How does UBSG's PE Ratio compare to its peers?

UBSG is good value based on its Price-To-Earnings Ratio (22.4x) compared to the peer average (27.2x).

How does UBSG's PE Ratio compare vs other companies in the European Capital Markets Industry?

UBSG is expensive based on its Price-To-Earnings Ratio (22.4x) compared to the European Capital Markets industry average (13x).

What is UBSG's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

UBSG is good value based on its Price-To-Earnings Ratio (22.4x) compared to the estimated Fair Price-To-Earnings Ratio (37.2x).

What is the Fair Price of UBSG when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

UBSG (CHF28.15) is trading above our estimate of [[fair value]] (CHF25.78)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Target price is less than 20% higher than the current share price.

UBS Group (SWX:UBSG) - Stock Price, News & Analysis

UBSG Stock Overview

Provides financial advice and solutions to private, institutional, and corporate clients worldwide. More details

UBSG fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	3/6
Past Performance	1/6
Financial Health	5/6
Dividends	4/6

Rewards

Earnings are forecast to grow 25.59% per year

Risk Analysis

Profit margins (9.6%) are lower than last year (79.5%)

Large one-off items impacting financial results

Unstable dividend track record

UBS Group AG Competitors

Partners Group Holding

SWX:PGHN

CHF 31.9b

Julius Bär Gruppe

SWX:BAER

CHF 10.9b

VZ Holding

SWX:VZN

CHF 5.5b

Swissquote Group Holding

SWX:SQN

CHF 5.0b

Price History & Performance

Summary of all time highs, changes and price drops for UBS Group
Historical stock prices
Current Share Price	CHF 28.15
52 Week High	CHF 29.57
52 Week Low	CHF 22.53
Beta	1.0
11 Month Change	0.46%
3 Month Change	7.48%
1 Year Change	21.70%
33 Year Change	70.40%
5 Year Change	130.27%
Change since IPO	-35.51%

Recent updates

Analysts Just Made A Captivating Upgrade To Their UBS Group AG (VTX:UBSG) Forecasts

Jun 27

Shareholder Returns

	UBSG	CH Capital Markets	CH Market
7D	0.3%	0.04%	-1.4%
1Y	21.7%	18.7%	4.8%

Return vs Industry: UBSG exceeded the Swiss Capital Markets industry which returned 19.1% over the past year.

Return vs Market: UBSG exceeded the Swiss Market which returned 5.2% over the past year.

Price Volatility

Is UBSG's price volatile compared to industry and market?
UBSG volatility
UBSG Average Weekly Movement	3.2%
Capital Markets Industry Average Movement	3.0%
Market Average Movement	3.3%
10% most volatile stocks in CH Market	6.5%
10% least volatile stocks in CH Market	1.6%

Stable Share Price: UBSG has not had significant price volatility in the past 3 months compared to the Swiss market.

Volatility Over Time: UBSG's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1862	109,396	Sergio Ermotti	www.ubs.com

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions.

UBS Group AG Fundamentals Summary

How do UBS Group's earnings and revenue compare to its market cap?
UBSG fundamental statistics
Market cap	CHF 89.68b
Earnings (TTM)	CHF 4.00b
Revenue (TTM)	CHF 41.76b

22.4x

P/E Ratio

2.1x

P/S Ratio

Is UBSG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
UBSG income statement (TTM)
Revenue	US$47.21b
Cost of Revenue	US$0
Gross Profit	US$47.21b
Other Expenses	US$42.69b
Earnings	US$4.52b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Feb 04, 2025

Earnings per share (EPS)	1.42
Gross Margin	100.00%
Net Profit Margin	9.57%
Debt/Equity Ratio	649.5%

How did UBSG perform over the long term?

See historical performance and comparison

Dividends

2.2%

Current Dividend Yield

50%

Payout Ratio

UBSG Stock Overview

Rewards

Risk Analysis

UBS Group AG Competitors

SWX:PGHN

CHF 31.9b

SWX:BAER

CHF 10.9b

SWX:VZN

CHF 5.5b

SWX:SQN

CHF 5.0b

Price History & Performance

Recent News & Updates

Six Exchange Group AG reached agreement to acquire Aquis Exchange PLC (AIM:AQX) from group of sellers for £200 million.

Six Exchange Group AG reached agreement to acquire Aquis Exchange PLC (AIM:AQX) from group of sellers for £200 million.

