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2.42%Return on Assets
VS
Market
Sector
Industry
History
$ 78.26Close
$ 60.42 - $ 83.34 52-Week Range
Ticker Information
Ticker
UNMCompany Name
UNUM GROUPSector
Financial ServicesIndustry
Insurance - LifeExchange
NYSEUNUM GROUP - Return on Assets Chart Analysis (TTM)
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UNM - ROA Historical data
| Date | Total Assets | Net Income Common Stock | Return on Assets |
|---|---|---|---|
| 6/30/2025 | $ 62.84B | $ 1.52B | 2.42% |
| 3/31/2025 | $ 62.46B | $ 1.57B | 2.52% |
| 12/31/2024 | $ 61.96B | $ 1.78B | 2.87% |
| 9/30/2024 | $ 64.14B | $ 1.76B | 2.75% |
| 6/30/2024 | $ 62.04B | $ 1.32B | 2.12% |
| 3/31/2024 | $ 62.49B | $ 1.32B | 2.11% |
| 12/31/2023 | $ 63.26B | $ 1.28B | 2.03% |
| 9/30/2023 | $ 59.95B | $ 1.23B | 2.06% |
| 6/30/2023 | $ 61.9B | $ 1.44B | 2.33% |
| 3/31/2023 | $ 62.42B | $ 1.42B | 2.27% |
Key Performance Insights, Last 5 Years
- UNUM GROUP's latest trailing twelve months (TTM) ROA stands at 1.37%.
- Over the past 5 years, UNUM GROUP's average ROA has been 1.88%.
- The median ROA for UNUM GROUP during this period was 2.04%
- UNUM GROUP reached its highest ROA over the past 5 years at 2.87%.
- The lowest ROA recorded by UNUM GROUP in the same timeframe 0.99%
UNUM GROUP's ROA vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROA Benchmarks
Similar metrics to ROA:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Equity - [Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
- Total Assets - [Balance Sheet] An asset represents anything that has current and/or future economic value to a company. This includes Cash [CashnEq], [Investments], [Intangibles], [Receivables] and more.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
Definition of Return on Assets
[Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.Net Inc. Cmn. / Assets
(=) ROA ROA for UNUM GROUP is calculated as follows: Net Inc. Cmn. [ $ 953.8M ] / Assets [ $ 69.62B ]
(=) ROA [ 1.37% ] UNM - Return on Assets, Last 5 years
0.99%
Minimum
Jun 30, 2021
2.87%
Maximum
Dec 31, 2024
1.88%
Average
2.04%
Median
ROA Benchmark AnalysisMarket
The chart above depicts the distribution of ROA for companies in the Total Stock Market. The average ROA of the companies is 0.15% with a standard deviation of 10.55%.
The following table provides additional summary stats:
ROA in the Market:
| filtered constituents | 3.44K |
|---|---|
| min | -33.29% |
| max | 33.98% |
| average | 0.15% |
| median | 1.53% |
| std | 10.55% |