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AMAL vs UMH

Comparison between Amalgamated Financial Corp (AMAL, Company) and UMH Properties Inc (UMH, Company).

AMAL is from the Financial Services sector, while UMH is from the Real Estate sector.

5-Year PerformanceAMAL has outperformed UMH, delivering a return of +25.7% compared to -2.8%

AMAL vs UMH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AMAL
$1.30B
Winner
UMH
$1.31B
Max Drawdown
Winner
AMAL
63.74%
UMH
71.09%
Sharpe Ratio
Winner
AMAL
1.21
UMH
-0.45
5Y Beta
AMAL
0.95
Winner
UMH
0.35
Industry
AMAL
Banks - Regional
UMH
Reit - Residential
P/E Ratio
Winner
AMAL
12.55
UMH
44.73
Forward P/E
AMAL
N/A
UMH
126.58
PEG Ratio
AMAL
5.04
Winner
UMH
0.72
Dividend Yield
AMAL
1.42%
Winner
UMH
5.87%
5Y Dividends CAGR
Winner
AMAL
18.89%
UMH
8.74%
5Y EPS CAGR
Winner
AMAL
17.43%
UMH
-23.14%
Debt to Equity
AMAL
0.00%
UMH
0.00%
Free Cash Flow Yield
Winner
AMAL
11.46%
UMH
6.89%
P/S Ratio
Winner
AMAL
4.13
UMH
4.89
P/B Ratio
Winner
AMAL
1.62
UMH
2.28

AMAL vs UMH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AMAL
+9.17%
UMH
+0.33%
3M
Winner
AMAL
+18.11%
UMH
+5.37%
6M
Winner
AMAL
+40.74%
UMH
-1.33%
1Y
Winner
AMAL
+46.80%
UMH
-5.03%
5Y(CAGR)
Winner
AMAL
+25.71%
UMH
-2.84%
10Y(CAGR)
AMAL
N/A
UMH
+9.05%
Max(CAGR)
Winner
AMAL
+16.11%
UMH
+8.89%

AMAL vs UMH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAMALUMH
2026+40.96%-1.09%
2025-1.62%-11.11%
2024+28.17%+30.82%
2023+18.88%+0.35%
2022+38.93%-36.85%
2021+26.10%+97.56%
2020-26.72%+1.29%
2019+1.33%+45.37%
2018+22.24%-14.17%
2017N/A+4.25%
2016N/A+64.52%
2015N/A+13.55%
2014N/A+11.43%
2013N/A-5.90%
2012N/A+14.49%
2011N/A-6.44%
2010N/A+29.20%
2009N/A+52.10%
2008N/A-44.13%
2007N/A-18.34%
2006N/A+4.46%
2005N/A+6.50%
2004N/A-1.20%
2003N/A+34.80%
2002N/A+19.92%
2001N/A+36.30%
2000N/A+24.77%
1999N/A-5.05%

AMAL vs UMH Drawdown Comparison

The maximum drawdown for AMAL was -62.93%, occurring on Mar 23, 2020. Recovery took 891 trading sessions.

The maximum drawdown for UMH was -62.52%, occurring on Dec 23, 2008. Recovery took 1121 trading sessions.

The current UMH drawdown is -29.98%.

RankAMALUMH
#1-62.93%
Nov 13, 2018 - May 31, 2022
-62.52%
Jan 24, 2007 - Jul 6, 2011
#2-46.88%
Dec 2, 2022 - Dec 14, 2023
-46.96%
Dec 31, 2021 - Oct 3, 2023
#3-32.84%
Nov 6, 2024 - Jan 22, 2026
-44.65%
Jan 23, 2020 - Dec 15, 2020
#4-21.80%
Jan 30, 2024 - Jun 28, 2024
-32.23%
Jun 2, 2017 - Nov 27, 2019
#5-13.38%
Jul 26, 2024 - Aug 23, 2024
-26.39%
Dec 1, 2003 - Feb 9, 2005
#6-11.83%
Feb 9, 2026 - Apr 9, 2026
-21.44%
Oct 4, 2012 - Mar 20, 2015
#7-9.61%
Aug 30, 2024 - Oct 14, 2024
-21.41%
Jul 6, 2011 - Feb 8, 2012
#8-8.97%
May 31, 2022 - Jul 27, 2022
-19.38%
Jan 11, 2000 - Jun 6, 2000
#9-8.78%
Aug 15, 2022 - Nov 1, 2022
-14.64%
Jun 25, 2003 - Oct 17, 2003
#10-8.65%
Dec 27, 2023 - Jan 30, 2024
-14.30%
Mar 30, 2001 - Nov 16, 2001
#11-8.62%
Apr 20, 2026 - Jun 9, 2026
-13.81%
Apr 30, 2012 - Jul 9, 2012
#12-7.45%
Oct 18, 2018 - Nov 6, 2018
-13.24%
Dec 17, 2020 - Feb 10, 2021
#13-6.41%
Oct 18, 2024 - Nov 6, 2024
-12.16%
Sep 8, 2021 - Dec 15, 2021
#14-5.77%
Jun 28, 2024 - Jul 11, 2024
-11.51%
Dec 18, 2015 - Mar 11, 2016
#15-5.24%
Sep 6, 2018 - Sep 26, 2018
-11.30%
Apr 8, 2015 - Oct 19, 2015

Correlation

Correlation between AMAL and UMH is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44
-101

Dividend Comparison (1999 - 2026)

AMAL vs UMH dividend yield comparison.

YearAMALUMH
20260.76%2.95%
20251.75%5.59%
20241.37%4.50%
20231.48%5.35%
20221.56%4.97%
20211.91%2.78%
20202.33%4.86%
20191.34%4.58%
20180.31%6.08%
20170.00%4.83%
20160.00%4.78%
20150.00%7.11%
20140.00%7.54%
20130.00%7.64%
20120.00%6.97%
20110.00%7.73%
20100.00%7.06%
20090.00%8.49%
20080.00%13.28%
20070.00%8.50%
20060.00%6.38%
20050.00%6.15%
20040.00%6.00%
20030.00%5.32%
20020.00%6.39%
20010.00%6.59%
20000.00%8.00%
19990.00%2.30%

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