PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
United Microelectronics Corporation (UMC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9108734057

CUSIP

910873405

Sector

Technology

IPO Date

Sep 19, 2000

Highlights

Market Cap

$17.38B

EPS (TTM)

$0.64

PE Ratio

10.63

PEG Ratio

1.41

Total Revenue (TTM)

$166.39B

Gross Profit (TTM)

$52.17B

EBITDA (TTM)

$68.60B

Year Range

$6.74 - $8.95

Target Price

$7.31

Short %

2.51%

Short Ratio

5.17

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
UMC vs. RMBS UMC vs. SLAB UMC vs. ASX UMC vs. AATC UMC vs. VEU UMC vs. AAPL UMC vs. VBR UMC vs. COST UMC vs. VOO UMC vs. EWT
Popular comparisons:
UMC vs. RMBS UMC vs. SLAB UMC vs. ASX UMC vs. AATC UMC vs. VEU UMC vs. AAPL UMC vs. VBR UMC vs. COST UMC vs. VOO UMC vs. EWT

Performance

Performance Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
-16.60%
12.92%
UMC (United Microelectronics Corporation)
Benchmark (^GSPC)

Returns By Period

United Microelectronics Corporation had a return of -15.51% year-to-date (YTD) and -9.18% in the last 12 months. Over the past 10 years, United Microelectronics Corporation had an annualized return of 17.55%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.


UMC

YTD

-15.51%

1M

-13.21%

6M

-16.60%

1Y

-9.18%

5Y (annualized)

30.51%

10Y (annualized)

17.55%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-8.87%-0.39%5.34%-4.82%10.39%3.06%0.88%4.78%-3.99%-18.76%-15.51%
202324.50%0.00%7.75%-8.33%2.86%2.63%-4.82%-4.53%-1.53%0.85%9.41%8.60%39.20%
2022-15.98%-5.59%-1.72%-12.72%10.68%-17.83%0.74%-2.79%-15.99%6.46%27.15%-13.39%-40.32%
20217.35%8.29%-7.04%8.89%-5.14%0.43%14.95%7.98%0.53%-10.15%13.24%0.60%43.18%
2020-9.70%2.48%-12.50%15.21%1.20%4.35%47.36%-4.32%35.31%10.65%34.53%18.23%230.73%
20195.59%-2.12%1.62%15.43%-9.22%12.19%2.84%-3.21%-0.95%8.13%7.96%9.84%56.09%
20182.09%-1.23%7.47%3.09%4.12%1.44%3.55%-0.36%-7.53%-27.13%-3.19%-1.65%-21.90%
20173.43%12.71%-5.39%0.51%6.19%18.45%-4.03%10.61%0.00%4.00%-1.92%-6.28%41.50%
20164.26%5.61%0.48%-9.13%-0.53%5.85%-0.74%-1.59%-0.53%2.70%-4.20%-3.85%-2.72%
20154.84%5.46%-2.79%-0.82%-7.03%-8.89%-8.35%-9.45%-0.61%14.20%-0.00%1.62%-13.56%
2014-0.98%-0.49%3.48%4.81%5.51%4.78%-6.02%1.37%-10.36%10.05%-1.37%5.10%15.09%
2013-1.51%-5.61%-2.71%5.00%14.81%7.38%-2.89%-10.91%5.10%-0.49%-1.95%1.49%5.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UMC is 26, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of UMC is 2626
Combined Rank
The Sharpe Ratio Rank of UMC is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of UMC is 2525
Sortino Ratio Rank
The Omega Ratio Rank of UMC is 2525
Omega Ratio Rank
The Calmar Ratio Rank of UMC is 2929
Calmar Ratio Rank
The Martin Ratio Rank of UMC is 2222
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 United Microelectronics Corporation (UMC) 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 UMC, currently valued at -0.28, compared to the broader market-4.00-2.000.002.004.00-0.282.54
The chart of Sortino ratio for UMC, currently valued at -0.21, compared to the broader market-4.00-2.000.002.004.00-0.213.40
The chart of Omega ratio for UMC, currently valued at 0.98, compared to the broader market0.501.001.502.000.981.47
The chart of Calmar ratio for UMC, currently valued at -0.26, compared to the broader market0.002.004.006.00-0.263.66
The chart of Martin ratio for UMC, currently valued at -1.01, compared to the broader market0.0010.0020.0030.00-1.0116.26
UMC
^GSPC

The current United Microelectronics Corporation Sharpe ratio is -0.28. 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 United Microelectronics Corporation 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 Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.28
2.54
UMC (United Microelectronics Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

United Microelectronics Corporation provided a 6.84% dividend yield over the last twelve months, with an annual payout of $0.46 per share. The company has been increasing its dividends for 4 consecutive years.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.46$0.59$0.52$0.29$0.14$0.09$0.12$0.08$0.09$0.09$0.08$0.07

Dividend yield

6.84%6.93%7.92%2.44%1.61%3.51%6.59%3.47%5.03%4.73%3.66%3.33%

Monthly Dividends

The table displays the monthly dividend distributions for United Microelectronics Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.46$0.00$0.00$0.00$0.00$0.46
2023$0.00$0.00$0.00$0.00$0.00$0.59$0.00$0.00$0.00$0.00$0.00$0.00$0.59
2022$0.00$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.00$0.52
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.29
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.14
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.09
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.12
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.08
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.09
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.09
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.08
2013$0.07$0.00$0.00$0.00$0.00$0.00$0.07

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.8%
United Microelectronics Corporation has a dividend yield of 6.84%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%71.2%
United Microelectronics Corporation has a payout ratio of 71.23%, which is quite average when compared to the overall market. This suggests that United Microelectronics Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-34.51%
-0.88%
UMC (United Microelectronics Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the United Microelectronics Corporation. 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 United Microelectronics Corporation was 85.96%, occurring on Oct 27, 2008. Recovery took 3040 trading sessions.

The current United Microelectronics Corporation drawdown is 34.51%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.96%Sep 21, 20002036Oct 27, 20083040Nov 23, 20205076
-54.29%Dec 8, 2021212Oct 11, 2022
-26.99%Apr 27, 202115May 17, 202155Aug 4, 202170
-25.51%Feb 16, 202115Mar 8, 202134Apr 26, 202149
-18.72%Sep 7, 202127Oct 13, 202138Dec 7, 202165

Volatility

Volatility Chart

The current United Microelectronics Corporation volatility is 10.05%, 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%JuneJulyAugustSeptemberOctoberNovember
10.05%
3.96%
UMC (United Microelectronics Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of United Microelectronics Corporation 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 United Microelectronics Corporation compared to its peers in the Semiconductors industry.


PE Ratio
50.0100.0150.010.6
The chart displays the price to earnings (P/E) ratio for UMC in comparison to other companies of the Semiconductors industry. Currently, UMC has a PE value of 10.6. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-10.00.010.020.030.040.01.4
The chart displays the price to earnings to growth (PEG) ratio for UMC in comparison to other companies of the Semiconductors industry. Currently, UMC has a PEG value of 1.4. 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 United Microelectronics Corporation.


Loading data...

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