UNMA vs WK

Comparison between Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company) and Workiva Inc - Class A (WK, Company).

5-Year PerformanceUNMA has outperformed WK, delivering a return of +1.1% compared to -11.1%

UNMA vs WK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNMA(COMPANY)	WK(COMPANY)
Market Cap	$3.80B	$3.79B
Max Drawdown	42.85%	72.45%
Sharpe Ratio	-1.19	-0.00
5Y Beta	0.17	0.72
Industry	N/A	Software - Application
P/E Ratio	4.99	243.97
Dividend Yield	4.54%	N/A
5Y Dividends CAGR	-0.02%	N/A
5Y EPS CAGR	11.95%	N/A
Debt to Equity	0.00%	-73.35%
Free Cash Flow Yield	14.19%	4.51%

Market Cap

Winner

UNMA

$3.80B

$3.79B

Max Drawdown

Winner

UNMA

42.85%

72.45%

Sharpe Ratio

UNMA

-1.19

Winner

-0.00

5Y Beta

Winner

UNMA

0.17

0.72

Industry

UNMA

N/A

Software - Application

P/E Ratio

Winner

UNMA

4.99

243.97

Dividend Yield

UNMA

4.54%

N/A

5Y Dividends CAGR

UNMA

-0.02%

N/A

5Y EPS CAGR

UNMA

11.95%

N/A

Debt to Equity

UNMA

0.00%

Winner

-73.35%

Free Cash Flow Yield

Winner

UNMA

14.19%

4.51%

UNMA vs WK - Historical Returns

Returns include dividend reinvestment.

Period	UNMA	WK
1 month	-2.86%	+35.22%
3 months	-8.26%	+66.44%
6 months	-7.59%	+19.09%
1 year	-5.47%	-1.46%
5 years(CAGR)	+1.12%	-11.05%
10 years(CAGR)	+4.10%	+16.28%
Max(CAGR)	+4.10%	+15.48%

UNMA

-2.86%

Winner

+35.22%

UNMA

-8.26%

Winner

+66.44%

UNMA

-7.59%

Winner

+19.09%

UNMA

-5.47%

Winner

-1.46%

5Y(CAGR)

Winner

UNMA

+1.12%

-11.05%

10Y(CAGR)

UNMA

+4.10%

Winner

+16.28%

Max(CAGR)

UNMA

+4.10%

Winner

+15.48%

UNMA vs WK - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	UNMA	WK
2026	-6.64%	-11.11%
2025	+1.92%	-20.78%
2024	+0.28%	+14.50%
2023	+11.85%	+23.10%
2022	-2.31%	-34.46%
2021	+1.54%	+43.29%
2020	+7.35%	+111.30%
2019	+21.44%	+18.55%
2018	-6.26%	+68.89%
2017	N/A	+57.93%
2016	N/A	-18.07%
2015	N/A	+29.38%
2014	N/A	-2.55%

UNMA vs WK Drawdown Comparison

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

The maximum drawdown for WK was -72.45%, occurring on May 13, 2026. This drawdown has not yet recovered.

The current UNMA drawdown is -9.96%. The current WK drawdown is -54.15%.

Rank	UNMA	WK
#1	-41.65% Feb 10, 2020 - Aug 14, 2020	-72.45% Nov 9, 2021 - May 13, 2026
#2	-15.18% Nov 4, 2021 - Dec 5, 2023	-60.63% Aug 8, 2019 - Nov 5, 2020
#3	-11.96% Aug 30, 2018 - Jan 11, 2019	-41.39% Nov 30, 2015 - Jun 5, 2017
#4	-10.52% Sep 16, 2025 - Aug 11, 2026	-28.05% Feb 19, 2021 - Jul 2, 2021
#5	-9.00% Sep 23, 2024 - Sep 12, 2025	-23.06% Jan 9, 2015 - Sep 24, 2015
#6	-5.78% Jan 5, 2021 - May 28, 2021	-19.05% Oct 1, 2018 - Jan 31, 2019
#7	-5.62% Aug 26, 2020 - Nov 16, 2020	-17.37% Feb 20, 2018 - May 7, 2018
#8	-5.59% Oct 16, 2019 - Jan 14, 2020	-12.78% Sep 17, 2021 - Nov 4, 2021
#9	-4.30% Jul 3, 2024 - Sep 12, 2024	-12.50% Sep 12, 2018 - Oct 1, 2018
#10	-3.73% Mar 19, 2024 - Jun 3, 2024	-11.69% Oct 8, 2015 - Nov 6, 2015
#11	-3.42% Aug 30, 2019 - Sep 27, 2019	-11.15% May 9, 2018 - Aug 8, 2018
#12	-2.53% Sep 16, 2021 - Oct 21, 2021	-9.83% Nov 3, 2017 - Feb 7, 2018
#13	-2.31% Jul 8, 2021 - Jul 30, 2021	-9.82% Jul 11, 2019 - Aug 7, 2019
#14	-2.17% Aug 5, 2021 - Sep 16, 2021	-9.78% May 28, 2019 - Jun 17, 2019
#15	-2.05% Jan 31, 2019 - Feb 28, 2019	-8.65% Jul 19, 2017 - Sep 27, 2017