EG vs UNM
Comparison between Everest Group Ltd (EG, Company) and Unum Group (UNM, Company).
Both EG and UNM are from the Financial Services sector.
5-Year PerformanceUNM has outperformed EG, delivering a return of +31.4% compared to +8.9%
EG vs UNM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EG vs UNM - Historical Returns
Returns include dividend reinvestment.
EG vs UNM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EG | UNM |
|---|---|---|
| 2026 | +14.02% | +17.96% |
| 2025 | -4.38% | +8.70% |
| 2024 | +2.24% | +64.57% |
| 2023 | +8.03% | +15.86% |
| 2022 | +24.22% | +68.61% |
| 2021 | +22.98% | +16.16% |
| 2020 | -13.47% | -17.67% |
| 2019 | +32.66% | +0.31% |
| 2018 | +2.96% | -45.20% |
| 2017 | +4.61% | +26.17% |
| 2016 | +22.44% | +37.36% |
| 2015 | +10.90% | -2.19% |
| 2014 | +14.98% | +3.48% |
| 2013 | +42.41% | +66.69% |
| 2012 | +31.62% | -1.07% |
| 2011 | +0.94% | -13.80% |
| 2010 | +1.68% | +23.35% |
| 2009 | +14.90% | +7.88% |
| 2008 | -20.93% | -19.23% |
| 2007 | +3.07% | +15.94% |
| 2006 | -2.07% | -8.85% |
| 2005 | +13.89% | +32.04% |
| 2004 | +7.40% | +13.71% |
| 2003 | +51.87% | -11.11% |
| 2002 | -21.31% | -32.10% |
| 2001 | +3.07% | +6.71% |
| 2000 | +228.18% | -9.50% |
| 1999 | -11.63% | +2.63% |
EG vs UNM Drawdown Comparison
The maximum drawdown for EG was -46.66%, occurring on Mar 5, 2009. Recovery took 1156 trading sessions.
The maximum drawdown for UNM was -81.88%, occurring on Mar 11, 2003. Recovery took 3347 trading sessions.
The current EG drawdown is -5.50%. The current UNM drawdown is -4.11%.
| Rank | EG | UNM |
|---|---|---|
| #1 | -46.66% Oct 10, 2007 - May 11, 2012 | -81.88% Nov 19, 1999 - Mar 14, 2013 |
| #2 | -44.72% Oct 16, 2001 - Jun 17, 2003 | -81.07% Jan 12, 2018 - Jun 29, 2023 |
| #3 | -44.22% Feb 13, 2020 - Oct 20, 2021 | -34.97% Jul 29, 2015 - May 27, 2016 |
| #4 | -34.76% Jun 29, 2001 - Oct 15, 2001 | -18.77% May 31, 2016 - Oct 12, 2016 |
| #5 | -25.10% Dec 27, 2000 - Jun 29, 2001 | -17.95% Oct 17, 2023 - Mar 7, 2024 |
| #6 | -23.41% Oct 4, 2024 - Jul 28, 2026 | -16.84% Mar 24, 2025 - Apr 29, 2026 |
| #7 | -22.27% Jul 24, 2017 - Jul 26, 2019 | -14.79% Sep 2, 2014 - Jun 10, 2015 |
| #8 | -21.90% Apr 6, 2004 - Dec 22, 2004 | -12.26% Dec 26, 2013 - Mar 4, 2014 |
| #9 | -19.72% Nov 14, 2005 - May 18, 2007 | -11.78% Mar 1, 2017 - Jul 28, 2017 |
| #10 | -19.20% Nov 5, 1999 - Feb 17, 2000 | -11.16% Aug 1, 2013 - Nov 8, 2013 |
| #11 | -18.99% Apr 1, 2022 - Oct 28, 2022 | -10.05% Apr 3, 2024 - Jul 17, 2024 |
| #12 | -17.22% Jul 16, 2007 - Oct 9, 2007 | -9.58% Mar 10, 2014 - Aug 26, 2014 |
| #13 | -15.05% Nov 27, 2023 - Oct 4, 2024 | -9.29% Jun 12, 2026 - Aug 13, 2026 |
| #14 | -14.96% Mar 31, 2000 - May 15, 2000 | -8.60% Aug 4, 2017 - Sep 27, 2017 |
| #15 | -14.54% Apr 1, 2016 - Oct 25, 2016 | -8.51% Nov 27, 2024 - Jan 29, 2025 |
Correlation
Correlation between EG and UNM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
EG vs UNM dividend yield comparison.
| Year | EG | UNM |
|---|---|---|
| 2026 | 1.06% | 1.59% |
| 2025 | 2.36% | 2.27% |
| 2024 | 2.14% | 2.15% |
| 2023 | 1.92% | 3.07% |
| 2022 | 1.96% | 3.07% |
| 2021 | 2.26% | 4.76% |
| 2020 | 2.65% | 4.97% |
| 2019 | 2.08% | 3.74% |
| 2018 | 2.43% | 3.34% |
| 2017 | 2.28% | 1.57% |
| 2016 | 2.17% | 1.75% |
| 2015 | 2.18% | 2.10% |
| 2014 | 1.88% | 1.78% |
| 2013 | 1.41% | 1.57% |
| 2012 | 1.75% | 2.26% |
| 2011 | 2.28% | 1.87% |
| 2010 | 2.26% | 1.45% |
| 2009 | 2.24% | 1.61% |
| 2008 | 2.52% | 1.61% |
| 2007 | 1.91% | 1.26% |
| 2006 | 0.61% | 1.44% |
| 2005 | 0.44% | 1.32% |
| 2004 | 0.45% | 1.67% |
| 2003 | 0.43% | 2.36% |
| 2002 | 0.58% | 3.36% |
| 2001 | 0.40% | 2.23% |
| 2000 | 0.17% | 2.19% |
| 1999 | 0.27% | 0.46% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks