NGD vs UMBF

Comparison between New Gold Inc (NGD, Company) and UMB Financial Corp (UMBF, Company).

NGD is from the Basic Materials sector, while UMBF is from the Financial Services sector.

5-Year PerformanceNGD has outperformed UMBF, delivering a return of +38.5% compared to +11.7%

NGD vs UMBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NGD(COMPANY)	UMBF(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	96.73%	55.48%
Sharpe Ratio	1.82	1.03
5Y Beta	N/A	1.10
Industry	Gold	Banks - Regional
P/E Ratio	43.24	12.12
Forward P/E	7.19	11.72
PEG Ratio	0.02	0.08
Dividend Yield	N/A	1.15%
5Y Dividends CAGR	N/A	10.48%
5Y EPS CAGR	N/A	23.91%
Debt to Equity	32.06%	6.10%
Free Cash Flow Yield	0.49%	9.17%
P/S Ratio	8.40	N/A
P/B Ratio	5.28	N/A

Market Cap

Winner

NGD

$11B

UMBF

$11B

Max Drawdown

NGD

96.73%

Winner

UMBF

55.48%

Sharpe Ratio

Winner

NGD

1.82

UMBF

1.03

5Y Beta

NGD

N/A

UMBF

1.10

Industry

NGD

Gold

UMBF

Banks - Regional

P/E Ratio

NGD

43.24

Winner

UMBF

12.12

Forward P/E

Winner

NGD

7.19

UMBF

11.72

PEG Ratio

Winner

NGD

0.02

UMBF

0.08

Dividend Yield

NGD

N/A

UMBF

1.15%

5Y Dividends CAGR

NGD

N/A

UMBF

10.48%

5Y EPS CAGR

NGD

N/A

UMBF

23.91%

Debt to Equity

NGD

32.06%

Winner

UMBF

6.10%

Free Cash Flow Yield

NGD

0.49%

Winner

UMBF

9.17%

P/S Ratio

NGD

8.40

UMBF

N/A

P/B Ratio

NGD

5.28

UMBF

N/A

NGD vs UMBF - Historical Returns

Returns include dividend reinvestment.

Period	NGD	UMBF
1 month	-25.70%	-0.26%
3 months	+2.95%	+12.91%
6 months	+36.54%	+13.76%
1 year	+172.67%	+30.34%
5 years(CAGR)	+38.51%	+11.74%
10 years(CAGR)	+9.11%	+11.50%
Max(CAGR)	+2.08%	+9.43%

NGD

-25.70%

Winner

UMBF

-0.26%

NGD

+2.95%

Winner

UMBF

+12.91%

Winner

NGD

+36.54%

UMBF

+13.76%

Winner

NGD

+172.67%

UMBF

+30.34%

5Y(CAGR)

Winner

NGD

+38.51%

UMBF

+11.74%

10Y(CAGR)

NGD

+9.11%

Winner

UMBF

+11.50%

Max(CAGR)

NGD

+2.08%

Winner

UMBF

+9.43%

NGD vs UMBF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NGD	UMBF
2026	+6.07%	+20.28%
2025	+232.44%	+4.43%
2024	+73.43%	+36.78%
2023	+47.47%	+3.42%
2022	-33.33%	-20.94%
2021	-36.17%	+56.84%
2020	+143.06%	+2.31%
2019	+6.63%	+12.96%
2018	-77.81%	-14.08%
2017	-9.37%	-4.73%
2016	+48.94%	+72.72%
2015	-47.51%	-15.46%
2014	-20.52%	-8.37%
2013	-53.34%	+45.29%
2012	+3.86%	+16.28%
2011	+4.46%	-10.95%
2010	+157.52%	+7.25%
2009	+160.00%	-18.23%
2008	-72.45%	+33.58%
2007	-29.87%	+5.13%
2006	+2.88%	+13.65%
2005	+31.05%	+15.86%
2004	-9.40%	+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%

NGD vs UMBF Drawdown Comparison

The maximum drawdown for NGD was -96.73%, occurring on Mar 13, 2020. 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 NGD drawdown is -35.37%. The current UMBF drawdown is -6.01%.

Rank	NGD	UMBF
#1	-96.73% Sep 8, 2011 - Mar 13, 2020	-52.70% Sep 19, 2008 - Nov 21, 2013
#2	-93.36% May 2, 2006 - Aug 15, 2011	-50.23% Jan 14, 2022 - Sep 19, 2024
#3	-40.46% Dec 1, 2004 - Dec 29, 2005	-45.00% Jun 8, 2018 - Jan 7, 2021
#4	-10.01% Feb 24, 2006 - Mar 30, 2006	-37.76% Jan 22, 2014 - Nov 9, 2016
#5	-7.21% Aug 22, 2011 - Aug 26, 2011	-31.80% Nov 25, 2024 - Jan 21, 2026
#6	-4.87% Apr 19, 2006 - Apr 28, 2006	-29.26% Nov 3, 1999 - Jun 28, 2001
#7	-4.73% Jan 17, 2006 - Feb 2, 2006	-27.59% May 15, 2002 - Sep 16, 2003
#8	-4.44% Feb 2, 2006 - Feb 17, 2006	-22.52% Sep 19, 2007 - Apr 24, 2008
#9	-3.93% Nov 18, 2004 - Nov 29, 2004	-21.27% Mar 1, 2017 - Jun 7, 2018
#10	-2.37% Jan 4, 2006 - Jan 11, 2006	-18.57% Feb 6, 2026 - May 6, 2026
#11	-2.00% Aug 26, 2011 - Aug 30, 2011	-16.25% Aug 21, 2001 - Apr 1, 2002
#12	-1.71% Apr 6, 2006 - Apr 11, 2006	-16.10% Jun 20, 2008 - Jul 22, 2008
#13	-1.50% Aug 15, 2011 - Aug 17, 2011	-14.40% May 14, 2021 - Oct 1, 2021
#14	-1.40% Mar 31, 2006 - Apr 5, 2006	-12.75% Aug 11, 2008 - Sep 18, 2008
#15	-1.39% Aug 30, 2011 - Sep 8, 2011	-10.65% Dec 9, 2016 - Feb 21, 2017

Correlation

Correlation between NGD and UMBF is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101