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Financial ServicesNYQUSD

UBS Group AG

$0012345678900123456789.0012345678900123456789+6.0%
52w low (est.) $42.73$67.48 52w high (est.)
Market data
Market cap
USD176.41B
52-week range
USD35.75 – USD55.15
Beta (vs market)
0.83
Sector
Financial Services
Data quality
88/100
Valuation
P/E ratio
19.3x
DCF fair value
USD107.41
Margin of safety
+100.8%
Forward P/E
12.8x
PEG ratio
0.94
Dividend yield
2.12%
Quality & efficiency
Moat score
48/100
Return on equity
10.2%
Profit margin
17.8%
Growth & analysts
Revenue growth (YoY)
+13.8%
Analyst target
USD52.20
Target upside
-2.4%
Analysts covering
3

About UBS Group AG

UBS Group AG operates as a wealth manager and bank worldwide. It operates through five segments: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-Core and Legacy. The Global Wealth Management segment offers financial services, advice, and solutions; investment management, estate planning, and corporate advice services; and wealth management and banking products and services to private wealth and institutional customers. Its Personal & Corporate Banking segment provides banking, retirement, financing, investments, and strategic transactions to private, corporate, and institutional customers through its branch network and digital channels in Switzerland. The Asset Management segment offers diversified asset management services. Its Investment Bank segment provides equities, foreign exchange, precious metals, research, advisory, and capital markets services to institutional, corporate, financial sponsor, and Global Wealth Management customers, as well as focused rates and credit platform. The company also offers lending products, such as securities-based lending, mortgages, structured products, and tailored solutions; collateralized lending residential and commercial real estate, primarily against securities, residential and commercial real estate, other real assets (such as ships and aircraft), private market and hedge fund interest; and unsecured lending. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.

Valuation

ValueGrowthProfitHealthIncome67QUALITY
Overall Rating
71
Strong Buy
Strong Buy

Derived from filed metrics · High confidence (88% of the inputs available)

Moat Score48
DCF Intrinsic Value
USD107.41+100.8% upside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
USD176.41B
P/E Ratio
19.3
Dividend Yield
2.12%
Revenue Growth
+13.8%
Profit Margin
17.8%
ROE
10.2%
Debt / Equity
0.00
Beta
0.83
Momentum
vs Financial Services sector:P/E 19 vs 0 Moat 48 vs 0Yield 2.12% vs 0.0%

Statistics

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