WallStSmart

Primerica Inc (PRI)vsUnum Group (UNM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Unum Group generates 290% more annual revenue ($13.34B vs $3.42B). PRI leads profitability with a 22.6% profit margin vs 5.9%. UNM appears more attractively valued with a PEG of 1.03. PRI earns a higher WallStSmart Score of 73/100 (B).

PRI

Strong Buy

73

out of 100

Grade: B

Growth: 6.7Profit: 8.5Value: 7.0Quality: 6.5
Piotroski: 5/9Altman Z: 1.11

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

PRI4 strengths · Avg: 9.8/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
30.6%10/10

Every $100 of equity generates 31 in profit

Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

Profit MarginProfitability
22.6%9/10

Keeps 23 of every $100 in revenue as profit

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

PRI1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
1.112/10

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 : PRI

The strongest argument for PRI centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 22.6% and operating margin at 30.3%. PEG of 1.07 suggests the stock is reasonably priced for its growth.

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 : PRI

The primary concerns for PRI are Altman Z-Score.

Bear Case : UNM

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

Key Dynamics to Monitor

PRI profiles as a mature stock while UNM is a value play — different risk/reward profiles.

PRI carries more volatility with a beta of 0.89 — 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.

Bottom Line

PRI scores higher overall (73/100 vs 67/100), backed by strong 22.6% margins. Both earn "Strong Buy" and "Strong 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.

Primerica Inc

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Primerica, Inc., offers financial products to middle-income households in the United States and Canada. The company is headquartered in Duluth, Georgia.

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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