%
2020	+56.01%	-17.67%
2019	+45.04%	+0.31%
2018	-29.06%	-45.20%
2017	+11.00%	+26.17%
2016	-6.51%	+37.36%
2015	-8.07%	-2.19%
2014	+16.92%	+3.48%
2013	+16.06%	+66.69%
2012	+43.30%	-1.07%
2011	+9.38%	-13.80%
2010	+15.97%	+23.35%
2009	+19.63%	+7.88%
2008	-10.67%	-19.23%
2007	+1.66%	+15.94%
2006	+10.40%	-8.85%
2005	+28.66%	+32.04%
2004	+50.08%	+13.71%
2003	+55.44%	-11.11%
2002	+3.87%	-32.10%
2001	+52.24%	+6.71%
2000	+148.99%	-9.50%
1999	-14.34%	+2.63%

DVA vs UNM Drawdown Comparison

The maximum drawdown for DVA was -68.00%, occurring on Mar 21, 2000. Recovery took 231 trading sessions.

The maximum drawdown for UNM was -81.88%, occurring on Mar 11, 2003. Recovery took 3347 trading sessions.

The current UNM drawdown is -0.50%.

Rank	DVA	UNM
#1	-68.00% Nov 2, 1999 - Oct 2, 2000	-81.88% Nov 19, 1999 - Mar 14, 2013
#2	-51.10% Aug 4, 2021 - Mar 5, 2024	-81.07% Jan 12, 2018 - Jun 29, 2023
#3	-48.45% May 28, 2015 - Feb 11, 2020	-34.97% Jul 29, 2015 - May 27, 2016
#4	-41.43% Feb 4, 2025 - May 6, 2026	-18.77% May 31, 2016 - Oct 12, 2016
#5	-36.36% Oct 18, 2007 - Jun 17, 2010	-17.95% Oct 17, 2023 - Mar 7, 2024
#6	-32.14% Jul 7, 2011 - Mar 30, 2012	-16.84% Mar 24, 2025 - Apr 29, 2026
#7	-26.56% Feb 11, 2020 - Jul 29, 2020	-14.79% Sep 2, 2014 - Jun 10, 2015
#8	-25.53% May 1, 2002 - Jun 11, 2003	-12.26% Dec 26, 2013 - Mar 4, 2014
#9	-25.32% Jan 31, 2001 - May 8, 2001	-11.78% Mar 1, 2017 - Jul 28, 2017
#10	-23.75% Jul 18, 2001 - Nov 30, 2001	-11.16% Aug 1, 2013 - Nov 8, 2013
#11	-21.04% Mar 16, 2006 - Sep 12, 2007	-10.05% Apr 3, 2024 - Jul 17, 2024
#12	-19.86% Apr 29, 2004 - Dec 6, 2004	-9.58% Mar 10, 2014 - Aug 26, 2014
#13	-19.30% Jan 8, 2021 - May 6, 2021	-8.60% Aug 4, 2017 - Sep 27, 2017
#14	-18.05% May 10, 2013 - Jan 9, 2014	-8.51% Nov 27, 2024 - Jan 29, 2025
#15	-15.36% Sep 16, 2024 - Nov 22, 2024	-8.42% Mar 28, 2013 - May 8, 2013