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 10.03%/yr vs 7.42%/yr for AM. At a 0.29 correlation, their price movements are largely independent.
Performance
UMBF vs. AM - Performance Comparison
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Returns By Period
In the year-to-date period, UMBF achieves a 10.25% return, which is significantly lower than AM's 22.27% return. Over the past 10 years, UMBF has outperformed AM with an annualized return of 10.03%, while AM has yielded a comparatively lower 7.42% annualized return.
UMBF
- 1D
- -2.20%
- 1M
- -2.36%
- YTD
- 10.25%
- 6M
- 10.70%
- 1Y
- 23.82%
- 3Y*
- 27.92%
- 5Y*
- 7.19%
- 10Y*
- 10.03%
AM
- 1D
- 0.28%
- 1M
- -3.27%
- YTD
- 22.27%
- 6M
- 20.24%
- 1Y
- 18.26%
- 3Y*
- 33.36%
- 5Y*
- 24.91%
- 10Y*
- 7.42%
UMBF vs. AM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMBF UMB Financial Corporation | 10.25% | 3.44% | 37.34% | 2.21% | -19.97% | 56.04% | 2.64% | 14.71% | -13.86% | -5.37% |
AM Antero Midstream Corporation | 22.27% | 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 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2014 | 0.29 |
Over the past year, the correlation between UMBF and AM has dropped to 0.04 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.
Fundamentals
UMBF:
$15.48
AM:
$0.85
UMBF:
8.16
AM:
24.92
UMBF:
1.09
AM:
4.30
UMBF:
1.61
AM:
8.09
UMBF:
$4.46B
AM:
$1.26B
UMBF:
$1.99B
AM:
$620.66M
UMBF:
$937.72M
AM:
$955.64M
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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.
| UMBF | AM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.88 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.36 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.45 | -0.16 |
Martin ratioReturn relative to average drawdown | 2.96 | 3.03 | -0.07 |
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
| UMBF | AM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.88 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.94 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.18 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.13 | +0.13 |
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 | -5.98% | -8.94% | +2.96% |
Average DrawdownAverage peak-to-trough decline | -17.77% | -31.45% | +13.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.06% | 6.05% | +2.01% |
Volatility
UMBF vs. AM - Volatility Comparison
UMB Financial Corporation (UMBF) has a higher volatility of 7.76% compared to Antero Midstream Corporation (AM) at 6.38%. 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 | 7.76% | 6.38% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 18.68% | 14.56% | +4.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.03% | 20.89% | +6.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.31% | 26.60% | +6.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.52% | 42.01% | -8.49% |
Dividends
UMBF vs. AM - Dividend Comparison
UMBF's dividend yield for the trailing twelve months is around 1.31%, less than AM's 4.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM Antero Midstream Corporation | 4.23% | 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 | 1.31% | 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 Jun 2026, UMB Financial Corporation reported a gross profit of 0.00 and revenue of 867.07M. 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 Jun 2026, Antero Midstream Corporation reported a gross profit of 0.00 and revenue of 314.21M. 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 Jun 2026, UMB Financial Corporation reported an operating income of 0.00 and revenue of 867.07M, 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 Jun 2026, Antero Midstream Corporation reported an operating income of 188.61M and revenue of 314.21M, resulting in an operating margin of 60.0%.
UMBF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UMB Financial Corporation reported a net income of 261.44M and revenue of 867.07M, resulting in a net margin of 30.2%.
AM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Antero Midstream Corporation reported a net income of 118.27M and revenue of 314.21M, resulting in a net margin of 37.6%.
Frequently Asked Questions
UMBF and AM have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UMBF has higher volatility (7.76%) compared to AM (6.38%). In terms of maximum drawdown, UMBF dropped -52.70% vs AM's -93.01%.
UMBF currently has the higher Sharpe Ratio (0.89 vs 0.88), 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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