WallStSmart

Manulife Financial Corp (MFC)vsUnum Group (UNM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Manulife Financial Corp generates 137% more annual revenue ($30.98B vs $13.08B). MFC leads profitability with a 18.7% profit margin vs 5.7%. MFC appears more attractively valued with a PEG of 0.78. MFC earns a higher WallStSmart Score of 66/100 (B-).

MFC

Strong Buy

66

out of 100

Grade: B-

Growth: 4.7Profit: 7.0Value: 7.3Quality: 6.5
Piotroski: 5/9

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

MFCSignificantly Overvalued (-149.9%)

Margin of Safety

-149.9%

Fair Value

$15.16

Current Price

$34.59

$19.43 premium

UndervaluedFair: $15.16Overvalued
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

MFC6 strengths · Avg: 8.7/10
Operating MarginProfitability
133.5%10/10

Strong operational efficiency at 133.5%

Market CapQuality
$56.67B9/10

Large-cap with strong market position

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.788/10

Growing faster than its price suggests

P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

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

MFC2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-34.9%2/10

Revenue declined 34.9%

EPS GrowthGrowth
-6.1%2/10

Earnings declined 6.1%

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 : MFC

The strongest argument for MFC centers on Operating Margin, Market Cap, Debt/Equity. Profitability is solid with margins at 18.7% and operating margin at 133.5%. PEG of 0.78 suggests the stock is reasonably priced for its growth.

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 : MFC

The primary concerns for MFC are Revenue Growth, EPS Growth.

Bear Case : UNM

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

Key Dynamics to Monitor

MFC profiles as a declining stock while UNM is a value play — different risk/reward profiles.

MFC carries more volatility with a beta of 0.74 — expect wider price swings.

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

MFC generates stronger free cash flow (8.6B), providing more financial flexibility.

Bottom Line

MFC scores higher overall (66/100 vs 56/100), backed by strong 18.7% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Manulife Financial Corp

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Manulife Financial Corporation, offers financial products and services in Asia, Canada, the United States and internationally. The company is headquartered in Toronto, Canada.

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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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