UNMA vs APLE

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Apple Hospitality REIT Inc (APLE, Company).

5-Year PerformanceAPLE has outperformed UNMA, delivering a return of +8.4% compared to +2.0%

UNMA vs APLE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	APLE(COMPANY)
Market Cap	$3.80B	$3.79B
Max Drawdown	42.85%	76.60%
Sharpe Ratio	-0.59	1.55
5Y Beta	0.17	0.97
Industry	N/A	Reit - Hotel & Motel
P/E Ratio	4.99	22.11
Forward P/E	N/A	24.69
PEG Ratio	N/A	0.00
Dividend Yield	4.35%	5.85%
5Y Dividends CAGR	-0.02%	120.39%
5Y EPS CAGR	11.95%	N/A
Debt to Equity	0.00%	50.08%
Free Cash Flow Yield	14.19%	9.76%
P/S Ratio	N/A	2.69
P/B Ratio	N/A	1.23

Market Cap

Winner

UNMA

$3.80B

APLE

$3.79B

Max Drawdown

Winner

UNMA

42.85%

APLE

76.60%

Sharpe Ratio

UNMA

-0.59

Winner

APLE

1.55

5Y Beta

Winner

UNMA

0.17

APLE

0.97

Industry

UNMA

N/A

APLE

Reit - Hotel & Motel

P/E Ratio

Winner

UNMA

4.99

APLE

22.11

Forward P/E

UNMA

N/A

APLE

24.69

PEG Ratio

UNMA

N/A

APLE

0.00

Dividend Yield

UNMA

4.35%

Winner

APLE

5.85%

5Y Dividends CAGR

UNMA

-0.02%

Winner

APLE

120.39%

5Y EPS CAGR

UNMA

11.95%

APLE

N/A

Debt to Equity

Winner

UNMA

0.00%

APLE

50.08%

Free Cash Flow Yield

Winner

UNMA

14.19%

APLE

9.76%

P/S Ratio

UNMA

N/A

APLE

2.69

P/B Ratio

UNMA

N/A

APLE

1.23

UNMA vs APLE - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	APLE
1 month	-3.69%	+3.84%
3 months	-6.92%	+35.58%
6 months	-5.16%	+39.25%
1 year	-0.04%	+45.53%
5 years(CAGR)	+2.03%	+8.43%
10 years(CAGR)	+4.51%	+3.78%
Max(CAGR)	+4.51%	+5.00%

UNMA

-3.69%

Winner

APLE

+3.84%

UNMA

-6.92%

Winner

APLE

+35.58%

UNMA

-5.16%

Winner

APLE

+39.25%

UNMA

-0.04%

Winner

APLE

+45.53%

5Y(CAGR)

UNMA

+2.03%

Winner

APLE

+8.43%

10Y(CAGR)

Winner

UNMA

+4.51%

APLE

+3.78%

Max(CAGR)

UNMA

+4.51%

Winner

APLE

+5.00%

UNMA vs APLE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	UNMA	APLE
2026	-3.94%	+43.52%
2025	+1.92%	-15.44%
2024	+0.28%	-2.68%
2023	+11.85%	+14.34%
2022	-2.31%	+0.75%
2021	+1.54%	+29.02%
2020	+7.35%	-18.14%
2019	+21.44%	+22.54%
2018	-6.26%	-22.00%
2017	N/A	+2.81%
2016	N/A	+7.71%
2015	N/A	+15.73%

UNMA vs APLE Drawdown Comparison

The maximum drawdown for UNMA was -41.65%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The maximum drawdown for APLE was -71.81%, occurring on Mar 18, 2020. Recovery took 1023 trading sessions.

The current UNMA drawdown is -7.35%. The current APLE drawdown is -1.59%.

Rank	UNMA	APLE
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-71.81% Jan 24, 2018 - Feb 15, 2022
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-32.98% Dec 14, 2023 - May 26, 2026
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-23.92% Apr 28, 2022 - Jan 31, 2023
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-22.73% Feb 2, 2023 - Dec 13, 2023
#5	-8.68% Sep 16, 2025 - Jun 26, 2026	-16.13% Dec 17, 2015 - Jul 19, 2016
#6	-5.78% Jan 5, 2021 - May 28, 2021	-14.03% Jun 26, 2015 - Sep 8, 2015
#7	-5.62% Aug 26, 2020 - Nov 16, 2020	-13.46% Jul 28, 2016 - Dec 30, 2016
#8	-5.59% Oct 16, 2019 - Jan 14, 2020	-11.94% Mar 29, 2022 - Apr 28, 2022
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-11.59% Jan 26, 2017 - Dec 4, 2017
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-7.04% Sep 17, 2015 - Oct 22, 2015
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-6.55% Nov 9, 2015 - Dec 15, 2015
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-6.31% Mar 3, 2022 - Mar 10, 2022
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-5.93% Feb 16, 2022 - Mar 2, 2022
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-5.24% Jun 26, 2026 - Jul 8, 2026
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-4.55% Mar 18, 2022 - Mar 29, 2022

Correlation

Correlation between UNMA and APLE is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2015 - 2026)

UNMA vs APLE dividend yield comparison.

Year	UNMA	APLE
2026	3.60%	2.88%
2025	6.76%	8.10%
2024	6.61%	6.58%
2023	6.19%	6.08%
2022	6.53%	4.82%
2021	5.98%	0.25%
2020	5.65%	2.32%
2019	5.79%	6.77%
2018	3.75%	9.12%
2017	0.00%	5.61%
2016	0.00%	6.01%
2015	0.00%	4.01%