UMBF vs NGD

Comparison between UMB Financial Corp (UMBF, Company) and New Gold Inc (NGD, Company).

UMBF is from the Financial Services sector, while NGD is from the Basic Materials sector.

5-Year PerformanceNGD has outperformed UMBF, delivering a return of +38.5% compared to +11.7%

UMBF vs NGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMBF(COMPANY)	NGD(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	55.48%	96.73%
Sharpe Ratio	1.03	1.82
5Y Beta	1.10	N/A
Industry	Banks - Regional	Gold
P/E Ratio	12.12	43.24
Forward P/E	11.72	7.19
PEG Ratio	0.08	0.02
Dividend Yield	1.15%	N/A
5Y Dividends CAGR	10.48%	N/A
5Y EPS CAGR	23.91%	N/A
Debt to Equity	6.10%	32.06%
Free Cash Flow Yield	9.17%	0.49%
P/S Ratio	N/A	8.40
P/B Ratio	N/A	5.28

Market Cap

UMBF

$11B

Winner

NGD

$11B

Max Drawdown

Winner

UMBF

55.48%

NGD

96.73%

Sharpe Ratio

UMBF

1.03

Winner

NGD

1.82

5Y Beta

UMBF

1.10

NGD

N/A

Industry

UMBF

Banks - Regional

NGD

Gold

P/E Ratio

Winner

UMBF

12.12

NGD

43.24

Forward P/E

UMBF

11.72

Winner

NGD

7.19

PEG Ratio

UMBF

0.08

Winner

NGD

0.02

Dividend Yield

UMBF

1.15%

NGD

N/A

5Y Dividends CAGR

UMBF

10.48%

NGD

N/A

5Y EPS CAGR

UMBF

23.91%

NGD

N/A

Debt to Equity

Winner

UMBF

6.10%

NGD

32.06%

Free Cash Flow Yield

Winner

UMBF

9.17%

NGD

0.49%

P/S Ratio

UMBF

N/A

NGD

8.40

P/B Ratio

UMBF

N/A

NGD

5.28

UMBF vs NGD - Historical Returns

Returns include dividend reinvestment.

Period	UMBF	NGD
1 month	-0.26%	-25.70%
3 months	+12.91%	+2.95%
6 months	+13.76%	+36.54%
1 year	+30.34%	+172.67%
5 years(CAGR)	+11.74%	+38.51%
10 years(CAGR)	+11.50%	+9.11%
Max(CAGR)	+9.43%	+2.08%

Winner

UMBF

-0.26%

NGD

-25.70%

Winner

UMBF

+12.91%

NGD

+2.95%

UMBF

+13.76%

Winner

NGD

+36.54%

UMBF

+30.34%

Winner

NGD

+172.67%

5Y(CAGR)

UMBF

+11.74%

Winner

NGD

+38.51%

10Y(CAGR)

Winner

UMBF

+11.50%

NGD

+9.11%

Max(CAGR)

Winner

UMBF

+9.43%

NGD

+2.08%

UMBF vs NGD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UMBF	NGD
2026	+20.28%	+6.07%
2025	+4.43%	+232.44%
2024	+36.78%	+73.43%
2023	+3.42%	+47.47%
2022	-20.94%	-33.33%
2021	+56.84%	-36.17%
2020	+2.31%	+143.06%
2019	+12.96%	+6.63%
2018	-14.08%	-77.81%
2017	-4.73%	-9.37%
2016	+72.72%	+48.94%
2015	-15.46%	-47.51%
2014	-8.37%	-20.52%
2013	+45.29%	-53.34%
2012	+16.28%	+3.86%
2011	-10.95%	+4.46%
2010	+7.25%	+157.52%
2009	-18.23%	+160.00%
2008	+33.58%	-72.45%
2007	+5.13%	-29.87%
2006	+13.65%	+2.88%
2005	+15.86%	+31.05%
2004	+20.02%	-9.40%
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 NGD Drawdown Comparison

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

The maximum drawdown for NGD was -96.73%, occurring on Mar 13, 2020. This drawdown has not yet recovered.

The current UMBF drawdown is -6.01%. The current NGD drawdown is -35.37%.

Rank	UMBF	NGD
#1	-52.70% Sep 19, 2008 - Nov 21, 2013	-96.73% Sep 8, 2011 - Mar 13, 2020
#2	-50.23% Jan 14, 2022 - Sep 19, 2024	-93.36% May 2, 2006 - Aug 15, 2011
#3	-45.00% Jun 8, 2018 - Jan 7, 2021	-40.46% Dec 1, 2004 - Dec 29, 2005
#4	-37.76% Jan 22, 2014 - Nov 9, 2016	-10.01% Feb 24, 2006 - Mar 30, 2006
#5	-31.80% Nov 25, 2024 - Jan 21, 2026	-7.21% Aug 22, 2011 - Aug 26, 2011
#6	-29.26% Nov 3, 1999 - Jun 28, 2001	-4.87% Apr 19, 2006 - Apr 28, 2006
#7	-27.59% May 15, 2002 - Sep 16, 2003	-4.73% Jan 17, 2006 - Feb 2, 2006
#8	-22.52% Sep 19, 2007 - Apr 24, 2008	-4.44% Feb 2, 2006 - Feb 17, 2006
#9	-21.27% Mar 1, 2017 - Jun 7, 2018	-3.93% Nov 18, 2004 - Nov 29, 2004
#10	-18.57% Feb 6, 2026 - May 6, 2026	-2.37% Jan 4, 2006 - Jan 11, 2006
#11	-16.25% Aug 21, 2001 - Apr 1, 2002	-2.00% Aug 26, 2011 - Aug 30, 2011
#12	-16.10% Jun 20, 2008 - Jul 22, 2008	-1.71% Apr 6, 2006 - Apr 11, 2006
#13	-14.40% May 14, 2021 - Oct 1, 2021	-1.50% Aug 15, 2011 - Aug 17, 2011
#14	-12.75% Aug 11, 2008 - Sep 18, 2008	-1.40% Mar 31, 2006 - Apr 5, 2006
#15	-10.65% Dec 9, 2016 - Feb 21, 2017	-1.39% Aug 30, 2011 - Sep 8, 2011

Correlation

Correlation between UMBF and NGD is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

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