UNMA vs ITRI

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Itron Inc (ITRI, Company).

5-Year PerformanceUNMA has outperformed ITRI, delivering a return of +2.6% compared to -3.4%

UNMA vs ITRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	ITRI(COMPANY)
Market Cap	$3.80B	$3.78B
Max Drawdown	42.85%	74.80%
Sharpe Ratio	-0.62	-0.90
5Y Beta	0.16	1.09
Industry	N/A	Scientific & Technical Instruments
P/E Ratio	4.99	13.34
Forward P/E	N/A	13.59
PEG Ratio	N/A	0.94
Dividend Yield	4.24%	N/A
5Y Dividends CAGR	-0.02%	N/A
5Y EPS CAGR	11.95%	N/A
Debt to Equity	0.00%	97.92%
Free Cash Flow Yield	14.19%	10.44%
P/S Ratio	N/A	1.56
P/B Ratio	N/A	2.28

Market Cap

Winner

UNMA

$3.80B

ITRI

$3.78B

Max Drawdown

Winner

UNMA

42.85%

ITRI

74.80%

Sharpe Ratio

Winner

UNMA

-0.62

ITRI

-0.90

5Y Beta

Winner

UNMA

0.16

ITRI

1.09

Industry

UNMA

N/A

ITRI

Scientific & Technical Instruments

P/E Ratio

Winner

UNMA

4.99

ITRI

13.34

Forward P/E

UNMA

N/A

ITRI

13.59

PEG Ratio

UNMA

N/A

ITRI

0.94

Dividend Yield

UNMA

4.24%

ITRI

N/A

5Y Dividends CAGR

UNMA

-0.02%

ITRI

N/A

5Y EPS CAGR

UNMA

11.95%

ITRI

N/A

Debt to Equity

Winner

UNMA

0.00%

ITRI

97.92%

Free Cash Flow Yield

Winner

UNMA

14.19%

ITRI

10.44%

P/S Ratio

UNMA

N/A

ITRI

1.56

P/B Ratio

UNMA

N/A

ITRI

2.28

UNMA vs ITRI - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	ITRI
1 month	-2.73%	-5.15%
3 months	-2.31%	-12.22%
6 months	-2.77%	-18.19%
1 year	-1.78%	-33.00%
5 years(CAGR)	+2.57%	-3.38%
10 years(CAGR)	N/A	+5.90%
Max(CAGR)	+4.95%	+11.43%

Winner

UNMA

-2.73%

ITRI

-5.15%

Winner

UNMA

-2.31%

ITRI

-12.22%

Winner

UNMA

-2.77%

ITRI

-18.19%

Winner

UNMA

-1.78%

ITRI

-33.00%

5Y(CAGR)

Winner

UNMA

+2.57%

ITRI

-3.38%

10Y(CAGR)

UNMA

N/A

ITRI

+5.90%

Max(CAGR)

UNMA

+4.95%

Winner

ITRI

+11.43%

UNMA vs ITRI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNMA	ITRI
2026	-1.15%	-15.24%
2025	+1.92%	-14.44%
2024	+0.28%	+44.54%
2023	+11.85%	+45.94%
2022	-2.31%	-26.51%
2021	+1.54%	-28.36%
2020	+7.35%	+13.80%
2019	+21.44%	+74.64%
2018	-6.26%	-31.76%
2017	N/A	+8.43%
2016	N/A	+76.50%
2015	N/A	-13.57%
2014	N/A	+4.09%
2013	N/A	-9.20%
2012	N/A	+18.64%
2011	N/A	-35.00%
2010	N/A	-18.22%
2009	N/A	+2.46%
2008	N/A	-33.58%
2007	N/A	+86.78%
2006	N/A	+28.67%
2005	N/A	+69.45%
2004	N/A	+33.06%
2003	N/A	-10.35%
2002	N/A	-25.70%
2001	N/A	+694.65%
2000	N/A	-40.82%
1999	N/A	+36.11%

UNMA vs ITRI Drawdown Comparison

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

The maximum drawdown for ITRI was -74.80%, occurring on Oct 3, 2011. Recovery took 3352 trading sessions.

The current UNMA drawdown is -4.66%. The current ITRI drawdown is -42.15%.

Rank	UNMA	ITRI
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-74.80% Oct 30, 2007 - Feb 24, 2021
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-65.26% Mar 3, 2021 - Nov 6, 2024
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-64.69% Apr 18, 2002 - Apr 28, 2005
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-61.59% Jun 29, 2000 - Mar 1, 2001
#5	-5.78% Jan 5, 2021 - May 28, 2021	-45.45% Mar 13, 2000 - Jun 29, 2000
#6	-5.62% Aug 26, 2020 - Nov 16, 2020	-43.64% Jul 30, 2025 - May 19, 2026
#7	-5.59% Oct 16, 2019 - Jan 14, 2020	-38.13% May 4, 2006 - Jun 12, 2007
#8	-4.79% Sep 16, 2025 - Dec 30, 2025	-32.12% Nov 15, 1999 - Jan 4, 2000
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-31.90% Dec 6, 2001 - Apr 10, 2002
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-29.31% Jan 4, 2000 - Feb 29, 2000
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-28.97% Aug 11, 2005 - Feb 15, 2006
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-26.04% Nov 11, 2024 - Jun 16, 2025
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-25.53% Jul 18, 2001 - Sep 28, 2001
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-23.67% May 17, 2001 - Jun 11, 2001
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-15.79% Mar 5, 2001 - Mar 27, 2001