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Equitable Holdings vs Unum

Equitable Holdings and Unum are similar in size: $11.66bn and $13.08bn of revenue in their latest fiscal years. Unum grew faster (1.5% against -6.1%). Unum kept more of each dollar of sales as profit: a net margin of 5.6% against -11.8%.

Latest fiscal yearEquitable HoldingsEQH, 2025UnumUNM, 2025
Revenue $11.66bn $13.08bn
Revenue growth -6.1% 1.5%
Net income −$1.38bn $739m
Operating margin — —
Net margin -11.8% 5.6%
Return on equity -185.1% 6.7%
Free cash flow — $555m
Cash $12.46bn $158m
Total debt $3.86bn $3.77bn
Debt to equity — 33.9%
Dividend per share $1.05 $1.76
Dividend yield — 2.1%
Share buybacks $1.45bn $1.01bn
Employees 8,000 10,910
Market value $15.18bn $14.59bn
Price vs our value range — —
Moat score 29 (Weak) 68 (Moderate)
Insider trades, 12 months 1 buys, 58 sales 0 buys, 11 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.