UBS Group AG

LSE:0R3T Stock Report

Market Cap: CHF 101.1b

UBS Group Valuation

Is 0R3T undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • 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 0R3T when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
CHF 26.24
Fair Value
20.2% overvalued intrinsic discount
16
Number of Analysts

Below Fair Value: 0R3T (CHF31.54) is trading above our estimate of fair value (CHF26.24)

Significantly Below Fair Value: 0R3T is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0R3T?

Key metric: As 0R3T is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0R3T. This is calculated by dividing 0R3T's market cap by their current earnings.
What is 0R3T's PE Ratio?
PE Ratio24.4x
EarningsUS$4.52b
Market CapUS$111.04b

Price to Earnings Ratio vs Peers

How does 0R3T's PE Ratio compare to its peers?

The above table shows the PE ratio for 0R3T vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average33.4x
LSEG London Stock Exchange Group
91.9x22.9%UK£62.6b
III 3i Group
8.7x16.4%UK£36.8b
HL. Hargreaves Lansdown
17.8x1.6%UK£5.2b
ICG Intermediate Capital Group
15.2x12.1%UK£6.1b
0R3T UBS Group
24.5x24.0%CHF 100.5b

Price-To-Earnings vs Peers: 0R3T is good value based on its Price-To-Earnings Ratio (24.5x) compared to the peer average (33.4x).

Price to Earnings Ratio vs Industry

How does 0R3T's PE Ratio compare vs other companies in the GB Capital Markets Industry?

4 CompaniesPrice / EarningsEstimated GrowthMarket Cap
PNIX Phoenix Digital Assets
1.3xn/aUS$34.78m
IX. i(x) Net Zero
0.1xn/aUS$8.94m
APQ APQ Global
0.5xn/aUS$6.30m
HRIP Hot Rocks Investments
1.8xn/aUS$588.66k
No more companies available in this PE range
0R3T 24.4xIndustry Avg. 11.9xNo. of Companies16PE01020304050+
4 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0R3T is expensive based on its Price-To-Earnings Ratio (24.5x) compared to the UK Capital Markets industry average (11.9x).

Price to Earnings Ratio vs Fair Ratio

What is 0R3T'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.

0R3T PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio24.4x
Fair PE Ratio36.1x

Price-To-Earnings vs Fair Ratio: 0R3T is good value based on its Price-To-Earnings Ratio (24.5x) compared to the estimated Fair Price-To-Earnings Ratio (36.1x).

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 0R3T forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentCHF 31.54
CHF 30.36
-3.7%
17.8%CHF 42.70CHF 21.00n/a16
Jan ’26CHF 27.67
CHF 29.57
+6.8%
18.0%CHF 42.90CHF 21.00n/a16
Dec ’25CHF 28.30
CHF 29.13
+2.9%
17.1%CHF 42.90CHF 21.00n/a16
Nov ’25CHF 27.10
CHF 29.16
+7.6%
17.7%CHF 42.90CHF 21.00n/a17
Oct ’25CHF 26.02
CHF 28.68
+10.2%
14.8%CHF 37.10CHF 21.00n/a18
Sep ’25CHF 26.09
CHF 28.53
+9.3%
15.7%CHF 37.10CHF 21.00n/a17
Aug ’25CHF 26.66
CHF 28.64
+7.4%
15.0%CHF 37.00CHF 21.00n/a17
Jul ’25CHF 26.98
CHF 28.61
+6.1%
14.5%CHF 37.00CHF 21.00n/a18
Jun ’25CHF 28.38
CHF 28.61
+0.8%
14.5%CHF 37.00CHF 21.00n/a18
May ’25CHF 24.27
CHF 28.06
+15.6%
13.6%CHF 37.00CHF 21.00n/a18
Apr ’25CHF 27.74
CHF 27.81
+0.2%
19.4%CHF 37.00CHF 13.20n/a18
Mar ’25CHF 25.46
CHF 27.08
+6.4%
17.1%CHF 33.00CHF 13.20n/a19
Feb ’25CHF 25.40
CHF 26.77
+5.4%
20.1%CHF 34.10CHF 13.20n/a19
Jan ’25CHF 26.19
CHF 26.45
+1.0%
20.3%CHF 34.50CHF 13.20CHF 27.6719
Dec ’24CHF 24.79
CHF 26.53
+7.0%
20.3%CHF 34.50CHF 13.20CHF 28.3019
Nov ’24CHF 21.80
CHF 26.44
+21.2%
20.0%CHF 33.70CHF 13.20CHF 27.1019
Oct ’24CHF 22.73
CHF 25.53
+12.3%
22.3%CHF 35.00CHF 13.20CHF 26.0219
Sep ’24CHF 23.16
CHF 22.37
-3.4%
19.4%CHF 30.00CHF 13.20CHF 26.0919
Aug ’24CHF 19.22
CHF 21.75
+13.2%
18.9%CHF 27.50CHF 13.20CHF 26.6619
Jul ’24CHF 18.11
CHF 22.34
+23.4%
17.6%CHF 29.90CHF 16.00CHF 26.9818
Jun ’24CHF 17.59
CHF 21.29
+21.0%
19.3%CHF 29.90CHF 13.20CHF 28.3817
May ’24CHF 17.98
CHF 21.08
+17.2%
18.6%CHF 29.90CHF 13.20CHF 24.2718
Apr ’24CHF 19.06
CHF 21.67
+13.7%
21.3%CHF 35.60CHF 13.20CHF 27.7417
Mar ’24CHF 20.38
CHF 22.25
+9.2%
18.7%CHF 35.60CHF 13.20CHF 25.4620
Feb ’24CHF 19.58
CHF 21.68
+10.7%
19.1%CHF 35.60CHF 13.20CHF 25.4020
Jan ’24CHF 17.26
CHF 20.78
+20.4%
15.5%CHF 30.20CHF 14.00CHF 26.1919
Analyst Price Target
Consensus Narrative from 16 Analysts
CHF 30.36
Fair Value
3.9% overvalued intrinsic discount
16
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/21 20:40
End of Day Share Price 2025/01/21 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

UBS Group AG is covered by 55 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Reto AmstaldenBaader Helvea Equity Research
Ignacio Mendez TerrosoBanco Santander