Company Valuation: Unum Group

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 5,023 8,163 8,820 13,336 12,968 14,286 - -
Change - 62.49% 8.05% 51.2% -2.76% 10.16% - -
Enterprise Value (EV) 8,391 11,473 8,820 13,336 12,968 14,286 14,286 14,286
Change - 36.74% -23.13% 51.2% -2.76% 10.16% 0% 0%
P/E 6.11x 6.31x 6.96x 7.72x 18.1x 11.9x 10.1x 8.67x
PBR 0.44x 0.88x 0.91x 1.19x 1.15x 1.25x 1.16x 1.06x
PEG - 0.1x - 0.2x -0.3x 0.2x 0.5x 0.5x
Capitalization / Revenue 0.42x 0.68x 0.71x 1.03x 0.98x 1.2x 1.15x 1.09x
EV / Revenue 0x 0x 0x 0x 0x 1.2x 1.15x 1.09x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 7.58x 7.07x -
EV / FCF 0x - - - - 12.4x 11.9x -
FCF Yield 25.4% - - - - 8.05% 8.4% -
Dividend per Share 2 1.17 1.26 1.39 1.57 1.76 1.928 2.093 2.268
Rate of return 4.76% 3.07% 3.07% 2.15% 2.27% 2.16% 2.34% 2.54%
EPS 2 4.02 6.5 6.5 9.46 4.27 7.494 8.888 10.31
Distribution rate 29.1% 19.4% 21.4% 16.6% 41.2% 25.7% 23.6% 22%
Net sales 1 11,937 12,007 12,422 12,922 13,182 11,902 12,426 13,061
EBITDA - - - - - - - -
EBIT 1 1,302 1,744 2,127 2,211 1,986 1,886 2,021 -
Net income 1 824.2 1,314 1,284 1,779 738.5 1,218 1,353 1,442
Net Debt 3,367 3,311 - - - - - -
Reference price 2 24.57 41.03 45.22 73.03 77.50 89.41 89.41 89.41
Nbr of stocks (in thousands) 204,453 198,941 195,046 182,612 167,331 159,776 - -
Announcement Date 01/02/22 31/01/23 30/01/24 04/02/25 05/02/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
11.93x - - 2.16% 14.29B
10.69x0.94x - 5.63% 104B
12.76x - - 2.93% 95.57B
13.61x1.02x - 4.28% 72.06B
14.71x - - 3.31% 69.04B
17.13x3.36x - 1.98% 62.76B
10.95x - - 2.52% 59.86B
17.05x - - 2.96% 57.66B
17x - - 3.43% 43.5B
11.61x - - 4.74% 44.08B
Average 13.74x 1.77x 3.4% 62.27B
Weighted average by Cap. 13.59x 1.60x 3.59%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

  1. Stock Market
  2. Stocks
  3. UNM Stock
  4. Valuation Unum Group