UBS Group Valuation

Is UBSG undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

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

Below Fair Value: UBSG (CHF25.39) is trading below our estimate of fair value (CHF32.51)

Significantly Below Fair Value: UBSG is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for UBSG?

Other financial metrics that can be useful for relative valuation.

UBSG key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenuen/a
Enterprise Value/EBITDAn/a
PEG Ratio-0.09x

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for UBSG vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average22.7x
PGHN Partners Group Holding
30.6x13.9%CHF30.7b
BAER Julius Bär Gruppe
21.7x21.0%CHF9.9b
VZN VZ Holding
21.9xn/aCHF4.1b
SQN Swissquote Group Holding
16.7x14.3%CHF3.6b
UBSG UBS Group
3.2x-34.0%CHF81.5b

Price-To-Earnings vs Peers: UBSG is good value based on its Price-To-Earnings Ratio (3.2x) compared to the peer average (22.7x).


Price to Earnings Ratio vs Industry

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

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a-16.0%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a-16.0%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: UBSG is good value based on its Price-To-Earnings Ratio (3.2x) compared to the European Capital Markets industry average (15x).


Price to Earnings Ratio vs Fair Ratio

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 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio3.2x
Fair PE Ratio8.6x

Price-To-Earnings vs Fair Ratio: UBSG is good value based on its Price-To-Earnings Ratio (3.2x) compared to the estimated Fair Price-To-Earnings Ratio (8.6x).


Analyst Price Targets

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

The above table shows the analyst UBSG forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentCHF25.39
CHF27.57
+8.6%
18.7%CHF37.00CHF13.20n/a18
Apr ’25CHF27.74
CHF27.81
+0.2%
19.4%CHF37.00CHF13.20n/a18
Mar ’25CHF25.50
CHF27.08
+6.2%
17.1%CHF33.00CHF13.20n/a19
Feb ’25CHF25.12
CHF26.77
+6.6%
20.1%CHF34.10CHF13.20n/a19
Jan ’25CHF26.10
CHF26.45
+1.3%
20.3%CHF34.50CHF13.20n/a19
Dec ’24CHF24.82
CHF26.53
+6.9%
20.3%CHF34.50CHF13.20n/a19
Nov ’24CHF21.74
CHF26.44
+21.6%
20.0%CHF33.70CHF13.20n/a19
Oct ’24CHF22.69
CHF25.53
+12.5%
22.3%CHF35.00CHF13.20n/a19
Sep ’24CHF23.42
CHF22.37
-4.5%
19.4%CHF30.00CHF13.20n/a19
Aug ’24CHF19.28
CHF21.75
+12.9%
18.9%CHF27.50CHF13.20n/a19
Jul ’24CHF18.10
CHF22.34
+23.5%
17.6%CHF29.90CHF16.00n/a18
Jun ’24CHF17.66
CHF21.29
+20.6%
19.3%CHF29.90CHF13.20n/a17
May ’24CHF18.07
CHF21.08
+16.7%
18.6%CHF29.90CHF13.20n/a18
Apr ’24CHF19.29
CHF21.67
+12.3%
21.3%CHF35.60CHF13.20CHF27.7417
Mar ’24CHF20.31
CHF22.25
+9.6%
18.7%CHF35.60CHF13.20CHF25.5020
Feb ’24CHF19.59
CHF21.68
+10.7%
19.1%CHF35.60CHF13.20CHF25.1220
Jan ’24CHF17.21
CHF20.78
+20.8%
15.5%CHF30.20CHF14.00CHF26.1019
Dec ’23CHF17.39
CHF20.12
+15.7%
15.6%CHF27.30CHF13.20CHF24.8219
Nov ’23CHF15.99
CHF20.07
+25.6%
15.9%CHF27.30CHF13.20CHF21.7419
Oct ’23CHF14.48
CHF19.55
+35.0%
16.2%CHF26.00CHF13.20CHF22.6919
Sep ’23CHF14.97
CHF19.52
+30.4%
16.1%CHF26.00CHF13.20CHF23.4219
Aug ’23CHF15.49
CHF19.52
+26.1%
16.1%CHF26.00CHF13.20CHF19.2819
Jul ’23CHF15.29
CHF21.16
+38.4%
15.2%CHF28.60CHF13.20CHF18.1018
Jun ’23CHF18.10
CHF21.58
+19.2%
14.4%CHF28.60CHF13.20CHF17.6618
May ’23CHF16.72
CHF21.55
+28.9%
13.2%CHF28.60CHF14.15CHF18.0719
Apr ’23CHF18.22
CHF21.14
+16.1%
12.9%CHF27.90CHF14.15CHF19.2919

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


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