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UBSI vs. ALLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UBSI vs. ALLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Bankshares, Inc. (UBSI) and Ally Financial Inc. (ALLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UBSI achieves a 20.11% return, which is significantly higher than ALLY's 1.27% return. Over the past 10 years, UBSI has underperformed ALLY with an annualized return of 6.35%, while ALLY has yielded a comparatively higher 14.18% annualized return.


UBSI

1D
0.76%
1M
5.58%
YTD
20.11%
6M
16.68%
1Y
30.99%
3Y*
20.16%
5Y*
7.65%
10Y*
6.35%

ALLY

1D
-0.75%
1M
6.80%
YTD
1.27%
6M
-1.22%
1Y
25.87%
3Y*
23.76%
5Y*
0.99%
10Y*
14.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UBSI vs. ALLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UBSI
United Bankshares, Inc.
20.11%6.50%4.26%-3.17%16.06%16.34%-11.68%28.84%-7.08%-22.13%
ALLY
Ally Financial Inc.
1.27%29.92%6.37%49.22%-46.89%36.04%20.56%37.94%-20.67%56.05%

Correlation

The correlation between UBSI and ALLY is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.60

Correlation (5Y)
Calculated over the trailing 5-year period

0.60

Correlation (10Y)
Calculated over the trailing 10-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Apr 10, 2014

0.57

The correlation between UBSI and ALLY has been stable across timeframes, ranging from 0.55 to 0.61 - a consistent structural relationship.

Fundamentals

EPS

UBSI:

$3.55

ALLY:

$4.45

PE Ratio

UBSI:

12.74

ALLY:

10.16

PS Ratio

UBSI:

4.63

ALLY:

0.91

Total Revenue (TTM)

UBSI:

$1.39B

ALLY:

$15.65B

Gross Profit (TTM)

UBSI:

$929.90M

ALLY:

$7.65B

EBITDA (TTM)

UBSI:

$483.25M

ALLY:

$2.77B

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Return for Risk

UBSI vs. ALLY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UBSI
UBSI Risk / Return Rank: 7777
Overall Rank
UBSI Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
UBSI Sortino Ratio Rank: 7575
Sortino Ratio Rank
UBSI Omega Ratio Rank: 7575
Omega Ratio Rank
UBSI Calmar Ratio Rank: 7878
Calmar Ratio Rank
UBSI Martin Ratio Rank: 8080
Martin Ratio Rank

ALLY
ALLY Risk / Return Rank: 6666
Overall Rank
ALLY Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ALLY Sortino Ratio Rank: 6464
Sortino Ratio Rank
ALLY Omega Ratio Rank: 6363
Omega Ratio Rank
ALLY Calmar Ratio Rank: 6565
Calmar Ratio Rank
ALLY Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UBSI vs. ALLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United Bankshares, Inc. (UBSI) and Ally Financial Inc. (ALLY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UBSIALLYDifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.56

Omega ratioGain probability vs. loss probability

1.25

1.17

+0.08

Calmar ratioReturn relative to maximum drawdown

2.27

1.13

+1.14

Martin ratioReturn relative to average drawdown

6.17

2.78

+3.39

UBSI vs. ALLY - Sharpe Ratio Comparison

The current UBSI Sharpe Ratio is 1.33, which is higher than the ALLY Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of UBSI and ALLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UBSI vs. ALLY - Drawdown Comparison

The maximum UBSI drawdown since its inception was -62.13%, smaller than the maximum ALLY drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for UBSI and ALLY.


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Drawdown Indicators


UBSIALLYDifference

Max Drawdown

Largest peak-to-trough decline

-62.13%

-66.24%

+4.11%

Max Drawdown (1Y)

Largest decline over 1 year

-13.73%

-23.04%

+9.31%

Max Drawdown (3Y)

Largest decline over 3 years

-25.77%

-31.60%

+5.83%

Max Drawdown (5Y)

Largest decline over 5 years

-38.12%

-58.08%

+19.96%

Max Drawdown (10Y)

Largest decline over 10 years

-52.40%

-66.24%

+13.84%

Current Drawdown

Current decline from peak

-0.79%

-5.02%

+4.23%

Average Drawdown

Average peak-to-trough decline

-13.76%

-20.32%

+6.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.03%

9.32%

-4.29%

Volatility

UBSI vs. ALLY - Volatility Comparison

The current volatility for United Bankshares, Inc. (UBSI) is 6.30%, while Ally Financial Inc. (ALLY) has a volatility of 8.50%. This indicates that UBSI experiences smaller price fluctuations and is considered to be less risky than ALLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UBSIALLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.30%

8.50%

-2.20%

Volatility (6M)

Calculated over the trailing 6-month period

15.99%

21.96%

-5.97%

Volatility (1Y)

Calculated over the trailing 1-year period

23.50%

29.82%

-6.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.71%

38.51%

-9.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.43%

39.52%

-7.09%

Dividends

UBSI vs. ALLY - Dividend Comparison

UBSI's dividend yield for the trailing twelve months is around 3.33%, more than ALLY's 2.65% yield.


PositionTTM20252024202320222021202020192018201720162015
ALLY
Ally Financial Inc.
2.65%2.65%3.33%3.44%4.91%1.85%2.13%2.23%2.47%1.37%0.84%0.00%
UBSI
United Bankshares, Inc.
3.33%3.88%3.94%3.86%3.56%3.89%4.32%3.54%4.37%3.83%2.85%3.49%

Financials

UBSI vs. ALLY - Financials Comparison

This section allows you to compare key financial metrics between United Bankshares, Inc. and Ally Financial 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B202220232024202520260
3.89B
(UBSI) Total Revenue
(ALLY) Total Revenue
Values in USD except per share items

Frequently Asked Questions


UBSI and ALLY have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALLY has higher volatility (8.50%) compared to UBSI (6.30%). In terms of maximum drawdown, UBSI dropped -62.13% vs ALLY's -66.24%.

UBSI currently has the higher Sharpe Ratio (1.33 vs 0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for UBSI and ALLY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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