UBS Group AG

LSE:0R3T Stock Report

Market Cap: CHF86.4b

UBS Group Valuation

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

Valuation Score

3/6

Valuation Score 3/6

  • 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.

Below Fair Value: 0R3T (CHF26.41) is trading above our estimate of fair value (CHF16.37)

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?

Other financial metrics that can be useful for relative valuation.

0R3T 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-0.1x

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 Average25.3x
LSEG London Stock Exchange Group
63.6x20.6%UK£48.4b
III 3i Group
7.2x9.9%UK£27.5b
ICG Intermediate Capital Group
15.2x7.6%UK£6.2b
SDR Schroders
15.1x9.2%UK£5.9b
0R3T UBS Group
3.3x-31.3%CHF86.4b

Price-To-Earnings vs Peers: 0R3T is good value based on its Price-To-Earnings Ratio (3.3x) compared to the peer average (25.3x).

Price to Earnings Ratio vs Industry

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

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a18.8%
 n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a18.8%
 n/an/an/a
No more companies

Price-To-Earnings vs Industry: 0R3T is good value based on its Price-To-Earnings Ratio (3.3x) compared to the UK Capital Markets industry average (16.1x).

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 Ratio3.3x
Fair PE Ratio10.1x

Price-To-Earnings vs Fair Ratio: 0R3T is good value based on its Price-To-Earnings Ratio (3.3x) compared to the estimated Fair Price-To-Earnings Ratio (10.1x).

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
CurrentCHF27.04
CHF28.46
+5.3%
14.2%CHF37.00CHF21.00n/a18
May ’25CHF24.27
CHF28.06
+15.6%
13.6%CHF37.00CHF21.00n/a18
Apr ’25CHF27.74
CHF27.81
+0.2%
19.4%CHF37.00CHF13.20n/a18
Mar ’25CHF25.46
CHF27.08
+6.4%
17.1%CHF33.00CHF13.20n/a19
Feb ’25CHF25.40
CHF26.77
+5.4%
20.1%CHF34.10CHF13.20n/a19
Jan ’25CHF26.19
CHF26.45
+1.0%
20.3%CHF34.50CHF13.20n/a19
Dec ’24CHF24.79
CHF26.53
+7.0%
20.3%CHF34.50CHF13.20n/a19
Nov ’24CHF21.80
CHF26.44
+21.2%
20.0%CHF33.70CHF13.20n/a19
Oct ’24CHF22.73
CHF25.53
+12.3%
22.3%CHF35.00CHF13.20n/a19
Sep ’24CHF23.16
CHF22.37
-3.4%
19.4%CHF30.00CHF13.20n/a19
Aug ’24CHF19.22
CHF21.75
+13.2%
18.9%CHF27.50CHF13.20n/a19
Jul ’24CHF18.11
CHF22.34
+23.4%
17.6%CHF29.90CHF16.00n/a18
Jun ’24CHF17.59
CHF21.29
+21.0%
19.3%CHF29.90CHF13.20n/a17
May ’24CHF17.98
CHF21.08
+17.2%
18.6%CHF29.90CHF13.20CHF24.2718
Apr ’24CHF19.06
CHF21.67
+13.7%
21.3%CHF35.60CHF13.20CHF27.7417
Mar ’24CHF20.38
CHF22.25
+9.2%
18.7%CHF35.60CHF13.20CHF25.4620
Feb ’24CHF19.58
CHF21.68
+10.7%
19.1%CHF35.60CHF13.20CHF25.4020
Jan ’24CHF17.26
CHF20.78
+20.4%
15.5%CHF30.20CHF14.00CHF26.1919
Dec ’23CHF17.39
CHF20.12
+15.7%
15.6%CHF27.30CHF13.20CHF24.7919
Nov ’23CHF16.02
CHF20.07
+25.3%
15.9%CHF27.30CHF13.20CHF21.8019
Oct ’23CHF14.48
CHF19.55
+35.0%
16.2%CHF26.00CHF13.20CHF22.7319
Sep ’23CHF15.15
CHF19.52
+28.8%
16.1%CHF26.00CHF13.20CHF23.1619
Aug ’23CHF15.42
CHF19.52
+26.6%
16.1%CHF26.00CHF13.20CHF19.2219
Jul ’23CHF15.29
CHF21.16
+38.4%
15.2%CHF28.60CHF13.20CHF18.1118
Jun ’23CHF18.23
CHF21.58
+18.4%
14.4%CHF28.60CHF13.20CHF17.5918
May ’23CHF16.72
CHF21.55
+28.9%
13.2%CHF28.60CHF14.15CHF17.9819

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

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