Umpqua Financial Statements From 2010 to 2024
| UMPQDelisted Stock | USD 17.66 0.00 0.00% |
Check Umpqua Holdings financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Umpqua Holdings' main balance sheet or income statement drivers, such as , as well as many indicators such as . Umpqua financial statements analysis is a perfect complement when working with Umpqua Holdings Valuation or Volatility modules.
Umpqua |
Umpqua Holdings Company Return On Equity Analysis
Umpqua Holdings' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Umpqua Holdings Return On Equity | 0.13 |
Most of Umpqua Holdings' fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Umpqua Holdings is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
CompetitionBased on the latest financial disclosure, Umpqua Holdings has a Return On Equity of 0.1288. This is 91.12% lower than that of the Banks sector and significantly higher than that of the Financials industry. The return on equity for all United States stocks is 141.55% lower than that of the firm.
Umpqua Holdings Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Umpqua Holdings's current stock value. Our valuation model uses many indicators to compare Umpqua Holdings value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Umpqua Holdings competition to find correlations between indicators driving Umpqua Holdings's intrinsic value. More Info.Umpqua Holdings is rated first in return on equity category among its peers. It is rated first in return on asset category among its peers reporting about 0.08 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Umpqua Holdings is roughly 11.93 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Umpqua Holdings by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.About Umpqua Holdings Financial Statements
Umpqua Holdings shareholders use historical fundamental indicators, such as revenue or net income, to determine how well the company is positioned to perform in the future. Although Umpqua Holdings investors may analyze each financial statement separately, they are all interrelated. The changes in Umpqua Holdings' assets and liabilities, for example, are also reflected in the revenues and expenses on on Umpqua Holdings' income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.
Umpqua Holdings Corporation operates as the holding company of Umpqua Bank that provides commercial and retail banking services. The company was founded in 1953 and is headquartered in Portland, Oregon. Umpqua Holdings operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 4000 people.
Pair Trading with Umpqua Holdings
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Umpqua Holdings position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Umpqua Holdings will appreciate offsetting losses from the drop in the long position's value.Moving against Umpqua Stock
| 0.81 | IBM | International Business Fiscal Year End 22nd of January 2025 | PairCorr |
| 0.73 | MCD | McDonalds Fiscal Year End 3rd of February 2025 | PairCorr |
| 0.71 | VZ | Verizon Communications Sell-off Trend | PairCorr |
| 0.51 | DD | Dupont De Nemours Fiscal Year End 4th of February 2025 | PairCorr |
| 0.43 | CAT | Caterpillar Fiscal Year End 3rd of February 2025 | PairCorr |
The ability to find closely correlated positions to Umpqua Holdings could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Umpqua Holdings when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Umpqua Holdings - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Umpqua Holdings to buy it.
The correlation of Umpqua Holdings is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Umpqua Holdings moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Umpqua Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Umpqua Holdings can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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 also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
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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