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UNM vs CSL

Comparison between Unum Group (UNM, Company) and Carlisle Companies Inc (CSL, Company).

UNM is from the Financial Services sector, while CSL is from the Industrials sector.

5-Year PerformanceUNM has outperformed CSL, delivering a return of +31.2% compared to +16.3%

UNM vs CSL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UNM
$15B
CSL
$15B
Max Drawdown
UNM
83.30%
Winner
CSL
65.48%
Sharpe Ratio
Winner
UNM
0.66
CSL
0.16
5Y Beta
Winner
UNM
0.71
CSL
1.01
Industry
UNM
Insurance - Life
CSL
Building Products & Equipment
P/E Ratio
Winner
UNM
19.41
CSL
20.53
Forward P/E
Winner
UNM
8.22
CSL
16.89
Dividend Yield
Winner
UNM
1.51%
CSL
1.21%
5Y Dividends CAGR
UNM
14.67%
Winner
CSL
20.79%
5Y EPS CAGR
UNM
11.95%
Winner
CSL
24.16%
Debt to Equity
Winner
UNM
0.00%
CSL
174.73%
Free Cash Flow Yield
UNM
3.65%
Winner
CSL
6.33%

UNM vs CSL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UNM
+8.71%
CSL
+8.21%
3M
Winner
UNM
+21.92%
CSL
+6.88%
6M
Winner
UNM
+14.60%
CSL
+9.82%
1Y
Winner
UNM
+17.47%
CSL
+2.79%
5Y(CAGR)
Winner
UNM
+31.22%
CSL
+16.32%
10Y(CAGR)
UNM
+13.95%
Winner
CSL
+14.97%
Max(CAGR)
UNM
+6.61%
Winner
CSL
+14.02%

UNM vs CSL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUNMCSL
2026+17.91%+10.55%
2025+8.70%-11.66%
2024+64.57%+20.08%
2023+15.86%+35.04%
2022+68.61%-3.01%
2021+16.16%+62.98%
2020-17.67%-3.31%
2019+0.31%+62.36%
2018-45.20%-12.87%
2017+26.17%+5.48%
2016+37.36%+29.32%
2015-2.19%-0.33%
2014+3.48%+16.22%
2013+66.69%+32.88%
2012-1.07%+30.90%
2011-13.80%+11.21%
2010+23.35%+15.36%
2009+7.88%+64.68%
2008-19.23%-43.52%
2007+15.94%-5.44%
2006-8.85%+13.24%
2005+32.04%+10.86%
2004+13.71%+8.11%
2003-11.11%+44.81%
2002-32.10%+17.03%
2001+6.71%-9.48%
2000-9.50%+26.79%
1999+2.63%+10.53%

UNM vs CSL Drawdown Comparison

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

The maximum drawdown for CSL was -64.55%, occurring on Nov 20, 2008. Recovery took 918 trading sessions.

The current UNM drawdown is -2.97%. The current CSL drawdown is -23.44%.

RankUNMCSL
#1-81.88%
Nov 19, 1999 - Mar 14, 2013
-64.55%
Sep 4, 2007 - Apr 26, 2011
#2-81.07%
Jan 12, 2018 - Jun 29, 2023
-45.55%
Jun 29, 2000 - Oct 8, 2003
#3-34.97%
Jul 29, 2015 - May 27, 2016
-39.12%
May 10, 2011 - Feb 21, 2012
#4-18.77%
May 31, 2016 - Oct 12, 2016
-38.68%
Jan 2, 2020 - Mar 25, 2021
#5-17.95%
Oct 17, 2023 - Mar 7, 2024
-37.71%
Oct 14, 2024 - Nov 20, 2025
#6-16.84%
Mar 24, 2025 - Apr 29, 2026
-34.51%
Aug 18, 2022 - Dec 15, 2023
#7-14.79%
Sep 2, 2014 - Jun 10, 2015
-27.39%
Aug 29, 2018 - Apr 18, 2019
#8-12.26%
Dec 26, 2013 - Mar 4, 2014
-25.34%
Aug 17, 2015 - Apr 27, 2016
#9-11.78%
Mar 1, 2017 - Jul 28, 2017
-19.70%
May 18, 2005 - Feb 9, 2006
#10-11.16%
Aug 1, 2013 - Nov 8, 2013
-19.47%
Nov 25, 2016 - Nov 29, 2017
#11-10.05%
Apr 3, 2024 - Jul 17, 2024
-17.69%
Jan 8, 2018 - Jul 25, 2018
#12-9.58%
Mar 10, 2014 - Aug 26, 2014
-15.01%
May 4, 2022 - Jul 28, 2022
#13-8.60%
Aug 4, 2017 - Sep 27, 2017
-14.86%
Jun 10, 2014 - Oct 30, 2014
#14-8.51%
Nov 27, 2024 - Jan 29, 2025
-14.45%
Jul 16, 2024 - Sep 23, 2024
#15-8.42%
Mar 28, 2013 - May 8, 2013
-13.99%
Jul 16, 2004 - Feb 3, 2005

Correlation

Correlation between UNM and CSL is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

UNM vs CSL dividend yield comparison.

YearUNMCSL
20261.02%0.61%
20252.27%1.31%
20242.15%1.00%
20233.07%1.02%
20223.07%1.09%
20214.76%0.86%
20204.97%1.31%
20193.74%1.11%
20183.34%1.53%
20171.57%1.27%
20161.75%1.18%
20152.10%1.24%
20141.78%1.04%
20131.57%1.06%
20122.26%1.29%
20111.87%1.58%
20101.45%1.66%
20091.61%1.84%
20081.61%2.90%
20071.26%1.51%
20061.44%1.32%
20051.32%1.39%
20041.67%1.39%
20032.36%1.43%
20023.36%2.05%
20012.23%2.22%
20002.19%1.77%
19990.46%0.50%

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