COMP <GO>
UNM vs BRK-B // FORWARD P/E MULTIPLE
Unum Group (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: UNM 5
— BRK-B 9
▲ FORWARD P/E MULTIPLE LEADER: UNM
LAST: $91.14 (-0.49%) • MKT CAP: $14.50B
forward-pe
18.2x
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
forward-pe
24.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UNM VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UNM | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.80% | 11.47% | -1.67 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.5x | 9.7x | +0.82 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 3.83% | 2.09% | +1.74 | UNM | /fcf-yield <GO> |
| Operating Margin | 6.90% | 27.80% | -20.90 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 5.60% | 22.30% | -16.70 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 1.50% | 3.93% | -2.43 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 0.00% | +2.11 | UNM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.85 | 2.85 | -2.00 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | UNM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 3.55% | +3.85 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.3 | 66.8 | -18.53 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 0.61 | +0.55 | UNM | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 18.2x | 24.3x | -6.14 | UNM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.50B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UNM REV | BRK-B REV | UNM GROSS % | BRK-B GROSS % | UNM FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.08B | $371.44B | 44.0% | — | $555.4M | $25.04B |
| FY 2024 | $12.89B | $371.43B | 44.0% | — | $1.39B | $11.62B |
| FY 2023 | $12.39B | $364.48B | 44.0% | — | $645.4M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UNM // BETA 1.16
BRK-B // BETA 0.61