UNM vs BNT

Comparison between Unum Group (UNM, Company) and Brookfield Reinsurance Ltd (Exchangeable Shares Sub Voting) - Class A (BNT, Company).

Both UNM and BNT are from the Financial Services sector.

5-Year PerformanceUNM has outperformed BNT, delivering a return of +28.8% compared to +4.9%

UNM vs BNT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNM(COMPANY)	BNT(COMPANY)
Market Cap	$15B	$14B
Max Drawdown	83.30%	54.88%
Sharpe Ratio	0.48	0.30
5Y Beta	0.71	1.43
Industry	Insurance - Life	Insurance - Diversified
P/E Ratio	19.12	16.70
Forward P/E	8.22	N/A
Dividend Yield	1.52%	0.57%
5Y Dividends CAGR	14.67%	N/A
5Y EPS CAGR	11.95%	35.69%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	3.70%	18.13%

Market Cap

Winner

UNM

$15B

BNT

$14B

Max Drawdown

UNM

83.30%

Winner

BNT

54.88%

Sharpe Ratio

Winner

UNM

0.48

BNT

0.30

5Y Beta

Winner

UNM

0.71

BNT

1.43

Industry

UNM

Insurance - Life

BNT

Insurance - Diversified

P/E Ratio

UNM

19.12

Winner

BNT

16.70

Forward P/E

UNM

8.22

BNT

N/A

Dividend Yield

Winner

UNM

1.52%

BNT

0.57%

5Y Dividends CAGR

UNM

14.67%

BNT

N/A

5Y EPS CAGR

UNM

11.95%

Winner

BNT

35.69%

Debt to Equity

UNM

0.00%

BNT

0.00%

Free Cash Flow Yield

UNM

3.70%

Winner

BNT

18.13%

UNM vs BNT - Historical Returns

Returns include dividend reinvestment.

Period	UNM	BNT
1 month	+5.33%	-6.29%
3 months	+20.06%	+3.75%
6 months	+13.84%	-7.53%
1 year	+16.68%	+7.91%
5 years(CAGR)	+28.79%	+4.91%
10 years(CAGR)	+14.39%	N/A
Max(CAGR)	+6.55%	+4.91%

Winner

UNM

+5.33%

BNT

-6.29%

Winner

UNM

+20.06%

BNT

+3.75%

Winner

UNM

+13.84%

BNT

-7.53%

Winner

UNM

+16.68%

BNT

+7.91%

5Y(CAGR)

Winner

UNM

+28.79%

BNT

+4.91%

10Y(CAGR)

UNM

+14.39%

BNT

N/A

Max(CAGR)

Winner

UNM

+6.55%

BNT

+4.91%

UNM vs BNT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNM	BNT
2026	+16.52%	-7.55%
2025	+8.70%	+20.82%
2024	+64.57%	+49.48%
2023	+15.86%	+28.86%
2022	+68.61%	-40.73%
2021	+16.16%	+1.29%
2020	-17.67%	N/A
2019	+0.31%	N/A
2018	-45.20%	N/A
2017	+26.17%	N/A
2016	+37.36%	N/A
2015	-2.19%	N/A
2014	+3.48%	N/A
2013	+66.69%	N/A
2012	-1.07%	N/A
2011	-13.80%	N/A
2010	+23.35%	N/A
2009	+7.88%	N/A
2008	-19.23%	N/A
2007	+15.94%	N/A
2006	-8.85%	N/A
2005	+32.04%	N/A
2004	+13.71%	N/A
2003	-11.11%	N/A
2002	-32.10%	N/A
2001	+6.71%	N/A
2000	-9.50%	N/A
1999	+2.63%	N/A

UNM vs BNT Drawdown Comparison

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

The maximum drawdown for BNT was -46.27%, occurring on Mar 15, 2023. Recovery took 683 trading sessions.

The current UNM drawdown is -4.11%. The current BNT drawdown is -12.99%.

Rank	UNM	BNT
#1	-81.88% Nov 19, 1999 - Mar 14, 2013	-46.27% Jan 4, 2022 - Sep 24, 2024
#2	-81.07% Jan 12, 2018 - Jun 29, 2023	-27.65% Jan 30, 2025 - Jun 30, 2025
#3	-34.97% Jul 29, 2015 - May 27, 2016	-22.17% Jun 28, 2021 - Aug 27, 2021
#4	-18.77% May 31, 2016 - Oct 12, 2016	-18.80% Jan 6, 2026 - Mar 30, 2026
#5	-17.95% Oct 17, 2023 - Mar 7, 2024	-13.22% Aug 27, 2021 - Oct 22, 2021
#6	-16.84% Mar 24, 2025 - Apr 29, 2026	-11.97% Sep 22, 2025 - Jan 5, 2026
#7	-14.79% Sep 2, 2014 - Jun 10, 2015	-10.92% Nov 8, 2021 - Jan 4, 2022
#8	-12.26% Dec 26, 2013 - Mar 4, 2014	-10.77% Dec 2, 2024 - Jan 30, 2025
#9	-11.78% Mar 1, 2017 - Jul 28, 2017	-5.95% Oct 18, 2024 - Nov 6, 2024
#10	-11.16% Aug 1, 2013 - Nov 8, 2013	-5.71% Jul 17, 2025 - Sep 11, 2025
#11	-10.05% Apr 3, 2024 - Jul 17, 2024	-4.78% Nov 11, 2024 - Nov 25, 2024
#12	-9.58% Mar 10, 2014 - Aug 26, 2014	-2.60% Jul 3, 2025 - Jul 16, 2025
#13	-8.60% Aug 4, 2017 - Sep 27, 2017	-2.48% Oct 28, 2021 - Nov 5, 2021
#14	-8.51% Nov 27, 2024 - Jan 29, 2025	-2.11% Sep 26, 2024 - Oct 11, 2024
#15	-8.42% Mar 28, 2013 - May 8, 2013	-1.63% Oct 22, 2021 - Oct 28, 2021

Correlation

Correlation between UNM and BNT is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (1999 - 2026)

UNM vs BNT dividend yield comparison.

Year	UNM	BNT
2026	1.03%	0.33%
2025	2.27%	0.52%
2024	2.15%	0.56%
2023	3.07%	0.69%
2022	3.07%	20.51%
2021	4.76%	0.42%
2020	4.97%	0.00%
2019	3.74%	0.00%
2018	3.34%	0.00%
2017	1.57%	0.00%
2016	1.75%	0.00%
2015	2.10%	0.00%
2014	1.78%	0.00%
2013	1.57%	0.00%
2012	2.26%	0.00%
2011	1.87%	0.00%
2010	1.45%	0.00%
2009	1.61%	0.00%
2008	1.61%	0.00%
2007	1.26%	0.00%
2006	1.44%	0.00%
2005	1.32%	0.00%
2004	1.67%	0.00%
2003	2.36%	0.00%
2002	3.36%	0.00%
2001	2.23%	0.00%
2000	2.19%	0.00%
1999	0.46%	0.00%