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RRX vs UNM

Comparison between Regal Rexnord Corp (RRX, Company) and Unum Group (UNM, Company).

RRX is from the Industrials sector, while UNM is from the Financial Services sector.

5-Year PerformanceUNM has outperformed RRX, delivering a return of +26.4% compared to +9.7%

RRX vs UNM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
RRX
$14B
UNM
$14B
Max Drawdown
Winner
RRX
54.66%
UNM
83.30%
Sharpe Ratio
Winner
RRX
1.05
UNM
0.37
5Y Beta
RRX
1.63
Winner
UNM
0.74
Industry
RRX
Specialty Industrial Machinery
UNM
Insurance - Life
P/E Ratio
RRX
47.78
Winner
UNM
17.99
Forward P/E
RRX
20.08
Winner
UNM
8.22
PEG Ratio
RRX
2.14
Winner
UNM
1.03
Dividend Yield
RRX
0.65%
Winner
UNM
1.63%
5Y Dividends CAGR
RRX
7.84%
Winner
UNM
14.67%
5Y EPS CAGR
RRX
-3.65%
Winner
UNM
11.95%
Debt to Equity
RRX
69.15%
Winner
UNM
0.00%
Free Cash Flow Yield
Winner
RRX
5.87%
UNM
3.94%
P/S Ratio
RRX
2.25
Winner
UNM
1.00
P/B Ratio
RRX
1.98
Winner
UNM
1.24

RRX vs UNM - Historical Returns

Returns include dividend reinvestment.

1M
RRX
-7.94%
Winner
UNM
+7.44%
3M
RRX
+2.94%
Winner
UNM
+17.59%
6M
Winner
RRX
+40.97%
UNM
+18.30%
1Y
Winner
RRX
+49.03%
UNM
+11.14%
5Y(CAGR)
RRX
+9.71%
Winner
UNM
+26.40%
10Y(CAGR)
Winner
RRX
+15.33%
UNM
+12.71%
Max(CAGR)
Winner
RRX
+10.57%
UNM
+6.47%

RRX vs UNM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRRXUNM
2026+40.17%+13.80%
2025-7.50%+8.70%
2024+8.13%+64.57%
2023+23.80%+15.86%
2022-29.00%+68.61%
2021+47.00%+16.16%
2020+43.83%-17.67%
2019+22.78%+0.31%
2018-8.11%-45.20%
2017+9.69%+26.17%
2016+21.66%+37.36%
2015-21.27%-2.19%
2014+3.84%+3.48%
2013+3.53%+66.69%
2012+36.07%-1.07%
2011-24.52%-13.80%
2010+28.75%+23.35%
2009+35.86%+7.88%
2008-13.18%-19.23%
2007-11.19%+15.94%
2006+49.76%-8.85%
2005+24.09%+32.04%
2004+33.26%+13.71%
2003+6.37%-11.11%
2002-3.49%-32.10%
2001+31.48%+6.71%
2000-16.46%-9.50%
1999-5.70%+2.63%

RRX vs UNM Drawdown Comparison

The maximum drawdown for RRX was -53.64%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

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

The current RRX drawdown is -11.66%.

RankRRXUNM
#1-53.64%
Jul 19, 2007 - Feb 12, 2010
-81.88%
Nov 19, 1999 - Mar 14, 2013
#2-48.11%
Nov 25, 2024 - Feb 5, 2026
-81.07%
Jan 12, 2018 - Jun 29, 2023
#3-47.34%
May 9, 2002 - Nov 22, 2004
-34.97%
Jul 29, 2015 - May 27, 2016
#4-43.12%
Apr 5, 2011 - Sep 20, 2012
-18.77%
May 31, 2016 - Oct 12, 2016
#5-42.32%
Jan 4, 2022 - Mar 8, 2024
-17.95%
Oct 17, 2023 - Mar 7, 2024
#6-40.82%
Feb 12, 2020 - Jun 5, 2020
-16.84%
Mar 24, 2025 - Apr 29, 2026
#7-39.49%
Mar 20, 2013 - May 5, 2017
-14.79%
Sep 2, 2014 - Jun 10, 2015
#8-33.75%
Nov 2, 1999 - Aug 24, 2001
-12.26%
Dec 26, 2013 - Mar 4, 2014
#9-27.19%
Mar 21, 2024 - Nov 6, 2024
-11.78%
Mar 1, 2017 - Jul 28, 2017
#10-25.59%
May 9, 2006 - Dec 5, 2006
-11.16%
Aug 1, 2013 - Nov 8, 2013
#11-23.35%
Aug 24, 2001 - Dec 5, 2001
-10.05%
Apr 3, 2024 - Jul 17, 2024
#12-22.00%
Sep 20, 2018 - Apr 8, 2019
-9.58%
Mar 10, 2014 - Aug 26, 2014
#13-21.72%
Feb 11, 2026 - May 6, 2026
-8.60%
Aug 4, 2017 - Sep 27, 2017
#14-21.28%
May 3, 2019 - Jan 2, 2020
-8.51%
Nov 27, 2024 - Jan 29, 2025
#15-19.86%
Mar 7, 2005 - Jul 29, 2005
-8.42%
Mar 28, 2013 - May 8, 2013

Correlation

Correlation between RRX and UNM is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

RRX vs UNM dividend yield comparison.

YearRRXUNM
20260.17%1.06%
20251.00%2.27%
20240.90%2.15%
20230.95%3.07%
20221.15%3.07%
20214.87%4.76%
20200.98%4.97%
20191.38%3.74%
20181.57%3.34%
20171.33%1.57%
20161.37%1.75%
20151.56%2.10%
20141.14%1.78%
20131.07%1.57%
20121.06%2.26%
20111.39%1.87%
20101.00%1.45%
20091.23%1.61%
20081.66%1.61%
20071.31%1.26%
20061.05%1.44%
20051.44%1.32%
20041.68%1.67%
20032.18%2.36%
20022.32%3.36%
20012.20%2.23%
20002.81%2.19%
19990.58%0.46%

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