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UMBF vs BAX

Comparison between UMB Financial Corp (UMBF, Company) and Baxter International Inc (BAX, Company).

UMBF is from the Financial Services sector, while BAX is from the Healthcare sector.

5-Year PerformanceUMBF has outperformed BAX, delivering a return of +8.1% compared to -23.6%

UMBF vs BAX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UMBF
$10B
BAX
$9.96B
Max Drawdown
Winner
UMBF
55.48%
BAX
83.22%
Sharpe Ratio
Winner
UMBF
1.02
BAX
-0.76
5Y Beta
UMBF
1.15
Winner
BAX
0.89
Industry
UMBF
Banks - Regional
BAX
Medical Instruments & Supplies
P/E Ratio
Winner
UMBF
11.34
BAX
63.44
Forward P/E
UMBF
10.89
Winner
BAX
10.20
PEG Ratio
UMBF
0.07
BAX
N/A
Dividend Yield
UMBF
1.27%
Winner
BAX
1.88%
5Y Dividends CAGR
Winner
UMBF
10.33%
BAX
-15.08%
5Y EPS CAGR
Winner
UMBF
23.91%
BAX
-36.73%
Debt to Equity
UMBF
6.10%
Winner
BAX
0.00%
Free Cash Flow Yield
UMBF
9.80%
Winner
BAX
12.56%

UMBF vs BAX - Historical Returns

Returns include dividend reinvestment.

1M
UMBF
+4.75%
Winner
BAX
+7.30%
3M
Winner
UMBF
+13.75%
BAX
-5.50%
6M
Winner
UMBF
+19.09%
BAX
+2.77%
1Y
Winner
UMBF
+28.63%
BAX
-36.20%
5Y(CAGR)
Winner
UMBF
+8.12%
BAX
-23.61%
10Y(CAGR)
Winner
UMBF
+10.36%
BAX
-6.31%
Max(CAGR)
Winner
UMBF
+9.24%
BAX
+2.17%

UMBF vs BAX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUMBFBAX
2026+13.16%-1.23%
2025+4.43%-33.51%
2024+36.78%-22.80%
2023+3.42%-22.01%
2022-20.94%-40.27%
2021+56.84%+8.61%
2020+2.31%-5.48%
2019+12.96%+29.42%
2018-14.08%-0.98%
2017-4.73%+46.96%
2016+72.72%+20.68%
2015-15.46%-3.13%
2014-8.37%+8.97%
2013+45.29%+5.71%
2012+16.28%+35.52%
2011-10.95%+0.19%
2010+7.25%-10.97%
2009-18.23%+8.74%
2008+33.58%-5.82%
2007+5.13%+26.49%
2006+13.65%+22.50%
2005+15.86%+10.38%
2004+20.02%+16.56%
2003+25.51%+8.47%
2002-4.66%-46.20%
2001+17.31%+21.04%
2000+4.09%+45.84%
1999-9.66%-1.31%

UMBF vs BAX Drawdown Comparison

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

The maximum drawdown for BAX was -81.15%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current UMBF drawdown is -2.29%. The current BAX drawdown is -77.03%.

RankUMBFBAX
#1-52.70%
Sep 19, 2008 - Nov 21, 2013
-81.15%
Apr 20, 2020 - Mar 30, 2026
#2-50.23%
Jan 14, 2022 - Sep 19, 2024
-68.23%
Mar 27, 2002 - Apr 17, 2007
#3-45.00%
Jun 8, 2018 - Jan 7, 2021
-40.89%
Aug 8, 2008 - Nov 2, 2012
#4-37.76%
Jan 22, 2014 - Nov 9, 2016
-24.29%
Nov 19, 1999 - May 24, 2000
#5-31.80%
Nov 25, 2024 - Jan 21, 2026
-23.17%
Aug 5, 2015 - Apr 4, 2016
#6-29.26%
Nov 3, 1999 - Jun 28, 2001
-23.09%
Feb 6, 2020 - Apr 20, 2020
#7-27.59%
May 15, 2002 - Sep 16, 2003
-20.87%
Oct 1, 2018 - Mar 19, 2019
#8-22.52%
Sep 19, 2007 - Apr 24, 2008
-17.21%
Oct 1, 2001 - Jan 23, 2002
#9-21.27%
Mar 1, 2017 - Jun 7, 2018
-14.77%
Oct 18, 2000 - Dec 28, 2000
#10-18.57%
Feb 6, 2026 - May 6, 2026
-14.66%
Jul 16, 2007 - Oct 18, 2007
#11-16.25%
Aug 21, 2001 - Apr 1, 2002
-14.57%
Sep 6, 2019 - Jan 15, 2020
#12-16.10%
Jun 20, 2008 - Jul 22, 2008
-14.31%
Jan 16, 2008 - Jul 8, 2008
#13-14.40%
May 14, 2021 - Oct 1, 2021
-14.30%
Jul 24, 2014 - Aug 5, 2015
#14-12.75%
Aug 11, 2008 - Sep 18, 2008
-13.56%
Jul 22, 2013 - Mar 28, 2014
#15-10.65%
Dec 9, 2016 - Feb 21, 2017
-13.42%
Jan 26, 2018 - May 21, 2018

Correlation

Correlation between UMBF and BAX is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

Dividend Comparison (1999 - 2026)

UMBF vs BAX dividend yield comparison.

YearUMBFBAX
20260.33%0.05%
20251.42%2.72%
20241.39%3.57%
20231.83%3.00%
20221.78%2.26%
20211.30%1.26%
20201.81%1.19%
20191.76%1.02%
20181.92%1.11%
20171.45%0.94%
20161.28%1.14%
20152.04%87.05%
20141.60%2.80%
20131.35%2.76%
20121.89%2.36%
20112.12%2.56%
20101.81%2.33%
20091.80%1.82%
20081.67%1.70%
20071.49%1.24%
20061.41%1.25%
20051.42%1.55%
20041.50%1.69%
20031.70%1.91%
20022.09%2.08%
20011.45%1.09%
20002.14%1.32%
19990.50%0.46%

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