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FRT vs UMBF

Comparison between Federal Realty Investment Trust. (FRT, Company) and UMB Financial Corp (UMBF, Company).

FRT is from the Real Estate sector, while UMBF is from the Financial Services sector.

5-Year PerformanceUMBF has outperformed FRT, delivering a return of +11.7% compared to +5.7%

FRT vs UMBF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FRT
$11B
UMBF
$11B
Max Drawdown
FRT
61.37%
Winner
UMBF
55.48%
Sharpe Ratio
Winner
FRT
1.75
UMBF
1.03
5Y Beta
Winner
FRT
0.57
UMBF
1.10
Industry
FRT
Reit - Retail
UMBF
Banks - Regional
P/E Ratio
FRT
21.31
Winner
UMBF
12.12
Forward P/E
FRT
42.92
Winner
UMBF
11.72
PEG Ratio
FRT
0.33
Winner
UMBF
0.08
Dividend Yield
Winner
FRT
3.58%
UMBF
1.15%
5Y Dividends CAGR
FRT
5.80%
Winner
UMBF
10.48%
5Y EPS CAGR
Winner
FRT
29.35%
UMBF
23.91%
Debt to Equity
Winner
FRT
0.00%
UMBF
6.10%
Free Cash Flow Yield
FRT
5.81%
Winner
UMBF
9.17%

FRT vs UMBF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FRT
+1.83%
UMBF
-0.26%
3M
Winner
FRT
+12.96%
UMBF
+12.91%
6M
Winner
FRT
+25.07%
UMBF
+13.76%
1Y
Winner
FRT
+36.15%
UMBF
+30.34%
5Y(CAGR)
FRT
+5.73%
Winner
UMBF
+11.74%
10Y(CAGR)
FRT
+0.95%
Winner
UMBF
+11.50%
Max(CAGR)
Winner
FRT
+12.05%
UMBF
+9.43%

FRT vs UMBF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFRTUMBF
2026+28.53%+20.28%
2025-4.27%+4.43%
2024+10.55%+36.78%
2023+4.98%+3.42%
2022-22.89%-20.94%
2021+71.67%+56.84%
2020-28.65%+2.31%
2019+14.66%+12.96%
2018-8.78%-14.08%
2017-4.46%-4.73%
2016+0.62%+72.72%
2015+10.42%-15.46%
2014+35.92%-8.37%
2013-0.85%+45.29%
2012+18.73%+16.28%
2011+17.07%-10.95%
2010+20.40%+7.25%
2009+19.49%-18.23%
2008-21.50%+33.58%
2007+0.03%+5.13%
2006+42.57%+13.65%
2005+23.58%+15.86%
2004+39.95%+20.02%
2003+43.36%+25.51%
2002+31.72%-4.66%
2001+31.86%+17.31%
2000+10.87%+4.09%
1999+2.73%-9.66%

FRT vs UMBF Drawdown Comparison

The maximum drawdown for FRT was -57.45%, occurring on Mar 2, 2009. Recovery took 855 trading sessions.

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

The current FRT drawdown is -0.99%. The current UMBF drawdown is -6.01%.

RankFRTUMBF
#1-57.45%
Oct 5, 2007 - Feb 28, 2011
-52.70%
Sep 19, 2008 - Nov 21, 2013
#2-56.51%
Aug 1, 2016 - May 21, 2026
-50.23%
Jan 14, 2022 - Sep 19, 2024
#3-25.68%
Apr 1, 2004 - Sep 7, 2004
-45.00%
Jun 8, 2018 - Jan 7, 2021
#4-22.95%
Feb 7, 2007 - Oct 5, 2007
-37.76%
Jan 22, 2014 - Nov 9, 2016
#5-17.85%
May 15, 2013 - Mar 31, 2014
-31.80%
Nov 25, 2024 - Jan 21, 2026
#6-16.59%
Jul 22, 2011 - Aug 30, 2011
-29.26%
Nov 3, 1999 - Jun 28, 2001
#7-16.31%
Mar 23, 2015 - Nov 5, 2015
-27.59%
May 15, 2002 - Sep 16, 2003
#8-15.37%
Apr 12, 2002 - Dec 3, 2002
-22.52%
Sep 19, 2007 - Apr 24, 2008
#9-15.28%
Nov 4, 1999 - Jan 6, 2000
-21.27%
Mar 1, 2017 - Jun 7, 2018
#10-14.30%
Aug 22, 2001 - Nov 16, 2001
-18.57%
Feb 6, 2026 - May 6, 2026
#11-14.14%
Mar 29, 2006 - Sep 12, 2006
-16.25%
Aug 21, 2001 - Apr 1, 2002
#12-13.04%
Jul 28, 2005 - Nov 22, 2005
-16.10%
Jun 20, 2008 - Jul 22, 2008
#13-11.97%
Jan 10, 2000 - Apr 6, 2000
-14.40%
May 14, 2021 - Oct 1, 2021
#14-11.14%
May 18, 2000 - May 21, 2001
-12.75%
Aug 11, 2008 - Sep 18, 2008
#15-10.99%
Dec 30, 2004 - Apr 22, 2005
-10.65%
Dec 9, 2016 - Feb 21, 2017

Correlation

Correlation between FRT and UMBF is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

FRT vs UMBF dividend yield comparison.

YearFRTUMBF
20262.72%0.62%
20254.39%1.42%
20242.93%1.39%
20234.21%1.83%
20224.26%1.78%
20213.13%1.30%
20204.96%1.81%
20193.22%1.76%
20183.42%1.92%
20172.98%1.45%
20162.70%1.28%
20152.48%2.04%
20142.47%1.60%
20132.98%1.35%
20123.48%1.89%
20113.00%2.12%
20103.41%1.81%
20093.87%1.80%
20084.06%1.67%
20072.88%1.49%
20062.89%1.41%
20053.91%1.42%
20043.85%1.50%
20035.08%1.70%
20026.86%2.09%
20018.26%1.45%
20009.68%2.14%
19992.39%0.50%

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