Umb Financial Stock Performance
UMBF Stock | USD 79.67 0.23 0.29% |
The entity owns a Beta (Systematic Risk) of 1.48, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, UMB Financial will likely underperform. UMB Financial currently owns a risk of 1.72%. Please validate UMB Financial maximum drawdown, skewness, and the relationship between the total risk alpha and downside variance , to decide if UMB Financial will be following its current price history.
Risk-Adjusted Performance
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Over the last 90 days UMB Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable fundamental drivers, UMB Financial is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 0.29 | Five Day Return (0.30) | Year To Date Return (5.03) | Ten Year Return 30.89 | All Time Return 2.3 K |
Forward Dividend Yield 0.0196 | Payout Ratio 0.2145 | Last Split Factor 2:1 | Forward Dividend Rate 1.56 | Dividend Date 2024-04-01 |
1 | Earnings call UMB Financial boasts solid Q4, eyes sustained growth | 02/01/2024 |
2 | Disposition of 2500 shares by James Rine of UMB Financial at 83.8301 subject to Rule 16b-3 | 03/05/2024 |
3 | Disposition of tradable shares by Kemper J Mariner of UMB Financial at 82.55 subject to Rule 16b-3 | 03/11/2024 |
4 | UMB Financial Earns Relative Strength Rating Upgrade Hits Key Threshold | 03/12/2024 |
5 | UMB financial exec sells over 95k in company stock | 03/14/2024 |
6 | Disposition of 100 shares by Kemper J Mariner of UMB Financial at 80.4 subject to Rule 16b-3 | 03/22/2024 |
UMB Financial dividend paid on 1st of April 2024 | 04/01/2024 |
8 | Disposition of 400 shares by Kemper J Mariner of UMB Financial at 84.75 subject to Rule 16b-3 | 04/03/2024 |
9 | UMB Financial Co. Shares Sold by CENTRAL TRUST Co - Defense World | 04/09/2024 |
10 | UMB Announces Conference Call to Discuss First Quarter 2024 Results | 04/17/2024 |
Begin Period Cash Flow | 1.6 B |
UMB |
UMB Financial Relative Risk vs. Return Landscape
If you would invest 8,031 in UMB Financial on January 19, 2024 and sell it today you would lose (64.00) from holding UMB Financial or give up 0.8% of portfolio value over 90 days. UMB Financial is currently generating 0.0018% in daily expected returns and assumes 1.7161% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than UMB, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
Risk |
UMB Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UMB Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as UMB Financial, and traders can use it to determine the average amount a UMB Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0011
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Negative Returns | UMBF |
Estimated Market Risk
1.72 actual daily | 15 85% of assets are more volatile |
Expected Return
0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average UMB Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UMB Financial by adding UMB Financial to a well-diversified portfolio.
UMB Financial Fundamentals Growth
UMB Stock prices reflect investors' perceptions of the future prospects and financial health of UMB Financial, and UMB Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on UMB Stock performance.
Return On Equity | 0.12 | |||
Return On Asset | 0.0085 | |||
Profit Margin | 0.25 % | |||
Operating Margin | 0.38 % | |||
Current Valuation | 7.39 B | |||
Shares Outstanding | 48.74 M | |||
Price To Earning | 10.79 X | |||
Price To Book | 1.26 X | |||
Price To Sales | 2.75 X | |||
Revenue | 2.38 B | |||
Gross Profit | 1.43 B | |||
EBITDA | 8.59 M | |||
Net Income | 350.02 M | |||
Cash And Equivalents | 2.87 B | |||
Cash Per Share | 59.41 X | |||
Total Debt | 4.3 B | |||
Debt To Equity | 9.08 % | |||
Book Value Per Share | 63.85 X | |||
Cash Flow From Operations | 472.6 M | |||
Earnings Per Share | 7.18 X | |||
Market Capitalization | 3.87 B | |||
Total Asset | 44.01 B | |||
Retained Earnings | 2.81 B | |||
About UMB Financial Performance
To evaluate UMB Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when UMB Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare UMB Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand UMB Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents UMB's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Last Reported | Projected for Next Year | ||
Days Of Inventory On Hand | 0.00 | 0.00 | |
Return On Tangible Assets | 0.01 | 0.01 | |
Return On Capital Employed | 0.04 | 0.04 | |
Return On Assets | 0.01 | 0.01 | |
Return On Equity | 0.11 | 0.07 |
Things to note about UMB Financial performance evaluation
Checking the ongoing alerts about UMB Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for UMB Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.UMB Financial has a frail financial position based on the latest SEC disclosures | |
Over 89.0% of the company outstanding shares are owned by institutional investors | |
On 1st of April 2024 UMB Financial paid $ 0.39 per share dividend to its current shareholders | |
Latest headline from finance.yahoo.com: UMB Announces Conference Call to Discuss First Quarter 2024 Results |
- Analyzing UMB Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether UMB Financial's stock is overvalued or undervalued compared to its peers.
- Examining UMB Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating UMB Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UMB Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of UMB Financial's stock. These opinions can provide insight into UMB Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in UMB Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. For more detail on how to invest in UMB Stock please use our How to Invest in UMB Financial guide.Note that the UMB Financial information on this page should be used as a complementary analysis to other UMB Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
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When running UMB Financial's price analysis, check to measure UMB Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UMB Financial is operating at the current time. Most of UMB Financial's value examination focuses on studying past and present price action to predict the probability of UMB Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UMB Financial's price. Additionally, you may evaluate how the addition of UMB Financial to your portfolios can decrease your overall portfolio volatility.
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Is UMB Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UMB Financial. If investors know UMB will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UMB Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.30) | Dividend Share 1.53 | Earnings Share 7.18 | Revenue Per Share 29.291 | Quarterly Revenue Growth 0.025 |
The market value of UMB Financial is measured differently than its book value, which is the value of UMB that is recorded on the company's balance sheet. Investors also form their own opinion of UMB Financial's value that differs from its market value or its book value, called intrinsic value, which is UMB Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UMB Financial's market value can be influenced by many factors that don't directly affect UMB Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UMB Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if UMB Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UMB Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.