UMBF vs. AM
UMBF (UMB Financial Corporation) and AM (Antero Midstream Corporation) are both stocks. UMBF operates in Banks - Regional (Financial Services), while AM operates in Oil & Gas Midstream (Energy). Over the past 10 years, UMBF returned 12.24%/yr vs 7.67%/yr for AM. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
UMBF vs. AM - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with UMBF having a 27.57% return and AM slightly higher at 27.62%. Over the past 10 years, UMBF has outperformed AM with an annualized return of 12.24%, while AM has yielded a comparatively lower 7.67% annualized return.
UMBF
- 1D
- 0.15%
- 1M
- 1.34%
- 6M
- 15.43%
- YTD
- 27.57%
- 1Y
- 36.36%
- 3Y*
- 30.15%
- 5Y*
- 11.11%
- 10Y*
- 12.24%
- ALL TIME*
- 8.56%
AM
- 1D
- 1.95%
- 1M
- -1.16%
- 6M
- 19.18%
- YTD
- 27.62%
- 1Y
- 24.05%
- 3Y*
- 29.97%
- 5Y*
- 26.57%
- 10Y*
- 7.67%
- ALL TIME*
- 5.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $48.96M | $46.06M | $51.05M | |
| $105.58M | $95.64M | $94.75M |
UMBF vs. AM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMBF UMB Financial Corporation | 27.57% | 3.44% | 37.34% | 2.21% | -19.97% | 56.04% | 2.64% | 14.71% | -13.86% | -5.37% |
AM Antero Midstream Corporation | 27.62% | 24.37% | 28.46% | 25.73% | 21.98% | 39.55% | 27.59% | -60.29% | -22.28% | -2.32% |
Correlation
The correlation between UMBF and AM is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 2014 | 0.29 |
Over the past year, the correlation between UMBF and AM has dropped to 0.02 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.
Fundamentals
UMBF:
$11.07B
AM:
$10.43B
UMBF:
$11.66
AM:
$0.83
UMBF:
12.49
AM:
26.37
UMBF:
1.67
AM:
4.55
UMBF:
1.97
AM:
8.17
UMBF:
$4.22B
AM:
$1.29B
UMBF:
$1.92B
AM:
$620.54M
UMBF:
$774.62M
AM:
$884.12M
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Return for Risk
UMBF vs. AM — Risk / Return Rank
UMBF
AM
UMBF vs. AM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UMB Financial Corporation (UMBF) and Antero Midstream Corporation (AM). 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.
| UMBF | AM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.86 | 2.00 | -0.14 |
| Martin ratioReturn relative to average drawdown | 4.30 | 4.20 | +0.09 |
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Drawdowns
UMBF vs. AM - Drawdown Comparison
The maximum UMBF drawdown since its inception was -52.70%, smaller than the maximum AM drawdown of -93.01%. Use the drawdown chart below to compare losses from any high point for UMBF and AM.
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Drawdown Indicators
| UMBF | AM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -93.01% | +40.31% |
Max Drawdown (1Y)Largest decline over 1 year | -18.57% | -12.67% | -5.90% |
Max Drawdown (3Y)Largest decline over 3 years | -31.80% | -13.98% | -17.82% |
Max Drawdown (5Y)Largest decline over 5 years | -50.25% | -21.91% | -28.34% |
Max Drawdown (10Y)Largest decline over 10 years | -50.25% | -93.01% | +42.76% |
Current DrawdownCurrent decline from peak | -1.71% | -4.96% | +3.25% |
Average DrawdownAverage peak-to-trough decline | -17.70% | -31.57% | +13.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.02% | 6.02% | +2.00% |
Volatility
UMBF vs. AM - Volatility Comparison
UMB Financial Corporation (UMBF) has a higher volatility of 7.13% compared to Antero Midstream Corporation (AM) at 6.77%. This indicates that UMBF's price experiences larger fluctuations and is considered to be riskier than AM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMBF | AM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 6.77% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 18.18% | 15.18% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.96% | 20.71% | +6.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.09% | 26.15% | +6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.45% | 41.89% | -8.44% |
Dividends
UMBF vs. AM - Dividend Comparison
UMBF's dividend yield for the trailing twelve months is around 1.16%, less than AM's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM Antero Midstream Corporation | 4.10% | 5.06% | 5.96% | 7.18% | 8.34% | 10.15% | 15.95% | 18.28% | 7.53% | 4.27% | 3.14% | 2.93% |
UMBF UMB Financial Corporation | 1.16% | 1.42% | 1.39% | 1.83% | 1.78% | 1.30% | 1.81% | 1.76% | 1.92% | 1.45% | 1.28% | 2.04% |
Financials
UMBF vs. AM - Financials Comparison
This section allows you to compare key financial metrics between UMB Financial Corporation and Antero Midstream 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.
Total Revenue: Total amount of money received from sales and other business activities
UMBF vs. AM - Profitability Comparison
UMBF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, UMB Financial Corporation reported a gross profit of 0.00 and revenue of 778.00M. Therefore, the gross margin over that period was 0.0%.
AM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Antero Midstream Corporation reported a gross profit of 0.00 and revenue of 327.24M. Therefore, the gross margin over that period was 0.0%.
UMBF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, UMB Financial Corporation reported an operating income of 0.00 and revenue of 778.00M, resulting in an operating margin of 0.0%.
AM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Antero Midstream Corporation reported an operating income of 181.91M and revenue of 327.24M, resulting in an operating margin of 55.6%.
UMBF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, UMB Financial Corporation reported a net income of 0.00 and revenue of 778.00M, resulting in a net margin of 0.0%.
AM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Antero Midstream Corporation reported a net income of 113.52M and revenue of 327.24M, resulting in a net margin of 34.7%.
Frequently Asked Questions
UMBF and AM have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UMBF has higher volatility (7.13%) compared to AM (6.77%). In terms of maximum drawdown, UMBF dropped -52.70% vs AM's -93.01%.
AM currently has the higher Sharpe Ratio (1.30 vs 1.28), 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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