UBS Group Past Earnings Performance
Past criteria checks 4/6
UBS Group has been growing earnings at an average annual rate of 42.4%, while the Capital Markets industry saw earnings growing at 8.9% annually. Revenues have been growing at an average rate of 5.3% per year. UBS Group's return on equity is 32.2%, and it has net margins of 70.3%.
Key information
42.4%
Earnings growth rate
46.3%
EPS growth rate
| Capital Markets Industry Growth | 10.7% |
| Revenue growth rate | 5.3% |
| Return on equity | 32.2% |
| Net Margin | 70.3% |
| Next Earnings Update | 07 May 2024 |
Revenue & Expenses BreakdownBeta
How UBS Group makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Dec 23 | 39,613 | 27,849 | 33,734 | 0 |
| 30 Sep 23 | 36,914 | 30,888 | 30,493 | 0 |
| 30 Jun 23 | 33,695 | 33,406 | 26,793 | 0 |
| 31 Mar 23 | 33,756 | 6,523 | 25,677 | 0 |
| 31 Dec 22 | 34,288 | 7,630 | 24,927 | 0 |
| 30 Sep 22 | 35,315 | 7,325 | 25,839 | 0 |
| 30 Jun 22 | 36,274 | 7,871 | 26,187 | 0 |
| 31 Mar 22 | 36,126 | 7,769 | 26,275 | 0 |
| 31 Dec 21 | 35,613 | 7,457 | 26,058 | 0 |
| 30 Sep 21 | 34,925 | 7,745 | 25,055 | 0 |
| 30 Jun 21 | 34,732 | 7,559 | 25,133 | 0 |
| 31 Mar 21 | 33,306 | 6,786 | 24,639 | 0 |
| 31 Dec 20 | 32,386 | 6,557 | 24,235 | 0 |
| 30 Sep 20 | 31,292 | 5,643 | 24,019 | 0 |
| 30 Jun 20 | 29,443 | 4,599 | 23,404 | 0 |
| 31 Mar 20 | 29,606 | 4,758 | 23,268 | 0 |
| 31 Dec 19 | 28,927 | 4,304 | 23,202 | 0 |
| 30 Sep 19 | 28,940 | 3,897 | 23,349 | 0 |
| 30 Jun 19 | 29,288 | 4,101 | 23,208 | 0 |
| 31 Mar 19 | 29,337 | 4,091 | 23,262 | 0 |
| 31 Dec 18 | 30,503 | 4,516 | 24,157 | 0 |
| 30 Sep 18 | 30,329 | 1,698 | 23,195 | 0 |
| 30 Jun 18 | 30,479 | 1,458 | 23,570 | 0 |
| 31 Mar 18 | 29,862 | 1,204 | 23,056 | 0 |
| 31 Dec 17 | 29,591 | 969 | 23,009 | 0 |
| 30 Sep 17 | 29,954 | 4,157 | 23,328 | 0 |
| 30 Jun 17 | 30,126 | 4,073 | 23,617 | 0 |
| 31 Mar 17 | 28,979 | 3,760 | 22,636 | 0 |
| 01 Jan 17 | 28,824 | 3,348 | 22,948 | 0 |
| 30 Sep 16 | 28,865 | 3,619 | 23,513 | 0 |
| 30 Jun 16 | 28,895 | 4,879 | 23,806 | 0 |
| 31 Mar 16 | 29,772 | 5,147 | 24,559 | 0 |
| 31 Dec 15 | 30,566 | 6,196 | 23,746 | 0 |
| 30 Sep 15 | 31,312 | 6,259 | 24,388 | 0 |
| 30 Jun 15 | 32,339 | 5,132 | 26,685 | 0 |
| 31 Mar 15 | 30,570 | 4,523 | 25,729 | 0 |
| 31 Dec 14 | 28,213 | 3,489 | 24,975 | 0 |
| 30 Sep 14 | 29,050 | 3,687 | 25,433 | 0 |
| 30 Jun 14 | 30,624 | 3,766 | 25,684 | 0 |
| 31 Mar 14 | 30,871 | 3,663 | 26,216 | 0 |
| 31 Dec 13 | 31,142 | 3,562 | 26,509 | 0 |
| 30 Sep 13 | 30,558 | 388 | 2,240 | 0 |
| 30 Jun 13 | 29,230 | -2,494 | 2,217 | 0 |
Quality Earnings: UBSG has a large one-off gain of $22.9B impacting its last 12 months of financial results to 31st December, 2023.
Growing Profit Margin: UBSG's current net profit margins (70.3%) are higher than last year (22.3%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: UBSG's earnings have grown significantly by 42.4% per year over the past 5 years.
Accelerating Growth: UBSG's earnings growth over the past year (265%) exceeds its 5-year average (42.4% per year).
Earnings vs Industry: UBSG earnings growth over the past year (265%) exceeded the Capital Markets industry 10.1%.
Return on Equity
High ROE: Whilst UBSG's Return on Equity (32.16%) is high, this metric is skewed due to their high level of debt.