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UNM vs SNN

Comparison between Unum Group (UNM, Company) and Smith & Nephew plc (SNN, Company).

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

5-Year PerformanceUNM has outperformed SNN, delivering a return of +25.9% compared to -4.9%

UNM vs SNN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UNM
$13B
Winner
SNN
$13B
Max Drawdown
UNM
83.30%
Winner
SNN
58.27%
Sharpe Ratio
UNM
0.09
Winner
SNN
0.29
5Y Beta
UNM
0.75
Winner
SNN
0.48
Industry
UNM
Insurance - Life
SNN
Medical Devices
P/E Ratio
UNM
17.32
Winner
SNN
12.76
Forward P/E
Winner
UNM
8.22
SNN
14.16
PEG Ratio
UNM
1.03
Winner
SNN
0.05
Dividend Yield
UNM
1.72%
Winner
SNN
2.61%
5Y Dividends CAGR
Winner
UNM
14.67%
SNN
10.65%
5Y EPS CAGR
UNM
11.95%
Winner
SNN
21.17%
Debt to Equity
Winner
UNM
0.00%
SNN
62.90%
Free Cash Flow Yield
UNM
4.09%
Winner
SNN
11.06%
P/S Ratio
Winner
UNM
0.96
SNN
2.10
P/B Ratio
Winner
UNM
1.18
SNN
2.53

UNM vs SNN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UNM
+4.91%
SNN
-9.32%
3M
Winner
UNM
+13.47%
SNN
-13.27%
6M
Winner
UNM
+4.74%
SNN
-8.50%
1Y
UNM
+3.20%
Winner
SNN
+8.22%
5Y(CAGR)
Winner
UNM
+25.88%
SNN
-4.92%
10Y(CAGR)
Winner
UNM
+12.82%
SNN
+1.00%
Max(CAGR)
UNM
+6.21%
Winner
SNN
+7.75%

UNM vs SNN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUNMSNN
2026+5.99%-7.52%
2025+8.70%+37.81%
2024+64.57%-5.84%
2023+15.86%+2.89%
2022+68.61%-21.35%
2021+16.16%-17.77%
2020-17.67%-10.81%
2019+0.31%+34.36%
2018-45.20%+9.24%
2017+26.17%+18.93%
2016+37.36%-11.93%
2015-2.19%+0.75%
2014+3.48%+33.39%
2013+66.69%+31.66%
2012-1.07%+15.57%
2011-13.80%-7.03%
2010+23.35%+3.28%
2009+7.88%+60.04%
2008-19.23%-43.32%
2007+15.94%+10.63%
2006-8.85%+11.73%
2005+32.04%-7.87%
2004+13.71%+24.84%
2003-11.11%+37.14%
2002-32.10%+3.06%
2001+6.71%+33.90%
2000-9.50%+40.39%
1999+2.63%-0.18%

UNM vs SNN Drawdown Comparison

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

The maximum drawdown for SNN was -55.18%, occurring on Dec 24, 2008. Recovery took 1374 trading sessions.

The current UNM drawdown is -0.50%. The current SNN drawdown is -31.61%.

RankUNMSNN
#1-81.88%
Nov 19, 1999 - Mar 14, 2013
-55.18%
Apr 2, 2008 - Sep 16, 2013
#2-81.07%
Jan 12, 2018 - Jun 29, 2023
-55.07%
Feb 20, 2020 - Sep 27, 2022
#3-34.97%
Jul 29, 2015 - May 27, 2016
-34.94%
Jul 8, 2004 - Jan 24, 2007
#4-18.77%
May 31, 2016 - Oct 12, 2016
-28.00%
Jan 11, 2000 - Jun 29, 2000
#5-17.95%
Oct 17, 2023 - Mar 7, 2024
-27.04%
Dec 26, 2014 - Sep 8, 2017
#6-16.84%
Mar 24, 2025 - Apr 29, 2026
-24.46%
Jun 4, 2014 - Dec 26, 2014
#7-14.79%
Sep 2, 2014 - Jun 10, 2015
-20.54%
Jan 7, 2002 - Oct 2, 2002
#8-12.26%
Dec 26, 2013 - Mar 4, 2014
-17.21%
Apr 23, 2018 - Feb 7, 2019
#9-11.78%
Mar 1, 2017 - Jul 28, 2017
-17.08%
May 16, 2003 - Oct 2, 2003
#10-11.16%
Aug 1, 2013 - Nov 8, 2013
-16.91%
Nov 5, 2001 - Dec 21, 2001
#11-10.05%
Apr 3, 2024 - Jul 17, 2024
-15.76%
Oct 31, 2007 - Apr 1, 2008
#12-9.58%
Mar 10, 2014 - Aug 26, 2014
-15.74%
Oct 3, 2002 - Apr 7, 2003
#13-8.60%
Aug 4, 2017 - Sep 27, 2017
-14.95%
Aug 21, 2001 - Oct 3, 2001
#14-8.51%
Nov 27, 2024 - Jan 29, 2025
-13.79%
Jul 16, 2007 - Oct 23, 2007
#15-8.42%
Mar 28, 2013 - May 8, 2013
-13.71%
Feb 23, 2001 - Jun 18, 2001

Correlation

Correlation between UNM and SNN is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58
-101

Dividend Comparison (1999 - 2026)

UNM vs SNN dividend yield comparison.

YearUNMSNN
20261.14%1.61%
20252.27%2.32%
20242.15%3.05%
20233.07%2.75%
20223.07%2.79%
20214.76%2.17%
20204.97%1.78%
20193.74%1.51%
20183.34%1.96%
20171.57%1.76%
20161.75%2.08%
20152.10%1.68%
20141.78%2.37%
20131.57%1.81%
20122.26%1.81%
20111.87%1.64%
20101.45%1.36%
20091.61%1.32%
20081.61%1.91%
20071.26%0.98%
20061.44%0.98%
20051.32%1.03%
20041.67%0.86%
20032.36%0.93%
20023.36%1.15%
20012.23%1.07%
20002.19%1.65%
19990.46%0.00%

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