SXI vs UNMA

Comparison between Standex International Corp (SXI, Company) and Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company).

5-Year PerformanceSXI has outperformed UNMA, delivering a return of +29.0% compared to +2.6%

SXI vs UNMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SXI(COMPANY)	UNMA(COMPANY)
Market Cap	$3.80B	$3.80B
Max Drawdown	75.53%	42.85%
Sharpe Ratio	2.03	-0.51
5Y Beta	1.26	0.16
Industry	Specialty Industrial Machinery	N/A
P/E Ratio	38.33	4.99
Forward P/E	31.65	N/A
PEG Ratio	0.63	N/A
Dividend Yield	0.43%	4.25%
5Y Dividends CAGR	12.53%	-0.02%
5Y EPS CAGR	32.70%	11.95%
Debt to Equity	62.70%	0.00%
Free Cash Flow Yield	2.17%	14.19%

Market Cap

Winner

SXI

$3.80B

UNMA

$3.80B

Max Drawdown

SXI

75.53%

Winner

UNMA

42.85%

Sharpe Ratio

Winner

SXI

2.03

UNMA

-0.51

5Y Beta

SXI

1.26

Winner

UNMA

0.16

Industry

SXI

Specialty Industrial Machinery

UNMA

N/A

P/E Ratio

SXI

38.33

Winner

UNMA

4.99

Forward P/E

SXI

31.65

UNMA

N/A

PEG Ratio

SXI

0.63

UNMA

N/A

Dividend Yield

SXI

0.43%

Winner

UNMA

4.25%

5Y Dividends CAGR

Winner

SXI

12.53%

UNMA

-0.02%

5Y EPS CAGR

Winner

SXI

32.70%

UNMA

11.95%

Debt to Equity

SXI

62.70%

Winner

UNMA

0.00%

Free Cash Flow Yield

SXI

2.17%

Winner

UNMA

14.19%

SXI vs UNMA - Historical Returns

Returns include dividend reinvestment.

Period	SXI	UNMA
1 month	+25.48%	-2.41%
3 months	+24.14%	-3.25%
6 months	+41.14%	-0.95%
1 year	+101.57%	+0.84%
5 years(CAGR)	+29.02%	+2.61%
10 years(CAGR)	+14.91%	N/A
Max(CAGR)	+12.67%	+4.88%

Winner

SXI

+25.48%

UNMA

-2.41%

Winner

SXI

+24.14%

UNMA

-3.25%

Winner

SXI

+41.14%

UNMA

-0.95%

Winner

SXI

+101.57%

UNMA

+0.84%

5Y(CAGR)

Winner

SXI

+29.02%

UNMA

+2.61%

10Y(CAGR)

SXI

+14.91%

UNMA

N/A

Max(CAGR)

Winner

SXI

+12.67%

UNMA

+4.88%

SXI vs UNMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SXI	UNMA
2026	+40.53%	-1.50%
2025	+16.18%	+1.92%
2024	+22.27%	+0.28%
2023	+56.29%	+11.85%
2022	-5.46%	-2.31%
2021	+48.69%	+1.54%
2020	-0.89%	+7.35%
2019	+16.44%	+21.44%
2018	-32.93%	-6.26%
2017	+16.41%	N/A
2016	+8.79%	N/A
2015	+11.61%	N/A
2014	+23.09%	N/A
2013	+21.02%	N/A
2012	+46.17%	N/A
2011	+7.99%	N/A
2010	+43.98%	N/A
2009	+4.73%	N/A
2008	+18.45%	N/A
2007	-40.30%	N/A
2006	+14.58%	N/A
2005	+2.02%	N/A
2004	+6.34%	N/A
2003	+22.40%	N/A
2002	+14.94%	N/A
2001	+14.20%	N/A
2000	+2.82%	N/A
1999	-1.74%	N/A

SXI vs UNMA Drawdown Comparison

The maximum drawdown for SXI was -72.66%, occurring on Mar 9, 2009. Recovery took 1040 trading sessions.

The maximum drawdown for UNMA was -41.65%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The current UNMA drawdown is -5.00%.

Rank	SXI	UNMA
#1	-72.66% Feb 27, 2006 - Apr 15, 2010	-41.65% Feb 10, 2020 - Aug 14, 2020
#2	-65.63% Aug 27, 2018 - Oct 28, 2021	-15.18% Nov 4, 2021 - Dec 5, 2023
#3	-38.00% Nov 25, 2024 - Aug 22, 2025	-11.96% Aug 30, 2018 - Jan 11, 2019
#4	-34.64% Apr 6, 2011 - Oct 27, 2011	-9.00% Sep 23, 2024 - Sep 12, 2025
#5	-32.88% Nov 11, 2021 - Feb 1, 2023	-5.78% Jan 5, 2021 - May 28, 2021
#6	-32.84% Nov 2, 1999 - Jan 10, 2001	-5.62% Aug 26, 2020 - Nov 16, 2020
#7	-31.44% May 8, 2002 - Nov 5, 2003	-5.59% Oct 16, 2019 - Jan 14, 2020
#8	-27.57% Nov 10, 2015 - Aug 22, 2016	-5.04% Sep 16, 2025 - Jun 10, 2026
#9	-27.36% Oct 28, 2011 - Jan 31, 2012	-4.30% Jul 3, 2024 - Sep 12, 2024
#10	-27.18% Feb 15, 2001 - Apr 10, 2002	-3.73% Mar 19, 2024 - Jun 3, 2024
#11	-26.64% Apr 26, 2010 - Dec 2, 2010	-3.42% Aug 30, 2019 - Sep 27, 2019
#12	-26.32% Mar 8, 2004 - Feb 2, 2005	-2.53% Sep 16, 2021 - Oct 21, 2021
#13	-19.50% Oct 31, 2014 - Oct 29, 2015	-2.31% Jul 8, 2021 - Jul 30, 2021
#14	-19.45% Sep 30, 2016 - Dec 8, 2016	-2.17% Aug 5, 2021 - Sep 16, 2021
#15	-19.38% Aug 9, 2023 - Feb 15, 2024	-2.05% Jan 31, 2019 - Feb 28, 2019

Correlation

Correlation between SXI and UNMA is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

SXI vs UNMA dividend yield comparison.

Year	SXI	UNMA
2026	0.22%	3.52%
2025	0.60%	6.76%
2024	0.65%	6.61%
2023	0.72%	6.19%
2022	1.04%	6.53%
2021	0.89%	5.98%
2020	1.16%	5.65%
2019	1.03%	5.79%
2018	1.10%	3.75%
2017	0.65%	0.00%
2016	0.66%	0.00%
2015	0.60%	0.00%
2014	0.54%	0.00%
2013	0.54%	0.00%
2012	0.57%	0.00%
2011	0.73%	0.00%
2010	0.70%	0.00%
2009	1.79%	0.00%
2008	4.23%	0.00%
2007	4.81%	0.00%
2006	2.79%	0.00%
2005	3.03%	0.00%
2004	2.95%	0.00%
2003	3.00%	0.00%
2002	3.52%	0.00%
2001	3.86%	0.00%
2000	3.93%	0.00%