WSO vs UNM
Comparison between Watsco Inc - Class A (WSO, Company) and Unum Group (UNM, Company).
WSO is from the Industrials sector, while UNM is from the Financial Services sector.
5-Year PerformanceUNM has outperformed WSO, delivering a return of +30.2% compared to +9.5%
WSO vs UNM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WSO vs UNM - Historical Returns
Returns include dividend reinvestment.
WSO vs UNM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WSO | UNM |
|---|---|---|
| 2026 | +15.60% | +15.93% |
| 2025 | -26.25% | +8.70% |
| 2024 | +15.59% | +64.57% |
| 2023 | +72.85% | +15.86% |
| 2022 | -15.46% | +68.61% |
| 2021 | +42.70% | +16.16% |
| 2020 | +31.13% | -17.67% |
| 2019 | +34.90% | +0.31% |
| 2018 | -15.44% | -45.20% |
| 2017 | +17.80% | +26.17% |
| 2016 | +31.98% | +37.36% |
| 2015 | +12.90% | -2.19% |
| 2014 | +15.03% | +3.48% |
| 2013 | +26.23% | +66.69% |
| 2012 | +25.50% | -1.07% |
| 2011 | +5.92% | -13.80% |
| 2010 | +31.75% | +23.35% |
| 2009 | +27.70% | +7.88% |
| 2008 | +12.47% | -19.23% |
| 2007 | -20.57% | +15.94% |
| 2006 | -24.16% | -8.85% |
| 2005 | +75.41% | +32.04% |
| 2004 | +55.09% | +13.71% |
| 2003 | +39.42% | -11.11% |
| 2002 | +16.77% | -32.10% |
| 2001 | +24.98% | +6.71% |
| 2000 | +2.27% | -9.50% |
| 1999 | +13.44% | +2.63% |
WSO vs UNM Drawdown Comparison
The maximum drawdown for WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 1046 trading sessions.
The maximum drawdown for UNM was -81.88%, occurring on Mar 11, 2003. Recovery took 3347 trading sessions.
The current WSO drawdown is -27.57%. The current UNM drawdown is -4.59%.
| Rank | WSO | UNM |
|---|---|---|
| #1 | -54.14% Feb 24, 2006 - Apr 22, 2010 | -81.88% Nov 19, 1999 - Mar 14, 2013 |
| #2 | -43.26% May 23, 2000 - Mar 7, 2002 | -81.07% Jan 12, 2018 - Jun 29, 2023 |
| #3 | -41.64% Nov 25, 2024 - Nov 20, 2025 | -34.97% Jul 29, 2015 - May 27, 2016 |
| #4 | -35.08% Nov 15, 1999 - Apr 20, 2000 | -18.77% May 31, 2016 - Oct 12, 2016 |
| #5 | -33.03% May 3, 2002 - Sep 2, 2003 | -17.95% Oct 17, 2023 - Mar 7, 2024 |
| #6 | -29.53% Jun 12, 2018 - Dec 6, 2019 | -16.84% Mar 24, 2025 - Apr 29, 2026 |
| #7 | -28.58% Apr 6, 2011 - Feb 1, 2012 | -14.79% Sep 2, 2014 - Jun 10, 2015 |
| #8 | -27.17% Dec 15, 2021 - Feb 2, 2023 | -12.26% Dec 26, 2013 - Mar 4, 2014 |
| #9 | -24.30% Mar 9, 2020 - Jun 9, 2020 | -11.78% Mar 1, 2017 - Jul 28, 2017 |
| #10 | -17.92% Apr 22, 2014 - Dec 3, 2014 | -11.16% Aug 1, 2013 - Nov 8, 2013 |
| #11 | -17.41% Oct 23, 2015 - Mar 18, 2016 | -10.05% Apr 3, 2024 - Jul 17, 2024 |
| #12 | -17.17% Apr 22, 2010 - Dec 2, 2010 | -9.58% Mar 10, 2014 - Aug 26, 2014 |
| #13 | -17.14% Apr 25, 2000 - May 22, 2000 | -8.60% Aug 4, 2017 - Sep 27, 2017 |
| #14 | -16.18% Jul 19, 2012 - Oct 4, 2012 | -8.51% Nov 27, 2024 - Jan 29, 2025 |
| #15 | -15.96% Apr 22, 2004 - Sep 21, 2004 | -8.42% Mar 28, 2013 - May 8, 2013 |
Correlation
Correlation between WSO and UNM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
WSO vs UNM dividend yield comparison.
| Year | WSO | UNM |
|---|---|---|
| 2026 | 1.59% | 1.04% |
| 2025 | 3.47% | 2.27% |
| 2024 | 2.23% | 2.15% |
| 2023 | 2.29% | 3.07% |
| 2022 | 3.43% | 3.07% |
| 2021 | 2.44% | 4.76% |
| 2020 | 3.06% | 4.97% |
| 2019 | 3.55% | 3.74% |
| 2018 | 4.02% | 3.34% |
| 2017 | 2.71% | 1.57% |
| 2016 | 2.43% | 1.75% |
| 2015 | 2.39% | 2.10% |
| 2014 | 1.87% | 1.78% |
| 2013 | 1.20% | 1.57% |
| 2012 | 9.99% | 2.26% |
| 2011 | 3.40% | 1.87% |
| 2010 | 3.23% | 1.45% |
| 2009 | 3.86% | 1.61% |
| 2008 | 4.56% | 1.61% |
| 2007 | 3.56% | 1.26% |
| 2006 | 2.01% | 1.44% |
| 2005 | 1.04% | 1.32% |
| 2004 | 1.08% | 1.67% |
| 2003 | 0.88% | 2.36% |
| 2002 | 0.70% | 3.36% |
| 2001 | 0.70% | 2.23% |
| 2000 | 1.04% | 2.19% |
| 1999 | 0.00% | 0.46% |
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