PTEN vs UNMA

Comparison between Patterson-UTI Energy Inc (PTEN, Company) and Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company).

5-Year PerformancePTEN has outperformed UNMA, delivering a return of +3.5% compared to +2.6%

PTEN vs UNMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTEN(COMPANY)	UNMA(COMPANY)
Market Cap	$3.81B	$3.80B
Max Drawdown	95.56%	42.85%
Sharpe Ratio	1.13	-0.51
5Y Beta	1.34	0.16
Industry	Oil & Gas Drilling	N/A
P/E Ratio	-32.13	4.99
Forward P/E	8.38	N/A
Dividend Yield	3.30%	4.25%
5Y Dividends CAGR	40.63%	-0.02%
5Y EPS CAGR	N/A	11.95%
Debt to Equity	38.66%	0.00%
Free Cash Flow Yield	7.17%	14.19%

Market Cap

Winner

PTEN

$3.81B

UNMA

$3.80B

Max Drawdown

PTEN

95.56%

Winner

UNMA

42.85%

Sharpe Ratio

Winner

PTEN

1.13

UNMA

-0.51

5Y Beta

PTEN

1.34

Winner

UNMA

0.16

Industry

PTEN

Oil & Gas Drilling

UNMA

N/A

P/E Ratio

Winner

PTEN

-32.13

UNMA

4.99

Forward P/E

PTEN

8.38

UNMA

N/A

Dividend Yield

PTEN

3.30%

Winner

UNMA

4.25%

5Y Dividends CAGR

Winner

PTEN

40.63%

UNMA

-0.02%

5Y EPS CAGR

PTEN

N/A

UNMA

11.95%

Debt to Equity

PTEN

38.66%

Winner

UNMA

0.00%

Free Cash Flow Yield

PTEN

7.17%

Winner

UNMA

14.19%

PTEN vs UNMA - Historical Returns

Returns include dividend reinvestment.

Period	PTEN	UNMA
1 month	-21.19%	-2.41%
3 months	-5.71%	-3.25%
6 months	+77.50%	-0.95%
1 year	+63.45%	+0.84%
5 years(CAGR)	+3.55%	+2.61%
10 years(CAGR)	-5.17%	N/A
Max(CAGR)	+3.20%	+4.88%

PTEN

-21.19%

Winner

UNMA

-2.41%

PTEN

-5.71%

Winner

UNMA

-3.25%

Winner

PTEN

+77.50%

UNMA

-0.95%

Winner

PTEN

+63.45%

UNMA

+0.84%

5Y(CAGR)

Winner

PTEN

+3.55%

UNMA

+2.61%

10Y(CAGR)

PTEN

-5.17%

UNMA

N/A

Max(CAGR)

PTEN

+3.20%

Winner

UNMA

+4.88%

PTEN vs UNMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PTEN	UNMA
2026	+58.30%	-1.50%
2025	-24.52%	+1.92%
2024	-21.15%	+0.28%
2023	-29.39%	+11.85%
2022	+87.90%	-2.31%
2021	+57.49%	+1.54%
2020	-48.76%	+7.35%
2019	+0.55%	+21.44%
2018	-54.96%	-6.26%
2017	-16.65%	N/A
2016	+78.82%	N/A
2015	-7.23%	N/A
2014	-32.46%	N/A
2013	+34.34%	N/A
2012	-12.13%	N/A
2011	-7.33%	N/A
2010	+34.70%	N/A
2009	+23.97%	N/A
2008	-42.70%	N/A
2007	-9.31%	N/A
2006	-31.40%	N/A
2005	+80.48%	N/A
2004	+18.48%	N/A
2003	+6.19%	N/A
2002	+31.57%	N/A
2001	-34.45%	N/A
2000	+198.00%	N/A
1999	+2.44%	N/A

PTEN vs UNMA Drawdown Comparison

The maximum drawdown for PTEN was -95.13%, occurring on Apr 3, 2020. 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 PTEN drawdown is -65.98%. The current UNMA drawdown is -5.00%.

Rank	PTEN	UNMA
#1	-95.13% Jul 25, 2014 - Apr 3, 2020	-41.65% Feb 10, 2020 - Aug 14, 2020
#2	-78.73% Jan 23, 2006 - May 7, 2014	-15.18% Nov 4, 2021 - Dec 5, 2023
#3	-71.09% Mar 7, 2001 - Nov 26, 2004	-11.96% Aug 30, 2018 - Jan 11, 2019
#4	-37.50% Apr 3, 2000 - Aug 23, 2000	-9.00% Sep 23, 2024 - Sep 12, 2025
#5	-36.75% Nov 17, 1999 - Jan 19, 2000	-5.78% Jan 5, 2021 - May 28, 2021
#6	-35.84% Sep 11, 2000 - Dec 26, 2000	-5.62% Aug 26, 2020 - Nov 16, 2020
#7	-21.60% Dec 27, 2000 - Mar 5, 2001	-5.59% Oct 16, 2019 - Jan 14, 2020
#8	-19.17% Oct 3, 2005 - Jan 17, 2006	-5.04% Sep 16, 2025 - Jun 10, 2026
#9	-15.64% Mar 7, 2000 - Mar 21, 2000	-4.30% Jul 3, 2024 - Sep 12, 2024
#10	-13.01% Nov 26, 2004 - Feb 2, 2005	-3.73% Mar 19, 2024 - Jun 3, 2024
#11	-12.90% Apr 6, 2005 - May 9, 2005	-3.42% Aug 30, 2019 - Sep 27, 2019
#12	-12.81% Jan 21, 2000 - Feb 25, 2000	-2.53% Sep 16, 2021 - Oct 21, 2021
#13	-10.59% May 11, 2005 - Jun 1, 2005	-2.31% Jul 8, 2021 - Jul 30, 2021
#14	-8.99% Mar 23, 2000 - Mar 30, 2000	-2.17% Aug 5, 2021 - Sep 16, 2021
#15	-7.80% Aug 11, 2005 - Aug 31, 2005	-2.05% Jan 31, 2019 - Feb 28, 2019

Correlation

Correlation between PTEN and UNMA is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2004 - 2026)

PTEN vs UNMA dividend yield comparison.

Year	PTEN	UNMA
2026	1.99%	3.52%
2025	5.24%	6.76%
2024	3.87%	6.61%
2023	2.96%	6.19%
2022	1.19%	6.53%
2021	0.95%	5.98%
2020	1.90%	5.65%
2019	1.52%	5.79%
2018	1.35%	3.75%
2017	0.35%	0.00%
2016	0.59%	0.00%
2015	2.65%	0.00%
2014	2.41%	0.00%
2013	0.79%	0.00%
2012	1.07%	0.00%
2011	1.00%	0.00%
2010	0.93%	0.00%
2009	1.30%	0.00%
2008	5.21%	0.00%
2007	2.25%	0.00%
2006	1.21%	0.00%
2005	0.49%	0.00%
2004	0.31%	0.00%