UMBF Performance & Benchmarks - 12.5% in 12m
The Total Return for 3m is 11.3%, for 6m -3.6% and YTD -3.2%. Compare with Peer-Group: Regional Banks
Performance Rating
45.15%
#80 in Peer-Group
Rel. Strength
61.40%
#2968 in Stock-Universe
Total Return 12m
12.51%
#68 in Peer-Group
Total Return 5y
138.10%
#42 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 12.5 |
| P/E Forward | 10.7 |
| High / Low | USD |
|---|---|
| 52 Week High | 126.22 USD |
| 52 Week Low | 86.07 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 42.51 |
| Buy/Sell Signal +-5 | 0.43 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UMBF (12.5%) vs XLF (21%)
5y Drawdown (Underwater) Chart
Top Performer in Regional Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| UMBF | 0.25% | 0.23% | 11.3% |
| LDI | -5.62% | 30.2% | 47.4% |
| CBK | 5.82% | 19.1% | 38.3% |
| VBTX | -4.89% | 15.1% | 33.0% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| UMBF | -3.55% | 12.5% | 138% |
| CBK | 76.8% | 129% | 668% |
| GLE | 81.1% | 153% | 421% |
| DBK | 57.4% | 106% | 300% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| RILBA CO Ringkjoebing Landbobank |
3.93% | 24.3% | 218% | 16.1 | - | 1.76 | 92.9% | 22.2% |
| CBK XETRA Commerzbank |
19.1% | 129% | 668% | 13.1 | 14.1 | 1.57 | 56.3% | 24.3% |
| SWED-A ST Swedbank (publ) |
3.13% | 26.7% | 158% | 8.67 | 10 | 0.86 | 73.1% | 22% |
| DBK XETRA Deutsche Bank |
15.8% | 106% | 300% | 11.6 | 10.6 | 0.59 | -10.1% | 26.4% |
| FBIZ NASDAQ First Business Financial |
-10.3% | 10.3% | 257% | 8.67 | 8.96 | 1.89 | 54.1% | 1.98% |
| GLE PA Societe Generale S.A. |
12.6% | 153% | 421% | 9.19 | 9.66 | 1.79 | 14.7% | 50% |
| TBBK NASDAQ The Bancorp |
7.44% | 25.9% | 597% | 14 | - | 1.46 | 90.7% | 32.6% |
| CHCO NASDAQ City Holding |
-3.61% | 5.91% | 124% | 15.4 | 16.4 | 1.88 | 48.1% | 7.37% |
Performance Comparison: UMBF vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for UMBF
| Total Return (including Dividends) | UMBF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.23% | -2.39% | 0.66% |
| 3 Months | 11.27% | 5.80% | 11.66% |
| 12 Months | 12.51% | 20.99% | 15.92% |
| 5 Years | 138.10% | 133.47% | 103.09% |
| Trend Stabilty (consistency of price movement) | UMBF | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -39.4% | 9.6% | 66.4% |
| 3 Months | 66.8% | 80.9% | 96.6% |
| 12 Months | 0.4% | 78% | 50% |
| 5 Years | 39.7% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 83 %th | 2.69% | -0.42% |
| 3 Month | 83 %th | 5.17% | -0.34% |
| 12 Month | 66 %th | -7.01% | -2.94% |
| 5 Years | 80 %th | 1.98% | 17.24% |
FAQs
Does UMB Financial (UMBF) outperform the market?
No,
over the last 12 months UMBF made 12.51%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.99%.
Over the last 3 months UMBF made 11.27%, while XLF made 5.80%.
Performance Comparison UMBF vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
UMBF vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.7% | -0.4% | -8.2% | -3% |
| US NASDAQ 100 | QQQ | 2.5% | -1% | -10.7% | -9% |
| German DAX 40 | DAX | 3.5% | 1.3% | -12.5% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.8% | -2.5% | -12.5% | -9% |
| Hongkong Hang Seng | HSI | 2.5% | -1.9% | -30.9% | -27% |
| India NIFTY 50 | INDA | 2.3% | 5.8% | -7.1% | 19% |
| Brasil Bovespa | EWZ | 1.3% | 7.7% | -10.5% | 9% |
UMBF vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.6% | 1.8% | -7.5% | -12% |
| Consumer Discretionary | XLY | 4.2% | 1.2% | 1.7% | -7% |
| Consumer Staples | XLP | 1.9% | 2.5% | -5.9% | 8% |
| Energy | XLE | 2% | 0.1% | -2.2% | 15% |
| Financial | XLF | 4.1% | 2.6% | -4.5% | -8% |
| Health Care | XLV | 4.2% | 4.3% | 6.7% | 24% |
| Industrial | XLI | 3.6% | -0.9% | -13.5% | -9% |
| Materials | XLB | 6.4% | 4% | -2.1% | 16% |
| Real Estate | XLRE | 3.8% | 1.2% | -5% | 10% |
| Technology | XLK | 2.1% | -2.2% | -16.8% | -10% |
| Utilities | XLU | -1.3% | -4.5% | -14.7% | -7% |
| Aerospace & Defense | XAR | 3.1% | -3.9% | -26.3% | -33% |
| Biotech | XBI | 2.2% | -3.2% | 2.4% | 25% |
| Homebuilder | XHB | 2.8% | -0.9% | -2.3% | 21% |
| Retail | XRT | 5% | 2.2% | -2.8% | 9% |
UMBF vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.2% | -4.54% | -3.09% | 11% |
| Natural Gas | UNG | 1.8% | 10.1% | 19.2% | 8% |
| Gold | GLD | -0.3% | -0.3% | -22.5% | -24% |
| Silver | SLV | 3.3% | -2.4% | -20.7% | -17% |
| Copper | CPER | 23.3% | 12.9% | -5.1% | 5% |
UMBF vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.4% | 0.6% | -5% | 17% |
| iShares High Yield Corp. Bond | HYG | 0.9% | 0.5% | -6.9% | 4% |