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TRU vs UNM

Comparison between TransUnion (TRU, Company) and Unum Group (UNM, Company).

Both TRU and UNM are from the Financial Services sector.

5-Year PerformanceUNM has outperformed TRU, delivering a return of +26.4% compared to -7.2%

TRU vs UNM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
TRU
$14B
Winner
UNM
$14B
Max Drawdown
Winner
TRU
65.28%
UNM
83.30%
Sharpe Ratio
TRU
-0.42
Winner
UNM
0.37
5Y Beta
TRU
1.47
Winner
UNM
0.74
Industry
TRU
Financial Data & Stock Exchanges
UNM
Insurance - Life
P/E Ratio
TRU
19.43
Winner
UNM
17.99
Forward P/E
TRU
15.24
Winner
UNM
8.22
PEG Ratio
Winner
TRU
0.21
UNM
1.03
Dividend Yield
TRU
0.50%
Winner
UNM
1.63%
5Y Dividends CAGR
TRU
3.97%
Winner
UNM
14.67%
5Y EPS CAGR
Winner
TRU
16.36%
UNM
11.95%
Debt to Equity
TRU
117.96%
Winner
UNM
0.00%
Free Cash Flow Yield
Winner
TRU
5.10%
UNM
3.94%
P/S Ratio
TRU
2.88
Winner
UNM
1.00
P/B Ratio
TRU
2.87
Winner
UNM
1.24

TRU vs UNM - Historical Returns

Returns include dividend reinvestment.

1M
TRU
+3.73%
Winner
UNM
+7.44%
3M
TRU
-9.72%
Winner
UNM
+17.59%
6M
TRU
-16.07%
Winner
UNM
+18.30%
1Y
TRU
-17.39%
Winner
UNM
+11.14%
5Y(CAGR)
TRU
-7.25%
Winner
UNM
+26.40%
10Y(CAGR)
TRU
+8.28%
Winner
UNM
+12.71%
Max(CAGR)
Winner
TRU
+10.19%
UNM
+6.47%

TRU vs UNM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTRUUNM
2026-14.92%+13.80%
2025-6.15%+8.70%
2024+39.96%+64.57%
2023+17.18%+15.86%
2022-51.19%+68.61%
2021+24.13%+16.16%
2020+13.40%-17.67%
2019+53.50%+0.31%
2018+3.91%-45.20%
2017+77.52%+26.17%
2016+12.43%+37.36%
2015+8.54%-2.19%
2014N/A+3.48%
2013N/A+66.69%
2012N/A-1.07%
2011N/A-13.80%
2010N/A+23.35%
2009N/A+7.88%
2008N/A-19.23%
2007N/A+15.94%
2006N/A-8.85%
2005N/A+32.04%
2004N/A+13.71%
2003N/A-11.11%
2002N/A-32.10%
2001N/A+6.71%
2000N/A-9.50%
1999N/A+2.63%

TRU vs UNM Drawdown Comparison

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

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

The current TRU drawdown is -41.87%.

RankTRUUNM
#1-64.92%
Sep 8, 2021 - Oct 30, 2023
-81.88%
Nov 19, 1999 - Mar 14, 2013
#2-45.16%
Feb 20, 2020 - Dec 23, 2020
-81.07%
Jan 12, 2018 - Jun 29, 2023
#3-31.27%
Sep 13, 2018 - Jul 23, 2019
-34.97%
Jul 29, 2015 - May 27, 2016
#4-25.02%
Dec 24, 2015 - Apr 27, 2016
-18.77%
May 31, 2016 - Oct 12, 2016
#5-17.33%
Jul 22, 2016 - Feb 14, 2017
-17.95%
Oct 17, 2023 - Mar 7, 2024
#6-16.60%
Dec 24, 2020 - Apr 22, 2021
-16.84%
Mar 24, 2025 - Apr 29, 2026
#7-15.75%
Sep 7, 2017 - Oct 5, 2017
-14.79%
Sep 2, 2014 - Jun 10, 2015
#8-13.63%
Aug 14, 2015 - Dec 17, 2015
-12.26%
Dec 26, 2013 - Mar 4, 2014
#9-10.43%
Jan 26, 2018 - Apr 20, 2018
-11.78%
Mar 1, 2017 - Jul 28, 2017
#10-8.26%
Jun 23, 2016 - Jul 1, 2016
-11.16%
Aug 1, 2013 - Nov 8, 2013
#11-7.86%
Sep 6, 2019 - Nov 14, 2019
-10.05%
Apr 3, 2024 - Jul 17, 2024
#12-6.76%
Jul 20, 2018 - Sep 4, 2018
-9.58%
Mar 10, 2014 - Aug 26, 2014
#13-5.69%
Aug 8, 2019 - Sep 6, 2019
-8.60%
Aug 4, 2017 - Sep 27, 2017
#14-5.68%
Jul 26, 2019 - Aug 8, 2019
-8.51%
Nov 27, 2024 - Jan 29, 2025
#15-5.05%
Jun 1, 2017 - Jun 19, 2017
-8.42%
Mar 28, 2013 - May 8, 2013

Correlation

Correlation between TRU and UNM is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20
-101

Dividend Comparison (1999 - 2026)

TRU vs UNM dividend yield comparison.

YearTRUUNM
20260.35%1.06%
20250.54%2.27%
20240.45%2.15%
20230.61%3.07%
20220.70%3.07%
20210.30%4.76%
20200.30%4.97%
20190.35%3.74%
20180.40%3.34%
20170.00%1.57%
20160.00%1.75%
20150.00%2.10%
20140.00%1.78%
20130.00%1.57%
20120.00%2.26%
20110.00%1.87%
20100.00%1.45%
20090.00%1.61%
20080.00%1.61%
20070.00%1.26%
20060.00%1.44%
20050.00%1.32%
20040.00%1.67%
20030.00%2.36%
20020.00%3.36%
20010.00%2.23%
20000.00%2.19%
19990.00%0.46%

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