UNMA vs NVST

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Envista Holdings Corp (NVST, Company).

5-Year PerformanceUNMA has outperformed NVST, delivering a return of +2.6% compared to -11.3%

UNMA vs NVST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	NVST(COMPANY)
Market Cap	$3.80B	$3.80B
Max Drawdown	42.85%	71.00%
Sharpe Ratio	-0.62	0.63
5Y Beta	0.16	1.26
Industry	N/A	Medical Instruments & Supplies
P/E Ratio	4.99	56.43
Forward P/E	N/A	20.33
Dividend Yield	4.24%	N/A
5Y Dividends CAGR	-0.02%	N/A
5Y EPS CAGR	11.95%	-11.48%
Debt to Equity	0.00%	46.73%
Free Cash Flow Yield	14.19%	5.80%
P/S Ratio	N/A	1.36
P/B Ratio	N/A	1.25

Market Cap

UNMA

$3.80B

Winner

NVST

$3.80B

Max Drawdown

Winner

UNMA

42.85%

NVST

71.00%

Sharpe Ratio

UNMA

-0.62

Winner

NVST

0.63

5Y Beta

Winner

UNMA

0.16

NVST

1.26

Industry

UNMA

N/A

NVST

Medical Instruments & Supplies

P/E Ratio

Winner

UNMA

4.99

NVST

56.43

Forward P/E

UNMA

N/A

NVST

20.33

Dividend Yield

UNMA

4.24%

NVST

N/A

5Y Dividends CAGR

UNMA

-0.02%

NVST

N/A

5Y EPS CAGR

Winner

UNMA

11.95%

NVST

-11.48%

Debt to Equity

Winner

UNMA

0.00%

NVST

46.73%

Free Cash Flow Yield

Winner

UNMA

14.19%

NVST

5.80%

P/S Ratio

UNMA

N/A

NVST

1.36

P/B Ratio

UNMA

N/A

NVST

1.25

UNMA vs NVST - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	NVST
1 month	-2.73%	-11.80%
3 months	-2.31%	-17.29%
6 months	-2.77%	+14.19%
1 year	-1.78%	+23.66%
5 years(CAGR)	+2.57%	-11.32%
Max(CAGR)	+4.95%	-2.80%

Winner

UNMA

-2.73%

NVST

-11.80%

Winner

UNMA

-2.31%

NVST

-17.29%

UNMA

-2.77%

Winner

NVST

+14.19%

UNMA

-1.78%

Winner

NVST

+23.66%

5Y(CAGR)

Winner

UNMA

+2.57%

NVST

-11.32%

Max(CAGR)

Winner

UNMA

+4.95%

NVST

-2.80%

UNMA vs NVST - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	UNMA	NVST
2026	-1.15%	+6.50%
2025	+1.92%	+13.61%
2024	+0.28%	-19.96%
2023	+11.85%	-29.15%
2022	-2.31%	-25.41%
2021	+1.54%	+36.75%
2020	+7.35%	+11.80%
2019	+21.44%	+6.05%
2018	-6.26%	N/A

UNMA vs NVST Drawdown Comparison

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

The maximum drawdown for NVST was -71.00%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current UNMA drawdown is -4.66%. The current NVST drawdown is -54.62%.

Rank	UNMA	NVST
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-71.00% Mar 21, 2022 - Apr 8, 2025
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-64.13% Jan 22, 2020 - Dec 31, 2020
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-17.04% May 7, 2021 - Dec 23, 2021
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-11.54% Feb 16, 2022 - Mar 18, 2022
#5	-5.78% Jan 5, 2021 - May 28, 2021	-11.42% Dec 27, 2021 - Feb 10, 2022
#6	-5.62% Aug 26, 2020 - Nov 16, 2020	-11.15% Oct 29, 2019 - Jan 6, 2020
#7	-5.59% Oct 16, 2019 - Jan 14, 2020	-7.58% Sep 20, 2019 - Oct 10, 2019
#8	-4.79% Sep 16, 2025 - Dec 30, 2025	-6.67% Feb 12, 2021 - Mar 12, 2021
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-5.00% Mar 15, 2021 - Apr 5, 2021
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-4.39% Apr 7, 2021 - Apr 21, 2021
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-3.92% Oct 10, 2019 - Oct 15, 2019
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-3.59% Jan 13, 2020 - Jan 22, 2020
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-3.52% Jan 20, 2021 - Feb 3, 2021
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-3.33% Oct 23, 2019 - Oct 29, 2019
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-3.06% Oct 17, 2019 - Oct 23, 2019

Correlation

Correlation between UNMA and NVST is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101