UMBF vs SNEX

Comparison between UMB Financial Corp (UMBF, Company) and StoneX Group Inc (SNEX, Company).

Both UMBF and SNEX are from the Financial Services sector.

5-Year PerformanceSNEX has outperformed UMBF, delivering a return of +48.6% compared to +10.4%

UMBF vs SNEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMBF(COMPANY)	SNEX(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	55.48%	97.89%
Sharpe Ratio	1.27	2.14
5Y Beta	1.11	1.09
Industry	Banks - Regional	Capital Markets
P/E Ratio	12.18	22.95
Forward P/E	11.31	9.79
PEG Ratio	0.08	0.51
Dividend Yield	1.21%	N/A
5Y Dividends CAGR	10.48%	N/A
5Y EPS CAGR	23.91%	15.65%
Debt to Equity	6.10%	0.00%
Free Cash Flow Yield	9.12%	60.27%

Market Cap

UMBF

$11B

Winner

SNEX

$11B

Max Drawdown

Winner

UMBF

55.48%

SNEX

97.89%

Sharpe Ratio

UMBF

1.27

Winner

SNEX

2.14

5Y Beta

UMBF

1.11

Winner

SNEX

1.09

Industry

UMBF

Banks - Regional

SNEX

Capital Markets

P/E Ratio

Winner

UMBF

12.18

SNEX

22.95

Forward P/E

UMBF

11.31

Winner

SNEX

9.79

PEG Ratio

Winner

UMBF

0.08

SNEX

0.51

Dividend Yield

UMBF

1.21%

SNEX

N/A

5Y Dividends CAGR

UMBF

10.48%

SNEX

N/A

5Y EPS CAGR

Winner

UMBF

23.91%

SNEX

15.65%

Debt to Equity

UMBF

6.10%

Winner

SNEX

0.00%

Free Cash Flow Yield

UMBF

9.12%

Winner

SNEX

60.27%

UMBF vs SNEX - Historical Returns

Returns include dividend reinvestment.

Period	UMBF	SNEX
1 month	+8.17%	+21.41%
3 months	+27.12%	+83.71%
6 months	+19.83%	+108.21%
1 year	+38.31%	+131.59%
5 years(CAGR)	+10.35%	+48.57%
10 years(CAGR)	+12.22%	+33.23%
Max(CAGR)	+9.53%	+18.33%

UMBF

+8.17%

Winner

SNEX

+21.41%

UMBF

+27.12%

Winner

SNEX

+83.71%

UMBF

+19.83%

Winner

SNEX

+108.21%

UMBF

+38.31%

Winner

SNEX

+131.59%

5Y(CAGR)

UMBF

+10.35%

Winner

SNEX

+48.57%

10Y(CAGR)

UMBF

+12.22%

Winner

SNEX

+33.23%

Max(CAGR)

UMBF

+9.53%

Winner

SNEX

+18.33%

UMBF vs SNEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UMBF	SNEX
2026	+22.32%	+109.69%
2025	+4.43%	+42.40%
2024	+36.78%	+35.50%
2023	+3.42%	+16.08%
2022	-20.94%	+51.29%
2021	+56.84%	+5.29%
2020	+2.31%	+19.21%
2019	+12.96%	+32.69%
2018	-14.08%	-14.15%
2017	-4.73%	+5.25%
2016	+72.72%	+22.03%
2015	-15.46%	+65.40%
2014	-8.37%	+12.71%
2013	+45.29%	+1.33%
2012	+16.28%	-28.56%
2011	-10.95%	-1.67%
2010	+7.25%	+58.07%
2009	-18.23%	+67.90%
2008	+33.58%	-67.16%
2007	+5.13%	+5.22%
2006	+13.65%	+220.61%
2005	+15.86%	+22.97%
2004	+20.02%	+31.65%
2003	+25.51%	+212.56%
2002	-4.66%	+182.25%
2001	+17.31%	-79.33%
2000	+4.09%	-62.92%
1999	-9.66%	+48.19%

UMBF vs SNEX Drawdown Comparison

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

The maximum drawdown for SNEX was -97.89%, occurring on Feb 13, 2002. Recovery took 1654 trading sessions.

The current SNEX drawdown is -2.07%.

Rank	UMBF	SNEX
#1	-52.70% Sep 19, 2008 - Nov 21, 2013	-97.89% Jan 24, 2000 - Aug 22, 2006
#2	-50.23% Jan 14, 2022 - Sep 19, 2024	-86.86% Dec 20, 2006 - May 21, 2018
#3	-45.00% Jun 8, 2018 - Jan 7, 2021	-48.65% Aug 24, 2018 - Jun 8, 2020
#4	-37.76% Jan 22, 2014 - Nov 9, 2016	-30.89% Sep 5, 2006 - Oct 25, 2006
#5	-31.80% Nov 25, 2024 - Jan 21, 2026	-24.81% Dec 9, 1999 - Dec 21, 1999
#6	-29.26% Nov 3, 1999 - Jun 28, 2001	-24.07% Mar 8, 2023 - Dec 21, 2023
#7	-27.59% May 15, 2002 - Sep 16, 2003	-21.99% Nov 3, 2021 - Feb 8, 2022
#8	-22.52% Sep 19, 2007 - Apr 24, 2008	-21.35% Dec 8, 2020 - Mar 12, 2021
#9	-21.27% Mar 1, 2017 - Jun 7, 2018	-20.91% Feb 26, 2026 - Apr 8, 2026
#10	-18.57% Feb 6, 2026 - May 6, 2026	-19.94% Sep 4, 2025 - Jan 15, 2026
#11	-16.25% Aug 21, 2001 - Apr 1, 2002	-19.12% Dec 27, 1999 - Jan 12, 2000
#12	-16.10% Jun 20, 2008 - Jul 22, 2008	-17.80% Dec 2, 2022 - Feb 10, 2023
#13	-14.40% May 14, 2021 - Oct 1, 2021	-17.74% Feb 20, 2025 - Apr 24, 2025
#14	-12.75% Aug 11, 2008 - Sep 18, 2008	-17.27% Jul 6, 2020 - Nov 10, 2020
#15	-10.65% Dec 9, 2016 - Feb 21, 2017	-16.58% Aug 4, 2025 - Aug 22, 2025