UNMA vs SXI

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Standex International Corp (SXI, Company).

5-Year PerformanceSXI has outperformed UNMA, delivering a return of +29.0% compared to +2.6%

UNMA vs SXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	SXI(COMPANY)
Market Cap	$3.80B	$3.80B
Max Drawdown	42.85%	75.53%
Sharpe Ratio	-0.51	2.03
5Y Beta	0.16	1.26
Industry	N/A	Specialty Industrial Machinery
P/E Ratio	4.99	38.33
Forward P/E	N/A	31.65
PEG Ratio	N/A	0.63
Dividend Yield	4.25%	0.43%
5Y Dividends CAGR	-0.02%	12.53%
5Y EPS CAGR	11.95%	32.70%
Debt to Equity	0.00%	62.70%
Free Cash Flow Yield	14.19%	2.17%

Market Cap

UNMA

$3.80B

Winner

SXI

$3.80B

Max Drawdown

Winner

UNMA

42.85%

SXI

75.53%

Sharpe Ratio

UNMA

-0.51

Winner

SXI

2.03

5Y Beta

Winner

UNMA

0.16

SXI

1.26

Industry

UNMA

N/A

SXI

Specialty Industrial Machinery

P/E Ratio

Winner

UNMA

4.99

SXI

38.33

Forward P/E

UNMA

N/A

SXI

31.65

PEG Ratio

UNMA

N/A

SXI

0.63

Dividend Yield

Winner

UNMA

4.25%

SXI

0.43%

5Y Dividends CAGR

UNMA

-0.02%

Winner

SXI

12.53%

5Y EPS CAGR

UNMA

11.95%

Winner

SXI

32.70%

Debt to Equity

Winner

UNMA

0.00%

SXI

62.70%

Free Cash Flow Yield

Winner

UNMA

14.19%

SXI

2.17%

UNMA vs SXI - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	SXI
1 month	-2.41%	+25.48%
3 months	-3.25%	+24.14%
6 months	-0.95%	+41.14%
1 year	+0.84%	+101.57%
5 years(CAGR)	+2.61%	+29.02%
10 years(CAGR)	N/A	+14.91%
Max(CAGR)	+4.88%	+12.67%

UNMA

-2.41%

Winner

SXI

+25.48%

UNMA

-3.25%

Winner

SXI

+24.14%

UNMA

-0.95%

Winner

SXI

+41.14%

UNMA

+0.84%

Winner

SXI

+101.57%

5Y(CAGR)

UNMA

+2.61%

Winner

SXI

+29.02%

10Y(CAGR)

UNMA

N/A

SXI

+14.91%

Max(CAGR)

UNMA

+4.88%

Winner

SXI

+12.67%

UNMA vs SXI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNMA	SXI
2026	-1.50%	+40.53%
2025	+1.92%	+16.18%
2024	+0.28%	+22.27%
2023	+11.85%	+56.29%
2022	-2.31%	-5.46%
2021	+1.54%	+48.69%
2020	+7.35%	-0.89%
2019	+21.44%	+16.44%
2018	-6.26%	-32.93%
2017	N/A	+16.41%
2016	N/A	+8.79%
2015	N/A	+11.61%
2014	N/A	+23.09%
2013	N/A	+21.02%
2012	N/A	+46.17%
2011	N/A	+7.99%
2010	N/A	+43.98%
2009	N/A	+4.73%
2008	N/A	+18.45%
2007	N/A	-40.30%
2006	N/A	+14.58%
2005	N/A	+2.02%
2004	N/A	+6.34%
2003	N/A	+22.40%
2002	N/A	+14.94%
2001	N/A	+14.20%
2000	N/A	+2.82%
1999	N/A	-1.74%

UNMA vs SXI Drawdown Comparison

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

The maximum drawdown for SXI was -72.66%, occurring on Mar 9, 2009. Recovery took 1040 trading sessions.

The current UNMA drawdown is -5.00%.

Rank	UNMA	SXI
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-72.66% Feb 27, 2006 - Apr 15, 2010
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-65.63% Aug 27, 2018 - Oct 28, 2021
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-38.00% Nov 25, 2024 - Aug 22, 2025
#4	-9.00% Sep 23, 2024 - Sep 12, 2025	-34.64% Apr 6, 2011 - Oct 27, 2011
#5	-5.78% Jan 5, 2021 - May 28, 2021	-32.88% Nov 11, 2021 - Feb 1, 2023
#6	-5.62% Aug 26, 2020 - Nov 16, 2020	-32.84% Nov 2, 1999 - Jan 10, 2001
#7	-5.59% Oct 16, 2019 - Jan 14, 2020	-31.44% May 8, 2002 - Nov 5, 2003
#8	-5.04% Sep 16, 2025 - Jun 10, 2026	-27.57% Nov 10, 2015 - Aug 22, 2016
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-27.36% Oct 28, 2011 - Jan 31, 2012
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-27.18% Feb 15, 2001 - Apr 10, 2002
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-26.64% Apr 26, 2010 - Dec 2, 2010
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-26.32% Mar 8, 2004 - Feb 2, 2005
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-19.50% Oct 31, 2014 - Oct 29, 2015
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-19.45% Sep 30, 2016 - Dec 8, 2016
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-19.38% Aug 9, 2023 - Feb 15, 2024

Correlation

Correlation between UNMA and SXI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

UNMA vs SXI dividend yield comparison.

Year	UNMA	SXI
2026	3.52%	0.22%
2025	6.76%	0.60%
2024	6.61%	0.65%
2023	6.19%	0.72%
2022	6.53%	1.04%
2021	5.98%	0.89%
2020	5.65%	1.16%
2019	5.79%	1.03%
2018	3.75%	1.10%
2017	0.00%	0.65%
2016	0.00%	0.66%
2015	0.00%	0.60%
2014	0.00%	0.54%
2013	0.00%	0.54%
2012	0.00%	0.57%
2011	0.00%	0.73%
2010	0.00%	0.70%
2009	0.00%	1.79%
2008	0.00%	4.23%
2007	0.00%	4.81%
2006	0.00%	2.79%
2005	0.00%	3.03%
2004	0.00%	2.95%
2003	0.00%	3.00%
2002	0.00%	3.52%
2001	0.00%	3.86%
2000	0.00%	3.93%