Umpqua Competitors

Delisted . USA . 
Stock . Umpqua Holdings
UMPQDelisted Stock  USD 17.66  0.00  0.00%   
Umpqua Holdings competes with BTB Real, Adient PLC, Aeye, Gentex, and Magna International; as well as few others. The company conducts business under Banks sector and is part of Financials industry. Analyzing Umpqua Holdings competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Umpqua Holdings to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Umpqua Holdings competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
17.6617.6617.66
Details
Intrinsic
Valuation
LowRealHigh
15.1615.1619.43
Details

Umpqua Holdings Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Umpqua Holdings and its competitors represents the degree of relationship between the price movements of corresponding delisted stocks. A correlation of about +1.0 implies that the price of Umpqua and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Umpqua Holdings does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PCAR
+ 0.8
MGA
LIDR
+ 0.63
ADNT
BWA
+ 0.62
BTBIF
MGA
+ 0.48
GNTX
BWA
+ 0.39
MGA
BWA
+ 0.39
PCAR
  
High negative correlations   
PCAR
- 0.56
ADNT
MGA
- 0.36
ADNT
MGA
- 0.3
LIDR
PCAR
- 0.26
LIDR
GNTX
- 0.18
BTBIF
UCAR
- 0.1
ADNT

Risk-Adjusted Indicators

There is a big difference between Umpqua Stock performing well and Umpqua Holdings Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Umpqua Holdings' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
All Fundamental Data

