UNMA vs SMG

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Scotts Miracle-Gro Company - Class A (SMG, Company).

5-Year PerformanceUNMA has outperformed SMG, delivering a return of +2.0% compared to -15.5%

UNMA vs SMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	SMG(COMPANY)
Market Cap	$3.80B	$3.80B
Max Drawdown	42.85%	84.07%
Sharpe Ratio	-0.59	-0.03
5Y Beta	0.17	0.90
Industry	N/A	Agricultural Inputs
P/E Ratio	4.99	34.32
Forward P/E	N/A	15.90
PEG Ratio	N/A	0.16
Dividend Yield	4.35%	4.13%
5Y Dividends CAGR	-0.02%	-15.01%
5Y EPS CAGR	11.95%	-27.83%
Debt to Equity	0.00%	-819.48%
Free Cash Flow Yield	14.19%	10.00%
P/S Ratio	N/A	1.09
P/B Ratio	N/A	21.95

Market Cap

Winner

UNMA

$3.80B

SMG

$3.80B

Max Drawdown

Winner

UNMA

42.85%

SMG

84.07%

Sharpe Ratio

UNMA

-0.59

Winner

SMG

-0.03

5Y Beta

Winner

UNMA

0.17

SMG

0.90

Industry

UNMA

N/A

SMG

Agricultural Inputs

P/E Ratio

Winner

UNMA

4.99

SMG

34.32

Forward P/E

UNMA

N/A

SMG

15.90

PEG Ratio

UNMA

N/A

SMG

0.16

Dividend Yield

Winner

UNMA

4.35%

SMG

4.13%

5Y Dividends CAGR

Winner

UNMA

-0.02%

SMG

-15.01%

5Y EPS CAGR

Winner

UNMA

11.95%

SMG

-27.83%

Debt to Equity

UNMA

0.00%

Winner

SMG

-819.48%

Free Cash Flow Yield

Winner

UNMA

14.19%

SMG

10.00%

P/S Ratio

UNMA

N/A

SMG

1.09

P/B Ratio

UNMA

N/A

SMG

21.95

UNMA vs SMG - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	SMG
1 month	-3.60%	+1.50%
3 months	-6.08%	+4.66%
6 months	-4.59%	+2.97%
1 year	-0.85%	-3.15%
5 years(CAGR)	+2.00%	-15.53%
10 years(CAGR)	+4.52%	+1.82%
Max(CAGR)	+4.52%	+7.40%

UNMA

-3.60%

Winner

SMG

+1.50%

UNMA

-6.08%

Winner

SMG

+4.66%

UNMA

-4.59%

Winner

SMG

+2.97%

Winner

UNMA

-0.85%

SMG

-3.15%

5Y(CAGR)

Winner

UNMA

+2.00%

SMG

-15.53%

10Y(CAGR)

Winner

UNMA

+4.52%

SMG

+1.82%

Max(CAGR)

UNMA

+4.52%

Winner

SMG

+7.40%

UNMA vs SMG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNMA	SMG
2026	-3.85%	+10.12%
2025	+1.92%	-7.16%
2024	+0.28%	+7.12%
2023	+11.85%	+33.13%
2022	-2.31%	-69.50%
2021	+1.54%	-18.67%
2020	+7.35%	+97.51%
2019	+21.44%	+74.28%
2018	-6.26%	-41.80%
2017	N/A	+15.38%
2016	N/A	+53.44%
2015	N/A	+7.40%
2014	N/A	+8.57%
2013	N/A	+43.19%
2012	N/A	-4.15%
2011	N/A	-5.95%
2010	N/A	+32.39%
2009	N/A	+31.48%
2008	N/A	-17.80%
2007	N/A	-15.22%
2006	N/A	+11.99%
2005	N/A	+25.75%
2004	N/A	+23.44%
2003	N/A	+18.56%
2002	N/A	+4.74%
2001	N/A	+28.86%
2000	N/A	-3.42%
1999	N/A	+0.47%

UNMA vs SMG Drawdown Comparison

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

The maximum drawdown for SMG was -83.55%, occurring on Oct 11, 2022. This drawdown has not yet recovered.

The current UNMA drawdown is -7.27%. The current SMG drawdown is -69.30%.

Rank	UNMA	SMG
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-83.55% Apr 5, 2021 - Oct 11, 2022
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-64.94% Aug 9, 2007 - Apr 14, 2010
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-44.81% Jan 11, 2018 - Jul 31, 2019
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-38.04% Mar 4, 2020 - Apr 27, 2020
#5	-8.68% Sep 16, 2025 - Jun 26, 2026	-34.68% May 10, 2011 - Oct 17, 2013
#6	-5.78% Jan 5, 2021 - May 28, 2021	-31.24% Mar 31, 2000 - Jan 30, 2001
#7	-5.62% Aug 26, 2020 - Nov 16, 2020	-29.63% May 9, 2002 - Jan 8, 2003
#8	-5.59% Oct 16, 2019 - Jan 14, 2020	-29.26% May 17, 2001 - Dec 11, 2001
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-28.63% Nov 17, 1999 - Mar 31, 2000
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-24.82% Feb 1, 2006 - Oct 26, 2006
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-19.15% Apr 29, 2003 - Oct 28, 2003
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-19.01% Feb 12, 2021 - Mar 30, 2021
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-18.28% Apr 27, 2004 - Dec 1, 2004
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-16.32% Feb 21, 2007 - Aug 9, 2007
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-16.11% Jan 30, 2001 - Apr 27, 2001

Correlation

Correlation between UNMA and SMG is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2005 - 2026)

UNMA vs SMG dividend yield comparison.

Year	UNMA	SMG
2026	3.60%	2.06%
2025	6.76%	4.52%
2024	6.61%	3.98%
2023	6.19%	4.14%
2022	6.53%	5.43%
2021	5.98%	1.59%
2020	5.65%	3.72%
2019	5.79%	2.13%
2018	3.75%	3.51%
2017	0.00%	1.93%
2016	0.00%	2.03%
2015	0.00%	2.85%
2014	0.00%	6.06%
2013	0.00%	2.45%
2012	0.00%	2.84%
2011	0.00%	2.36%
2010	0.00%	1.48%
2009	0.00%	1.27%
2008	0.00%	1.68%
2007	0.00%	22.72%
2006	0.00%	0.97%
2005	0.00%	0.55%