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UNM vs GEN

Comparison between Unum Group (UNM, Company) and Gen Digital Inc (GEN, Company).

UNM is from the Financial Services sector, while GEN is from the Technology sector.

5-Year PerformanceUNM has outperformed GEN, delivering a return of +28.9% compared to -1.2%

UNM vs GEN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UNM
$15B
GEN
$15B
Max Drawdown
UNM
83.30%
Winner
GEN
69.98%
Sharpe Ratio
Winner
UNM
0.74
GEN
-0.46
5Y Beta
Winner
UNM
0.73
GEN
0.87
Industry
UNM
Insurance - Life
GEN
Software - Infrastructure
P/E Ratio
UNM
19.56
Winner
GEN
15.30
Forward P/E
Winner
UNM
8.22
GEN
8.39
PEG Ratio
UNM
1.03
Winner
GEN
0.28
Dividend Yield
UNM
1.50%
Winner
GEN
2.09%
5Y Dividends CAGR
Winner
UNM
14.67%
GEN
4.56%
5Y EPS CAGR
Winner
UNM
11.95%
GEN
11.22%
Debt to Equity
Winner
UNM
0.00%
GEN
313.90%
Free Cash Flow Yield
UNM
3.62%
Winner
GEN
10.34%
P/S Ratio
Winner
UNM
1.10
GEN
2.97
P/B Ratio
Winner
UNM
1.33
GEN
5.76

UNM vs GEN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UNM
+14.26%
GEN
+10.91%
3M
Winner
UNM
+28.33%
GEN
+16.40%
6M
Winner
UNM
+21.69%
GEN
-11.19%
1Y
Winner
UNM
+19.81%
GEN
-18.11%
5Y(CAGR)
Winner
UNM
+28.90%
GEN
-1.15%
10Y(CAGR)
Winner
UNM
+14.10%
GEN
+10.57%
Max(CAGR)
UNM
+6.73%
Winner
GEN
+9.51%

UNM vs GEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUNMGEN
2026+21.51%-5.74%
2025+8.70%+0.70%
2024+64.57%+22.56%
2023+15.86%+8.30%
2022+68.61%-16.94%
2021+16.16%+27.65%
2020-17.67%+39.08%
2019+0.31%+36.84%
2018-45.20%-33.76%
2017+26.17%+18.10%
2016+37.36%+44.85%
2015-2.19%-15.67%
2014+3.48%+12.28%
2013+66.69%+23.24%
2012-1.07%+19.26%
2011-13.80%-8.80%
2010+23.35%-9.02%
2009+7.88%+20.88%
2008-19.23%-15.82%
2007+15.94%-24.37%
2006-8.85%+19.21%
2005+32.04%-33.21%
2004+13.71%+48.30%
2003-11.11%+61.67%
2002-32.10%+20.73%
2001+6.71%+97.65%
2000-9.50%-41.32%
1999+2.63%+22.45%

UNM vs GEN Drawdown Comparison

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

The maximum drawdown for GEN was -69.98%, occurring on Nov 20, 2008. Recovery took 2959 trading sessions.

The current GEN drawdown is -22.92%.

RankUNMGEN
#1-81.88%
Nov 19, 1999 - Mar 14, 2013
-69.98%
Dec 3, 2004 - Sep 6, 2016
#2-81.07%
Jan 12, 2018 - Jun 29, 2023
-63.11%
Mar 10, 2000 - Mar 4, 2002
#3-34.97%
Jul 29, 2015 - May 27, 2016
-48.41%
Feb 9, 2022 - Oct 31, 2024
#4-18.77%
May 31, 2016 - Oct 12, 2016
-47.58%
Sep 19, 2017 - Feb 7, 2020
#5-17.95%
Oct 17, 2023 - Mar 7, 2024
-43.59%
Aug 13, 2025 - Apr 10, 2026
#6-16.84%
Mar 24, 2025 - Apr 29, 2026
-34.74%
Mar 19, 2002 - Nov 15, 2002
#7-14.79%
Sep 2, 2014 - Jun 10, 2015
-27.66%
Dec 22, 1999 - Feb 10, 2000
#8-12.26%
Dec 26, 2013 - Mar 4, 2014
-25.53%
Dec 4, 2024 - Aug 12, 2025
#9-11.78%
Mar 1, 2017 - Jul 28, 2017
-24.68%
Aug 26, 2020 - May 12, 2021
#10-11.16%
Aug 1, 2013 - Nov 8, 2013
-21.43%
Feb 25, 2003 - Jun 6, 2003
#11-10.05%
Apr 3, 2024 - Jul 17, 2024
-19.76%
Feb 20, 2020 - Apr 24, 2020
#12-9.58%
Mar 10, 2014 - Aug 26, 2014
-18.93%
Apr 22, 2004 - Sep 10, 2004
#13-8.60%
Aug 4, 2017 - Sep 27, 2017
-16.90%
May 10, 2017 - Sep 12, 2017
#14-8.51%
Nov 27, 2024 - Jan 29, 2025
-16.67%
Jun 10, 2021 - Feb 8, 2022
#15-8.42%
Mar 28, 2013 - May 8, 2013
-15.57%
May 29, 2020 - Aug 7, 2020

Correlation

Correlation between UNM and GEN is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

UNM vs GEN dividend yield comparison.

YearUNMGEN
20260.99%1.03%
20252.27%1.84%
20242.15%1.83%
20233.07%2.19%
20223.07%2.33%
20214.76%1.92%
20204.97%60.15%
20193.74%1.37%
20183.34%1.59%
20171.57%1.07%
20161.75%18.31%
20152.10%2.86%
20141.78%2.34%
20131.57%1.91%
20122.26%0.00%
20111.87%0.00%
20101.45%0.00%
20091.61%0.00%
20081.61%0.00%
20071.26%0.00%
20061.44%0.00%
20051.32%0.00%
20041.67%0.00%
20032.36%0.00%
20023.36%0.00%
20012.23%0.00%
20002.19%0.00%
19990.46%0.00%

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