Umpqua Holdings Competitive Analysis

The better you understand Umpqua Holdings competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Umpqua Holdings' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Umpqua Holdings' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
UMPQ BTBIF ADNT LIDR GNTX MGA PCAR UCAR BWA
 0.00 
 17.66 
Umpqua
 0.78 
 2.57 
BTB
 0.16 
 19.23 
Adient
 5.61 
 1.13 
Aeye
 0.03 
 30.56 
Gentex
 0.42 
 45.14 
Magna
 0.71 
 117.00 
PACCAR
 2.60 
 6.32 
UCAR
 0.12 
 34.32 
BorgWarner
Market Volatility
(90 Days Market Risk)
Very steady
Somewhat reliable
Very steady
Extremely Dangerous
Very steady
Very steady
Very steady
Moderately volatile
Very steady
Market Performance
(90 Days Performance)
Very Weak
OK
Very Weak
Very Weak
Very Weak
Modest
Good
Very Weak
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Dangerous
Low
Very Small
Very High
Very Low
Very Low
Very Low
Quite High
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Under Valued
Over Valued
Under Valued
Under Valued
Over Valued
Over Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Buy
Hold
Buy
Buy
Buy
Strong Sell
Strong Buy
Trade Advice
(90 Days Macroaxis Advice)
Not Rated
Cautious Hold
Cautious Hold
Strong Sell
Hold
Strong Sell
Strong Hold
Strong Sell
Sell
Current Ratio
N/A
0.15
1.2
8.31
3.47
1.3
4.31
N/A
1.72
Net Asset
31.85 B
1.13 B
9.35 B
54.32 M
2.61 B
32.26 B
40.82 B
428.99 M
14.45 B
Profit Margin
0.28
0.52
0.0012
N/A
0.18
0.0252
0.14
-1.27
0.0633
EBITDA
420.1 M
66.2 M
656 M
(85.52 M)
589.05 M
3.66 B
5.41 B
(12.67 M)
1.16 B
Operating Margin
0.41
0.52
0.0295
-258.0
0.21
0.0538
0.14
-2.0
0.0844
Current Valuation
1.83 B
748.23 M
3.09 B
(8.08 M)
6.75 B
19.58 B
67.5 B
21.14 M
10.24 B
Price To Book
1.6
0.69
0.76
0.69
2.87
1.06
3.29
0.5
1.22
Retained Earnings
410.6 M
N/A
(885 M)
(337.63 M)
1.34 B
9.26 B
15.78 B
(173.18 M)
6.15 B
Five Year Return
4.84
9.02
N/A
N/A
1.71
2.57
1.6
N/A
1.67
Current Asset
N/A
N/A
5.69 B
N/A
618.99 M
11.14 B
5.39 B
N/A
838.3 M
Beta
0.95
1.47
2.18
2.95
0.91
1.6
0.89
N/A
1.19
Number Of Employees
3.5 K
20
N/A
60
6.25 K
162 K
32.4 K
77
39.9 K
Shares Outstanding
217.06 M
84.73 M
84.87 M
9.13 M
227.43 M
287.34 M
524.3 M
2.79 M
218.7 M
Cash Flow From Operations
1.07 B
56.54 M
543 M
(50.73 M)
537.25 M
3.15 B
4.19 B
(65.44 M)
1.4 B
Annual Yield
0.0476
0.0804
N/A
N/A
0.0157
0.0421
0.0103
N/A
0.0128
Total Debt
1.23 B
592.31 M
2.4 B
17.27 M
3.57 M
7.22 B
14.38 B
45.25 M
3.93 B
Return On Equity
0.13
0.14
0.0393
-1.46
0.19
0.0949
0.27
-0.14
0.16
Z Score
1.8
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.0108
0.0345
0.0266
-0.42
0.12
0.0393
0.0846
-0.0629
0.0527
Number Of Shares Shorted
4.55 M
N/A
4.97 M
262.39 K
5.94 M
7.92 M
12.45 M
33.27 K
7.47 M
Book Value Per Share
11.43
5.48
25.14
4.6
10.63
42.72
35.6
98.19
28.15
Current Liabilities
N/A
N/A
4.26 B
N/A
58.09 M
7.28 B
2.92 B
N/A
484 M
Total Asset
31.85 B
1.13 B
9.35 B
54.32 M
2.61 B
32.26 B
40.82 B
428.99 M
14.45 B
Debt To Equity
0.32
1.52
1.21
0.15
0.001
0.45
0.81
N/A
0.59
Short Ratio
2.64
N/A
4.11
1.97
3.82
8.44
4.43
1.33
3.73
Target Price
19.63
N/A
28.8
1.0
34.84
49.8
113.99
N/A
41.45
Last Dividend Paid
0.84
0.3
N/A
N/A
0.48
1.9
1.14
N/A
0.44
Shares Owned By Institutions
90.02
2.34
97.67
21.7
97.91
76.62
72.16
0.035
99.34
Market Capitalization
3.83 B
468.7 M
1.63 B
10.32 M
6.95 B
12.97 B
61.34 B
20.81 M
7.51 B
Price To Earning
10.23
74.21
3.97
N/A
19.08
24.46
14.12
N/A
17.95
Price To Earnings To Growth
2.24
N/A
0.1
N/A
1.63
0.42
1.18
N/A
1.36
Price To Sales
3.22
3.96
0.11
33.4
2.95
0.3
1.76
0.67
0.53
Net Income
336.75 M
41.57 M
