UNM

HoldHot Air

Unum Group · Financial Services · United States · $15.0B · Avg Vol: $158M/d

Hot Air: Rising on momentum alone: weak business, rich price.

47
StockRank
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Quality
45
Value
38
Momentum
57
P/E (TTM)
22.1x
peers 12.6x
ROE
6.4%
peers 9.6%
D/E
0.4x
peers 0.3x
Dividend %
2.0%
trailing yield

ABOUT UNUM GROUP

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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%13.3B12.0B12.5B-1.8%
EPS6.556.539.494.28-13.2%4.314.574.987.9%
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)-1.7%
86.9589.3591.7694.1696.5713 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$91.11
RSI (14)
31.8
52-Week Range-5.8% from high
Low $68.21High $96.77

SCORE BREAKDOWN

Quality
45
ROIC (ROA)
1.1%*38.7
ROE
6.4%31.2
GP/Assets
6.2%61.6
Op. Margin
11.4%28.7
FCF/Assets
n/mN/A
Piotroski
321.1
Int. Cover
5.3x38.8
D/E Ratio
0.37x51.6
Current Ratio
17.26x89.8
Value
38
P/E (TTM)
22.1x20.3
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
1.4x40.1
P/S
1.1x86.3
Div Yield
2.0%23.8
Momentum
57
52W High %
94%73.4
RS 6M
6%69.8
SMA 50/200
1.11x78.3
EPS Rev 4W
-0.6%22.1
EPS Rev 12W
-2.9%19.6
EPS Improve
+119%86.3
Q Growth
-24%14.1

FUNDAMENTALS

Market Cap
$15.0B
P/E (Forward)
10.1x
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)$15.0B47Hold
JXNJackson Financial Inc.$8.8B52Hold
GLGlobe Life Inc.$13.0B61Hold
AFLAflac Incorporated$57.8B44Hold
PRIPrimerica, Inc.$8.5B71Buy
GNWGenworth Financial, Inc.$3.6B55Hold
METMetLife, Inc.$61.8B55Hold
CNOCNO Financial Group, Inc.$5.0B62Hold
BHFAPBrighthouse Financial, Inc.$2.7B50Hold
FGF&G Annuities & Life, Inc.$2.8B40Hold

Peer medians: ROE 9.6% · P/E 12.6x · Gross margin 100.0%

Company Deep Dive

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Unum Group (UNM): Stock Score Summary

Unum Group (UNM) has a MoatMap StockRank of 47/100 based on Quality (45/100), Value (38/100), and Momentum (57/100) 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$91.11
Market Cap$15.0B
P/E (TTM)22.09
P/E (Forward)10.06
Price/Book1.39
Return on Equity6.4%
Debt/Equity0.37x
Gross Margin29.3%
Operating Margin11.4%
Revenue Growth0.3%
Dividend Yield2.0%
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 47/100, with a Hold signal. It is a composite of Quality (45), Value (38), and Momentum (57) factor ranks across MoatMap’s universe of 25,000+ stocks.
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 47/100. 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).