UMH vs AMAL

Comparison between UMH Properties Inc (UMH, Company) and Amalgamated Financial Corp (AMAL, Company).

UMH is from the Real Estate sector, while AMAL is from the Financial Services sector.

5-Year PerformanceAMAL has outperformed UMH, delivering a return of +25.7% compared to -2.8%

UMH vs AMAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMH(COMPANY)	AMAL(COMPANY)
Market Cap	$1.31B	$1.30B
Max Drawdown	71.09%	63.74%
Sharpe Ratio	-0.45	1.21
5Y Beta	0.35	0.95
Industry	Reit - Residential	Banks - Regional
P/E Ratio	44.73	12.55
Forward P/E	126.58	N/A
PEG Ratio	0.72	5.04
Dividend Yield	5.87%	1.42%
5Y Dividends CAGR	8.74%	18.89%
5Y EPS CAGR	-23.14%	17.43%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	6.89%	11.46%
P/S Ratio	4.89	4.13
P/B Ratio	2.28	1.62

Market Cap

Winner

UMH

$1.31B

AMAL

$1.30B

Max Drawdown

UMH

71.09%

Winner

AMAL

63.74%

Sharpe Ratio

UMH

-0.45

Winner

AMAL

1.21

5Y Beta

Winner

UMH

0.35

AMAL

0.95

Industry

UMH

Reit - Residential

AMAL

Banks - Regional

P/E Ratio

UMH

44.73

Winner

AMAL

12.55

Forward P/E

UMH

126.58

AMAL

N/A

PEG Ratio

Winner

UMH

0.72

AMAL

5.04

Dividend Yield

Winner

UMH

5.87%

AMAL

1.42%

5Y Dividends CAGR

UMH

8.74%

Winner

AMAL

18.89%

5Y EPS CAGR

UMH

-23.14%

Winner

AMAL

17.43%

Debt to Equity

UMH

0.00%

AMAL

0.00%

Free Cash Flow Yield

UMH

6.89%

Winner

AMAL

11.46%

P/S Ratio

UMH

4.89

Winner

AMAL

4.13

P/B Ratio

UMH

2.28

Winner

AMAL

1.62

UMH vs AMAL - Historical Returns

Returns include dividend reinvestment.

Period	UMH	AMAL
1 month	+0.33%	+9.17%
3 months	+5.37%	+18.11%
6 months	-1.33%	+40.74%
1 year	-5.03%	+46.80%
5 years(CAGR)	-2.84%	+25.71%
10 years(CAGR)	+9.05%	N/A
Max(CAGR)	+8.89%	+16.11%

UMH

+0.33%

Winner

AMAL

+9.17%

UMH

+5.37%

Winner

AMAL

+18.11%

UMH

-1.33%

Winner

AMAL

+40.74%

UMH

-5.03%

Winner

AMAL

+46.80%

5Y(CAGR)

UMH

-2.84%

Winner

AMAL

+25.71%

10Y(CAGR)

UMH

+9.05%

AMAL

N/A

Max(CAGR)

UMH

+8.89%

Winner

AMAL

+16.11%

UMH vs AMAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UMH	AMAL
2026	-1.09%	+40.96%
2025	-11.11%	-1.62%
2024	+30.82%	+28.17%
2023	+0.35%	+18.88%
2022	-36.85%	+38.93%
2021	+97.56%	+26.10%
2020	+1.29%	-26.72%
2019	+45.37%	+1.33%
2018	-14.17%	+22.24%
2017	+4.25%	N/A
2016	+64.52%	N/A
2015	+13.55%	N/A
2014	+11.43%	N/A
2013	-5.90%	N/A
2012	+14.49%	N/A
2011	-6.44%	N/A
2010	+29.20%	N/A
2009	+52.10%	N/A
2008	-44.13%	N/A
2007	-18.34%	N/A
2006	+4.46%	N/A
2005	+6.50%	N/A
2004	-1.20%	N/A
2003	+34.80%	N/A
2002	+19.92%	N/A
2001	+36.30%	N/A
2000	+24.77%	N/A
1999	-5.05%	N/A

UMH vs AMAL Drawdown Comparison

The maximum drawdown for UMH was -62.52%, occurring on Dec 23, 2008. Recovery took 1121 trading sessions.

The maximum drawdown for AMAL was -62.93%, occurring on Mar 23, 2020. Recovery took 891 trading sessions.

The current UMH drawdown is -29.98%.

Rank	UMH	AMAL
#1	-62.52% Jan 24, 2007 - Jul 6, 2011	-62.93% Nov 13, 2018 - May 31, 2022
#2	-46.96% Dec 31, 2021 - Oct 3, 2023	-46.88% Dec 2, 2022 - Dec 14, 2023
#3	-44.65% Jan 23, 2020 - Dec 15, 2020	-32.84% Nov 6, 2024 - Jan 22, 2026
#4	-32.23% Jun 2, 2017 - Nov 27, 2019	-21.80% Jan 30, 2024 - Jun 28, 2024
#5	-26.39% Dec 1, 2003 - Feb 9, 2005	-13.38% Jul 26, 2024 - Aug 23, 2024
#6	-21.44% Oct 4, 2012 - Mar 20, 2015	-11.83% Feb 9, 2026 - Apr 9, 2026
#7	-21.41% Jul 6, 2011 - Feb 8, 2012	-9.61% Aug 30, 2024 - Oct 14, 2024
#8	-19.38% Jan 11, 2000 - Jun 6, 2000	-8.97% May 31, 2022 - Jul 27, 2022
#9	-14.64% Jun 25, 2003 - Oct 17, 2003	-8.78% Aug 15, 2022 - Nov 1, 2022
#10	-14.30% Mar 30, 2001 - Nov 16, 2001	-8.65% Dec 27, 2023 - Jan 30, 2024
#11	-13.81% Apr 30, 2012 - Jul 9, 2012	-8.62% Apr 20, 2026 - Jun 9, 2026
#12	-13.24% Dec 17, 2020 - Feb 10, 2021	-7.45% Oct 18, 2018 - Nov 6, 2018
#13	-12.16% Sep 8, 2021 - Dec 15, 2021	-6.41% Oct 18, 2024 - Nov 6, 2024
#14	-11.51% Dec 18, 2015 - Mar 11, 2016	-5.77% Jun 28, 2024 - Jul 11, 2024
#15	-11.30% Apr 8, 2015 - Oct 19, 2015	-5.24% Sep 6, 2018 - Sep 26, 2018

Correlation

Correlation between UMH and AMAL is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (1999 - 2026)

UMH vs AMAL dividend yield comparison.

Year	UMH	AMAL
2026	2.95%	0.76%
2025	5.59%	1.75%
2024	4.50%	1.37%
2023	5.35%	1.48%
2022	4.97%	1.56%
2021	2.78%	1.91%
2020	4.86%	2.33%
2019	4.58%	1.34%
2018	6.08%	0.31%
2017	4.83%	0.00%
2016	4.78%	0.00%
2015	7.11%	0.00%
2014	7.54%	0.00%
2013	7.64%	0.00%
2012	6.97%	0.00%
2011	7.73%	0.00%
2010	7.06%	0.00%
2009	8.49%	0.00%
2008	13.28%	0.00%
2007	8.50%	0.00%
2006	6.38%	0.00%
2005	6.15%	0.00%
2004	6.00%	0.00%
2003	5.32%	0.00%
2002	6.39%	0.00%
2001	6.59%	0.00%
2000	8.00%	0.00%
1999	2.30%	0.00%