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SUI vs UNM

Comparison between Sun Communities Inc (SUI, Company) and Unum Group (UNM, Company).

SUI is from the Real Estate sector, while UNM is from the Financial Services sector.

5-Year PerformanceUNM has outperformed SUI, delivering a return of +31.1% compared to -4.7%

SUI vs UNM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SUI
$15B
Winner
UNM
$15B
Max Drawdown
SUI
83.58%
Winner
UNM
83.30%
Sharpe Ratio
SUI
-0.02
Winner
UNM
0.58
5Y Beta
Winner
SUI
0.30
UNM
0.70
Industry
SUI
Reit - Residential
UNM
Insurance - Life
P/E Ratio
Winner
SUI
10.66
UNM
19.20
Forward P/E
SUI
51.28
Winner
UNM
8.22
PEG Ratio
Winner
SUI
0.01
UNM
1.03
Dividend Yield
Winner
SUI
3.54%
UNM
1.55%
5Y Dividends CAGR
SUI
10.59%
Winner
UNM
14.67%
5Y EPS CAGR
Winner
SUI
53.03%
UNM
11.95%
Debt to Equity
SUI
0.00%
UNM
0.00%
Free Cash Flow Yield
Winner
SUI
6.10%
UNM
3.69%
P/S Ratio
SUI
6.55
Winner
UNM
1.07
P/B Ratio
SUI
2.20
Winner
UNM
1.31

SUI vs UNM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SUI
-0.86%
UNM
-2.96%
3M
SUI
-3.99%
Winner
UNM
+14.08%
6M
SUI
-4.62%
Winner
UNM
+19.13%
1Y
SUI
+0.59%
Winner
UNM
+14.03%
5Y(CAGR)
SUI
-4.67%
Winner
UNM
+31.09%
10Y(CAGR)
SUI
+8.17%
Winner
UNM
+14.35%
Max(CAGR)
Winner
SUI
+11.48%
UNM
+6.57%

SUI vs UNM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSUIUNM
2026+1.70%+17.37%
2025+8.03%+8.70%
2024-6.52%+64.57%
2023-1.72%+15.86%
2022-28.95%+68.61%
2021+46.39%+16.16%
2020+5.50%-17.67%
2019+56.95%+0.31%
2018+14.19%-45.20%
2017+25.71%+26.17%
2016+18.36%+37.36%
2015+15.84%-2.19%
2014+51.51%+3.48%
2013+9.92%+66.69%
2012+14.52%-1.07%
2011+17.13%-13.80%
2010+83.48%+23.35%
2009+69.61%+7.88%
2008-20.32%-19.23%
2007-29.97%+15.94%
2006+10.76%-8.85%
2005-14.94%+32.04%
2004+9.93%+13.71%
2003+11.69%-11.11%
2002+4.84%-32.10%
2001+19.76%+6.71%
2000+12.42%-9.50%
1999-0.77%+2.63%

SUI vs UNM Drawdown Comparison

The maximum drawdown for SUI was -73.74%, occurring on Mar 5, 2009. Recovery took 849 trading sessions.

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

The current SUI drawdown is -31.53%. The current UNM drawdown is -3.41%.

RankSUIUNM
#1-73.74%
Oct 30, 2006 - Mar 17, 2010
-81.88%
Nov 19, 1999 - Mar 14, 2013
#2-48.72%
Dec 31, 2021 - Oct 25, 2023
-81.07%
Jan 12, 2018 - Jun 29, 2023
#3-40.96%
Feb 21, 2020 - May 25, 2021
-34.97%
Jul 29, 2015 - May 27, 2016
#4-27.98%
May 21, 2013 - Aug 4, 2014
-18.77%
May 31, 2016 - Oct 12, 2016
#5-22.38%
Mar 31, 2004 - Oct 30, 2006
-17.95%
Oct 17, 2023 - Mar 7, 2024
#6-21.64%
Jan 19, 2000 - Dec 22, 2000
-16.84%
Mar 24, 2025 - Apr 29, 2026
#7-21.51%
Aug 3, 2012 - Feb 19, 2013
-14.79%
Sep 2, 2014 - Jun 10, 2015
#8-20.81%
Jul 22, 2011 - Sep 16, 2011
-12.26%
Dec 26, 2013 - Mar 4, 2014
#9-20.12%
Jun 26, 2002 - May 22, 2003
-11.78%
Mar 1, 2017 - Jul 28, 2017
#10-17.48%
May 13, 2010 - Sep 17, 2010
-11.16%
Aug 1, 2013 - Nov 8, 2013
#11-15.91%
Sep 16, 2011 - Jan 24, 2012
-10.05%
Apr 3, 2024 - Jul 17, 2024
#12-13.74%
Mar 20, 2015 - Aug 3, 2015
-9.58%
Mar 10, 2014 - Aug 26, 2014
#13-12.83%
Sep 26, 2016 - Feb 10, 2017
-8.60%
Aug 4, 2017 - Sep 27, 2017
#14-11.99%
Oct 26, 2015 - Mar 16, 2016
-8.51%
Nov 27, 2024 - Jan 29, 2025
#15-11.62%
Dec 28, 2000 - Jun 6, 2001
-8.42%
Mar 28, 2013 - May 8, 2013

Correlation

Correlation between SUI and UNM is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (1999 - 2026)

SUI vs UNM dividend yield comparison.

YearSUIUNM
20261.84%1.03%
20256.50%2.27%
20243.06%2.15%
20232.78%3.07%
20222.46%3.07%
20211.58%4.76%
20202.08%4.97%
20192.00%3.74%
20182.79%3.34%
20172.89%1.57%
20163.39%1.75%
20153.79%2.10%
20144.30%1.78%
20135.91%1.57%
20126.32%2.26%
20118.62%1.87%
20107.57%1.45%
200912.76%1.61%
200818.00%1.61%
200711.96%1.26%
20067.79%1.44%
20057.96%1.32%
20046.06%1.67%
20036.23%2.36%
20026.26%3.36%
20015.85%2.23%
20006.27%2.19%
19990.00%0.46%

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