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UNM

HOLD

Unum Group · Financial Services · United States · $13.8B · Avg Vol: $137M/d

54
StockRank
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Q
45
V
40
M
63
P/E (TTM)
21.2x
ROE
6.4%
D/E
0.4x
Dividend %
2.1%

COMPANY DESCRIPTION

Unum Group is a leading provider of financial protection benefits in the United States, United Kingdom, and Poland, offering group and individual disability, life, accident, and critical illness insurance. The company leverages its extensive distribution network and expertise in employee benefits to serve a broad range of employers. Its diversified product offerings and large in-force block of business provide a stable revenue base in the insurance sector.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue11.9B12.3B12.8B13.0B3.0%13.3B11.9B12.5B-1.9%
EPS6.556.539.494.28-13.2%4.314.595.018.2%
Shares197.8M193.4M178.6M165.7M-16.2%158.3M
Debt3.4B3.4B3.7B3.8B3.2%4.0B
Equity8.7B9.7B11.0B11.1B8.4%
Op CF1.4B1.2B1.5B687.7M-21.4%830.4M
Inv CF-955.9M-725.9M-344.4M548.9M
Fin CF-418.6M-450.1M-1.2B-1.2B
Loading 1Y...
PRICE (1Y)+1.9%
83.6385.8187.9890.1692.34Jun 29Jul 21Aug 10
SMA 50SMA 200

Close
$91.39
RSI (14)
58.0
52W High
$92.68
From 52W High
1.0%

SCORE BREAKDOWN

Quality
45
ROIC (ROA)
1.1%*39.5
ROE
6.4%31.1
GP/Assets
6.2%63.7
Op. Margin
11.4%29.5
FCF/Assets
n/mN/A
Piotroski
320.9
Int. Cover
5.3x36.1
D/E Ratio
0.37x50.9
Current Ratio
17.26x91.2
Value
40
P/E (TTM)
21.2x22.2
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
1.3x41.8
P/S
1.1x87.9
Div Yield
2.1%23.7
Momentum
63
52W High %
99%88.3
RS 6M
11%84.4
SMA 50/200
1.12x80.2
EPS Rev 4W
-1.9%12.1
EPS Rev 12W
-2.4%26.4
EPS Improve
+121%85.8
Q Growth
-24%13.1

FUNDAMENTALS

Market Cap
$13.8B
P/E (Forward)
9.6x
Gross Margin
29.3%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of UNM are excluded.

TickerCompanyMkt CapStockRankSignal
UNMUnum Group(you)$13.8B54HOLD
GLGlobe Life Inc.$13.5B65BUY
JXNJackson Financial Inc.$8.3B45HOLD
CNOCNO Financial Group, Inc.$5.0B57HOLD
PRIPrimerica, Inc.$9.8B77BUY
GNWGenworth Financial, Inc.$3.8B64HOLD
FGF&G Annuities & Life, Inc.$3.9B42HOLD
MET.MXMetLife, Inc.$55.1B63HOLD
LNCLincoln National Corporation$7.9B81STRONG BUY
AFLAflac Incorporated$63.9B45HOLD

Peer medians: ROE 9.7% · P/E 13.4x · Gross margin 100.0%

Unum Group (UNM): Stock Score Summary

Unum Group (UNM) has a MoatMap StockRank of 54/100 based on Quality (45/100), Value (40/100), and Momentum (63/100) factor scores. The current signal is HOLD.

Unum Group is a leading provider of financial protection benefits in the United States, United Kingdom, and Poland, offering group and individual disability, life, accident, and critical illness insurance. The company leverages its extensive distribution network and expertise in employee benefits to serve a broad range of employers. Its diversified product offerings and large in-force block of business provide a stable revenue base in the insurance sector.

Key Financial Metrics

Price$91.39
Market Cap$13.8B
P/E (TTM)21.20
P/E (Forward)9.61
Price/Book1.34
Return on Equity6.4%
Debt/Equity0.37x
Gross Margin29.3%
Operating Margin11.4%
Revenue Growth0.3%
Dividend Yield2.1%
Free Cash Flow$693M

Unum Group operates in the Insurance - Life industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Unum Group’s (UNM) StockRank?
MoatMap’s StockRank for Unum Group (UNM) is 54/100, with a Hold signal. It is a composite of Quality (45), Value (40), and Momentum (63) factor ranks across MoatMap’s 20,000+ stock universe.
Does Unum Group have an economic moat?
Unum Group (UNM) has a Quality factor score of 45/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Unum Group a buy, hold, or sell?
MoatMap’s current signal for Unum Group (UNM) is Hold, based on a StockRank of 54/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Unum Group in?
Unum Group (UNM) operates in the Financial Services sector, specifically the Insurance - Life industry (United States).