UNMA vs LBTYK

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Liberty Global plc - Class C (LBTYK, Company).

5-Year PerformanceUNMA has outperformed LBTYK, delivering a return of +2.9% compared to -3.8%

UNMA vs LBTYK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	LBTYK(COMPANY)
Market Cap	$3.80B	$3.81B
Max Drawdown	42.85%	79.02%
Sharpe Ratio	-0.54	0.44
5Y Beta	0.16	0.53
Industry	N/A	Telecom Services
P/E Ratio	4.99	-1.02
Forward P/E	N/A	58.14
PEG Ratio	N/A	-0.00
Dividend Yield	4.28%	N/A
5Y Dividends CAGR	-0.02%	N/A
5Y EPS CAGR	11.95%	N/A
Debt to Equity	0.00%	88.40%
Free Cash Flow Yield	14.19%	31.23%
P/S Ratio	N/A	0.77
P/B Ratio	N/A	0.40

Market Cap

UNMA

$3.80B

Winner

LBTYK

$3.81B

Max Drawdown

Winner

UNMA

42.85%

LBTYK

79.02%

Sharpe Ratio

UNMA

-0.54

Winner

LBTYK

0.44

5Y Beta

Winner

UNMA

0.16

LBTYK

0.53

Industry

UNMA

N/A

LBTYK

Telecom Services

P/E Ratio

UNMA

4.99

Winner

LBTYK

-1.02

Forward P/E

UNMA

N/A

LBTYK

58.14

PEG Ratio

UNMA

N/A

LBTYK

-0.00

Dividend Yield

UNMA

4.28%

LBTYK

N/A

5Y Dividends CAGR

UNMA

-0.02%

LBTYK

N/A

5Y EPS CAGR

UNMA

11.95%

LBTYK

N/A

Debt to Equity

Winner

UNMA

0.00%

LBTYK

88.40%

Free Cash Flow Yield

UNMA

14.19%

Winner

LBTYK

31.23%

P/S Ratio

UNMA

N/A

LBTYK

0.77

P/B Ratio

UNMA

N/A

LBTYK

0.40

UNMA vs LBTYK - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	LBTYK
1 month	-2.00%	+6.47%
3 months	-3.99%	-0.50%
6 months	+0.16%	+8.49%
1 year	-0.62%	+18.44%
5 years(CAGR)	+2.88%	-3.84%
10 years(CAGR)	N/A	-2.58%
Max(CAGR)	+4.99%	+4.60%

UNMA

-2.00%

Winner

LBTYK

+6.47%

UNMA

-3.99%

Winner

LBTYK

-0.50%

UNMA

+0.16%

Winner

LBTYK

+8.49%

UNMA

-0.62%

Winner

LBTYK

+18.44%

5Y(CAGR)

Winner

UNMA

+2.88%

LBTYK

-3.84%

10Y(CAGR)

UNMA

N/A

LBTYK

-2.58%

Max(CAGR)

Winner

UNMA

+4.99%

LBTYK

+4.60%

UNMA vs LBTYK - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	UNMA	LBTYK
2026	-0.70%	+11.00%
2025	+1.92%	-18.70%
2024	+0.28%	+32.72%
2023	+11.85%	-8.81%
2022	-2.31%	-30.95%
2021	+1.54%	+19.38%
2020	+7.35%	+9.49%
2019	+21.44%	+5.31%
2018	-6.26%	-39.68%
2017	N/A	+13.56%
2016	N/A	-14.95%
2015	N/A	-2.86%
2014	N/A	+15.01%
2013	N/A	+38.52%
2012	N/A	+43.89%
2011	N/A	+13.69%
2010	N/A	+54.54%
2009	N/A	+33.95%
2008	N/A	-58.24%
2007	N/A	+29.25%
2006	N/A	+33.40%
2005	N/A	-11.48%

UNMA vs LBTYK Drawdown Comparison

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

The maximum drawdown for LBTYK was -78.54%, occurring on Mar 9, 2009. Recovery took 948 trading sessions.

The current UNMA drawdown is -4.23%. The current LBTYK drawdown is -47.38%.

Rank	UNMA	LBTYK
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-78.54% Jul 17, 2007 - Apr 19, 2011
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-66.17% Aug 5, 2015 - Mar 16, 2020
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-32.60% Sep 14, 2005 - Nov 9, 2006
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-28.89% May 10, 2011 - Feb 1, 2012
#5	-5.78% Jan 5, 2021 - May 28, 2021	-13.99% Feb 20, 2014 - May 23, 2014
#6	-5.62% Aug 26, 2020 - Nov 16, 2020	-12.48% May 8, 2013 - Jul 11, 2013
#7	-5.59% Oct 16, 2019 - Jan 14, 2020	-12.01% Oct 19, 2012 - Dec 18, 2012
#8	-5.04% Sep 16, 2025 - Jun 10, 2026	-11.81% Mar 13, 2012 - Jul 17, 2012
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-10.90% Feb 1, 2013 - Mar 5, 2013
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-9.70% Nov 28, 2014 - Feb 13, 2015
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-9.67% Mar 3, 2015 - May 22, 2015
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-8.90% May 23, 2014 - Oct 28, 2014
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-8.56% Jan 6, 2014 - Feb 18, 2014
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-7.37% Jan 23, 2007 - Mar 20, 2007
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-7.23% Jul 31, 2013 - Oct 28, 2013

Correlation

Correlation between UNMA and LBTYK is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (2014 - 2026)

UNMA vs LBTYK dividend yield comparison.

Year	UNMA	LBTYK
2026	3.49%	0.00%
2025	6.76%	0.00%
2024	6.61%	0.00%
2023	6.19%	0.00%
2022	6.53%	0.00%
2021	5.98%	0.00%
2020	5.65%	0.00%
2019	5.79%	0.00%
2018	3.75%	0.00%
2015	0.00%	8.57%
2014	0.00%	86.59%