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

Company Info

ISIN

US6068221042

CUSIP

606822104

IPO Date

Apr 1, 2001

Highlights

Market Cap

$141.18B

EPS (TTM)

$1.16

PE Ratio

10.58

PEG Ratio

0.88

Total Revenue (TTM)

$6.20T

Gross Profit (TTM)

$6.20T

EBITDA (TTM)

-$288.97B

Year Range

$8.61 - $15.03

Target Price

$13.01

Short %

0.18%

Short Ratio

1.12

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.


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%NovemberDecember2025FebruaryMarchApril
138.16%
382.18%
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Returns By Period

Mitsubishi UFJ Financial Group, Inc. had a return of 4.69% year-to-date (YTD) and 25.87% in the last 12 months. Over the past 10 years, Mitsubishi UFJ Financial Group, Inc. had an annualized return of 9.36%, while the S&P 500 had an annualized return of 10.27%, indicating that Mitsubishi UFJ Financial Group, Inc. did not perform as well as the benchmark.


MUFG

YTD

4.69%

1M

-12.23%

6M

20.06%

1Y

25.87%

5Y*

29.52%

10Y*

9.36%

^GSPC (Benchmark)

YTD

-6.06%

1M

-1.00%

6M

-4.87%

1Y

8.34%

5Y*

14.11%

10Y*

10.27%

*Annualized

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
20257.59%0.95%7.07%-9.98%4.69%
20248.59%9.84%0.84%-2.74%6.93%1.50%7.59%-9.38%-1.71%3.93%12.57%-1.60%40.10%
202310.49%-3.26%-8.80%-1.72%5.26%11.50%9.50%-1.73%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%15.93%22.16%27.37%
20212.94%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%-4.83%11.76%-1.31%-1.75%8.88%3.26%-13.58%
201910.47%-2.97%-3.23%0.20%-7.46%3.49%4.63%-3.02%7.76%1.97%2.51%2.26%16.34%
20184.81%-6.69%-5.31%0.60%-10.03%-5.99%8.32%-1.31%4.08%-2.75%-9.63%-10.48%-31.03%
20173.73%4.07%-3.46%0.00%-1.89%8.52%-5.63%-4.55%7.24%5.44%5.01%1.96%21.00%
2016-18.49%-15.39%9.03%0.22%6.74%-9.78%15.12%8.04%-6.89%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%-4.07%-2.20%-1.50%4.81%-2.04%-3.99%-14.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 75, MUFG is among the top 25% 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 7575
Overall Rank
The Sharpe Ratio Rank of MUFG is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of MUFG is 6969
Sortino Ratio Rank
The Omega Ratio Rank of MUFG is 7070
Omega Ratio Rank
The Calmar Ratio Rank of MUFG is 8282
Calmar Ratio Rank
The Martin Ratio Rank of MUFG is 7878
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.


The chart of Sharpe ratio for MUFG, currently valued at 0.68, compared to the broader market-2.00-1.000.001.002.003.00
MUFG: 0.68
^GSPC: 0.46
The chart of Sortino ratio for MUFG, currently valued at 1.10, compared to the broader market-6.00-4.00-2.000.002.004.00
MUFG: 1.10
^GSPC: 0.77
The chart of Omega ratio for MUFG, currently valued at 1.15, compared to the broader market0.501.001.502.00
MUFG: 1.15
^GSPC: 1.11
The chart of Calmar ratio for MUFG, currently valued at 0.84, compared to the broader market0.001.002.003.004.005.00
MUFG: 0.84
^GSPC: 0.47
The chart of Martin ratio for MUFG, currently valued at 2.75, compared to the broader market-5.000.005.0010.0015.0020.00
MUFG: 2.75
^GSPC: 1.94

The current Mitsubishi UFJ Financial Group, Inc. Sharpe ratio is 0.68. 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.68
0.46
MUFG (Mitsubishi UFJ Financial Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Mitsubishi UFJ Financial Group, Inc. provided a 1.35% dividend yield over the last twelve months, with an annual payout of $0.17 per share. The company has been increasing its dividends for 2 consecutive years.


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$0.25$0.3020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.17$0.29$0.25$0.22$0.23$0.24$0.22$0.19$0.16$0.17$0.15$0.16

Dividend yield

1.35%2.50%2.90%3.36%4.25%5.33%3.99%3.85%2.20%2.70%2.34%2.94%

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
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.29
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$0.09$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.16

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%
MUFG: 1.4%
Mitsubishi UFJ Financial Group, Inc. has a dividend yield of 1.35%, 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%1,000.0%
MUFG: 15.3%
Mitsubishi UFJ Financial Group, Inc. has a payout ratio of 15.34%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-18.09%
-10.07%
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 18.09%.


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
-27.97%Mar 24, 202512Apr 8, 2025
-20.22%Aug 1, 20244Aug 6, 202465Nov 6, 202469
-10.91%Mar 11, 202427Apr 17, 202451Jul 1, 202478

Volatility

Volatility Chart

The current Mitsubishi UFJ Financial Group, Inc. volatility is 19.12%, 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%20.00%NovemberDecember2025FebruaryMarchApril
19.12%
14.23%
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 overview of how Mitsubishi UFJ Financial Group, Inc. is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
10.020.030.040.050.0
MUFG: 10.6
The chart displays the Price-to-Earnings (P/E) ratio for MUFG, comparing it with other companies in the Banks - Diversified industry. Currently, MUFG has a P/E ratio of 10.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
MUFG: 0.9
The chart shows the Price/Earnings to Growth (PEG) ratio for MUFG compared to other companies in the Banks - Diversified industry. MUFG currently has a PEG ratio of 0.9. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
MUFG: 0.0
This chart shows the Price-to-Sales (P/S) ratio for MUFG relative to other companies in the Banks - Diversified industry. Currently, MUFG has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
1.02.03.04.0
MUFG: 1.0
The chart illustrates the Price-to-Book (P/B) ratio for MUFG in comparison with other companies in the Banks - Diversified industry. Currently, MUFG has a P/B value of 1.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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