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

Performance

UBSI vs. PB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Bankshares, Inc. (UBSI) and Prosperity Bancshares, Inc. (PB). 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 28.49% return, which is significantly higher than PB's 10.25% return. Over the past 10 years, UBSI has underperformed PB with an annualized return of 6.81%, while PB has yielded a comparatively higher 7.18% annualized return.


UBSI

1D
0.19%
1M
4.46%
6M
16.56%
YTD
28.49%
1Y
43.61%
3Y*
18.34%
5Y*
11.44%
10Y*
6.81%
ALL TIME*
10.10%

PB

1D
0.07%
1M
5.60%
6M
10.41%
YTD
10.25%
1Y
17.55%
3Y*
9.53%
5Y*
5.34%
10Y*
7.18%
ALL TIME*
11.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$74.42M$95.32M$80.58M
$53.99M$49.83M$44.47M

UBSI vs. PB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UBSI
United Bankshares, Inc.
28.49%6.50%4.26%-3.17%16.06%16.34%-11.68%28.84%-7.08%-22.13%
PB
Prosperity Bancshares, Inc.
10.25%-5.15%15.06%-3.34%3.64%7.13%-0.27%18.19%-9.22%-0.37%

Correlation

The correlation between UBSI and PB is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.75

Correlation (3Y)
Balances recent behavior with more history.

0.80

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.80

Correlation (10Y)
Provides a long-term view across more market conditions.

0.80

Correlation (All Time)
Calculated using the full available price history since Nov 12, 1998

0.64

The correlation between UBSI and PB shifts across timeframes, from 0.64 (all time) to 0.80 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UBSI:

$6.68B

PB:

$7.54B

EPS

UBSI:

$3.66

PB:

$5.76

PE Ratio

UBSI:

13.25

PB:

12.99

PEG Ratio

UBSI:

3.30

PB:

8.29

PS Ratio

UBSI:

3.79

PB:

4.11

PB Ratio

UBSI:

1.23

PB:

0.91

Total Revenue (TTM)

UBSI:

$1.80B

PB:

$1.78B

Gross Profit (TTM)

UBSI:

$1.22B

PB:

$1.29B

EBITDA (TTM)

UBSI:

$614.62M

PB:

$750.70M

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Return for Risk

UBSI vs. PB — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

UBSI
UBSI Risk / Return Rank: 8888
Overall Rank
UBSI Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
UBSI Sortino Ratio Rank: 8787
Sortino Ratio Rank
UBSI Omega Ratio Rank: 8787
Omega Ratio Rank
UBSI Calmar Ratio Rank: 8787
Calmar Ratio Rank
UBSI Martin Ratio Rank: 8989
Martin Ratio Rank

PB
PB Risk / Return Rank: 6565
Overall Rank
PB Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
PB Sortino Ratio Rank: 6161
Sortino Ratio Rank
PB Omega Ratio Rank: 6161
Omega Ratio Rank
PB Calmar Ratio Rank: 6868
Calmar Ratio Rank
PB Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

UBSI vs. PB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United Bankshares, Inc. (UBSI) and Prosperity Bancshares, Inc. (PB). 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.


UBSIPBDifference
Sharpe ratioReturn per unit of total volatility

+1.09

Sortino ratioReturn per unit of downside risk

+1.44

Omega ratioGain probability vs. loss probability

1.33

1.14

+0.19

Calmar ratioReturn relative to maximum drawdown

3.05

1.10

+1.95

Martin ratioReturn relative to average drawdown

8.78

2.62

+6.17

UBSI vs. PB - Sharpe Ratio Comparison

The current UBSI Sharpe Ratio is 1.82, which is higher than the PB Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of UBSI and PB, 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. PB - Drawdown Comparison

The maximum UBSI drawdown since its inception was -62.13%, which is greater than PB's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for UBSI and PB.


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Drawdown Indicators


UBSIPBDifference

Max Drawdown

Largest peak-to-trough decline

-62.13%

-47.89%

-14.24%

Max Drawdown (1Y)

Largest decline over 1 year

-13.73%

-14.92%

+1.19%

Max Drawdown (3Y)

Largest decline over 3 years

-25.77%

-24.84%

-0.93%

Max Drawdown (5Y)

Largest decline over 5 years

-38.12%

-34.37%

-3.75%

Max Drawdown (10Y)

Largest decline over 10 years

-52.40%

-42.24%

-10.16%

Current Drawdown

Current decline from peak

-1.12%

-6.70%

+5.58%

Average Drawdown

Average peak-to-trough decline

-13.72%

-10.72%

-3.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.75%

6.25%

-1.50%

Volatility

UBSI vs. PB - Volatility Comparison

The current volatility for United Bankshares, Inc. (UBSI) is 5.55%, while Prosperity Bancshares, Inc. (PB) has a volatility of 6.43%. This indicates that UBSI experiences smaller price fluctuations and is considered to be less risky than PB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UBSIPBDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.55%

6.43%

-0.88%

Volatility (6M)

Calculated over the trailing 6-month period

14.86%

14.17%

+0.69%

Volatility (1Y)

Calculated over the trailing 1-year period

22.97%

22.22%

+0.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.53%

25.30%

+3.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.35%

30.38%

+1.97%

Dividends

UBSI vs. PB - Dividend Comparison

UBSI's dividend yield for the trailing twelve months is around 3.12%, less than PB's 3.18% yield.


PositionTTM20252024202320222021202020192018201720162015
PB
Prosperity Bancshares, Inc.
3.18%3.39%3.00%3.26%2.90%2.75%2.70%2.35%2.39%1.97%1.73%2.33%
UBSI
United Bankshares, Inc.
3.12%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. PB - Financials Comparison

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


Values in USD except per share items

UBSI vs. PB - Profitability Comparison

The chart below illustrates the profitability comparison between United Bankshares, Inc. and Prosperity Bancshares, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

UBSI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, United Bankshares, Inc. reported a gross profit of 285.31M and revenue of 418.20M. Therefore, the gross margin over that period was 68.2%.

PB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Prosperity Bancshares, Inc. reported a gross profit of 391.06M and revenue of 520.00M. Therefore, the gross margin over that period was 75.2%.

UBSI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, United Bankshares, Inc. reported an operating income of 125.64M and revenue of 418.20M, resulting in an operating margin of 30.0%.

PB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Prosperity Bancshares, Inc. reported an operating income of 215.08M and revenue of 520.00M, resulting in an operating margin of 41.4%.

UBSI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, United Bankshares, Inc. reported a net income of 131.38M and revenue of 418.20M, resulting in a net margin of 31.4%.

PB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Prosperity Bancshares, Inc. reported a net income of 168.58M and revenue of 520.00M, resulting in a net margin of 32.4%.


Frequently Asked Questions


UBSI and PB have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PB has higher volatility (6.43%) compared to UBSI (5.55%). In terms of maximum drawdown, UBSI dropped -62.13% vs PB's -47.89%.

UBSI currently has the higher Sharpe Ratio (1.82 vs 0.74), 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

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