UNM vs ELAN

Comparison between Unum Group (UNM, Company) and Elanco Animal Health Inc (ELAN, Company).

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

5-Year PerformanceUNM has outperformed ELAN, delivering a return of +25.9% compared to -6.4%

UNM vs ELAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNM(COMPANY)	ELAN(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	83.30%	78.00%
Sharpe Ratio	0.09	1.75
5Y Beta	0.75	1.28
Industry	Insurance - Life	Drug Manufacturers - Specialty & Generic
P/E Ratio	17.32	-53.66
Forward P/E	8.22	20.83
PEG Ratio	1.03	3.79
Dividend Yield	1.72%	N/A
5Y Dividends CAGR	14.67%	N/A
5Y EPS CAGR	11.95%	-17.32%
Debt to Equity	0.00%	57.48%
Free Cash Flow Yield	4.09%	2.41%
P/S Ratio	0.96	2.77
P/B Ratio	1.18	1.72

Market Cap

Winner

UNM

$13B

ELAN

$13B

Max Drawdown

UNM

83.30%

Winner

ELAN

78.00%

Sharpe Ratio

UNM

0.09

Winner

ELAN

1.75

5Y Beta

Winner

UNM

0.75

ELAN

1.28

Industry

UNM

Insurance - Life

ELAN

Drug Manufacturers - Specialty & Generic

P/E Ratio

UNM

17.32

Winner

ELAN

-53.66

Forward P/E

Winner

UNM

8.22

ELAN

20.83

PEG Ratio

Winner

UNM

1.03

ELAN

3.79

Dividend Yield

UNM

1.72%

ELAN

N/A

5Y Dividends CAGR

UNM

14.67%

ELAN

N/A

5Y EPS CAGR

Winner

UNM

11.95%

ELAN

-17.32%

Debt to Equity

Winner

UNM

0.00%

ELAN

57.48%

Free Cash Flow Yield

Winner

UNM

4.09%

ELAN

2.41%

P/S Ratio

Winner

UNM

0.96

ELAN

2.77

P/B Ratio

Winner

UNM

1.18

ELAN

1.72

UNM vs ELAN - Historical Returns

Returns include dividend reinvestment.

Period	UNM	ELAN
1 month	+4.91%	+0.19%
3 months	+13.47%	-4.77%
6 months	+4.74%	+10.03%
1 year	+3.20%	+92.55%
5 years(CAGR)	+25.88%	-6.38%
10 years(CAGR)	+12.82%	N/A
Max(CAGR)	+6.21%	-5.36%

Winner

UNM

+4.91%

ELAN

+0.19%

Winner

UNM

+13.47%

ELAN

-4.77%

UNM

+4.74%

Winner

ELAN

+10.03%

UNM

+3.20%

Winner

ELAN

+92.55%

5Y(CAGR)

Winner

UNM

+25.88%

ELAN

-6.38%

10Y(CAGR)

UNM

+12.82%

ELAN

N/A

Max(CAGR)

Winner

UNM

+6.21%

ELAN

-5.36%

UNM vs ELAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNM	ELAN
2026	+5.99%	+5.00%
2025	+8.70%	+87.80%
2024	+64.57%	-17.28%
2023	+15.86%	+20.65%
2022	+68.61%	-56.74%
2021	+16.16%	-6.95%
2020	-17.67%	+4.07%
2019	+0.31%	-7.39%
2018	-45.20%	-12.42%
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 ELAN Drawdown Comparison

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

The maximum drawdown for ELAN was -78.00%, occurring on May 30, 2023. This drawdown has not yet recovered.

The current UNM drawdown is -0.50%. The current ELAN drawdown is -35.61%.

Rank	UNM	ELAN
#1	-81.88% Nov 19, 1999 - Mar 14, 2013	-78.00% Aug 3, 2021 - May 30, 2023
#2	-81.07% Jan 12, 2018 - Jun 29, 2023	-53.91% Sep 27, 2018 - Jul 23, 2021
#3	-34.97% Jul 29, 2015 - May 27, 2016	-5.28% Sep 20, 2018 - Sep 27, 2018
#4	-18.77% May 31, 2016 - Oct 12, 2016	-1.89% Jul 23, 2021 - Jul 28, 2021
#5	-17.95% Oct 17, 2023 - Mar 7, 2024	-0.46% Jul 28, 2021 - Aug 3, 2021
#6	-16.84% Mar 24, 2025 - Apr 29, 2026	N/A
#7	-14.79% Sep 2, 2014 - Jun 10, 2015	N/A
#8	-12.26% Dec 26, 2013 - Mar 4, 2014	N/A
#9	-11.78% Mar 1, 2017 - Jul 28, 2017	N/A
#10	-11.16% Aug 1, 2013 - Nov 8, 2013	N/A
#11	-10.05% Apr 3, 2024 - Jul 17, 2024	N/A
#12	-9.58% Mar 10, 2014 - Aug 26, 2014	N/A
#13	-8.60% Aug 4, 2017 - Sep 27, 2017	N/A
#14	-8.51% Nov 27, 2024 - Jan 29, 2025	N/A
#15	-8.42% Mar 28, 2013 - May 8, 2013	N/A

Correlation

Correlation between UNM and ELAN is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58

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