BJ vs UMBF
Comparison between BJ`s Wholesale Club Holdings Inc (BJ, Company) and UMB Financial Corp (UMBF, Company).
BJ is from the Consumer Defensive sector, while UMBF is from the Financial Services sector.
5-Year PerformanceBJ has outperformed UMBF, delivering a return of +13.1% compared to +11.1%
BJ vs UMBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BJ vs UMBF - Historical Returns
Returns include dividend reinvestment.
BJ vs UMBF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BJ | UMBF |
|---|---|---|
| 2026 | -5.82% | +25.93% |
| 2025 | +2.07% | +4.43% |
| 2024 | +32.72% | +36.78% |
| 2023 | -1.81% | +3.42% |
| 2022 | +0.72% | -20.94% |
| 2021 | +79.35% | +56.84% |
| 2020 | +64.96% | +2.31% |
| 2019 | -1.22% | +12.96% |
| 2018 | +0.73% | -14.08% |
| 2017 | N/A | -4.73% |
| 2016 | N/A | +72.72% |
| 2015 | N/A | -15.46% |
| 2014 | N/A | -8.37% |
| 2013 | N/A | +45.29% |
| 2012 | N/A | +16.28% |
| 2011 | N/A | -10.95% |
| 2010 | N/A | +7.25% |
| 2009 | N/A | -18.23% |
| 2008 | N/A | +33.58% |
| 2007 | N/A | +5.13% |
| 2006 | N/A | +13.65% |
| 2005 | N/A | +15.86% |
| 2004 | N/A | +20.02% |
| 2003 | N/A | +25.51% |
| 2002 | N/A | -4.66% |
| 2001 | N/A | +17.31% |
| 2000 | N/A | +4.09% |
| 1999 | N/A | -9.66% |
BJ vs UMBF Drawdown Comparison
The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.
The maximum drawdown for UMBF was -52.70%, occurring on Oct 3, 2011. Recovery took 1303 trading sessions.
The current BJ drawdown is -27.82%.
| Rank | BJ | UMBF |
|---|---|---|
| #1 | -38.76% Sep 6, 2018 - May 21, 2020 | -52.70% Sep 19, 2008 - Nov 21, 2013 |
| #2 | -30.12% Apr 14, 2025 - Jun 22, 2026 | -50.23% Jan 14, 2022 - Sep 19, 2024 |
| #3 | -27.30% Nov 18, 2021 - Aug 18, 2022 | -45.00% Jun 8, 2018 - Jan 7, 2021 |
| #4 | -23.67% Nov 10, 2022 - May 20, 2024 | -37.76% Jan 22, 2014 - Nov 9, 2016 |
| #5 | -21.78% Jan 27, 2021 - Jul 20, 2021 | -31.80% Nov 25, 2024 - Jan 21, 2026 |
| #6 | -21.29% Aug 24, 2020 - Jan 27, 2021 | -29.26% Nov 3, 1999 - Jun 28, 2001 |
| #7 | -15.92% Jul 16, 2024 - Nov 21, 2024 | -27.59% May 15, 2002 - Sep 16, 2003 |
| #8 | -11.78% Dec 11, 2024 - Jan 30, 2025 | -22.52% Sep 19, 2007 - Apr 24, 2008 |
| #9 | -11.63% Sep 9, 2022 - Nov 10, 2022 | -21.27% Mar 1, 2017 - Jun 7, 2018 |
| #10 | -9.98% May 22, 2020 - Jun 22, 2020 | -18.57% Feb 6, 2026 - May 6, 2026 |
| #11 | -9.95% Sep 3, 2021 - Oct 21, 2021 | -16.25% Aug 21, 2001 - Apr 1, 2002 |
| #12 | -9.65% Jul 13, 2018 - Aug 23, 2018 | -16.10% Jun 20, 2008 - Jul 22, 2008 |
| #13 | -7.41% Aug 24, 2018 - Aug 30, 2018 | -14.40% May 14, 2021 - Oct 1, 2021 |
| #14 | -7.07% Feb 11, 2025 - Mar 6, 2025 | -12.75% Aug 11, 2008 - Sep 18, 2008 |
| #15 | -6.47% Mar 7, 2025 - Apr 3, 2025 | -10.65% Dec 9, 2016 - Feb 21, 2017 |
Correlation
Correlation between BJ and UMBF is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
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