SMG vs UNMA

Comparison between Scotts Miracle-Gro Company - Class A (SMG, Company) and Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company).

5-Year PerformanceUNMA has outperformed SMG, delivering a return of +2.0% compared to -14.4%

SMG vs UNMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMG(COMPANY)	UNMA(COMPANY)
Market Cap	$3.80B	$3.80B
Max Drawdown	84.07%	42.85%
Sharpe Ratio	-0.03	-0.59
5Y Beta	0.90	0.17
Industry	Agricultural Inputs	N/A
P/E Ratio	34.32	4.99
Forward P/E	15.90	N/A
PEG Ratio	0.16	N/A
Dividend Yield	4.13%	4.35%
5Y Dividends CAGR	-15.01%	-0.02%
5Y EPS CAGR	-27.83%	11.95%
Debt to Equity	-819.48%	0.00%
Free Cash Flow Yield	10.00%	14.19%
P/S Ratio	1.09	N/A
P/B Ratio	21.95	N/A

Market Cap

SMG

$3.80B

Winner

UNMA

$3.80B

Max Drawdown

SMG

84.07%

Winner

UNMA

42.85%

Sharpe Ratio

Winner

SMG

-0.03

UNMA

-0.59

5Y Beta

SMG

0.90

Winner

UNMA

0.17

Industry

SMG

Agricultural Inputs

UNMA

N/A

P/E Ratio

SMG

34.32

Winner

UNMA

4.99

Forward P/E

SMG

15.90

UNMA

N/A

PEG Ratio

SMG

0.16

UNMA

N/A

Dividend Yield

SMG

4.13%

Winner

UNMA

4.35%

5Y Dividends CAGR

SMG

-15.01%

Winner

UNMA

-0.02%

5Y EPS CAGR

SMG

-27.83%

Winner

UNMA

11.95%

Debt to Equity

Winner

SMG

-819.48%

UNMA

0.00%

Free Cash Flow Yield

SMG

10.00%

Winner

UNMA

14.19%

P/S Ratio

SMG

1.09

UNMA

N/A

P/B Ratio

SMG

21.95

UNMA

N/A

SMG vs UNMA - Historical Returns

Returns include dividend reinvestment.

Period	SMG	UNMA
1 month	+7.63%	-3.69%
3 months	+9.79%	-6.92%
6 months	+8.25%	-5.16%
1 year	+5.95%	-0.04%
5 years(CAGR)	-14.36%	+2.03%
10 years(CAGR)	+2.36%	+4.51%
Max(CAGR)	+7.63%	+4.51%

Winner

SMG

+7.63%

UNMA

-3.69%

Winner

SMG

+9.79%

UNMA

-6.92%

Winner

SMG

+8.25%

UNMA

-5.16%

Winner

SMG

+5.95%

UNMA

-0.04%

5Y(CAGR)

SMG

-14.36%

Winner

UNMA

+2.03%

10Y(CAGR)

SMG

+2.36%

Winner

UNMA

+4.51%

Max(CAGR)

Winner

SMG

+7.63%

UNMA

+4.51%

SMG vs UNMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SMG	UNMA
2026	+16.77%	-3.94%
2025	-7.16%	+1.92%
2024	+7.12%	+0.28%
2023	+33.13%	+11.85%
2022	-69.50%	-2.31%
2021	-18.67%	+1.54%
2020	+97.51%	+7.35%
2019	+74.28%	+21.44%
2018	-41.80%	-6.26%
2017	+15.38%	N/A
2016	+53.44%	N/A
2015	+7.40%	N/A
2014	+8.57%	N/A
2013	+43.19%	N/A
2012	-4.15%	N/A
2011	-5.95%	N/A
2010	+32.39%	N/A
2009	+31.48%	N/A
2008	-17.80%	N/A
2007	-15.22%	N/A
2006	+11.99%	N/A
2005	+25.75%	N/A
2004	+23.44%	N/A
2003	+18.56%	N/A
2002	+4.74%	N/A
2001	+28.86%	N/A
2000	-3.42%	N/A
1999	+0.47%	N/A

SMG vs UNMA Drawdown Comparison

The maximum drawdown for SMG was -83.55%, occurring on Oct 11, 2022. 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 SMG drawdown is -67.45%. The current UNMA drawdown is -7.35%.

Rank	SMG	UNMA
#1	-83.55% Apr 5, 2021 - Oct 11, 2022	-41.65% Feb 10, 2020 - Aug 14, 2020
#2	-64.94% Aug 9, 2007 - Apr 14, 2010	-15.18% Nov 4, 2021 - Dec 5, 2023
#3	-44.81% Jan 11, 2018 - Jul 31, 2019	-11.96% Aug 30, 2018 - Jan 11, 2019
#4	-38.04% Mar 4, 2020 - Apr 27, 2020	-9.00% Sep 23, 2024 - Sep 12, 2025
#5	-34.68% May 10, 2011 - Oct 17, 2013	-8.68% Sep 16, 2025 - Jun 26, 2026
#6	-31.24% Mar 31, 2000 - Jan 30, 2001	-5.78% Jan 5, 2021 - May 28, 2021
#7	-29.63% May 9, 2002 - Jan 8, 2003	-5.62% Aug 26, 2020 - Nov 16, 2020
#8	-29.26% May 17, 2001 - Dec 11, 2001	-5.59% Oct 16, 2019 - Jan 14, 2020
#9	-28.63% Nov 17, 1999 - Mar 31, 2000	-4.30% Jul 3, 2024 - Sep 12, 2024
#10	-24.82% Feb 1, 2006 - Oct 26, 2006	-3.73% Mar 19, 2024 - Jun 3, 2024
#11	-19.15% Apr 29, 2003 - Oct 28, 2003	-3.42% Aug 30, 2019 - Sep 27, 2019
#12	-19.01% Feb 12, 2021 - Mar 30, 2021	-2.53% Sep 16, 2021 - Oct 21, 2021
#13	-18.28% Apr 27, 2004 - Dec 1, 2004	-2.31% Jul 8, 2021 - Jul 30, 2021
#14	-16.32% Feb 21, 2007 - Aug 9, 2007	-2.17% Aug 5, 2021 - Sep 16, 2021
#15	-16.11% Jan 30, 2001 - Apr 27, 2001	-2.05% Jan 31, 2019 - Feb 28, 2019

Correlation

Correlation between SMG 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 (2005 - 2026)

SMG vs UNMA dividend yield comparison.

Year	SMG	UNMA
2026	1.94%	3.60%
2025	4.52%	6.76%
2024	3.98%	6.61%
2023	4.14%	6.19%
2022	5.43%	6.53%
2021	1.59%	5.98%
2020	3.72%	5.65%
2019	2.13%	5.79%
2018	3.51%	3.75%
2017	1.93%	0.00%
2016	2.03%	0.00%
2015	2.85%	0.00%
2014	6.06%	0.00%
2013	2.45%	0.00%
2012	2.84%	0.00%
2011	2.36%	0.00%
2010	1.48%	0.00%
2009	1.27%	0.00%
2008	1.68%	0.00%
2007	22.72%	0.00%
2006	0.97%	0.00%
2005	0.55%	0.00%