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GEN vs UNM

Comparison between Gen Digital Inc (GEN, Company) and Unum Group (UNM, Company).

GEN is from the Technology sector, while UNM is from the Financial Services sector.

5-Year PerformanceUNM has outperformed GEN, delivering a return of +28.9% compared to -1.2%

GEN vs UNM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
GEN
$15B
Winner
UNM
$15B
Max Drawdown
Winner
GEN
69.98%
UNM
83.30%
Sharpe Ratio
GEN
-0.52
Winner
UNM
0.69
5Y Beta
GEN
0.87
Winner
UNM
0.73
Industry
GEN
Software - Infrastructure
UNM
Insurance - Life
P/E Ratio
Winner
GEN
15.30
UNM
19.56
Forward P/E
GEN
8.61
Winner
UNM
8.22
PEG Ratio
Winner
GEN
0.28
UNM
1.03
Dividend Yield
Winner
GEN
2.00%
UNM
1.52%
5Y Dividends CAGR
GEN
4.56%
Winner
UNM
14.67%
5Y EPS CAGR
GEN
11.22%
Winner
UNM
11.95%
Debt to Equity
GEN
313.90%
Winner
UNM
0.00%
Free Cash Flow Yield
Winner
GEN
10.34%
UNM
3.62%
P/S Ratio
GEN
2.97
Winner
UNM
1.10
P/B Ratio
GEN
5.76
Winner
UNM
1.33

GEN vs UNM - Historical Returns

Returns include dividend reinvestment.

1M
GEN
+10.91%
Winner
UNM
+14.26%
3M
GEN
+16.40%
Winner
UNM
+28.33%
6M
GEN
-11.19%
Winner
UNM
+21.69%
1Y
GEN
-18.11%
Winner
UNM
+19.81%
5Y(CAGR)
GEN
-1.15%
Winner
UNM
+28.90%
10Y(CAGR)
GEN
+10.57%
Winner
UNM
+14.10%
Max(CAGR)
Winner
GEN
+9.51%
UNM
+6.73%

GEN vs UNM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGENUNM
2026-5.74%+21.51%
2025+0.70%+8.70%
2024+22.56%+64.57%
2023+8.30%+15.86%
2022-16.94%+68.61%
2021+27.65%+16.16%
2020+39.08%-17.67%
2019+36.84%+0.31%
2018-33.76%-45.20%
2017+18.10%+26.17%
2016+44.85%+37.36%
2015-15.67%-2.19%
2014+12.28%+3.48%
2013+23.24%+66.69%
2012+19.26%-1.07%
2011-8.80%-13.80%
2010-9.02%+23.35%
2009+20.88%+7.88%
2008-15.82%-19.23%
2007-24.37%+15.94%
2006+19.21%-8.85%
2005-33.21%+32.04%
2004+48.30%+13.71%
2003+61.67%-11.11%
2002+20.73%-32.10%
2001+97.65%+6.71%
2000-41.32%-9.50%
1999+22.45%+2.63%

GEN vs UNM Drawdown Comparison

The maximum drawdown for GEN was -69.98%, occurring on Nov 20, 2008. Recovery took 2959 trading sessions.

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

The current GEN drawdown is -22.92%.

RankGENUNM
#1-69.98%
Dec 3, 2004 - Sep 6, 2016
-81.88%
Nov 19, 1999 - Mar 14, 2013
#2-63.11%
Mar 10, 2000 - Mar 4, 2002
-81.07%
Jan 12, 2018 - Jun 29, 2023
#3-48.41%
Feb 9, 2022 - Oct 31, 2024
-34.97%
Jul 29, 2015 - May 27, 2016
#4-47.58%
Sep 19, 2017 - Feb 7, 2020
-18.77%
May 31, 2016 - Oct 12, 2016
#5-43.59%
Aug 13, 2025 - Apr 10, 2026
-17.95%
Oct 17, 2023 - Mar 7, 2024
#6-34.74%
Mar 19, 2002 - Nov 15, 2002
-16.84%
Mar 24, 2025 - Apr 29, 2026
#7-27.66%
Dec 22, 1999 - Feb 10, 2000
-14.79%
Sep 2, 2014 - Jun 10, 2015
#8-25.53%
Dec 4, 2024 - Aug 12, 2025
-12.26%
Dec 26, 2013 - Mar 4, 2014
#9-24.68%
Aug 26, 2020 - May 12, 2021
-11.78%
Mar 1, 2017 - Jul 28, 2017
#10-21.43%
Feb 25, 2003 - Jun 6, 2003
-11.16%
Aug 1, 2013 - Nov 8, 2013
#11-19.76%
Feb 20, 2020 - Apr 24, 2020
-10.05%
Apr 3, 2024 - Jul 17, 2024
#12-18.93%
Apr 22, 2004 - Sep 10, 2004
-9.58%
Mar 10, 2014 - Aug 26, 2014
#13-16.90%
May 10, 2017 - Sep 12, 2017
-8.60%
Aug 4, 2017 - Sep 27, 2017
#14-16.67%
Jun 10, 2021 - Feb 8, 2022
-8.51%
Nov 27, 2024 - Jan 29, 2025
#15-15.57%
May 29, 2020 - Aug 7, 2020
-8.42%
Mar 28, 2013 - May 8, 2013

Correlation

Correlation between GEN and UNM is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

GEN vs UNM dividend yield comparison.

YearGENUNM
20261.03%0.99%
20251.84%2.27%
20241.83%2.15%
20232.19%3.07%
20222.33%3.07%
20211.92%4.76%
202060.15%4.97%
20191.37%3.74%
20181.59%3.34%
20171.07%1.57%
201618.31%1.75%
20152.86%2.10%
20142.34%1.78%
20131.91%1.57%
20120.00%2.26%
20110.00%1.87%
20100.00%1.45%
20090.00%1.61%
20080.00%1.61%
20070.00%1.26%
20060.00%1.44%
20050.00%1.32%
20040.00%1.67%
20030.00%2.36%
20020.00%3.36%
20010.00%2.23%
20000.00%2.19%
19990.00%0.46%

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