UNMA vs OTTR

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Otter Tail Corporation (OTTR, Company).

5-Year PerformanceOTTR has outperformed UNMA, delivering a return of +15.2% compared to +2.0%

UNMA vs OTTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	OTTR(COMPANY)
Market Cap	$3.80B	$3.78B
Max Drawdown	42.85%	66.70%
Sharpe Ratio	-0.57	0.68
5Y Beta	0.17	0.44
Industry	N/A	Conglomerates
P/E Ratio	4.99	13.48
Forward P/E	N/A	14.97
Dividend Yield	4.38%	2.42%
5Y Dividends CAGR	-0.02%	12.43%
5Y EPS CAGR	11.95%	22.03%
Debt to Equity	0.00%	59.92%
Free Cash Flow Yield	14.19%	11.03%

Market Cap

Winner

UNMA

$3.80B

OTTR

$3.78B

Max Drawdown

Winner

UNMA

42.85%

OTTR

66.70%

Sharpe Ratio

UNMA

-0.57

Winner

OTTR

0.68

5Y Beta

Winner

UNMA

0.17

OTTR

0.44

Industry

UNMA

N/A

OTTR

Conglomerates

P/E Ratio

Winner

UNMA

4.99

OTTR

13.48

Forward P/E

UNMA

N/A

OTTR

14.97

Dividend Yield

Winner

UNMA

4.38%

OTTR

2.42%

5Y Dividends CAGR

UNMA

-0.02%

Winner

OTTR

12.43%

5Y EPS CAGR

UNMA

11.95%

Winner

OTTR

22.03%

Debt to Equity

Winner

UNMA

0.00%

OTTR

59.92%

Free Cash Flow Yield

Winner

UNMA

14.19%

OTTR

11.03%

UNMA vs OTTR - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	OTTR
1 month	-3.69%	+1.60%
3 months	-6.92%	+5.57%
6 months	-5.16%	+3.49%
1 year	-0.04%	+21.58%
5 years(CAGR)	+2.03%	+15.16%
10 years(CAGR)	+4.51%	+13.43%
Max(CAGR)	+4.51%	+7.01%

UNMA

-3.69%

Winner

OTTR

+1.60%

UNMA

-6.92%

Winner

OTTR

+5.57%

UNMA

-5.16%

Winner

OTTR

+3.49%

UNMA

-0.04%

Winner

OTTR

+21.58%

5Y(CAGR)

UNMA

+2.03%

Winner

OTTR

+15.16%

10Y(CAGR)

UNMA

+4.51%

Winner

OTTR

+13.43%

Max(CAGR)

UNMA

+4.51%

Winner

OTTR

+7.01%

UNMA vs OTTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNMA	OTTR
2026	-3.94%	+12.18%
2025	+1.92%	+14.52%
2024	+0.28%	-11.95%
2023	+11.85%	+47.30%
2022	-2.31%	-13.45%
2021	+1.54%	+76.46%
2020	+7.35%	-14.66%
2019	+21.44%	+10.31%
2018	-6.26%	+16.76%
2017	N/A	+15.54%
2016	N/A	+60.66%
2015	N/A	-10.26%
2014	N/A	+12.14%
2013	N/A	+18.47%
2012	N/A	+18.49%
2011	N/A	+2.47%
2010	N/A	-5.41%
2009	N/A	+7.94%
2008	N/A	-27.30%
2007	N/A	+13.42%
2006	N/A	+9.88%
2005	N/A	+19.30%
2004	N/A	-1.15%
2003	N/A	+2.80%
2002	N/A	-2.23%
2001	N/A	+14.75%
2000	N/A	-21.53%
1999	N/A	-7.45%

UNMA vs OTTR Drawdown Comparison

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

The maximum drawdown for OTTR was -65.93%, occurring on Nov 20, 2008. Recovery took 1653 trading sessions.

The current UNMA drawdown is -7.35%. The current OTTR drawdown is -5.61%.

Rank	UNMA	OTTR
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-65.93% Jul 30, 2008 - Feb 24, 2015
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-53.30% Feb 7, 2000 - Dec 5, 2006
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-41.50% Nov 1, 2019 - Aug 16, 2021
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-35.12% Aug 18, 2022 - Jul 12, 2023
#5	-8.68% Sep 16, 2025 - Jun 26, 2026	-27.11% Jul 26, 2024 - Jan 2, 2025
#6	-5.78% Jan 5, 2021 - May 28, 2021	-24.20% Aug 8, 2023 - Feb 1, 2024
#7	-5.62% Aug 26, 2020 - Nov 16, 2020	-23.00% Feb 24, 2015 - Jun 10, 2016
#8	-5.59% Oct 16, 2019 - Jan 14, 2020	-19.74% Apr 25, 2007 - Aug 16, 2007
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-18.32% Feb 12, 2024 - Jul 26, 2024
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-18.29% Dec 31, 2021 - Aug 1, 2022
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-17.52% Nov 29, 2017 - May 30, 2018
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-15.71% Aug 17, 2007 - Apr 25, 2008
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-14.14% Nov 10, 1999 - Feb 4, 2000
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-12.95% Dec 9, 2016 - Jun 9, 2017
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-9.77% Dec 12, 2018 - Mar 11, 2019

Correlation

Correlation between UNMA and OTTR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (1999 - 2026)

UNMA vs OTTR dividend yield comparison.

Year	UNMA	OTTR
2026	3.60%	1.28%
2025	6.76%	2.60%
2024	6.61%	2.53%
2023	6.19%	2.06%
2022	6.53%	2.81%
2021	5.98%	2.18%
2020	5.65%	3.47%
2019	5.79%	2.73%
2018	3.75%	2.70%
2017	0.00%	2.88%
2016	0.00%	3.06%
2015	0.00%	4.62%
2014	0.00%	3.91%
2013	0.00%	4.07%
2012	0.00%	4.76%
2011	0.00%	5.40%
2010	0.00%	5.28%
2009	0.00%	4.79%
2008	0.00%	5.10%
2007	0.00%	3.38%
2006	0.00%	3.69%
2005	0.00%	3.86%
2004	0.00%	4.31%
2003	0.00%	4.04%
2002	0.00%	3.94%
2001	0.00%	3.57%
2000	0.00%	4.59%
1999	0.00%	1.32%