ducovest

UBS:NYE-UBS Group AG Registered (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 27.49

Change

+0.13 (+0.48)%

Market Cap

USD 57.41B

Volume

2.51M

Analyst Target

USD 14.27
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

UBS Group AG operates as a financial services provider and a bank in Switzerland. It provides wealth management, investment banking, and asset management services.

Company Website : http://www.ubs.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-25 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM JPMorgan Chase & Co

N/A

 USD 533.63B
JPM-PD JPMorgan Chase & Co

N/A

 USD 330.28B
JPM-PC JPMorgan Chase & Co

N/A

 USD 329.13B
BML-PG Bank of America Corporation

N/A

 USD 305.17B
BML-PH Bank of America Corporation

N/A

 USD 294.35B
BAC Bank of America Corp

N/A

 USD 291.31B
BAC-PE Bank of America Corporation

N/A

 USD 278.42B
BML-PL Bank of America Corporation

N/A

 USD 270.82B
BML-PJ Bank of America Corporation

N/A

 USD 265.46B
BAC-PB Bank of America Corporation

N/A

 USD 250.68B

ETFs Containing UBS

C066:F 13.50 % 0.00 %

N/A

 N/A
C066:XETRA 13.50 % 0.00 %

N/A

 N/A
HEWL 3.52 % 0.03 %

N/A

 N/A
S2EUBH:SW 3.27 % 0.00 %

N/A

 N/A
S2USBH:SW 3.17 % 0.00 %

N/A

 N/A
S2USAH:SW 3.03 % 0.00 %

N/A

 N/A
S2EUAH:SW 2.91 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -11.04% 2% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.04% 2% F 14% F
Trailing 12 Months  
Capital Gain 35.35% 88% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.35% 83% B 86% B+
Trailing 5 Years  
Capital Gain 106.85% 100% F 88% B+
Dividend Return 10.84% 18% F 42% F
Total Return 117.68% 100% F 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 23.50% 98% N/A 87% B+
Dividend Return 26.22% 95% A 87% B+
Total Return 2.72% 16% F 57% F
Risk Return Profile  
Volatility (Standard Deviation) 23.98% 51% F 47% F
Risk Adjusted Return 109.34% 100% F 99% N/A
Market Capitalization 57.41B 31% F 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 3.32 86% 95%
Price/Book Ratio 1.07 58% 68%
Price / Cash Flow Ratio 1.81 78% 76%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 38.74% 100% 95%
Return on Invested Capital 7.57% 88% 55%
Return on Assets 1.98% 100% 44%
Debt to Equity Ratio 419.44% 3% 7%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.