NVST vs UNMA

Comparison between Envista Holdings Corp (NVST, Company) and Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company).

5-Year PerformanceUNMA has outperformed NVST, delivering a return of +2.6% compared to -11.3%

NVST vs UNMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NVST(COMPANY)	UNMA(COMPANY)
Market Cap	$3.80B	$3.80B
Max Drawdown	71.00%	42.85%
Sharpe Ratio	0.63	-0.62
5Y Beta	1.26	0.16
Industry	Medical Instruments & Supplies	N/A
P/E Ratio	56.43	4.99
Forward P/E	20.33	N/A
Dividend Yield	N/A	4.24%
5Y Dividends CAGR	N/A	-0.02%
5Y EPS CAGR	-11.48%	11.95%
Debt to Equity	46.73%	0.00%
Free Cash Flow Yield	5.80%	14.19%
P/S Ratio	1.36	N/A
P/B Ratio	1.25	N/A

Market Cap

Winner

NVST

$3.80B

UNMA

$3.80B

Max Drawdown

NVST

71.00%

Winner

UNMA

42.85%

Sharpe Ratio

Winner

NVST

0.63

UNMA

-0.62

5Y Beta

NVST

1.26

Winner

UNMA

0.16

Industry

NVST

Medical Instruments & Supplies

UNMA

N/A

P/E Ratio

NVST

56.43

Winner

UNMA

4.99

Forward P/E

NVST

20.33

UNMA

N/A

Dividend Yield

NVST

N/A

UNMA

4.24%

5Y Dividends CAGR

NVST

N/A

UNMA

-0.02%

5Y EPS CAGR

NVST

-11.48%

Winner

UNMA

11.95%

Debt to Equity

NVST

46.73%

Winner

UNMA

0.00%

Free Cash Flow Yield

NVST

5.80%

Winner

UNMA

14.19%

P/S Ratio

NVST

1.36

UNMA

N/A

P/B Ratio

NVST

1.25

UNMA

N/A

NVST vs UNMA - Historical Returns

Returns include dividend reinvestment.

Period	NVST	UNMA
1 month	-11.80%	-2.73%
3 months	-17.29%	-2.31%
6 months	+14.19%	-2.77%
1 year	+23.66%	-1.78%
5 years(CAGR)	-11.32%	+2.57%
Max(CAGR)	-2.80%	+4.95%

NVST

-11.80%

Winner

UNMA

-2.73%

NVST

-17.29%

Winner

UNMA

-2.31%

Winner

NVST

+14.19%

UNMA

-2.77%

Winner

NVST

+23.66%

UNMA

-1.78%

5Y(CAGR)

NVST

-11.32%

Winner

UNMA

+2.57%

Max(CAGR)

NVST

-2.80%

Winner

UNMA

+4.95%

NVST vs UNMA - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	NVST	UNMA
2026	+6.50%	-1.15%
2025	+13.61%	+1.92%
2024	-19.96%	+0.28%
2023	-29.15%	+11.85%
2022	-25.41%	-2.31%
2021	+36.75%	+1.54%
2020	+11.80%	+7.35%
2019	+6.05%	+21.44%
2018	N/A	-6.26%

NVST vs UNMA Drawdown Comparison

The maximum drawdown for NVST was -71.00%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

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

The current NVST drawdown is -54.62%. The current UNMA drawdown is -4.66%.

Rank	NVST	UNMA
#1	-71.00% Mar 21, 2022 - Apr 8, 2025	-41.65% Feb 10, 2020 - Aug 14, 2020
#2	-64.13% Jan 22, 2020 - Dec 31, 2020	-15.18% Nov 4, 2021 - Dec 5, 2023
#3	-17.04% May 7, 2021 - Dec 23, 2021	-11.96% Aug 30, 2018 - Jan 11, 2019
#4	-11.54% Feb 16, 2022 - Mar 18, 2022	-9.00% Sep 23, 2024 - Sep 12, 2025
#5	-11.42% Dec 27, 2021 - Feb 10, 2022	-5.78% Jan 5, 2021 - May 28, 2021
#6	-11.15% Oct 29, 2019 - Jan 6, 2020	-5.62% Aug 26, 2020 - Nov 16, 2020
#7	-7.58% Sep 20, 2019 - Oct 10, 2019	-5.59% Oct 16, 2019 - Jan 14, 2020
#8	-6.67% Feb 12, 2021 - Mar 12, 2021	-4.79% Sep 16, 2025 - Dec 30, 2025
#9	-5.00% Mar 15, 2021 - Apr 5, 2021	-4.30% Jul 3, 2024 - Sep 12, 2024
#10	-4.39% Apr 7, 2021 - Apr 21, 2021	-3.73% Mar 19, 2024 - Jun 3, 2024
#11	-3.92% Oct 10, 2019 - Oct 15, 2019	-3.42% Aug 30, 2019 - Sep 27, 2019
#12	-3.59% Jan 13, 2020 - Jan 22, 2020	-2.53% Sep 16, 2021 - Oct 21, 2021
#13	-3.52% Jan 20, 2021 - Feb 3, 2021	-2.31% Jul 8, 2021 - Jul 30, 2021
#14	-3.33% Oct 23, 2019 - Oct 29, 2019	-2.17% Aug 5, 2021 - Sep 16, 2021
#15	-3.06% Oct 17, 2019 - Oct 23, 2019	-2.05% Jan 31, 2019 - Feb 28, 2019

Correlation

Correlation between NVST and UNMA is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101