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

Correlation

The correlation between UBSI and BAC is 0.46, 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.


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.

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Key characteristics

Sharpe Ratio

UBSI:

0.39

BAC:

0.59

Sortino Ratio

UBSI:

0.92

BAC:

1.05

Omega Ratio

UBSI:

1.11

BAC:

1.15

Calmar Ratio

UBSI:

0.54

BAC:

0.69

Martin Ratio

UBSI:

1.23

BAC:

2.07

Ulcer Index

UBSI:

11.32%

BAC:

9.17%

Daily Std Dev

UBSI:

30.47%

BAC:

28.97%

Max Drawdown

UBSI:

-62.13%

BAC:

-93.45%

Current Drawdown

UBSI:

-12.05%

BAC:

-6.45%

Fundamentals

Market Cap

UBSI:

$5.26B

BAC:

$336.98B

EPS

UBSI:

$2.70

BAC:

$3.39

PE Ratio

UBSI:

13.71

BAC:

13.20

PEG Ratio

UBSI:

1.92

BAC:

1.67

PS Ratio

UBSI:

5.15

BAC:

3.46

PB Ratio

UBSI:

1.00

BAC:

1.21

Total Revenue (TTM)

UBSI:

$1.48B

BAC:

$123.06B

Gross Profit (TTM)

UBSI:

$1.04B

BAC:

$78.30B

EBITDA (TTM)

UBSI:

$216.95M

BAC:

$65.96B

Returns By Period

In the year-to-date period, UBSI achieves a 0.48% return, which is significantly lower than BAC's 1.62% return. Over the past 10 years, UBSI has underperformed BAC with an annualized return of 3.75%, while BAC has yielded a comparatively higher 12.79% annualized return.


UBSI

YTD

0.48%

1M

14.58%

6M

-9.99%

1Y

11.88%

5Y*

14.55%

10Y*

3.75%

BAC

YTD

1.62%

1M

16.82%

6M

-2.16%

1Y

16.88%

5Y*

18.64%

10Y*

12.79%

*Annualized

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Risk-Adjusted Performance

UBSI vs. BAC — Risk-Adjusted Performance Rank

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

UBSI
The Risk-Adjusted Performance Rank of UBSI is 6666
Overall Rank
The Sharpe Ratio Rank of UBSI is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of UBSI is 6363
Sortino Ratio Rank
The Omega Ratio Rank of UBSI is 6161
Omega Ratio Rank
The Calmar Ratio Rank of UBSI is 7373
Calmar Ratio Rank
The Martin Ratio Rank of UBSI is 6666
Martin Ratio Rank

BAC
The Risk-Adjusted Performance Rank of BAC is 7272
Overall Rank
The Sharpe Ratio Rank of BAC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of BAC is 6767
Sortino Ratio Rank
The Omega Ratio Rank of BAC is 6969
Omega Ratio Rank
The Calmar Ratio Rank of BAC is 7777
Calmar Ratio Rank
The Martin Ratio Rank of BAC is 7373
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.

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.


The current UBSI Sharpe Ratio is 0.39, which is lower than the BAC Sharpe Ratio of 0.59. 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.


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Dividends

UBSI vs. BAC - Dividend Comparison

UBSI's dividend yield for the trailing twelve months is around 3.97%, more than BAC's 2.30% yield.


TTM20242023202220212020201920182017201620152014
UBSI
United Bankshares, Inc.
3.97%3.94%3.86%3.56%3.89%4.32%3.54%4.37%3.83%2.85%3.49%3.42%
BAC
Bank of America Corporation
2.30%2.28%2.73%2.60%1.75%2.38%1.87%2.19%1.32%1.13%1.19%0.67%

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.


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Volatility

UBSI vs. BAC - Volatility Comparison

United Bankshares, Inc. (UBSI) has a higher volatility of 7.01% compared to Bank of America Corporation (BAC) at 6.64%. 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.


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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


0.0010.00B20.00B30.00B40.00B50.00B20212022202320242025
433.21M
46.99B
(UBSI) Total Revenue
(BAC) Total Revenue
Values in USD except per share items