Company / Return on Assets (ROA)
Unum Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.2%
FY2025
5-year range
1.2% / 2.9%
FY2021-FY2025
Trend
-59.6%
vs FY2024
Sector context
#234 of 400
Financials
What the data says
At 1.2%, Unum's return on assets (roa) ranks #234 of 400 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.9% in FY2018 to 2.9% in FY2024.
Based on SEC 10-K filings.
1.2% in FY2025 with a 5-year CAGR of +0.0%.
Declined from 2.0% to 1.2% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -1.1pp
- 5-Year Change
- +0.0pp
- 10-Year Change
- -
Sector benchmark
#234 of 400 in FinancialsTop 58% of 400This company 1.2% Sector average 2.1%
▼
-44.9% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 59.6% year-over-year.
- Currently 0.9pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2024.
- Lowest return on assets (roa) in the period was in FY2018.
Company context
Key Data Points
- Altman Z-Score 0.47 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 1.2% | -59.6% |
| FY2024 | 2.9% | +41.4% |
| FY2023 | 2.0% | -11.7% |
| FY2022 | 2.3% | +64.3% |
| FY2021 | 1.4% | +25.0% |
| FY2020 | 1.1% | -31.7% |
| FY2019 | 1.6% | +92.9% |
| FY2018 | 0.9% | -45.2% |
| FY2017 | 1.6% | +3.3% |
| FY2016 | 1.5% | +4.9% |
As of FY2025 · SEC 10-K · Updated Mar 29, 2026