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UBSI vs. BAC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UBSI and BAC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

UBSI vs. BAC - Performance Comparison

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

1,000.00%1,500.00%2,000.00%2,500.00%JulyAugustSeptemberOctoberNovemberDecember
2,411.81%
1,051.04%
UBSI
BAC

Key characteristics

Sharpe Ratio

UBSI:

0.19

BAC:

1.47

Sortino Ratio

UBSI:

0.53

BAC:

2.27

Omega Ratio

UBSI:

1.06

BAC:

1.27

Calmar Ratio

UBSI:

0.24

BAC:

1.04

Martin Ratio

UBSI:

0.67

BAC:

6.04

Ulcer Index

UBSI:

8.70%

BAC:

5.54%

Daily Std Dev

UBSI:

30.22%

BAC:

22.71%

Max Drawdown

UBSI:

-62.13%

BAC:

-93.45%

Current Drawdown

UBSI:

-11.98%

BAC:

-8.43%

Fundamentals

Market Cap

UBSI:

$5.41B

BAC:

$345.66B

EPS

UBSI:

$2.65

BAC:

$2.76

PE Ratio

UBSI:

15.10

BAC:

16.32

PEG Ratio

UBSI:

1.92

BAC:

2.00

Total Revenue (TTM)

UBSI:

$1.57B

BAC:

$97.40B

Gross Profit (TTM)

UBSI:

$1.60B

BAC:

$58.68B

EBITDA (TTM)

UBSI:

$342.42M

BAC:

$42.54B

Returns By Period

In the year-to-date period, UBSI achieves a 4.84% return, which is significantly lower than BAC's 32.48% return. Over the past 10 years, UBSI has underperformed BAC with an annualized return of 4.58%, while BAC has yielded a comparatively higher 11.79% annualized return.


UBSI

YTD

4.84%

1M

-9.24%

6M

21.93%

1Y

4.06%

5Y*

3.82%

10Y*

4.58%

BAC

YTD

32.48%

1M

-6.37%

6M

10.10%

1Y

33.12%

5Y*

7.12%

10Y*

11.79%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

UBSI vs. BAC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for United Bankshares, Inc. (UBSI) and Bank of America Corporation (BAC). 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.


Sharpe ratio
The chart of Sharpe ratio for UBSI, currently valued at 0.19, compared to the broader market-4.00-2.000.002.000.191.47
The chart of Sortino ratio for UBSI, currently valued at 0.53, compared to the broader market-4.00-2.000.002.004.000.532.27
The chart of Omega ratio for UBSI, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.27
The chart of Calmar ratio for UBSI, currently valued at 0.24, compared to the broader market0.002.004.006.000.241.04
The chart of Martin ratio for UBSI, currently valued at 0.67, compared to the broader market0.0010.0020.000.676.04
UBSI
BAC

The current UBSI Sharpe Ratio is 0.19, which is lower than the BAC Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of UBSI and BAC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.19
1.47
UBSI
BAC

Dividends

UBSI vs. BAC - Dividend Comparison

UBSI's dividend yield for the trailing twelve months is around 3.92%, more than BAC's 2.30% yield.


TTM20232022202120202019201820172016201520142013
UBSI
United Bankshares, Inc.
3.92%3.86%3.56%3.89%4.32%3.54%4.37%3.83%2.85%3.49%3.42%3.97%
BAC
Bank of America Corporation
2.30%2.73%2.60%1.75%2.38%1.87%2.19%1.32%1.13%1.19%0.67%0.26%

Drawdowns

UBSI vs. BAC - Drawdown Comparison

The maximum UBSI drawdown since its inception was -62.13%, smaller than the maximum BAC drawdown of -93.45%. Use the drawdown chart below to compare losses from any high point for UBSI and BAC. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.98%
-8.43%
UBSI
BAC

Volatility

UBSI vs. BAC - Volatility Comparison

United Bankshares, Inc. (UBSI) has a higher volatility of 7.46% compared to Bank of America Corporation (BAC) at 5.10%. This indicates that UBSI's price experiences larger fluctuations and is considered to be riskier than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
7.46%
5.10%
UBSI
BAC

Financials

UBSI vs. BAC - Financials Comparison

This section allows you to compare key financial metrics between United Bankshares, Inc. and Bank of America Corporation. 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


Values in USD except per share items
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Disclaimer

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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