UMBF vs MET-P-F

Comparison between UMB Financial Corp (UMBF, Company) and Metlife Inc 4.75 PRF PERPETUAL USD 25 11000th int Ser F (MET-P-F, Company).

5-Year PerformanceUMBF has outperformed MET-P-F, delivering a return of +12.1% compared to -2.7%

UMBF vs MET-P-F - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMBF(COMPANY)	MET-P-F(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	55.48%	45.58%
Sharpe Ratio	1.20	-1.14
5Y Beta	1.05	0.24
Industry	Banks - Regional	N/A
P/E Ratio	12.04	3.19
Forward P/E	11.92	N/A
PEG Ratio	0.12	N/A
Dividend Yield	1.16%	N/A
5Y Dividends CAGR	10.48%	4.56%
5Y EPS CAGR	23.89%	0.95%
Debt to Equity	5.98%	1.68%
Free Cash Flow Yield	9.17%	N/A

Market Cap

UMBF

$11B

Winner

MET-P-F

$11B

Max Drawdown

UMBF

55.48%

Winner

MET-P-F

45.58%

Sharpe Ratio

Winner

UMBF

1.20

MET-P-F

-1.14

5Y Beta

UMBF

1.05

Winner

MET-P-F

0.24

Industry

UMBF

Banks - Regional

MET-P-F

N/A

P/E Ratio

UMBF

12.04

Winner

MET-P-F

3.19

Forward P/E

UMBF

11.92

MET-P-F

N/A

PEG Ratio

UMBF

0.12

MET-P-F

N/A

Dividend Yield

UMBF

1.16%

MET-P-F

N/A

5Y Dividends CAGR

Winner

UMBF

10.48%

MET-P-F

4.56%

5Y EPS CAGR

Winner

UMBF

23.89%

MET-P-F

0.95%

Debt to Equity

UMBF

5.98%

Winner

MET-P-F

1.68%

Free Cash Flow Yield

UMBF

9.17%

MET-P-F

N/A

UMBF vs MET-P-F - Historical Returns

Returns include dividend reinvestment.

Period	UMBF	MET-P-F
1 month	+4.57%	-2.66%
3 months	+19.78%	-4.87%
6 months	+18.00%	-6.92%
1 year	+31.13%	-6.45%
5 years(CAGR)	+12.05%	-2.68%
10 years(CAGR)	+12.09%	N/A
Max(CAGR)	+9.74%	+0.09%

Winner

UMBF

+4.57%

MET-P-F

-2.66%

Winner

UMBF

+19.78%

MET-P-F

-4.87%

Winner

UMBF

+18.00%

MET-P-F

-6.92%

Winner

UMBF

+31.13%

MET-P-F

-6.45%

5Y(CAGR)

Winner

UMBF

+12.05%

MET-P-F

-2.68%

10Y(CAGR)

UMBF

+12.09%

MET-P-F

N/A

Max(CAGR)

Winner

UMBF

+9.74%

MET-P-F

+0.09%

UMBF vs MET-P-F - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UMBF	MET-P-F
2026	+30.45%	-7.53%
2025	+4.43%	-0.36%
2024	+36.78%	+6.40%
2023	+3.42%	+9.25%
2022	-20.94%	-22.26%
2021	+56.84%	+3.42%
2020	+2.31%	+13.01%
2019	+12.96%	N/A
2018	-14.08%	N/A
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 MET-P-F Drawdown Comparison

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

The maximum drawdown for MET-P-F was -45.58%, occurring on Mar 18, 2020. Recovery took 111 trading sessions.

The current MET-P-F drawdown is -14.08%.

Rank	UMBF	MET-P-F
#1	-52.70% Sep 19, 2008 - Nov 21, 2013	-45.58% Feb 11, 2020 - Jul 21, 2020
#2	-50.23% Jan 14, 2022 - Sep 19, 2024	-25.41% Oct 14, 2021 - Sep 25, 2024
#3	-45.00% Jun 8, 2018 - Jan 7, 2021	-14.61% Oct 16, 2024 - Aug 12, 2026
#4	-37.76% Jan 22, 2014 - Nov 9, 2016	-7.23% Dec 17, 2020 - Jun 2, 2021
#5	-31.80% Nov 25, 2024 - Jan 21, 2026	-3.55% Oct 23, 2020 - Nov 17, 2020
#6	-29.26% Nov 3, 1999 - Jun 28, 2001	-3.12% Sep 25, 2024 - Oct 16, 2024
#7	-27.59% May 15, 2002 - Sep 16, 2003	-3.00% Aug 27, 2020 - Oct 8, 2020
#8	-22.52% Sep 19, 2007 - Apr 24, 2008	-2.95% Sep 16, 2021 - Oct 14, 2021
#9	-21.27% Mar 1, 2017 - Jun 7, 2018	-2.11% Jul 2, 2021 - Aug 3, 2021
#10	-18.57% Feb 6, 2026 - May 6, 2026	-1.94% Aug 6, 2021 - Sep 13, 2021
#11	-16.25% Aug 21, 2001 - Apr 1, 2002	-1.49% Nov 19, 2020 - Dec 9, 2020
#12	-16.10% Jun 20, 2008 - Jul 22, 2008	-1.37% Jun 23, 2021 - Jul 2, 2021
#13	-14.40% May 14, 2021 - Oct 1, 2021	-1.34% Jun 2, 2021 - Jun 23, 2021
#14	-12.75% Aug 11, 2008 - Sep 18, 2008	-1.23% Oct 13, 2020 - Oct 23, 2020
#15	-10.65% Dec 9, 2016 - Feb 21, 2017	-0.94% Jan 23, 2020 - Jan 29, 2020

Correlation

Correlation between UMBF and MET-P-F is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (1999 - 2026)

UMBF vs MET-P-F dividend yield comparison.

Year	UMBF	MET-P-F
2026	0.57%	3.31%
2025	1.42%	6.02%
2024	1.39%	5.75%
2023	1.83%	5.82%
2022	1.78%	6.07%
2021	1.30%	4.45%
2020	1.81%	4.00%
2019	1.76%	0.00%
2018	1.92%	0.00%
2017	1.45%	0.00%
2016	1.28%	0.00%
2015	2.04%	0.00%
2014	1.60%	0.00%
2013	1.35%	0.00%
2012	1.89%	0.00%
2011	2.12%	0.00%
2010	1.81%	0.00%
2009	1.80%	0.00%
2008	1.67%	0.00%
2007	1.49%	0.00%
2006	1.41%	0.00%
2005	1.42%	0.00%
2004	1.50%	0.00%
2003	1.70%	0.00%
2002	2.09%	0.00%
2001	1.45%	0.00%
2000	2.14%	0.00%
1999	0.50%	0.00%