Consensus EPS estimates increase by 13%

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

American Express Swiss Holdings GmbH agreed to acquire remaining 50% stake in Swisscard AECS GmbH from UBS AG.

Now 21% overvalued

Recent updates

Six Exchange Group AG reached agreement to acquire Aquis Exchange PLC (AIM:AQX) from group of sellers for £200 million.

Six Exchange Group AG reached agreement to acquire Aquis Exchange PLC (AIM:AQX) from group of sellers for £200 million.

Consensus EPS estimates increase by 13%

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

American Express Swiss Holdings GmbH agreed to acquire remaining 50% stake in Swisscard AECS GmbH from UBS AG.

Now 21% overvalued

UBS Group AG Appoints Anderson Brito as Head of Global Banking, Brazil

Consensus EPS estimates increase by 13%, revenue downgraded

A group of buyers acquired a 2.20% stake in SWS Hemodialysis Care Co., Ltd. (SHSE:688410) from Huagai Xincheng Medical Health Investment Chengdu Partnership (Limited Partnership)

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

New minor risk - Share price stability

UBS Group AG Appoints Dan Chorney as A Managing Director and Financial Advisor in Manhattan

UBS Group AG to Report Q4, 2024 Results on Feb 04, 2025

BNP Paribas, UBS Reportedly Show Interest in HSBC’s German Wealth Unit

UBS AG Announces the Promotion Nestor Paz-Galindo as Head for Investment Banking in Europe, the Middle East and Africa

UBS Group AG (SWX:UBSG) acquired an additional unknown minority stake in Sibanye Stillwater Limited (JSE:SSW).

CRH plc (NYSE:CRH) completed the acquisition of 57.3% stake in Adbri Limited (ASX:ABC).

Do UBS Group's (VTX:UBSG) Earnings Warrant Your Attention?

UBS Group AG Announces Management Changes

Consensus EPS estimates increase by 21%

First quarter 2024 earnings: EPS and revenues exceed analyst expectations

Now 22% overvalued after recent price rise

Upcoming dividend of US$0.70 per share

Now 20% undervalued

UBS Private Wealth Management Names Managing Directors in New York City

UBS Group AG (SWX:UBSG) announces an Equity Buyback for 346,208,772 shares, representing 10% for $2,000 million.

Full year 2023 earnings: EPS misses analyst expectations

Ubs Appoints James V. Carideo as Market Director for San Diego

Now 21% overvalued after recent price rise

UBS AG Appoints Ben Sung as Debt Capital Market Head

Ubs Group Ag Announces Executive Appointments

UBS Group Announces Executive Changes

New major risk - Revenue and earnings growth

UBS Group AG Provides Revenue Guidance for the First Quarter of 2024

Now 21% overvalued after recent price rise

New minor risk - Shareholder dilution

UBS AG Appoints Thira Ngoeun as UBS Asset Management's Head of Wholesale Client Coverage in Australia

UBS Group AG Announces Executive Changes, Effective 1 March 2024

With EPS Growth And More, UBS Group (VTX:UBSG) Makes An Interesting Case

UBS AG Announces Board Changes

Citadel Securities Only Bidder for Credit Suisse China

French Supreme Court Refers UBS Group AG Legacy Matter to Appeals Court

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Consensus EPS estimates increase by 10%

UBS Group AG to Report Q3, 2024 Results on Oct 30, 2024

UBS Announces Joining of Patrick K. Mcbrien as Managing Director and Private Wealth Advisor in New York City

UBS Group AG (SWX:UBSG) acquired a 5.07% stake in Sibanye Stillwater Limited (JSE:SSW).

Is Now The Time To Put UBS Group (VTX:UBSG) On Your Watchlist?

Deutsche Börse AG (XTRA:DB1) completed the acquisition of SimCorp A/S (CPSE:SIM) from BLS Capital Fondsmaeglerselskab A/S, UBS Group AG (SWX : UBSG), Mawer Investment Management Ltd. and others.

Price target increased by 7.8% to CHF24.61

Price target increased by 7.8% to CHF24.40

UBS Hires Heather Phillips and Ted Hardenbergh as Advisor Team in Manchester, NH

UBS to Absorb Credit Suisse's Domestic Bank

Second quarter 2023 earnings: EPS misses analyst expectations

New major risk - Revenue and earnings growth

Consensus EPS estimates increase by 27%

UBS AG Appoints Richard Wilks as Head of ECM APAC Syndicate

Swiss Banks Prevented from Selling Russian Subsidiaries

UBS Group Appoint Executives