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Mitsubishi UFJ Financial Group, Inc. (MUFG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6068221042

CUSIP

606822104

Sector

Financial Services

IPO Date

Apr 1, 2001

Highlights

Market Cap

$138.50B

EPS (TTM)

$1.01

PE Ratio

11.66

PEG Ratio

1.51

Total Revenue (TTM)

$7.97T

Gross Profit (TTM)

$9.20T

EBITDA (TTM)

$184.74B

Year Range

$8.22 - $12.31

Target Price

$12.93

Short %

0.08%

Short Ratio

4.49

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MUFG vs. ING MUFG vs. SMFG MUFG vs. SYF MUFG vs. MFG MUFG vs. NA.TO MUFG vs. BBVA MUFG vs. JPM MUFG vs. XLF MUFG vs. VTI MUFG vs. RY
Popular comparisons:
MUFG vs. ING MUFG vs. SMFG MUFG vs. SYF MUFG vs. MFG MUFG vs. NA.TO MUFG vs. BBVA MUFG vs. JPM MUFG vs. XLF MUFG vs. VTI MUFG vs. RY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Mitsubishi UFJ Financial Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%200.00%300.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
117.22%
417.58%
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Returns By Period

Mitsubishi UFJ Financial Group, Inc. had a return of 33.81% year-to-date (YTD) and 37.97% in the last 12 months. Over the past 10 years, Mitsubishi UFJ Financial Group, Inc. had an annualized return of 11.03%, which was very close to the S&P 500 benchmark's annualized return of 11.06%.


MUFG

YTD

33.81%

1M

-2.49%

6M

17.44%

1Y

37.97%

5Y*

20.18%

10Y*

11.03%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of MUFG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20248.60%9.84%0.84%-2.74%6.93%1.50%7.59%-9.38%-3.32%3.93%12.57%33.81%
202310.50%-3.26%-8.80%-1.72%5.25%11.50%9.50%-1.74%8.80%-1.06%2.26%0.23%33.50%
202211.54%1.15%2.16%-6.30%-2.24%-5.82%6.18%-9.17%-10.39%4.67%15.92%22.16%27.37%
20212.93%15.13%4.56%-0.19%7.82%-6.39%-2.03%2.64%10.97%-7.08%-4.17%3.41%28.26%
2020-5.34%-5.25%-22.61%9.02%4.51%-5.76%-4.84%11.76%-1.31%-1.75%8.88%3.27%-13.58%
201910.47%-2.97%-3.23%0.20%-7.46%3.48%4.63%-3.02%7.76%1.97%2.51%2.26%16.34%
20184.81%-6.69%-5.32%0.60%-10.03%-5.99%8.32%-1.31%4.08%-2.75%-9.63%-10.48%-31.02%
20173.73%4.07%-3.46%0.00%-1.89%8.52%-5.63%-4.55%7.24%5.43%5.01%1.96%21.00%
2016-18.49%-15.38%9.03%0.22%6.74%-9.77%15.12%8.04%-6.90%1.98%16.50%2.67%2.52%
2015-4.16%23.21%-3.65%14.15%3.80%-2.03%1.52%-9.41%-7.16%6.24%-0.15%-3.72%15.17%
2014-9.58%-3.64%-3.17%-3.43%5.23%9.24%-4.06%-2.21%-1.50%4.81%-2.04%-3.99%-14.69%
20134.43%-2.12%9.61%13.00%-12.39%4.54%0.64%-6.72%11.11%-0.16%1.41%2.93%26.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 84, MUFG is among the top 16% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MUFG is 8484
Overall Rank
The Sharpe Ratio Rank of MUFG is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MUFG is 8080
Sortino Ratio Rank
The Omega Ratio Rank of MUFG is 8181
Omega Ratio Rank
The Calmar Ratio Rank of MUFG is 9191
Calmar Ratio Rank
The Martin Ratio Rank of MUFG is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Mitsubishi UFJ Financial Group, Inc. (MUFG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MUFG, currently valued at 1.42, compared to the broader market-4.00-2.000.002.001.422.10
The chart of Sortino ratio for MUFG, currently valued at 1.92, compared to the broader market-4.00-2.000.002.004.001.922.80
The chart of Omega ratio for MUFG, currently valued at 1.26, compared to the broader market0.501.001.502.001.261.39
The chart of Calmar ratio for MUFG, currently valued at 2.01, compared to the broader market0.002.004.006.002.013.09
The chart of Martin ratio for MUFG, currently valued at 5.62, compared to the broader market-5.000.005.0010.0015.0020.0025.005.6213.49
MUFG
^GSPC

The current Mitsubishi UFJ Financial Group, Inc. Sharpe ratio is 1.42. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Mitsubishi UFJ Financial Group, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.42
2.10
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Mitsubishi UFJ Financial Group, Inc. provided a 1.12% dividend yield over the last twelve months, with an annual payout of $0.13 per share.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%5.50%$0.00$0.05$0.10$0.15$0.20$0.2520132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.13$0.25$0.22$0.23$0.24$0.22$0.19$0.16$0.17$0.15$0.16$0.14

Dividend yield

1.12%2.90%3.36%4.25%5.33%3.99%3.85%2.20%2.70%2.34%2.94%2.08%

Monthly Dividends

The table displays the monthly dividend distributions for Mitsubishi UFJ Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13
2023$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.25
2022$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.22
2021$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.23
2020$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.24
2019$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.22
2018$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.19
2017$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.16
2016$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.17
2015$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.15
2014$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.16
2013$0.07$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.14

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.1%
Mitsubishi UFJ Financial Group, Inc. has a dividend yield of 1.12%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%12.5%
Mitsubishi UFJ Financial Group, Inc. has a payout ratio of 12.49%, which is below the market average. This means Mitsubishi UFJ Financial Group, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.95%
-2.62%
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Mitsubishi UFJ Financial Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Mitsubishi UFJ Financial Group, Inc. was 76.79%, occurring on Mar 9, 2009. Recovery took 3765 trading sessions.

The current Mitsubishi UFJ Financial Group, Inc. drawdown is 6.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.79%May 10, 2006713Mar 9, 20093765Feb 20, 20244478
-72.5%May 7, 2001493Apr 25, 2003604Sep 16, 20051097
-20.22%Aug 1, 20244Aug 6, 202471Nov 14, 202475
-10.91%Mar 11, 202427Apr 17, 202451Jul 1, 202478
-10.28%Nov 8, 200516Nov 30, 200513Dec 19, 200529

Volatility

Volatility Chart

The current Mitsubishi UFJ Financial Group, Inc. volatility is 6.09%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
6.09%
3.79%
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Mitsubishi UFJ Financial Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Mitsubishi UFJ Financial Group, Inc. compared to its peers in the Banks - Diversified industry.


PE Ratio
10.020.030.040.050.011.7
The chart displays the price to earnings (P/E) ratio for MUFG in comparison to other companies of the Banks - Diversified industry. Currently, MUFG has a PE value of 11.7. This PE ratio falls in the average range for the industry.
PEG Ratio
2.04.06.08.010.012.01.5
The chart displays the price to earnings to growth (PEG) ratio for MUFG in comparison to other companies of the Banks - Diversified industry. Currently, MUFG has a PEG value of 1.5. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Mitsubishi UFJ Financial Group, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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