UNM vs DVA

Comparison between Unum Group (UNM, Company) and DaVita Inc (DVA, Company).

UNM is from the Financial Services sector, while DVA is from the Healthcare sector.

5-Year PerformanceUNM has outperformed DVA, delivering a return of +25.9% compared to +9.4%

UNM vs DVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNM(COMPANY)	DVA(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	83.30%	68.00%
Sharpe Ratio	0.09	0.87
5Y Beta	0.75	0.41
Industry	Insurance - Life	Medical Care Facilities
P/E Ratio	17.32	19.72
Forward P/E	8.22	11.35
PEG Ratio	1.03	0.58
Dividend Yield	1.72%	N/A
5Y Dividends CAGR	14.67%	N/A
5Y EPS CAGR	11.95%	8.34%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	4.09%	11.41%
P/S Ratio	0.96	0.91
P/B Ratio	1.18	91.65

Market Cap

Winner

UNM

$13B

DVA

$13B

Max Drawdown

UNM

83.30%

Winner

DVA

68.00%

Sharpe Ratio

UNM

0.09

Winner

DVA

0.87

5Y Beta

UNM

0.75

Winner

DVA

0.41

Industry

UNM

Insurance - Life

DVA

Medical Care Facilities

P/E Ratio

Winner

UNM

17.32

DVA

19.72

Forward P/E

Winner

UNM

8.22

DVA

11.35

PEG Ratio

UNM

1.03

Winner

DVA

0.58

Dividend Yield

UNM

1.72%

DVA

N/A

5Y Dividends CAGR

UNM

14.67%

DVA

N/A

5Y EPS CAGR

Winner

UNM

11.95%

DVA

8.34%

Debt to Equity

UNM

0.00%

DVA

0.00%

Free Cash Flow Yield

UNM

4.09%

Winner

DVA

11.41%

P/S Ratio

UNM

0.96

Winner

DVA

0.91

P/B Ratio

Winner

UNM

1.18

DVA

91.65

UNM vs DVA - Historical Returns

Returns include dividend reinvestment.

Period	UNM	DVA
1 month	+4.91%	+33.84%
3 months	+13.47%	+44.34%
6 months	+4.74%	+60.62%
1 year	+3.20%	+38.32%
5 years(CAGR)	+25.88%	+9.39%
10 years(CAGR)	+12.82%	+10.08%
Max(CAGR)	+6.21%	+17.76%

UNM

+4.91%

Winner

DVA

+33.84%

UNM

+13.47%

Winner

DVA

+44.34%

UNM

+4.74%

Winner

DVA

+60.62%

UNM

+3.20%

Winner

DVA

+38.32%

5Y(CAGR)

Winner

UNM

+25.88%

DVA

+9.39%

10Y(CAGR)

Winner

UNM

+12.82%

DVA

+10.08%

Max(CAGR)

UNM

+6.21%

Winner

DVA

+17.76%

UNM vs DVA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNM	DVA
2026	+5.99%	+73.50%
2025	+8.70%	-24.17%
2024	+64.57%	+39.91%
2023	+15.86%	+39.98%
2022	+68.61%	-35.31%
2021	+16.16%	-2.35%
2020	-17.67%	+56.01%
2019	+0.31%	+45.04%
2018	-45.20%	-29.06%
2017	+26.17%	+11.00%
2016	+37.36%	-6.51%
2015	-2.19%	-8.07%
2014	+3.48%	+16.92%
2013	+66.69%	+16.06%
2012	-1.07%	+43.30%
2011	-13.80%	+9.38%
2010	+23.35%	+15.97%
2009	+7.88%	+19.63%
2008	-19.23%	-10.67%
2007	+15.94%	+1.66%
2006	-8.85%	+10.40%
2005	+32.04%	+28.66%
2004	+13.71%	+50.08%
2003	-11.11%	+55.44%
2002	-32.10%	+3.87%
2001	+6.71%	+52.24%
2000	-9.50%	+148.99%
1999	+2.63%	-14.34%

UNM vs DVA Drawdown Comparison

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

The maximum drawdown for DVA was -68.00%, occurring on Mar 21, 2000. Recovery took 231 trading sessions.

The current UNM drawdown is -0.50%.

Rank	UNM	DVA
#1	-81.88% Nov 19, 1999 - Mar 14, 2013	-68.00% Nov 2, 1999 - Oct 2, 2000
#2	-81.07% Jan 12, 2018 - Jun 29, 2023	-51.10% Aug 4, 2021 - Mar 5, 2024
#3	-34.97% Jul 29, 2015 - May 27, 2016	-48.45% May 28, 2015 - Feb 11, 2020
#4	-18.77% May 31, 2016 - Oct 12, 2016	-41.43% Feb 4, 2025 - May 6, 2026
#5	-17.95% Oct 17, 2023 - Mar 7, 2024	-36.36% Oct 18, 2007 - Jun 17, 2010
#6	-16.84% Mar 24, 2025 - Apr 29, 2026	-32.14% Jul 7, 2011 - Mar 30, 2012
#7	-14.79% Sep 2, 2014 - Jun 10, 2015	-26.56% Feb 11, 2020 - Jul 29, 2020
#8	-12.26% Dec 26, 2013 - Mar 4, 2014	-25.53% May 1, 2002 - Jun 11, 2003
#9	-11.78% Mar 1, 2017 - Jul 28, 2017	-25.32% Jan 31, 2001 - May 8, 2001
#10	-11.16% Aug 1, 2013 - Nov 8, 2013	-23.75% Jul 18, 2001 - Nov 30, 2001
#11	-10.05% Apr 3, 2024 - Jul 17, 2024	-21.04% Mar 16, 2006 - Sep 12, 2007
#12	-9.58% Mar 10, 2014 - Aug 26, 2014	-19.86% Apr 29, 2004 - Dec 6, 2004
#13	-8.60% Aug 4, 2017 - Sep 27, 2017	-19.30% Jan 8, 2021 - May 6, 2021
#14	-8.51% Nov 27, 2024 - Jan 29, 2025	-18.05% May 10, 2013 - Jan 9, 2014
#15	-8.42% Mar 28, 2013 - May 8, 2013	-15.36% Sep 16, 2024 - Nov 22, 2024