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UNM vs EG

Comparison between Unum Group (UNM, Company) and Everest Group Ltd (EG, Company).

Both UNM and EG are from the Financial Services sector.

5-Year PerformanceUNM has outperformed EG, delivering a return of +31.4% compared to +8.9%

UNM vs EG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UNM
$15B
EG
$15B
Max Drawdown
UNM
83.30%
Winner
EG
48.55%
Sharpe Ratio
Winner
UNM
1.17
EG
0.39
5Y Beta
UNM
0.72
Winner
EG
0.38
Industry
UNM
Insurance - Life
EG
Insurance - Reinsurance
P/E Ratio
UNM
17.71
Winner
EG
7.75
Forward P/E
UNM
8.22
Winner
EG
5.48
PEG Ratio
UNM
1.03
Winner
EG
0.05
Dividend Yield
UNM
2.15%
Winner
EG
2.17%
5Y Dividends CAGR
Winner
UNM
15.52%
EG
5.23%
5Y EPS CAGR
Winner
UNM
15.65%
EG
6.94%
Debt to Equity
Winner
UNM
0.00%
EG
23.26%
Free Cash Flow Yield
Winner
UNM
4.73%
EG
1.60%
P/S Ratio
UNM
1.11
Winner
EG
0.84
P/B Ratio
UNM
1.37
Winner
EG
0.92

UNM vs EG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UNM
+3.79%
EG
-2.16%
3M
UNM
+6.50%
Winner
EG
+7.46%
6M
Winner
UNM
+26.39%
EG
+12.29%
1Y
Winner
UNM
+32.52%
EG
+13.10%
5Y(CAGR)
Winner
UNM
+31.43%
EG
+8.94%
10Y(CAGR)
Winner
UNM
+13.74%
EG
+9.60%
Max(CAGR)
UNM
+6.56%
Winner
EG
+12.55%

UNM vs EG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUNMEG
2026+17.96%+14.02%
2025+8.70%-4.38%
2024+64.57%+2.24%
2023+15.86%+8.03%
2022+68.61%+24.22%
2021+16.16%+22.98%
2020-17.67%-13.47%
2019+0.31%+32.66%
2018-45.20%+2.96%
2017+26.17%+4.61%
2016+37.36%+22.44%
2015-2.19%+10.90%
2014+3.48%+14.98%
2013+66.69%+42.41%
2012-1.07%+31.62%
2011-13.80%+0.94%
2010+23.35%+1.68%
2009+7.88%+14.90%
2008-19.23%-20.93%
2007+15.94%+3.07%
2006-8.85%-2.07%
2005+32.04%+13.89%
2004+13.71%+7.40%
2003-11.11%+51.87%
2002-32.10%-21.31%
2001+6.71%+3.07%
2000-9.50%+228.18%
1999+2.63%-11.63%

UNM vs EG Drawdown Comparison

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

The maximum drawdown for EG was -46.66%, occurring on Mar 5, 2009. Recovery took 1156 trading sessions.

The current UNM drawdown is -4.11%. The current EG drawdown is -5.50%.

RankUNMEG
#1-81.88%
Nov 19, 1999 - Mar 14, 2013
-46.66%
Oct 10, 2007 - May 11, 2012
#2-81.07%
Jan 12, 2018 - Jun 29, 2023
-44.72%
Oct 16, 2001 - Jun 17, 2003
#3-34.97%
Jul 29, 2015 - May 27, 2016
-44.22%
Feb 13, 2020 - Oct 20, 2021
#4-18.77%
May 31, 2016 - Oct 12, 2016
-34.76%
Jun 29, 2001 - Oct 15, 2001
#5-17.95%
Oct 17, 2023 - Mar 7, 2024
-25.10%
Dec 27, 2000 - Jun 29, 2001
#6-16.84%
Mar 24, 2025 - Apr 29, 2026
-23.41%
Oct 4, 2024 - Jul 28, 2026
#7-14.79%
Sep 2, 2014 - Jun 10, 2015
-22.27%
Jul 24, 2017 - Jul 26, 2019
#8-12.26%
Dec 26, 2013 - Mar 4, 2014
-21.90%
Apr 6, 2004 - Dec 22, 2004
#9-11.78%
Mar 1, 2017 - Jul 28, 2017
-19.72%
Nov 14, 2005 - May 18, 2007
#10-11.16%
Aug 1, 2013 - Nov 8, 2013
-19.20%
Nov 5, 1999 - Feb 17, 2000
#11-10.05%
Apr 3, 2024 - Jul 17, 2024
-18.99%
Apr 1, 2022 - Oct 28, 2022
#12-9.58%
Mar 10, 2014 - Aug 26, 2014
-17.22%
Jul 16, 2007 - Oct 9, 2007
#13-9.29%
Jun 12, 2026 - Aug 13, 2026
-15.05%
Nov 27, 2023 - Oct 4, 2024
#14-8.60%
Aug 4, 2017 - Sep 27, 2017
-14.96%
Mar 31, 2000 - May 15, 2000
#15-8.51%
Nov 27, 2024 - Jan 29, 2025
-14.54%
Apr 1, 2016 - Oct 25, 2016

Correlation

Correlation between UNM and EG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

UNM vs EG dividend yield comparison.

YearUNMEG
20261.59%1.06%
20252.27%2.36%
20242.15%2.14%
20233.07%1.92%
20223.07%1.96%
20214.76%2.26%
20204.97%2.65%
20193.74%2.08%
20183.34%2.43%
20171.57%2.28%
20161.75%2.17%
20152.10%2.18%
20141.78%1.88%
20131.57%1.41%
20122.26%1.75%
20111.87%2.28%
20101.45%2.26%
20091.61%2.24%
20081.61%2.52%
20071.26%1.91%
20061.44%0.61%
20051.32%0.44%
20041.67%0.45%
20032.36%0.43%
20023.36%0.58%
20012.23%0.40%
20002.19%0.17%
19990.46%0.27%

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