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 14,754 - -
Change - 62.49% 8.05% 51.2% -2.76% 13.77% - -
Enterprise Value (EV) 8,391 11,473 8,820 13,336 12,968 14,754 14,754 14,754
Change - 36.74% -23.13% 51.2% -2.76% 13.77% 0% 0%
P/E 6.11x 6.31x 6.96x 7.72x 18.1x 12.7x 10.7x 9.05x
PBR 0.44x 0.88x 0.91x 1.19x 1.15x 1.29x 1.19x 1.08x
PEG - 0.1x - 0.2x -0.3x 0.2x 0.6x 0.5x
Capitalization / Revenue 0.42x 0.68x 0.71x 1.03x 0.98x 1.24x 1.19x 1.13x
EV / Revenue 0x 0x 0x 0x 0x 1.24x 1.19x 1.13x
EV / EBITDA - - - - - - - -
EV / EBIT 0x 0x 0x 0x 0x 7.82x 7.3x -
EV / FCF 0x - - - - 12.8x 12.3x -
FCF Yield 25.4% - - - - 7.79% 8.13% -
Dividend per Share 2 1.17 1.26 1.39 1.57 1.76 1.965 2.093 2.268
Rate of return 4.76% 3.07% 3.07% 2.15% 2.27% 2.13% 2.27% 2.46%
EPS 2 4.02 6.5 6.5 9.46 4.27 7.271 8.654 10.2
Distribution rate 29.1% 19.4% 21.4% 16.6% 41.2% 27% 24.2% 22.2%
Net sales 1 11,937 12,007 12,422 12,922 13,182 11,925 12,421 13,060
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 1,203 1,333 1,436
Net Debt 3,367 3,311 - - - - - -
Reference price 2 24.57 41.03 45.22 73.03 77.50 92.34 92.34 92.34
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.($)
12.7x - - 2.13% 14.75B
6.13x4.83x - 5.87% 127B
10.59x0.93x - 5.69% 103B
12.9x - - 2.9% 96.63B
13.83x1.02x - 4.21% 73.4B
14.79x - - 3.29% 69.12B
16.7x3.28x - 2.02% 61.53B
10.6x - - 2.6% 57.95B
17.14x - - 2.94% 57.76B
24.33x - - 1.78% 44.93B
Average 13.97x 2.52x 3.34% 70.54B
Weighted average by Cap. 12.84x 2.70x 3.83%

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