NA.TO vs. MUFG
Compare and contrast key facts about National Bank of Canada (NA.TO) and Mitsubishi UFJ Financial Group, Inc. (MUFG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NA.TO or MUFG.
Key characteristics
| NA.TO | MUFG | |
|---|---|---|
| YTD Return | 17.01% | 19.63% |
| 1Y Return | 19.57% | 56.23% |
| 3Y Return (Ann) | 12.91% | 25.98% |
| 5Y Return (Ann) | 17.93% | 22.39% |
| 10Y Return (Ann) | 14.62% | 10.10% |
| Sharpe Ratio | 1.11 | 2.01 |
| Daily Std Dev | 16.91% | 27.25% |
| Max Drawdown | -58.47% | -88.37% |
| Current Drawdown | -0.03% | -30.72% |
Fundamentals
| NA.TO | MUFG | |
|---|---|---|
| Market Cap | CA$39.43B | $121.17B |
| EPS | CA$9.50 | $1.10 |
| PE Ratio | 12.21 | 9.37 |
| PEG Ratio | 6.72 | 0.97 |
| Revenue (TTM) | CA$9.89B | $4.08T |
| Gross Profit (TTM) | CA$9.51B | $4.21T |
| EBITDA (TTM) | CA$77.69M | $11.88M |
Correlation
The correlation between NA.TO and MUFG is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NA.TO vs. MUFG - Performance Comparison
In the year-to-date period, NA.TO achieves a 17.01% return, which is significantly lower than MUFG's 19.63% return. Over the past 10 years, NA.TO has outperformed MUFG with an annualized return of 14.62%, while MUFG has yielded a comparatively lower 10.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NA.TO vs. MUFG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for National Bank of Canada (NA.TO) and Mitsubishi UFJ Financial Group, Inc. (MUFG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NA.TO vs. MUFG - Dividend Comparison
NA.TO's dividend yield for the trailing twelve months is around 4.50%, more than MUFG's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NA.TO National Bank of Canada | 4.50% | 4.03% | 4.03% | 3.11% | 3.96% | 3.77% | 4.44% | 3.70% | 4.03% | 5.16% | 3.88% | 3.95% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.35% | 2.90% | 3.36% | 4.25% | 5.33% | 3.99% | 3.85% | 2.20% | 2.70% | 2.34% | 2.94% | 2.08% |
Drawdowns
NA.TO vs. MUFG - Drawdown Comparison
The maximum NA.TO drawdown since its inception was -58.47%, smaller than the maximum MUFG drawdown of -88.37%. Use the drawdown chart below to compare losses from any high point for NA.TO and MUFG. For additional features, visit the drawdowns tool.
Volatility
NA.TO vs. MUFG - Volatility Comparison
The current volatility for National Bank of Canada (NA.TO) is 3.60%, while Mitsubishi UFJ Financial Group, Inc. (MUFG) has a volatility of 4.46%. This indicates that NA.TO experiences smaller price fluctuations and is considered to be less risky than MUFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NA.TO vs. MUFG - Financials Comparison
This section allows you to compare key financial metrics between National Bank of Canada and Mitsubishi UFJ Financial Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities