WallStSmart

Brighthouse Financial Inc (BHFAP)vsUnum Group (UNM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Unum Group generates 88% more annual revenue ($13.08B vs $6.95B). BHFAP leads profitability with a 6.2% profit margin vs 5.7%. BHFAP trades at a lower P/E of 1.2x. UNM earns a higher WallStSmart Score of 56/100 (C).

BHFAP

Hold

38

out of 100

Grade: F

Growth: 2.0Profit: 5.0Value: 8.3Quality: 8.3
Piotroski: 7/9

UNM

Buy

56

out of 100

Grade: C

Growth: 3.3Profit: 4.5Value: 7.3Quality: 4.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BHFAPUndervalued (+80.8%)

Margin of Safety

+80.8%

Fair Value

$85.75

Current Price

$15.17

$70.58 discount

UndervaluedFair: $85.75Overvalued
UNMSignificantly Overvalued (-145.9%)

Margin of Safety

-145.9%

Fair Value

$29.04

Current Price

$74.50

$45.46 premium

UndervaluedFair: $29.04Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHFAP3 strengths · Avg: 9.3/10
P/E RatioValuation
1.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
21.3%8/10

Strong operational efficiency at 21.3%

UNM2 strengths · Avg: 9.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

Areas to Watch

BHFAP4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.4%3/10

ROE of 7.4% — below average capital efficiency

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Revenue GrowthGrowth
-31.6%2/10

Revenue declined 31.6%

EPS GrowthGrowth
-82.1%2/10

Earnings declined 82.1%

UNM4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Return on EquityProfitability
6.7%3/10

ROE of 6.7% — below average capital efficiency

Profit MarginProfitability
5.7%3/10

5.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : BHFAP

The strongest argument for BHFAP centers on P/E Ratio, Price/Book, Operating Margin.

Bull Case : UNM

The strongest argument for UNM centers on Price/Book, P/E Ratio. PEG of 1.03 suggests the stock is reasonably priced for its growth.

Bear Case : BHFAP

The primary concerns for BHFAP are Return on Equity, Profit Margin, Revenue Growth.

Bear Case : UNM

The primary concerns for UNM are Revenue Growth, Return on Equity, Profit Margin.

Key Dynamics to Monitor

BHFAP carries more volatility with a beta of 0.95 — expect wider price swings.

UNM is growing revenue faster at 0.2% — sustainability is the question.

UNM generates stronger free cash flow (320M), providing more financial flexibility.

Monitor INSURANCE - LIFE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

UNM scores higher overall (56/100 vs 38/100). BHFAP offers better value entry with a 80.8% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brighthouse Financial Inc

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Brighthouse Financial, Inc. offers life insurance and annuity products in the United States. The company is headquartered in Charlotte, North Carolina.

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Unum Group

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Unum Group is a Chattanooga, Tennessee-based Fortune 500 insurance company formerly known as UnumProvident.

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