WallStSmart

Security National Financial (SNFCA)vsUnum Group (UNM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Unum Group generates 3805% more annual revenue ($13.34B vs $341.58M). SNFCA leads profitability with a 9.6% profit margin vs 5.9%. SNFCA trades at a lower P/E of 7.6x. UNM earns a higher WallStSmart Score of 67/100 (B-).

SNFCA

Hold

47

out of 100

Grade: D+

Growth: 6.0Profit: 5.5Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 0.90

UNM

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 4.5Value: 5.7Quality: 6.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SNFCA3 strengths · Avg: 9.7/10
P/E RatioValuation
7.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

UNM2 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
33.0%8/10

Earnings expanding 33.0% YoY

Areas to Watch

SNFCA3 concerns · Avg: 2.3/10
Market CapQuality
$252.05M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-3.6%2/10

Revenue declined 3.6%

Altman Z-ScoreHealth
0.902/10

Distress zone — elevated risk

UNM3 concerns · Avg: 3.0/10
Return on EquityProfitability
7.2%3/10

ROE of 7.2% — below average capital efficiency

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : SNFCA

The strongest argument for SNFCA centers on P/E Ratio, Price/Book, Debt/Equity.

Bull Case : UNM

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

Bear Case : SNFCA

The primary concerns for SNFCA are Market Cap, Revenue Growth, Altman Z-Score.

Bear Case : UNM

The primary concerns for UNM are Return on Equity, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

SNFCA carries more volatility with a beta of 0.70 — expect wider price swings.

UNM is growing revenue faster at 8.5% — sustainability is the question.

UNM generates stronger free cash flow (301M), providing more financial flexibility.

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

Bottom Line

UNM scores higher overall (67/100 vs 47/100). Both earn "Strong 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.

Security National Financial

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Security National Financial Corporation is engaged in the life, cemetery and mortuary, and mortgage insurance businesses. The company is headquartered in Draper, Utah.

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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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