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BPOP vs UMBF

Comparison between Popular Inc (BPOP, Company) and UMB Financial Corp (UMBF, Company).

Both BPOP and UMBF are from the Financial Services sector.

5-Year PerformanceBPOP has outperformed UMBF, delivering a return of +18.2% compared to +8.9%

BPOP vs UMBF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BPOP
$10B
UMBF
$10B
Max Drawdown
BPOP
96.40%
Winner
UMBF
55.48%
Sharpe Ratio
Winner
BPOP
1.69
UMBF
0.88
5Y Beta
Winner
BPOP
0.91
UMBF
1.12
Industry
BPOP
Banks - Regional
UMBF
Banks - Regional
P/E Ratio
BPOP
11.47
Winner
UMBF
11.36
Forward P/E
BPOP
11.11
Winner
UMBF
10.70
PEG Ratio
BPOP
0.29
Winner
UMBF
0.07
Dividend Yield
Winner
BPOP
1.89%
UMBF
1.29%
5Y Dividends CAGR
Winner
BPOP
12.54%
UMBF
10.48%
5Y EPS CAGR
BPOP
9.31%
Winner
UMBF
23.91%
Debt to Equity
Winner
BPOP
0.00%
UMBF
6.10%
Free Cash Flow Yield
BPOP
7.09%
Winner
UMBF
9.78%
P/S Ratio
Winner
BPOP
3.35
UMBF
3.67
P/B Ratio
BPOP
1.57
Winner
UMBF
1.33

BPOP vs UMBF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BPOP
+8.62%
UMBF
+2.01%
3M
Winner
BPOP
+24.59%
UMBF
+18.98%
6M
Winner
BPOP
+32.78%
UMBF
+11.32%
1Y
Winner
BPOP
+54.52%
UMBF
+28.16%
5Y(CAGR)
Winner
BPOP
+18.23%
UMBF
+8.91%
10Y(CAGR)
Winner
BPOP
+21.39%
UMBF
+10.80%
Max(CAGR)
BPOP
+2.44%
Winner
UMBF
+9.27%

BPOP vs UMBF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBPOPUMBF
2026+27.45%+14.57%
2025+37.93%+4.43%
2024+17.82%+36.78%
2023+29.89%+3.42%
2022-17.46%-20.94%
2021+51.99%+56.84%
2020-0.14%+2.31%
2019+25.21%+12.96%
2018+35.20%-14.08%
2017-16.69%-4.73%
2016+59.86%+72.72%
2015-15.97%-15.46%
2014+19.94%-8.37%
2013+32.21%+45.29%
2012+45.38%+16.28%
2011-56.56%-10.95%
2010+31.38%+7.25%
2009-56.07%-18.23%
2008-46.11%+33.58%
2007-37.88%+5.13%
2006-11.80%+13.65%
2005-22.29%+15.86%
2004+30.66%+20.02%
2003+32.90%+25.51%
2002+21.42%-4.66%
2001+14.02%+17.31%
2000+0.72%+4.09%
1999-7.50%-9.66%

BPOP vs UMBF Drawdown Comparison

The maximum drawdown for BPOP was -95.72%, occurring on Jul 22, 2009. This drawdown has not yet recovered.

The maximum drawdown for UMBF was -52.70%, occurring on Oct 3, 2011. Recovery took 1303 trading sessions.

The current BPOP drawdown is -12.18%. The current UMBF drawdown is -1.08%.

RankBPOPUMBF
#1-95.72%
Dec 30, 2004 - Jul 22, 2009
-52.70%
Sep 19, 2008 - Nov 21, 2013
#2-40.97%
Nov 12, 1999 - Apr 19, 2001
-50.23%
Jan 14, 2022 - Sep 19, 2024
#3-24.68%
Aug 21, 2001 - Aug 14, 2002
-45.00%
Jun 8, 2018 - Jan 7, 2021
#4-19.42%
Aug 19, 2002 - Apr 17, 2003
-37.76%
Jan 22, 2014 - Nov 9, 2016
#5-16.17%
Jan 16, 2004 - Aug 19, 2004
-31.80%
Nov 25, 2024 - Jan 21, 2026
#6-9.61%
Jun 6, 2003 - Sep 18, 2003
-29.26%
Nov 3, 1999 - Jun 28, 2001
#7-7.71%
Oct 6, 2004 - Nov 10, 2004
-27.59%
May 15, 2002 - Sep 16, 2003
#8-5.61%
Dec 1, 2003 - Jan 15, 2004
-22.52%
Sep 19, 2007 - Apr 24, 2008
#9-4.13%
Sep 19, 2003 - Oct 6, 2003
-21.27%
Mar 1, 2017 - Jun 7, 2018
#10-3.90%
Nov 12, 2004 - Dec 14, 2004
-18.57%
Feb 6, 2026 - May 6, 2026
#11-3.76%
Jun 29, 2001 - Jul 13, 2001
-16.25%
Aug 21, 2001 - Apr 1, 2002
#12-3.29%
May 16, 2003 - May 28, 2003
-16.10%
Jun 20, 2008 - Jul 22, 2008
#13-3.08%
Jun 20, 2001 - Jun 27, 2001
-14.40%
May 14, 2021 - Oct 1, 2021
#14-2.77%
Jul 19, 2001 - Jul 27, 2001
-12.75%
Aug 11, 2008 - Sep 18, 2008
#15-2.73%
Apr 19, 2001 - May 16, 2001
-10.65%
Dec 9, 2016 - Feb 21, 2017

Correlation

Correlation between BPOP and UMBF is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04
-101

Dividend Comparison (1999 - 2026)

BPOP vs UMBF dividend yield comparison.

YearBPOPUMBF
20260.94%0.65%
20252.33%1.42%
20242.72%1.39%
20232.77%1.83%
20223.32%1.78%
20212.13%1.30%
20202.84%1.81%
20192.04%1.76%
20182.12%1.92%
20172.82%1.45%
20161.37%1.28%
20151.06%2.04%
20140.00%1.60%
20130.00%1.35%
20120.00%1.89%
20110.00%2.12%
20100.00%1.81%
20090.88%1.80%
20089.30%1.67%
20076.04%1.49%
20063.57%1.41%
20053.03%1.42%
20042.13%1.50%
20032.25%1.70%
20022.37%2.09%
20011.93%1.45%
20002.43%2.14%
19990.57%0.50%

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