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UMBF vs BPOP

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

Both UMBF and BPOP are from the Financial Services sector.

5-Year PerformanceBPOP has outperformed UMBF, delivering a return of +21.8% compared to +12.0%

UMBF vs BPOP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
UMBF
$11B
BPOP
$11B
Max Drawdown
Winner
UMBF
55.48%
BPOP
96.40%
Sharpe Ratio
UMBF
1.03
Winner
BPOP
1.63
5Y Beta
UMBF
1.09
Winner
BPOP
0.89
Industry
UMBF
Banks - Regional
BPOP
Banks - Regional
P/E Ratio
UMBF
12.23
Winner
BPOP
12.21
Forward P/E
Winner
UMBF
11.71
BPOP
12.24
PEG Ratio
Winner
UMBF
0.08
BPOP
0.31
Dividend Yield
UMBF
1.15%
Winner
BPOP
1.76%
5Y Dividends CAGR
UMBF
10.48%
Winner
BPOP
13.64%
5Y EPS CAGR
Winner
UMBF
23.91%
BPOP
9.31%
Debt to Equity
UMBF
6.10%
Winner
BPOP
0.00%
Free Cash Flow Yield
Winner
UMBF
9.08%
BPOP
6.65%

UMBF vs BPOP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UMBF
+10.41%
BPOP
+8.29%
3M
Winner
UMBF
+18.73%
BPOP
+15.05%
6M
UMBF
+16.37%
Winner
BPOP
+29.22%
1Y
UMBF
+30.84%
Winner
BPOP
+48.84%
5Y(CAGR)
UMBF
+11.99%
Winner
BPOP
+21.84%
10Y(CAGR)
UMBF
+12.16%
Winner
BPOP
+22.41%
Max(CAGR)
Winner
UMBF
+9.53%
BPOP
+2.62%

UMBF vs BPOP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUMBFBPOP
2026+22.84%+33.55%
2025+4.43%+37.93%
2024+36.78%+17.82%
2023+3.42%+29.89%
2022-20.94%-17.46%
2021+56.84%+51.99%
2020+2.31%-0.14%
2019+12.96%+25.21%
2018-14.08%+35.20%
2017-4.73%-16.69%
2016+72.72%+59.86%
2015-15.46%-15.97%
2014-8.37%+19.94%
2013+45.29%+32.21%
2012+16.28%+45.38%
2011-10.95%-56.56%
2010+7.25%+31.38%
2009-18.23%-56.07%
2008+33.58%-46.11%
2007+5.13%-37.88%
2006+13.65%-11.80%
2005+15.86%-22.29%
2004+20.02%+30.66%
2003+25.51%+32.90%
2002-4.66%+21.42%
2001+17.31%+14.02%
2000+4.09%+0.72%
1999-9.66%-7.50%

UMBF vs BPOP Drawdown Comparison

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

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

The current UMBF drawdown is -2.69%. The current BPOP drawdown is -7.98%.

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

Correlation

Correlation between UMBF and BPOP is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01
-101

Dividend Comparison (1999 - 2026)

UMBF vs BPOP dividend yield comparison.

YearUMBFBPOP
20260.61%0.98%
20251.42%2.33%
20241.39%2.72%
20231.83%2.77%
20221.78%3.32%
20211.30%2.13%
20201.81%2.84%
20191.76%2.04%
20181.92%2.12%
20171.45%2.82%
20161.28%1.37%
20152.04%1.06%
20141.60%0.00%
20131.35%0.00%
20121.89%0.00%
20112.12%0.00%
20101.81%0.00%
20091.80%0.88%
20081.67%9.30%
20071.49%6.04%
20061.41%3.57%
20051.42%3.03%
20041.50%2.13%
20031.70%2.25%
20022.09%2.37%
20011.45%1.93%
20002.14%2.43%
19990.50%0.57%

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