UFCS vs. EIX
UFCS (United Fire Group, Inc.) and EIX (Edison International) are both stocks. UFCS operates in Insurance - Property & Casualty (Financial Services), while EIX operates in Utilities - Regulated Electric (Utilities). Over the past 10 years, UFCS returned 3.47%/yr vs 4.03%/yr for EIX. At a 0.19 correlation, their price movements are largely independent.
Performance
UFCS vs. EIX - Performance Comparison
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Returns By Period
In the year-to-date period, UFCS achieves a 19.42% return, which is significantly lower than EIX's 21.24% return. Over the past 10 years, UFCS has underperformed EIX with an annualized return of 3.47%, while EIX has yielded a comparatively higher 4.03% annualized return.
UFCS
- 1D
- -1.19%
- 1M
- 10.07%
- YTD
- 19.42%
- 6M
- 20.58%
- 1Y
- 55.27%
- 3Y*
- 27.74%
- 5Y*
- 9.72%
- 10Y*
- 3.47%
EIX
- 1D
- -0.08%
- 1M
- 2.70%
- YTD
- 21.24%
- 6M
- 27.00%
- 1Y
- 34.05%
- 3Y*
- 7.20%
- 5Y*
- 9.70%
- 10Y*
- 4.03%
UFCS vs. EIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UFCS United Fire Group, Inc. | 19.42% | 30.48% | 45.32% | -24.30% | 20.49% | -5.52% | -40.30% | -18.87% | 31.06% | -4.97% |
EIX Edison International | 21.24% | -20.42% | 15.24% | 17.37% | -2.58% | 13.59% | -12.75% | 37.61% | -6.65% | -9.48% |
Correlation
The correlation between UFCS and EIX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.19 |
Fundamentals
UFCS:
$6.59
EIX:
$9.61
UFCS:
6.55
EIX:
7.37
UFCS:
0.03
EIX:
0.09
UFCS:
0.60
EIX:
1.39
UFCS:
$1.43B
EIX:
$19.61B
UFCS:
$325.77M
EIX:
$4.27B
UFCS:
$140.18M
EIX:
$6.48B
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Return for Risk
UFCS vs. EIX — Risk / Return Rank
UFCS
EIX
UFCS vs. EIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Fire Group, Inc. (UFCS) and Edison International (EIX). 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.
| UFCS | EIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 1.32 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.92 | 1.82 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.23 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 4.54 | 3.08 | +1.46 |
Martin ratioReturn relative to average drawdown | 13.26 | 7.84 | +5.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UFCS | EIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.32 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.38 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.14 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.33 | -0.10 |
Drawdowns
UFCS vs. EIX - Drawdown Comparison
The maximum UFCS drawdown since its inception was -69.89%, roughly equal to the maximum EIX drawdown of -72.18%. Use the drawdown chart below to compare losses from any high point for UFCS and EIX.
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Drawdown Indicators
| UFCS | EIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.89% | -72.18% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -11.11% | -1.13% |
Max Drawdown (3Y)Largest decline over 3 years | -24.94% | -43.88% | +18.94% |
Max Drawdown (5Y)Largest decline over 5 years | -47.99% | -43.88% | -4.11% |
Max Drawdown (10Y)Largest decline over 10 years | -64.51% | -43.88% | -20.63% |
Current DrawdownCurrent decline from peak | -12.24% | -12.82% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -26.49% | -15.03% | -11.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.18% | 4.97% | -0.79% |
Volatility
UFCS vs. EIX - Volatility Comparison
United Fire Group, Inc. (UFCS) has a higher volatility of 13.84% compared to Edison International (EIX) at 6.53%. This indicates that UFCS's price experiences larger fluctuations and is considered to be riskier than EIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UFCS | EIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.84% | 6.53% | +7.31% |
Volatility (6M)Calculated over the trailing 6-month period | 21.47% | 17.15% | +4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.90% | 25.89% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.52% | 25.38% | +14.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.83% | 28.04% | +10.79% |
Dividends
UFCS vs. EIX - Dividend Comparison
UFCS's dividend yield for the trailing twelve months is around 1.57%, less than EIX's 4.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIX Edison International | 4.81% | 5.51% | 2.93% | 4.19% | 4.46% | 3.94% | 4.10% | 3.28% | 4.28% | 3.53% | 2.75% | 2.93% |
UFCS United Fire Group, Inc. | 1.57% | 1.76% | 2.25% | 3.18% | 2.30% | 2.59% | 4.54% | 2.97% | 7.59% | 2.39% | 1.97% | 2.24% |
Financials
UFCS vs. EIX - Financials Comparison
This section allows you to compare key financial metrics between United Fire Group, Inc. and Edison International. 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
UFCS vs. EIX - Profitability Comparison
UFCS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Fire Group, Inc. reported a gross profit of 0.00 and revenue of 369.44M. Therefore, the gross margin over that period was 0.0%.
EIX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Edison International reported a gross profit of 0.00 and revenue of 4.10B. Therefore, the gross margin over that period was 0.0%.
UFCS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Fire Group, Inc. reported an operating income of 0.00 and revenue of 369.44M, resulting in an operating margin of 0.0%.
EIX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Edison International reported an operating income of 1.07B and revenue of 4.10B, resulting in an operating margin of 26.2%.
UFCS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Fire Group, Inc. reported a net income of 30.05M and revenue of 369.44M, resulting in a net margin of 8.1%.
EIX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Edison International reported a net income of 570.00M and revenue of 4.10B, resulting in a net margin of 13.9%.
Frequently Asked Questions
UFCS and EIX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UFCS has higher volatility (13.84%) compared to EIX (6.53%). In terms of maximum drawdown, UFCS dropped -69.89% vs EIX's -72.18%.
UFCS currently has the higher Sharpe Ratio (1.74 vs 1.32), 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.
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