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UMBF vs. FFIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UMBF vs. FFIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UMB Financial Corporation (UMBF) and First Financial Bankshares, Inc. (FFIN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UMBF achieves a 10.25% return, which is significantly higher than FFIN's 6.85% return. Over the past 10 years, UMBF has outperformed FFIN with an annualized return of 10.03%, while FFIN has yielded a comparatively lower 8.61% 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%

FFIN

1D
-2.85%
1M
-0.25%
YTD
6.85%
6M
1.45%
1Y
-9.40%
3Y*
6.27%
5Y*
-7.48%
10Y*
8.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UMBF vs. FFIN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UMBF
UMB Financial Corporation
10.25%3.44%37.34%2.21%-19.97%56.04%2.64%14.71%-13.86%-5.37%
FFIN
First Financial Bankshares, Inc.
6.85%-15.32%21.58%-9.79%-31.21%42.23%4.88%23.48%29.95%1.45%

Correlation

The correlation between UMBF and FFIN is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.74

Correlation (3Y)
Calculated over the trailing 3-year period

0.79

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (10Y)
Calculated over the trailing 10-year period

0.80

Correlation (All Time)
Calculated using the full available price history since Nov 2, 1993

0.56

The correlation between UMBF and FFIN shifts across timeframes, from 0.56 (all time) to 0.80 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

UMBF:

$15.48

FFIN:

$1.84

PE Ratio

UMBF:

8.16

FFIN:

17.22

PEG Ratio

UMBF:

1.09

FFIN:

5.07

PS Ratio

UMBF:

1.61

FFIN:

5.36

Total Revenue (TTM)

UMBF:

$4.46B

FFIN:

$847.17M

Gross Profit (TTM)

UMBF:

$1.99B

FFIN:

$615.88M

EBITDA (TTM)

UMBF:

$937.72M

FFIN:

$329.11M

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Return for Risk

UMBF vs. FFIN — Risk / Return Rank

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

UMBF
UMBF Risk / Return Rank: 6565
Overall Rank
UMBF Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
UMBF Sortino Ratio Rank: 6161
Sortino Ratio Rank
UMBF Omega Ratio Rank: 6262
Omega Ratio Rank
UMBF Calmar Ratio Rank: 6666
Calmar Ratio Rank
UMBF Martin Ratio Rank: 6565
Martin Ratio Rank

FFIN
FFIN Risk / Return Rank: 2525
Overall Rank
FFIN Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
FFIN Sortino Ratio Rank: 2222
Sortino Ratio Rank
FFIN Omega Ratio Rank: 2323
Omega Ratio Rank
FFIN Calmar Ratio Rank: 2727
Calmar Ratio Rank
FFIN Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UMBF vs. FFIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UMB Financial Corporation (UMBF) and First Financial Bankshares, Inc. (FFIN). 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.


UMBFFFINDifference
Sharpe ratioReturn per unit of total volatility

+1.25

Sortino ratioReturn per unit of downside risk

+1.69

Omega ratioGain probability vs. loss probability

1.18

0.96

+0.22

Calmar ratioReturn relative to maximum drawdown

1.29

-0.40

+1.69

Martin ratioReturn relative to average drawdown

2.96

-0.69

+3.66

UMBF vs. FFIN - Sharpe Ratio Comparison

The current UMBF Sharpe Ratio is 0.89, which is higher than the FFIN Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of UMBF and FFIN, 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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Sharpe Ratios by Period


UMBFFFINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

-0.37

+1.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

-0.24

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.27

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.36

-0.10

Drawdowns

UMBF vs. FFIN - Drawdown Comparison

The maximum UMBF drawdown since its inception was -52.70%, smaller than the maximum FFIN drawdown of -55.97%. Use the drawdown chart below to compare losses from any high point for UMBF and FFIN.


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Drawdown Indicators


UMBFFFINDifference

Max Drawdown

Largest peak-to-trough decline

-52.70%

-55.97%

+3.27%

Max Drawdown (1Y)

Largest decline over 1 year

-18.57%

-23.37%

+4.80%

Max Drawdown (3Y)

Largest decline over 3 years

-31.80%

-31.38%

-0.42%

Max Drawdown (5Y)

Largest decline over 5 years

-50.25%

-55.97%

+5.72%

Max Drawdown (10Y)

Largest decline over 10 years

-50.25%

-55.97%

+5.72%

Current Drawdown

Current decline from peak

-5.98%

-36.16%

+30.18%

Average Drawdown

Average peak-to-trough decline

-17.77%

-12.72%

-5.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.06%

13.61%

-5.55%

Volatility

UMBF vs. FFIN - Volatility Comparison

UMB Financial Corporation (UMBF) has a higher volatility of 7.76% compared to First Financial Bankshares, Inc. (FFIN) at 6.06%. This indicates that UMBF's price experiences larger fluctuations and is considered to be riskier than FFIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UMBFFFINDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.76%

6.06%

+1.70%

Volatility (6M)

Calculated over the trailing 6-month period

18.68%

18.09%

+0.59%

Volatility (1Y)

Calculated over the trailing 1-year period

27.03%

25.68%

+1.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.31%

30.98%

+2.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.52%

32.17%

+1.35%

Dividends

UMBF vs. FFIN - Dividend Comparison

UMBF's dividend yield for the trailing twelve months is around 1.31%, less than FFIN's 2.40% yield.


PositionTTM20252024202320222021202020192018201720162015
FFIN
First Financial Bankshares, Inc.
2.40%2.51%2.00%2.34%1.92%1.14%1.41%1.32%1.42%1.66%1.55%2.06%
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. FFIN - Financials Comparison

This section allows you to compare key financial metrics between UMB Financial Corporation and First Financial Bankshares, 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


200.00M400.00M600.00M800.00M1.00B1.20B1.40B20222023202420252026
867.07M
215.04M
(UMBF) Total Revenue
(FFIN) Total Revenue
Values in USD except per share items

UMBF vs. FFIN - Profitability Comparison

The chart below illustrates the profitability comparison between UMB Financial Corporation and First Financial Bankshares, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
76.5%
Portfolio components
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%.

FFIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, First Financial Bankshares, Inc. reported a gross profit of 164.60M and revenue of 215.04M. Therefore, the gross margin over that period was 76.5%.

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%.

FFIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, First Financial Bankshares, Inc. reported an operating income of 87.83M and revenue of 215.04M, resulting in an operating margin of 40.8%.

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%.

FFIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, First Financial Bankshares, Inc. reported a net income of 71.54M and revenue of 215.04M, resulting in a net margin of 33.3%.


Frequently Asked Questions


UMBF and FFIN have a correlation of 0.74, 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 FFIN (6.06%). In terms of maximum drawdown, UMBF dropped -52.70% vs FFIN's -55.97%.

UMBF currently has the higher Sharpe Ratio (0.89 vs -0.37), 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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