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UNM vs RRX

Comparison between Unum Group (UNM, Company) and Regal Rexnord Corp (RRX, Company).

UNM is from the Financial Services sector, while RRX is from the Industrials sector.

5-Year PerformanceUNM has outperformed RRX, delivering a return of +28.8% compared to +13.6%

UNM vs RRX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UNM
$15B
Winner
RRX
$15B
Max Drawdown
UNM
83.30%
Winner
RRX
54.66%
Sharpe Ratio
UNM
0.48
Winner
RRX
1.11
5Y Beta
Winner
UNM
0.71
RRX
1.65
Industry
UNM
Insurance - Life
RRX
Specialty Industrial Machinery
P/E Ratio
Winner
UNM
19.12
RRX
50.73
Forward P/E
Winner
UNM
8.22
RRX
20.33
PEG Ratio
UNM
N/A
RRX
2.27
Dividend Yield
Winner
UNM
1.52%
RRX
0.61%
5Y Dividends CAGR
Winner
UNM
14.67%
RRX
7.84%
5Y EPS CAGR
Winner
UNM
11.95%
RRX
-3.65%
Debt to Equity
Winner
UNM
0.00%
RRX
69.15%
Free Cash Flow Yield
UNM
3.70%
Winner
RRX
5.53%

UNM vs RRX - Historical Returns

Returns include dividend reinvestment.

1M
UNM
+5.33%
Winner
RRX
+8.26%
3M
Winner
UNM
+20.06%
RRX
+16.64%
6M
UNM
+13.84%
Winner
RRX
+57.24%
1Y
UNM
+16.68%
Winner
RRX
+59.63%
5Y(CAGR)
Winner
UNM
+28.79%
RRX
+13.62%
10Y(CAGR)
UNM
+14.39%
Winner
RRX
+17.24%
Max(CAGR)
UNM
+6.55%
Winner
RRX
+10.98%

UNM vs RRX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUNMRRX
2026+16.52%+55.79%
2025+8.70%-7.50%
2024+64.57%+8.13%
2023+15.86%+23.80%
2022+68.61%-29.00%
2021+16.16%+47.00%
2020-17.67%+43.83%
2019+0.31%+22.78%
2018-45.20%-8.11%
2017+26.17%+9.69%
2016+37.36%+21.66%
2015-2.19%-21.27%
2014+3.48%+3.84%
2013+66.69%+3.53%
2012-1.07%+36.07%
2011-13.80%-24.52%
2010+23.35%+28.75%
2009+7.88%+35.86%
2008-19.23%-13.18%
2007+15.94%-11.19%
2006-8.85%+49.76%
2005+32.04%+24.09%
2004+13.71%+33.26%
2003-11.11%+6.37%
2002-32.10%-3.49%
2001+6.71%+31.48%
2000-9.50%-16.46%
1999+2.63%-5.70%

UNM vs RRX Drawdown Comparison

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

The maximum drawdown for RRX was -53.64%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The current UNM drawdown is -4.11%. The current RRX drawdown is -1.81%.

RankUNMRRX
#1-81.88%
Nov 19, 1999 - Mar 14, 2013
-53.64%
Jul 19, 2007 - Feb 12, 2010
#2-81.07%
Jan 12, 2018 - Jun 29, 2023
-48.11%
Nov 25, 2024 - Feb 5, 2026
#3-34.97%
Jul 29, 2015 - May 27, 2016
-47.34%
May 9, 2002 - Nov 22, 2004
#4-18.77%
May 31, 2016 - Oct 12, 2016
-43.12%
Apr 5, 2011 - Sep 20, 2012
#5-17.95%
Oct 17, 2023 - Mar 7, 2024
-42.32%
Jan 4, 2022 - Mar 8, 2024
#6-16.84%
Mar 24, 2025 - Apr 29, 2026
-40.82%
Feb 12, 2020 - Jun 5, 2020
#7-14.79%
Sep 2, 2014 - Jun 10, 2015
-39.49%
Mar 20, 2013 - May 5, 2017
#8-12.26%
Dec 26, 2013 - Mar 4, 2014
-33.75%
Nov 2, 1999 - Aug 24, 2001
#9-11.78%
Mar 1, 2017 - Jul 28, 2017
-27.19%
Mar 21, 2024 - Nov 6, 2024
#10-11.16%
Aug 1, 2013 - Nov 8, 2013
-25.59%
May 9, 2006 - Dec 5, 2006
#11-10.05%
Apr 3, 2024 - Jul 17, 2024
-23.35%
Aug 24, 2001 - Dec 5, 2001
#12-9.58%
Mar 10, 2014 - Aug 26, 2014
-22.00%
Sep 20, 2018 - Apr 8, 2019
#13-8.60%
Aug 4, 2017 - Sep 27, 2017
-21.72%
Feb 11, 2026 - May 6, 2026
#14-8.51%
Nov 27, 2024 - Jan 29, 2025
-21.28%
May 3, 2019 - Jan 2, 2020
#15-8.42%
Mar 28, 2013 - May 8, 2013
-19.86%
Mar 7, 2005 - Jul 29, 2005

Correlation

Correlation between UNM and RRX is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

UNM vs RRX dividend yield comparison.

YearUNMRRX
20261.03%0.15%
20252.27%1.00%
20242.15%0.90%
20233.07%0.95%
20223.07%1.15%
20214.76%4.87%
20204.97%0.98%
20193.74%1.38%
20183.34%1.57%
20171.57%1.33%
20161.75%1.37%
20152.10%1.56%
20141.78%1.14%
20131.57%1.07%
20122.26%1.06%
20111.87%1.39%
20101.45%1.00%
20091.61%1.23%
20081.61%1.66%
20071.26%1.31%
20061.44%1.05%
20051.32%1.44%
20041.67%1.68%
20032.36%2.18%
20023.36%2.32%
20012.23%2.20%
20002.19%2.81%
19990.46%0.58%

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