UMBF vs PSO
Comparison between UMB Financial Corp (UMBF, Company) and Pearson plc (PSO, Company).
UMBF is from the Financial Services sector, while PSO is from the Communication Services sector.
5-Year PerformanceUMBF has outperformed PSO, delivering a return of +8.9% compared to +7.3%
UMBF vs PSO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UMBF vs PSO - Historical Returns
Returns include dividend reinvestment.
UMBF vs PSO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UMBF | PSO |
|---|---|---|
| 2026 | +14.57% | +13.96% |
| 2025 | +4.43% | -10.46% |
| 2024 | +36.78% | +35.22% |
| 2023 | +3.42% | +12.17% |
| 2022 | -20.94% | +37.33% |
| 2021 | +56.84% | -6.26% |
| 2020 | +2.31% | +12.25% |
| 2019 | +12.96% | -27.39% |
| 2018 | -14.08% | +23.14% |
| 2017 | -4.73% | +4.59% |
| 2016 | +72.72% | -0.43% |
| 2015 | -15.46% | -37.99% |
| 2014 | -8.37% | -12.35% |
| 2013 | +45.29% | +18.22% |
| 2012 | +16.28% | +5.22% |
| 2011 | -10.95% | +22.51% |
| 2010 | +7.25% | +14.46% |
| 2009 | -18.23% | +54.81% |
| 2008 | +33.58% | -30.71% |
| 2007 | +5.13% | -0.04% |
| 2006 | +13.65% | +29.31% |
| 2005 | +15.86% | +2.59% |
| 2004 | +20.02% | +12.20% |
| 2003 | +25.51% | +24.35% |
| 2002 | -4.66% | -20.05% |
| 2001 | +17.31% | -47.52% |
| 2000 | +4.09% | -28.44% |
| 1999 | -9.66% | +43.81% |
UMBF vs PSO Drawdown Comparison
The maximum drawdown for UMBF was -52.70%, occurring on Oct 3, 2011. Recovery took 1303 trading sessions.
The maximum drawdown for PSO was -81.60%, occurring on Feb 26, 2003. Recovery took 6283 trading sessions.
The current UMBF drawdown is -1.08%. The current PSO drawdown is -10.31%.
| Rank | UMBF | PSO |
|---|---|---|
| #1 | -52.70% Sep 19, 2008 - Nov 21, 2013 | -81.60% Mar 7, 2000 - Feb 28, 2025 |
| #2 | -50.23% Jan 14, 2022 - Sep 19, 2024 | -30.71% Mar 4, 2025 - Feb 5, 2026 |
| #3 | -45.00% Jun 8, 2018 - Jan 7, 2021 | -22.62% Feb 9, 2000 - Mar 7, 2000 |
| #4 | -37.76% Jan 22, 2014 - Nov 9, 2016 | -14.29% Dec 31, 1999 - Jan 11, 2000 |
| #5 | -31.80% Nov 25, 2024 - Jan 21, 2026 | -13.03% Jan 25, 2000 - Feb 9, 2000 |
| #6 | -29.26% Nov 3, 1999 - Jun 28, 2001 | -9.80% Dec 13, 1999 - Dec 22, 1999 |
| #7 | -27.59% May 15, 2002 - Sep 16, 2003 | -6.03% Nov 3, 1999 - Nov 17, 1999 |
| #8 | -22.52% Sep 19, 2007 - Apr 24, 2008 | -5.72% Jan 18, 2000 - Jan 24, 2000 |
| #9 | -21.27% Mar 1, 2017 - Jun 7, 2018 | -4.48% Nov 17, 1999 - Dec 7, 1999 |
| #10 | -18.57% Feb 6, 2026 - May 6, 2026 | -2.70% Jan 13, 2000 - Jan 18, 2000 |
| #11 | -16.25% Aug 21, 2001 - Apr 1, 2002 | -0.76% Dec 27, 1999 - Dec 30, 1999 |
| #12 | -16.10% Jun 20, 2008 - Jul 22, 2008 | -0.29% Feb 28, 2025 - Mar 4, 2025 |
| #13 | -14.40% May 14, 2021 - Oct 1, 2021 | N/A |
| #14 | -12.75% Aug 11, 2008 - Sep 18, 2008 | N/A |
| #15 | -10.65% Dec 9, 2016 - Feb 21, 2017 | N/A |
Correlation
Correlation between UMBF and PSO is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
UMBF vs PSO dividend yield comparison.
| Year | UMBF | PSO |
|---|---|---|
| 2026 | 0.65% | 1.53% |
| 2025 | 1.42% | 2.12% |
| 2024 | 1.39% | 1.82% |
| 2023 | 1.83% | 2.21% |
| 2022 | 1.78% | 2.40% |
| 2021 | 1.30% | 3.27% |
| 2020 | 1.81% | 2.74% |
| 2019 | 1.76% | 2.90% |
| 2018 | 1.92% | 1.96% |
| 2017 | 1.45% | 5.14% |
| 2016 | 1.28% | 7.28% |
| 2015 | 2.04% | 7.48% |
| 2014 | 1.60% | 4.46% |
| 2013 | 1.35% | 3.13% |
| 2012 | 1.89% | 3.49% |
| 2011 | 2.12% | 3.43% |
| 2010 | 1.81% | 3.49% |
| 2009 | 1.80% | 3.62% |
| 2008 | 1.67% | 6.75% |
| 2007 | 1.49% | 4.06% |
| 2006 | 1.41% | 3.30% |
| 2005 | 1.42% | 4.00% |
| 2004 | 1.50% | 3.64% |
| 2003 | 1.70% | 3.63% |
| 2002 | 2.09% | 3.98% |
| 2001 | 1.45% | 2.87% |
| 2000 | 2.14% | 1.37% |
| 1999 | 0.50% | 0.00% |
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