UNMA vs PII

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

5-Year PerformanceUNMA has outperformed PII, delivering a return of +2.9% compared to -8.5%

UNMA vs PII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	PII(COMPANY)
Market Cap	$3.80B	$3.78B
Max Drawdown	42.85%	80.24%
Sharpe Ratio	-0.54	1.16
5Y Beta	0.16	1.28
Industry	N/A	Recreational Vehicles
P/E Ratio	4.99	-8.42
Forward P/E	N/A	49.02
PEG Ratio	N/A	3.34
Dividend Yield	4.28%	3.87%
5Y Dividends CAGR	-0.02%	1.55%
5Y EPS CAGR	11.95%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	14.19%	4.24%
P/S Ratio	N/A	0.54
P/B Ratio	N/A	5.01

Market Cap

Winner

UNMA

$3.80B

PII

$3.78B

Max Drawdown

Winner

UNMA

42.85%

PII

80.24%

Sharpe Ratio

UNMA

-0.54

Winner

PII

1.16

5Y Beta

Winner

UNMA

0.16

PII

1.28

Industry

UNMA

N/A

PII

Recreational Vehicles

P/E Ratio

UNMA

4.99

Winner

PII

-8.42

Forward P/E

UNMA

N/A

PII

49.02

PEG Ratio

UNMA

N/A

PII

3.34

Dividend Yield

Winner

UNMA

4.28%

PII

3.87%

5Y Dividends CAGR

UNMA

-0.02%

Winner

PII

1.55%

5Y EPS CAGR

UNMA

11.95%

PII

N/A

Debt to Equity

UNMA

0.00%

PII

0.00%

Free Cash Flow Yield

Winner

UNMA

14.19%

PII

4.24%

P/S Ratio

UNMA

N/A

PII

0.54

P/B Ratio

UNMA

N/A

PII

5.01

UNMA vs PII - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	PII
1 month	-2.00%	+10.70%
3 months	-3.99%	+39.57%
6 months	+0.16%	+6.52%
1 year	-0.62%	+77.74%
5 years(CAGR)	+2.88%	-8.53%
10 years(CAGR)	N/A	+1.74%
Max(CAGR)	+4.99%	+10.87%

UNMA

-2.00%

Winner

PII

+10.70%

UNMA

-3.99%

Winner

PII

+39.57%

UNMA

+0.16%

Winner

PII

+6.52%

UNMA

-0.62%

Winner

PII

+77.74%

5Y(CAGR)

Winner

UNMA

+2.88%

PII

-8.53%

10Y(CAGR)

UNMA

N/A

PII

+1.74%

Max(CAGR)

UNMA

+4.99%

Winner

PII

+10.87%

UNMA vs PII - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNMA	PII
2026	-0.70%	+9.01%
2025	+1.92%	+18.54%
2024	+0.28%	-36.90%
2023	+11.85%	-3.28%
2022	-2.31%	-6.38%
2021	+1.54%	+17.27%
2020	+7.35%	-5.04%
2019	+21.44%	+34.02%
2018	-6.26%	-37.89%
2017	N/A	+53.78%
2016	N/A	-4.41%
2015	N/A	-41.32%
2014	N/A	+5.74%
2013	N/A	+71.67%
2012	N/A	+56.96%
2011	N/A	+46.86%
2010	N/A	+81.33%
2009	N/A	+52.76%
2008	N/A	-36.60%
2007	N/A	+3.86%
2006	N/A	-6.43%
2005	N/A	-23.18%
2004	N/A	+59.91%
2003	N/A	+50.64%
2002	N/A	+4.25%
2001	N/A	+52.65%
2000	N/A	+17.17%
1999	N/A	+0.53%

UNMA vs PII Drawdown Comparison

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

The maximum drawdown for PII was -77.58%, occurring on Mar 9, 2009. Recovery took 1284 trading sessions.

The current UNMA drawdown is -4.23%. The current PII drawdown is -42.44%.

Rank	UNMA	PII
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-77.58% Mar 15, 2005 - Apr 21, 2010
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-75.59% Apr 23, 2021 - Apr 8, 2025
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-72.10% Feb 26, 2015 - Mar 11, 2021
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-40.78% May 6, 2002 - Jul 16, 2003
#5	-5.78% Jan 5, 2021 - May 28, 2021	-33.88% Nov 15, 1999 - Dec 4, 2000
#6	-5.62% Aug 26, 2020 - Nov 16, 2020	-28.26% Feb 26, 2001 - Nov 13, 2001
#7	-5.59% Oct 16, 2019 - Jan 14, 2020	-24.48% Jul 22, 2011 - Oct 26, 2011
#8	-5.04% Sep 16, 2025 - Jun 10, 2026	-18.32% Apr 21, 2010 - Sep 24, 2010
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-18.19% Nov 3, 2011 - Feb 1, 2012
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-17.70% Dec 30, 2013 - Jul 22, 2014
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-16.55% May 2, 2012 - Sep 11, 2012
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-13.92% Nov 12, 2014 - Feb 26, 2015
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-11.97% Apr 6, 2004 - Jun 25, 2004
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-11.40% Dec 21, 2010 - Mar 8, 2011
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-11.40% Dec 11, 2003 - Mar 31, 2004

Correlation

Correlation between UNMA and PII is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23

-101

Dividend Comparison (2000 - 2026)

UNMA vs PII dividend yield comparison.

Year	UNMA	PII
2026	3.49%	1.92%
2025	6.76%	4.24%
2024	6.61%	4.58%
2023	6.19%	2.74%
2022	6.53%	2.53%
2021	5.98%	2.29%
2020	5.65%	2.60%
2019	5.79%	2.40%
2018	3.75%	3.13%
2017	0.00%	1.87%
2016	0.00%	2.67%
2015	0.00%	2.47%
2014	0.00%	1.27%
2013	0.00%	1.15%
2012	0.00%	1.76%
2011	0.00%	1.61%
2010	0.00%	2.05%
2009	0.00%	3.58%
2008	0.00%	5.31%
2007	0.00%	2.85%
2006	0.00%	2.65%
2005	0.00%	2.23%
2004	0.00%	1.35%
2003	0.00%	1.40%
2002	0.00%	1.91%
2001	0.00%	1.73%
2000	0.00%	2.21%