ITRI vs UNMA

Comparison between Itron Inc (ITRI, Company) and Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company).

5-Year PerformanceUNMA has outperformed ITRI, delivering a return of +2.6% compared to -3.4%

ITRI vs UNMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITRI(COMPANY)	UNMA(COMPANY)
Market Cap	$3.78B	$3.80B
Max Drawdown	74.80%	42.85%
Sharpe Ratio	-0.90	-0.62
5Y Beta	1.09	0.16
Industry	Scientific & Technical Instruments	N/A
P/E Ratio	13.34	4.99
Forward P/E	13.59	N/A
PEG Ratio	0.94	N/A
Dividend Yield	N/A	4.24%
5Y Dividends CAGR	N/A	-0.02%
5Y EPS CAGR	N/A	11.95%
Debt to Equity	97.92%	0.00%
Free Cash Flow Yield	10.44%	14.19%
P/S Ratio	1.56	N/A
P/B Ratio	2.28	N/A

Market Cap

ITRI

$3.78B

Winner

UNMA

$3.80B

Max Drawdown

ITRI

74.80%

Winner

UNMA

42.85%

Sharpe Ratio

ITRI

-0.90

Winner

UNMA

-0.62

5Y Beta

ITRI

1.09

Winner

UNMA

0.16

Industry

ITRI

Scientific & Technical Instruments

UNMA

N/A

P/E Ratio

ITRI

13.34

Winner

UNMA

4.99

Forward P/E

ITRI

13.59

UNMA

N/A

PEG Ratio

ITRI

0.94

UNMA

N/A

Dividend Yield

ITRI

N/A

UNMA

4.24%

5Y Dividends CAGR

ITRI

N/A

UNMA

-0.02%

5Y EPS CAGR

ITRI

N/A

UNMA

11.95%

Debt to Equity

ITRI

97.92%

Winner

UNMA

0.00%

Free Cash Flow Yield

ITRI

10.44%

Winner

UNMA

14.19%

P/S Ratio

ITRI

1.56

UNMA

N/A

P/B Ratio

ITRI

2.28

UNMA

N/A

ITRI vs UNMA - Historical Returns

Returns include dividend reinvestment.

Period	ITRI	UNMA
1 month	-5.15%	-2.73%
3 months	-12.22%	-2.31%
6 months	-18.19%	-2.77%
1 year	-33.00%	-1.78%
5 years(CAGR)	-3.38%	+2.57%
10 years(CAGR)	+5.90%	N/A
Max(CAGR)	+11.43%	+4.95%

ITRI

-5.15%

Winner

UNMA

-2.73%

ITRI

-12.22%

Winner

UNMA

-2.31%

ITRI

-18.19%

Winner

UNMA

-2.77%

ITRI

-33.00%

Winner

UNMA

-1.78%

5Y(CAGR)

ITRI

-3.38%

Winner

UNMA

+2.57%

10Y(CAGR)

ITRI

+5.90%

UNMA

N/A

Max(CAGR)

Winner

ITRI

+11.43%

UNMA

+4.95%

ITRI vs UNMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ITRI	UNMA
2026	-15.24%	-1.15%
2025	-14.44%	+1.92%
2024	+44.54%	+0.28%
2023	+45.94%	+11.85%
2022	-26.51%	-2.31%
2021	-28.36%	+1.54%
2020	+13.80%	+7.35%
2019	+74.64%	+21.44%
2018	-31.76%	-6.26%
2017	+8.43%	N/A
2016	+76.50%	N/A
2015	-13.57%	N/A
2014	+4.09%	N/A
2013	-9.20%	N/A
2012	+18.64%	N/A
2011	-35.00%	N/A
2010	-18.22%	N/A
2009	+2.46%	N/A
2008	-33.58%	N/A
2007	+86.78%	N/A
2006	+28.67%	N/A
2005	+69.45%	N/A
2004	+33.06%	N/A
2003	-10.35%	N/A
2002	-25.70%	N/A
2001	+694.65%	N/A
2000	-40.82%	N/A
1999	+36.11%	N/A

ITRI vs UNMA Drawdown Comparison

The maximum drawdown for ITRI was -74.80%, occurring on Oct 3, 2011. Recovery took 3352 trading sessions.

The maximum drawdown for UNMA was -41.65%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The current ITRI drawdown is -42.15%. The current UNMA drawdown is -4.66%.

Rank	ITRI	UNMA
#1	-74.80% Oct 30, 2007 - Feb 24, 2021	-41.65% Feb 10, 2020 - Aug 14, 2020
#2	-65.26% Mar 3, 2021 - Nov 6, 2024	-15.18% Nov 4, 2021 - Dec 5, 2023
#3	-64.69% Apr 18, 2002 - Apr 28, 2005	-11.96% Aug 30, 2018 - Jan 11, 2019
#4	-61.59% Jun 29, 2000 - Mar 1, 2001	-9.00% Sep 23, 2024 - Sep 12, 2025
#5	-45.45% Mar 13, 2000 - Jun 29, 2000	-5.78% Jan 5, 2021 - May 28, 2021
#6	-43.64% Jul 30, 2025 - May 19, 2026	-5.62% Aug 26, 2020 - Nov 16, 2020
#7	-38.13% May 4, 2006 - Jun 12, 2007	-5.59% Oct 16, 2019 - Jan 14, 2020
#8	-32.12% Nov 15, 1999 - Jan 4, 2000	-4.79% Sep 16, 2025 - Dec 30, 2025
#9	-31.90% Dec 6, 2001 - Apr 10, 2002	-4.30% Jul 3, 2024 - Sep 12, 2024
#10	-29.31% Jan 4, 2000 - Feb 29, 2000	-3.73% Mar 19, 2024 - Jun 3, 2024
#11	-28.97% Aug 11, 2005 - Feb 15, 2006	-3.42% Aug 30, 2019 - Sep 27, 2019
#12	-26.04% Nov 11, 2024 - Jun 16, 2025	-2.53% Sep 16, 2021 - Oct 21, 2021
#13	-25.53% Jul 18, 2001 - Sep 28, 2001	-2.31% Jul 8, 2021 - Jul 30, 2021
#14	-23.67% May 17, 2001 - Jun 11, 2001	-2.17% Aug 5, 2021 - Sep 16, 2021
#15	-15.79% Mar 5, 2001 - Mar 27, 2001	-2.05% Jan 31, 2019 - Feb 28, 2019