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UMBF vs MUSA

Comparison between UMB Financial Corp (UMBF, Company) and Murphy USA Inc (MUSA, Company).

UMBF is from the Financial Services sector, while MUSA is from the Consumer Cyclical sector.

5-Year PerformanceMUSA has outperformed UMBF, delivering a return of +34.8% compared to +11.7%

UMBF vs MUSA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UMBF
$11B
Winner
MUSA
$11B
Max Drawdown
UMBF
55.48%
Winner
MUSA
35.81%
Sharpe Ratio
UMBF
0.97
Winner
MUSA
1.02
5Y Beta
UMBF
1.10
Winner
MUSA
0.04
Industry
UMBF
Banks - Regional
MUSA
Specialty Retail
P/E Ratio
Winner
UMBF
12.12
MUSA
25.42
Forward P/E
Winner
UMBF
11.67
MUSA
22.08
PEG Ratio
Winner
UMBF
0.08
MUSA
1.51
Dividend Yield
Winner
UMBF
1.15%
MUSA
0.37%
5Y Dividends CAGR
UMBF
10.48%
Winner
MUSA
26.51%
5Y EPS CAGR
UMBF
23.91%
Winner
MUSA
42.26%
Debt to Equity
UMBF
6.10%
Winner
MUSA
0.00%
Free Cash Flow Yield
Winner
UMBF
9.17%
MUSA
8.79%
P/S Ratio
UMBF
3.92
Winner
MUSA
0.66
P/B Ratio
Winner
UMBF
1.45
MUSA
17.14

UMBF vs MUSA - Historical Returns

Returns include dividend reinvestment.

1M
UMBF
-0.26%
Winner
MUSA
+13.06%
3M
UMBF
+12.91%
Winner
MUSA
+17.02%
6M
UMBF
+13.76%
Winner
MUSA
+44.57%
1Y
UMBF
+30.34%
Winner
MUSA
+46.92%
5Y(CAGR)
UMBF
+11.74%
Winner
MUSA
+34.76%
10Y(CAGR)
UMBF
+11.50%
Winner
MUSA
+23.67%
Max(CAGR)
UMBF
+9.43%
Winner
MUSA
+24.24%

UMBF vs MUSA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUMBFMUSA
2026+20.28%+54.06%
2025+4.43%-17.82%
2024+36.78%+40.32%
2023+3.42%+31.35%
2022-20.94%+42.14%
2021+56.84%+56.51%
2020+2.31%+14.02%
2019+12.96%+53.44%
2018-14.08%-5.01%
2017-4.73%+29.78%
2016+72.72%+1.14%
2015-15.46%-10.47%
2014-8.37%+64.30%
2013+45.29%+6.98%
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 MUSA Drawdown Comparison

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

The maximum drawdown for MUSA was -35.54%, occurring on Nov 6, 2025. Recovery took 355 trading sessions.

The current UMBF drawdown is -6.01%. The current MUSA drawdown is -0.00%.

RankUMBFMUSA
#1-52.70%
Sep 19, 2008 - Nov 21, 2013
-35.54%
Nov 26, 2024 - Apr 30, 2026
#2-50.23%
Jan 14, 2022 - Sep 19, 2024
-33.72%
Mar 30, 2015 - Jun 23, 2016
#3-45.00%
Jun 8, 2018 - Jan 7, 2021
-32.56%
Nov 18, 2019 - Jul 21, 2020
#4-37.76%
Jan 22, 2014 - Nov 9, 2016
-29.37%
Jan 23, 2018 - Aug 6, 2019
#5-31.80%
Nov 25, 2024 - Jan 21, 2026
-27.10%
Aug 5, 2016 - Dec 4, 2017
#6-29.26%
Nov 3, 1999 - Jun 28, 2001
-24.48%
Nov 1, 2022 - Jul 18, 2023
#7-27.59%
May 15, 2002 - Sep 16, 2003
-18.92%
Nov 22, 2013 - May 9, 2014
#8-22.52%
Sep 19, 2007 - Apr 24, 2008
-16.58%
Mar 29, 2021 - Aug 19, 2021
#9-21.27%
Mar 1, 2017 - Jun 7, 2018
-16.20%
May 5, 2026 - Jun 10, 2026
#10-18.57%
Feb 6, 2026 - May 6, 2026
-15.95%
May 17, 2022 - Jul 11, 2022
#11-16.25%
Aug 21, 2001 - Apr 1, 2002
-15.87%
Jun 12, 2026 - Jul 20, 2026
#12-16.10%
Jun 20, 2008 - Jul 22, 2008
-15.85%
Aug 18, 2020 - Mar 25, 2021
#13-14.40%
May 14, 2021 - Oct 1, 2021
-14.87%
Dec 31, 2021 - Mar 29, 2022
#14-12.75%
Aug 11, 2008 - Sep 18, 2008
-11.97%
Sep 16, 2024 - Nov 22, 2024
#15-10.65%
Dec 9, 2016 - Feb 21, 2017
-11.31%
Aug 29, 2022 - Oct 27, 2022

Correlation

Correlation between UMBF and MUSA is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

UMBF vs MUSA dividend yield comparison.

YearUMBFMUSA
20260.62%0.20%
20251.42%0.53%
20241.39%0.36%
20231.83%0.43%
20221.78%0.45%
20211.30%0.52%
20201.81%0.19%
20191.76%0.00%
20181.92%0.00%
20171.45%0.00%
20161.28%0.00%
20152.04%0.00%
20141.60%0.00%
20131.35%0.00%
20121.89%0.00%
20112.12%0.00%
20101.81%0.00%
20091.80%0.00%
20081.67%0.00%
20071.49%0.00%
20061.41%0.00%
20051.42%0.00%
20041.50%0.00%
20031.70%0.00%
20022.09%0.00%
20011.45%0.00%
20002.14%0.00%
19990.50%0.00%

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