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PAG vs UNM

Comparison between Penske Automotive Group Inc (PAG, Company) and Unum Group (UNM, Company).

PAG is from the Consumer Cyclical sector, while UNM is from the Financial Services sector.

5-Year PerformanceUNM has outperformed PAG, delivering a return of +31.4% compared to +22.7%

PAG vs UNM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PAG
$14B
Winner
UNM
$14B
Max Drawdown
Winner
PAG
80.18%
UNM
83.30%
Sharpe Ratio
PAG
0.85
Winner
UNM
1.15
5Y Beta
PAG
0.72
Winner
UNM
0.71
Industry
PAG
Auto & Truck Dealerships
UNM
Insurance - Life
P/E Ratio
Winner
PAG
15.67
UNM
17.18
Forward P/E
PAG
16.21
Winner
UNM
8.22
PEG Ratio
PAG
2.75
Winner
UNM
1.03
Dividend Yield
Winner
PAG
2.57%
UNM
2.12%
5Y Dividends CAGR
Winner
PAG
39.36%
UNM
15.52%
5Y EPS CAGR
PAG
2.73%
Winner
UNM
15.65%
Debt to Equity
PAG
42.92%
Winner
UNM
0.00%
Free Cash Flow Yield
Winner
PAG
6.51%
UNM
4.87%
P/S Ratio
Winner
PAG
0.44
UNM
1.06
P/B Ratio
PAG
2.45
Winner
UNM
1.34

PAG vs UNM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PAG
+17.98%
UNM
+0.92%
3M
Winner
PAG
+28.58%
UNM
+12.51%
6M
Winner
PAG
+32.09%
UNM
+21.88%
1Y
PAG
+25.57%
Winner
UNM
+30.48%
5Y(CAGR)
PAG
+22.71%
Winner
UNM
+31.43%
10Y(CAGR)
Winner
PAG
+21.42%
UNM
+13.77%
Max(CAGR)
Winner
PAG
+16.61%
UNM
+6.59%

PAG vs UNM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPAGUNM
2026+39.20%+18.38%
2025+8.72%+8.70%
2024-2.55%+64.57%
2023+43.84%+15.86%
2022+11.63%+68.61%
2021+90.52%+16.16%
2020+20.28%-17.67%
2019+26.72%+0.31%
2018-13.20%-45.20%
2017-5.95%+26.17%
2016+31.01%+37.36%
2015-12.14%-2.19%
2014+6.74%+3.48%
2013+57.09%+66.69%
2012+56.62%-1.07%
2011+13.96%-13.80%
2010+13.93%+23.35%
2009+78.17%+7.88%
2008-54.56%-19.23%
2007-25.04%+15.94%
2006+24.36%-8.85%
2005+33.58%+32.04%
2004-2.19%+13.71%
2003+140.06%-11.11%
2002-50.32%-32.10%
2001+323.85%+6.71%
2000-21.29%-9.50%
1999-25.13%+2.63%

PAG vs UNM Drawdown Comparison

The maximum drawdown for PAG was -79.36%, occurring on Mar 9, 2009. Recovery took 1111 trading sessions.

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

The current PAG drawdown is -3.15%. The current UNM drawdown is -2.58%.

RankPAGUNM
#1-79.36%
Feb 8, 2007 - Jul 7, 2011
-81.88%
Nov 19, 1999 - Mar 14, 2013
#2-68.26%
May 9, 2002 - Dec 30, 2003
-81.07%
Jan 12, 2018 - Jun 29, 2023
#3-59.98%
Dec 12, 2019 - Oct 6, 2020
-34.97%
Jul 29, 2015 - May 27, 2016
#4-51.04%
Nov 2, 1999 - Apr 24, 2001
-18.77%
May 31, 2016 - Oct 12, 2016
#5-50.46%
Aug 14, 2001 - Dec 18, 2001
-17.95%
Oct 17, 2023 - Mar 7, 2024
#6-44.20%
Aug 5, 2015 - Dec 5, 2016
-16.84%
Mar 24, 2025 - Apr 29, 2026
#7-36.86%
Jul 26, 2011 - Feb 3, 2012
-14.79%
Sep 2, 2014 - Jun 10, 2015
#8-28.81%
Dec 8, 2016 - Jan 26, 2018
-12.26%
Dec 26, 2013 - Mar 4, 2014
#9-28.17%
Jun 24, 2004 - Jun 14, 2005
-11.78%
Mar 1, 2017 - Jul 28, 2017
#10-27.09%
Aug 28, 2018 - Nov 4, 2019
-11.16%
Aug 1, 2013 - Nov 8, 2013
#11-26.37%
Jul 3, 2014 - Feb 3, 2015
-10.05%
Apr 3, 2024 - Jul 17, 2024
#12-24.03%
Aug 27, 2025 - Jun 25, 2026
-9.58%
Mar 10, 2014 - Aug 26, 2014
#13-22.92%
May 2, 2012 - Sep 4, 2012
-9.29%
Jun 12, 2026 - Jul 29, 2026
#14-22.69%
Jan 24, 2002 - May 1, 2002
-8.60%
Aug 4, 2017 - Sep 27, 2017
#15-22.62%
Aug 16, 2022 - Nov 10, 2022
-8.51%
Nov 27, 2024 - Jan 29, 2025

Correlation

Correlation between PAG and UNM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

PAG vs UNM dividend yield comparison.

YearPAGUNM
20261.30%1.59%
20253.27%2.27%
20242.68%2.15%
20231.73%3.07%
20221.80%3.07%
20211.66%4.76%
20201.41%4.97%
20193.15%3.74%
20183.52%3.34%
20172.63%1.57%
20162.12%1.75%
20152.22%2.10%
20141.59%1.78%
20131.31%1.57%
20121.53%2.26%
20111.25%1.87%
20100.00%1.45%
20090.00%1.61%
20084.69%1.61%
20071.72%1.26%
20061.00%1.44%
20051.18%1.32%
20041.39%1.67%
20030.32%2.36%
20020.00%3.36%
20014.46%2.23%
20000.00%2.19%
19990.00%0.46%

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