101 M
(87.13 M)
428.4 M
1.29 B
4.6 B
(19.34 M)
702 M
Earnings Per Share
1.55
0.57
0.2
-8.51
1.89
3.75
8.94
-2.22
4.04
Shares Owned By Insiders
0.98
1.49
2.33
8.59
0.24
6.1
1.86
39.06
0.66
Revenue
1.15 B
100.34 M
14.69 B
1.46 M
2.3 B
42.8 B
35.13 B
19.76 M
14.2 B
Working Capital
N/A
N/A
408 M
29.73 M
726.13 M
803 M
19.22 B
88.32 M
2.45 B
Cash And Equivalents
1.55 B
3.02 M
892 M
125.76 M
281.36 M
1.23 B
4.76 B
N/A
1.24 B
Cash Per Share
7.16
0.04
9.41
0.79
1.2
5.76
13.7
N/A
5.27
Gross Profit
1.19 B
56.34 M
1 B
(5.08 M)
609.81 M
4.65 B
4.61 B
2.66 M
3.1 B
Day Typical Price
17.66
2.57
19.23
1.11
30.68
45.0
116.89
6.25
34.31
Accumulation Distribution
N/A
0.0039
0.0201
0.0789
0.0126
0.0179
0.0107
0.0441
0.0219
Market Facilitation Index
N/A
0.01
0.39
0.09
0.39
0.81
1.26
0.28
0.76
Daily Balance Of Power
0.0
2.0
(0.08)
0.6667
(0.03)
0.2346
0.6508
0.5714
0.0526
Period Momentum Indicator
N/A
0.02
(0.03)
0.06
(0.01)
0.19
0.82
0.16
0.04
Rate Of Daily Change
1.0
1.01
1.0
1.06
1.0
1.0
1.01
1.03
1.0
Day Median Price
17.66
2.58
19.24
1.1
30.74
44.93
116.83
6.21
34.3
Price Action Indicator
N/A
0.005
(0.02)
0.065
(0.18)
0.31
0.58
0.19
0.04
Coefficient Of Variation
(1,074)
698.57
(1,263)
(4,595)
25067.29
1420.17
514.23
5457.51
3494.05
Mean Deviation
1.28
0.7455
1.9
3.16
1.13
1.62
1.26
3.39
1.33
Jensen Alpha
(0.12)
0.1027
(0.39)
(0.26)
(0.1)
(0.02)
0.1449
0.1459
(0.11)
Total Risk Alpha
(0.46)
(0.04)
(0.62)
(0.80)
(0.25)
(0.22)
0.0385
(0.64)
(0.25)
Sortino Ratio
N/A
0.0102
N/A
N/A
(0.09)
0.0075
0.1441
(0.01)
(0.05)
Downside Variance
N/A
2.68
N/A
N/A
2.18
6.53
2.02
19.35
3.15
Standard Deviation
1.72
1.08
2.47
4.2
1.49
2.23
1.76
4.27
1.74
Kurtosis
2.06
0.979
(0.25)
1.06
1.92
0.8249
3.34
(0.64)
1.0E-4
Potential Upside
2.73
2.08
4.08
7.55
2.24
3.06
3.32
6.41
2.84
Treynor Ratio
0.4215
0.4421
(0.14)
(0.08)
(0.01)
0.1134
0.2261
(0.11)
0.0331
Maximum Drawdown
8.28
5.86
10.66
17.33
7.93
11.56
10.18
16.6
7.85
Variance
2.95
1.16
6.12
17.64
2.22
4.95
3.1
18.24
3.01
Market Risk Adjusted Performance
0.4315
0.4521
(0.13)
(0.07)
0.0044
0.1234
0.2361
(0.10)
0.0431
Risk Adjusted Performance
(0.07)
0.1123
(0.05)
(0.01)
0.0079
0.0604
0.1543
0.0222
0.0275
Skewness
(0.41)
(0.21)
(0.01)
0.7561
0.3476
(0.32)
0.8117
(0.12)
(0.02)
Semi Deviation
N/A
0.7679
N/A
N/A
1.43
2.26
1.14
4.32
1.7
Information Ratio
(0.17)
0.0156
(0.13)
(0.05)
(0.09)
0.0086
0.1164
(0.01)
(0.05)
Value At Risk
(2.59)
(1.92)
(4.22)
(5.74)
(2.36)
(3.95)
(2.43)
(7.00)
(2.87)
Expected Short fall
N/A
(1.27)
N/A
N/A
(1.17)
(1.52)
(1.51)
(3.47)
(1.34)
Downside Deviation
N/A
1.64
N/A
N/A
1.48
2.56
1.42
4.4
1.77
Semi Variance
N/A
0.5897
N/A
N/A
2.04
5.11
1.29
18.67
2.9

Umpqua Holdings Competition Performance Charts

Five steps to successful analysis of Umpqua Holdings Competition

Umpqua Holdings' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Umpqua Holdings in relation to its competition. Umpqua Holdings' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Umpqua Holdings in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Umpqua Holdings' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Umpqua Holdings, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Umpqua Holdings position

In addition to having Umpqua Holdings in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.

Other Consideration for investing in Umpqua Stock

If you are still planning to invest in Umpqua Holdings check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Umpqua Holdings' history and understand the potential risks before investing.
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