Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Unum Group

UNM · NYSE · Financial

Fundamental quality

DEMANDING

42

out of 100

Breakdown by area

I.GrowthEPS growth: -11.9% · Revenue growth: 3.4%
20
II.ProfitabilityNet margin: 5.9% · ROE: 7.2%
50
III.Financial healthNet debt/EBITDA: 2.64x · FCF: 4%
56

Source: SEC EDGAR · TTM through 31/03/2026

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Strengths

  • No clearly standout strengths by the system's thresholds.

Risks and weaknesses

  • Declining earnings per share (-11.9% annualized).

Historical evolution

YearRevenueNet incomeFree cash flowNet debt
202112,0089811,277
202211,9841,4071,317
202312,3861,2841,068
202412,8871,7791,388
202513,076739555

Between 2021 and 2025, revenue went from $12,008M to $13,076M (+9%) and net income went from $981M to $739M (-25%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Frequently asked questions

Is Unum Group a profitable company?

Unum Group is profitable, with a net margin of 5.9%, though a thin one.

Does Unum Group have a lot of debt?

A moderate level: its net debt is 2.64 times its EBITDA.

Is Unum Group growing?

Its revenue has grown 3.4% annualized in recent years.

Does Unum Group generate cash?

Yes. It converts about 4% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

Is Unum Group cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →
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