StockComparison Logo
vs

UMBF vs BJ

Comparison between UMB Financial Corp (UMBF, Company) and BJ`s Wholesale Club Holdings Inc (BJ, Company).

UMBF is from the Financial Services sector, while BJ is from the Consumer Defensive sector.

5-Year PerformanceBJ has outperformed UMBF, delivering a return of +13.1% compared to +11.1%

UMBF vs BJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UMBF
$11B
BJ
$11B
Max Drawdown
UMBF
55.48%
Winner
BJ
38.76%
Sharpe Ratio
Winner
UMBF
1.26
BJ
-0.72
5Y Beta
UMBF
1.09
Winner
BJ
-0.01
Industry
UMBF
Banks - Regional
BJ
Discount Stores
P/E Ratio
Winner
UMBF
12.54
BJ
19.70
Forward P/E
Winner
UMBF
11.57
BJ
19.68
PEG Ratio
Winner
UMBF
0.08
BJ
14.90
Dividend Yield
UMBF
1.17%
BJ
N/A
5Y Dividends CAGR
UMBF
10.48%
BJ
N/A
5Y EPS CAGR
Winner
UMBF
23.91%
BJ
8.22%
Debt to Equity
Winner
UMBF
6.10%
BJ
36.41%
Free Cash Flow Yield
Winner
UMBF
8.86%
BJ
1.98%

UMBF vs BJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UMBF
+14.03%
BJ
-1.67%
3M
Winner
UMBF
+27.45%
BJ
-8.50%
6M
Winner
UMBF
+27.51%
BJ
-3.84%
1Y
Winner
UMBF
+36.58%
BJ
-19.12%
5Y(CAGR)
UMBF
+11.06%
Winner
BJ
+13.06%
10Y(CAGR)
UMBF
+12.65%
Winner
BJ
+18.66%
Max(CAGR)
UMBF
+9.64%
Winner
BJ
+18.66%

UMBF vs BJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUMBFBJ
2026+25.93%-5.82%
2025+4.43%+2.07%
2024+36.78%+32.72%
2023+3.42%-1.81%
2022-20.94%+0.72%
2021+56.84%+79.35%
2020+2.31%+64.96%
2019+12.96%-1.22%
2018-14.08%+0.73%
2017-4.73%N/A
2016+72.72%N/A
2015-15.46%N/A
2014-8.37%N/A
2013+45.29%N/A
2012+16.28%N/A
2011-10.95%N/A
2010+7.25%N/A
2009-18.23%N/A
2008+33.58%N/A
2007+5.13%N/A
2006+13.65%N/A
2005+15.86%N/A
2004+20.02%N/A
2003+25.51%N/A
2002-4.66%N/A
2001+17.31%N/A
2000+4.09%N/A
1999-9.66%N/A

UMBF vs BJ Drawdown Comparison

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

The maximum drawdown for BJ was -38.76%, occurring on Feb 28, 2020. Recovery took 429 trading sessions.

The current BJ drawdown is -27.82%.

RankUMBFBJ
#1-52.70%
Sep 19, 2008 - Nov 21, 2013		-38.76%
Sep 6, 2018 - May 21, 2020
#2-50.23%
Jan 14, 2022 - Sep 19, 2024		-30.12%
Apr 14, 2025 - Jun 22, 2026
#3-45.00%
Jun 8, 2018 - Jan 7, 2021		-27.30%
Nov 18, 2021 - Aug 18, 2022
#4-37.76%
Jan 22, 2014 - Nov 9, 2016		-23.67%
Nov 10, 2022 - May 20, 2024
#5-31.80%
Nov 25, 2024 - Jan 21, 2026		-21.78%
Jan 27, 2021 - Jul 20, 2021
#6-29.26%
Nov 3, 1999 - Jun 28, 2001		-21.29%
Aug 24, 2020 - Jan 27, 2021
#7-27.59%
May 15, 2002 - Sep 16, 2003		-15.92%
Jul 16, 2024 - Nov 21, 2024
#8-22.52%
Sep 19, 2007 - Apr 24, 2008		-11.78%
Dec 11, 2024 - Jan 30, 2025
#9-21.27%
Mar 1, 2017 - Jun 7, 2018		-11.63%
Sep 9, 2022 - Nov 10, 2022
#10-18.57%
Feb 6, 2026 - May 6, 2026		-9.98%
May 22, 2020 - Jun 22, 2020
#11-16.25%
Aug 21, 2001 - Apr 1, 2002		-9.95%
Sep 3, 2021 - Oct 21, 2021
#12-16.10%
Jun 20, 2008 - Jul 22, 2008		-9.65%
Jul 13, 2018 - Aug 23, 2018
#13-14.40%
May 14, 2021 - Oct 1, 2021		-7.41%
Aug 24, 2018 - Aug 30, 2018
#14-12.75%
Aug 11, 2008 - Sep 18, 2008		-7.07%
Feb 11, 2025 - Mar 6, 2025
#15-10.65%
Dec 9, 2016 - Feb 21, 2017		-6.47%
Mar 7, 2025 - Apr 3, 2025

Correlation

Correlation between UMBF and BJ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Select Stocks to Compare

Popular: UMBF vs SPYBJ vs SPY