UNM vs KKRS

Comparison between Unum Group (UNM, Company) and KKR Group Finance Co. IX LLC (KKRS, Company).

5-Year PerformanceUNM has outperformed KKRS, delivering a return of +28.8% compared to -3.2%

UNM vs KKRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNM(COMPANY)	KKRS(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	83.30%	40.25%
Sharpe Ratio	0.48	-0.21
5Y Beta	0.71	0.24
Industry	Insurance - Life	N/A
P/E Ratio	19.12	4.93
Forward P/E	8.22	N/A
PEG Ratio	N/A	0.15
Dividend Yield	1.52%	6.58%
5Y Dividends CAGR	14.67%	32.02%
5Y EPS CAGR	11.95%	-17.45%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	3.70%	-2.23%

Market Cap

UNM

$15B

Winner

KKRS

$15B

Max Drawdown

UNM

83.30%

Winner

KKRS

40.25%

Sharpe Ratio

Winner

UNM

0.48

KKRS

-0.21

5Y Beta

UNM

0.71

Winner

KKRS

0.24

Industry

UNM

Insurance - Life

KKRS

N/A

P/E Ratio

UNM

19.12

Winner

KKRS

4.93

Forward P/E

UNM

8.22

KKRS

N/A

PEG Ratio

UNM

N/A

KKRS

0.15

Dividend Yield

UNM

1.52%

Winner

KKRS

6.58%

5Y Dividends CAGR

UNM

14.67%

Winner

KKRS

32.02%

5Y EPS CAGR

Winner

UNM

11.95%

KKRS

-17.45%

Debt to Equity

UNM

0.00%

KKRS

0.00%

Free Cash Flow Yield

Winner

UNM

3.70%

KKRS

-2.23%

UNM vs KKRS - Historical Returns

Returns include dividend reinvestment.

Period	UNM	KKRS
1 month	+5.33%	+1.27%
3 months	+20.06%	-0.68%
6 months	+13.84%	-2.69%
1 year	+16.68%	+0.79%
5 years(CAGR)	+28.79%	-3.23%
10 years(CAGR)	+14.39%	N/A
Max(CAGR)	+6.55%	-2.87%

Winner

UNM

+5.33%

KKRS

+1.27%

Winner

UNM

+20.06%

KKRS

-0.68%

Winner

UNM

+13.84%

KKRS

-2.69%

Winner

UNM

+16.68%

KKRS

+0.79%

5Y(CAGR)

Winner

UNM

+28.79%

KKRS

-3.23%

10Y(CAGR)

UNM

+14.39%

KKRS

N/A

Max(CAGR)

Winner

UNM

+6.55%

KKRS

-2.87%

UNM vs KKRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNM	KKRS
2026	+16.52%	-5.22%
2025	+8.70%	+0.37%
2024	+64.57%	+1.31%
2023	+15.86%	+18.20%
2022	+68.61%	-31.43%
2021	+16.16%	+4.58%
2020	-17.67%	N/A
2019	+0.31%	N/A
2018	-45.20%	N/A
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 KKRS Drawdown Comparison

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

The maximum drawdown for KKRS was -33.11%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current UNM drawdown is -4.11%. The current KKRS drawdown is -18.77%.

Rank	UNM	KKRS
#1	-81.88% Nov 19, 1999 - Mar 14, 2013	-33.11% Sep 16, 2021 - Nov 4, 2022
#2	-81.07% Jan 12, 2018 - Jun 29, 2023	-1.93% Apr 21, 2021 - Jun 2, 2021
#3	-34.97% Jul 29, 2015 - May 27, 2016	-1.68% Jun 15, 2021 - Jul 19, 2021
#4	-18.77% May 31, 2016 - Oct 12, 2016	-1.60% Aug 5, 2021 - Sep 2, 2021
#5	-17.95% Oct 17, 2023 - Mar 7, 2024	-1.10% Jul 19, 2021 - Aug 5, 2021
#6	-16.84% Mar 24, 2025 - Apr 29, 2026	-0.27% Sep 9, 2021 - Sep 15, 2021
#7	-14.79% Sep 2, 2014 - Jun 10, 2015	-0.26% Sep 3, 2021 - Sep 9, 2021
#8	-12.26% Dec 26, 2013 - Mar 4, 2014	-0.23% Jun 3, 2021 - Jun 9, 2021
#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 KKRS is -0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.12

-101

Dividend Comparison (1999 - 2026)

UNM vs KKRS dividend yield comparison.

Year	UNM	KKRS
2026	1.03%	3.56%
2025	2.27%	6.64%
2024	2.15%	6.32%
2023	3.07%	6.11%
2022	3.07%	6.92%
2021	4.76%	3.33%
2020	4.97%	0.00%
2019	3.74%	0.00%
2018	3.34%	0.00%
2017	1.57%	0.00%
2016	1.75%	0.00%
2015	2.10%	0.00%
2014	1.78%	0.00%
2013	1.57%	0.00%
2012	2.26%	0.00%
2011	1.87%	0.00%
2010	1.45%	0.00%
2009	1.61%	0.00%
2008	1.61%	0.00%
2007	1.26%	0.00%
2006	1.44%	0.00%
2005	1.32%	0.00%
2004	1.67%	0.00%
2003	2.36%	0.00%
2002	3.36%	0.00%
2001	2.23%	0.00%
2000	2.19%	0.00%
1999	0.46%	0.00%