Unum Group (UNM) Competitors

$51.87
+1.17 (+2.31%)
(As of 05/1/2024 ET)

UNM vs. PFG, Z, REXR, JEF, CUBE, EWBC, NLY, CPT, KNSL, and AIZ

Should you be buying Unum Group stock or one of its competitors? The main competitors of Unum Group include Principal Financial Group (PFG), Zillow Group (Z), Rexford Industrial Realty (REXR), Jefferies Financial Group (JEF), CubeSmart (CUBE), East West Bancorp (EWBC), Annaly Capital Management (NLY), Camden Property Trust (CPT), Kinsale Capital Group (KNSL), and Assurant (AIZ). These companies are all part of the "finance" sector.

Unum Group vs.

Principal Financial Group (NYSE:PFG) and Unum Group (NYSE:UNM) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, earnings, institutional ownership, media sentiment, valuation, risk, community ranking, analyst recommendations and dividends.

Unum Group received 377 more outperform votes than Principal Financial Group when rated by MarketBeat users. Likewise, 46.37% of users gave Unum Group an outperform vote while only 0.00% of users gave Principal Financial Group an outperform vote.

CompanyUnderperformOutperform
Principal Financial GroupOutperform Votes
No Votes
Underperform Votes
24
100.00%
Unum GroupOutperform Votes
377
46.37%
Underperform Votes
436
53.63%

Principal Financial Group pays an annual dividend of $2.76 per share and has a dividend yield of 3.5%. Unum Group pays an annual dividend of $1.46 per share and has a dividend yield of 2.9%. Principal Financial Group pays out 52.7% of its earnings in the form of a dividend. Unum Group pays out 22.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Principal Financial Group has raised its dividend for 2 consecutive years and Unum Group has raised its dividend for 15 consecutive years.

Principal Financial Group presently has a consensus target price of $80.30, suggesting a potential upside of 1.06%. Unum Group has a consensus target price of $56.38, suggesting a potential upside of 9.89%. Given Principal Financial Group's stronger consensus rating and higher possible upside, analysts clearly believe Unum Group is more favorable than Principal Financial Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Principal Financial Group
2 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80
Unum Group
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71

75.1% of Principal Financial Group shares are owned by institutional investors. Comparatively, 86.6% of Unum Group shares are owned by institutional investors. 1.1% of Principal Financial Group shares are owned by company insiders. Comparatively, 0.9% of Unum Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Principal Financial Group has a beta of 1.25, suggesting that its share price is 25% more volatile than the S&P 500. Comparatively, Unum Group has a beta of 0.87, suggesting that its share price is 13% less volatile than the S&P 500.

Unum Group has a net margin of 10.36% compared to Unum Group's net margin of 8.70%. Principal Financial Group's return on equity of 16.03% beat Unum Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Principal Financial Group8.70% 15.06% 0.54%
Unum Group 10.36%16.03%2.45%

Unum Group has lower revenue, but higher earnings than Principal Financial Group. Unum Group is trading at a lower price-to-earnings ratio than Principal Financial Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Principal Financial Group$13.67B1.37$623.20M$5.2415.14
Unum Group$12.39B0.79$1.28B$6.497.89

In the previous week, Principal Financial Group had 1 more articles in the media than Unum Group. MarketBeat recorded 19 mentions for Principal Financial Group and 18 mentions for Unum Group. Principal Financial Group's average media sentiment score of 0.50 beat Unum Group's score of 0.27 indicating that Unum Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Principal Financial Group
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Unum Group
9 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral

Summary

Unum Group beats Principal Financial Group on 14 of the 21 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding UNM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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UNM vs. The Competition

MetricUnum GroupAccident & health insurance IndustryFinance SectorNYSE Exchange
Market Cap$9.82B$8.79B$8.68B$17.42B
Dividend Yield2.86%3.38%10.67%3.53%
P/E Ratio7.897.8857.7022.58
Price / Sales0.791.703,674.4710.26
Price / Cash6.137.7028.0217.73
Price / Book1.031.252.284.86
Net Income$1.28B$727.83M$1.02B$964.11M
7 Day Performance-1.49%-1.41%-0.64%-0.79%
1 Month Performance-4.97%-2.91%-2.20%-4.42%
1 Year Performance22.38%11.30%11.70%94.09%

Unum Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFG
Principal Financial Group
3.1605 of 5 stars
$81.51
+0.2%
$80.64
-1.1%
+6.0%$19.17B$13.67B33.2719,800Earnings Report
Analyst Report
Z
Zillow Group
2.6506 of 5 stars
$43.63
+3.3%
$58.75
+34.7%
-2.2%$10.19B$1.95B-64.166,263Short Interest ↑
News Coverage
REXR
Rexford Industrial Realty
4.7635 of 5 stars
$43.73
+1.7%
$54.73
+25.1%
-23.2%$9.53B$797.83M40.12242Analyst Report
JEF
Jefferies Financial Group
4.5064 of 5 stars
$44.59
+2.4%
$43.33
-2.8%
+34.4%$9.45B$4.70B36.557,564Analyst Report
Options Volume
CUBE
CubeSmart
3.4729 of 5 stars
$41.80
-0.9%
$46.33
+10.8%
-11.1%$9.40B$1.05B23.093,040Earnings Report
EWBC
East West Bancorp
4.1409 of 5 stars
$75.30
+1.1%
$83.42
+10.8%
+44.1%$10.48B$3.99B9.213,206
NLY
Annaly Capital Management
4.0745 of 5 stars
$18.64
+1.7%
$21.19
+13.7%
-6.2%$9.33B$3.73B-5.16187Earnings Report
CPT
Camden Property Trust
4.1697 of 5 stars
$98.64
+0.6%
$104.29
+5.7%
-9.4%$10.74B$1.54B26.661,640Upcoming Earnings
Analyst Report
News Coverage
Positive News
KNSL
Kinsale Capital Group
3.9437 of 5 stars
$463.80
+0.1%
$510.00
+10.0%
+11.2%$10.76B$1.22B35.11561Earnings Report
Analyst Report
Insider Selling
News Coverage
AIZ
Assurant
4.5749 of 5 stars
$176.31
+1.0%
$192.20
+9.0%
+41.6%$9.08B$11.13B14.7213,600Upcoming Earnings

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This page (NYSE:UNM) was last updated on 5/1/2024 by MarketBeat.com Staff

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