UBS Group Past Earnings Performance
Past criteria checks 1/6
UBS Group has been growing earnings at an average annual rate of 30.1%, while the Capital Markets industry saw earnings growing at 7.9% annually. Revenues have been growing at an average rate of 8.3% per year. UBS Group's return on equity is 5.2%, and it has net margins of 9.6%.
Key information
30.1%
Earnings growth rate
33.0%
EPS growth rate
| Capital Markets Industry Growth | 10.3% |
| Revenue growth rate | 8.3% |
| Return on equity | 5.2% |
| Net Margin | 9.6% |
| Next Earnings Update | 04 Feb 2025 |
Recent past performance updates
Recent updates
UBS: Post-Merger With Credit Suisse Smoothe As Swiss Chocolate, As Share Price Climbs
Oct 25UBS: Happy I Went Long, But Time To Downgrade
Aug 15UBS Group: Why I Won't Buy This Rally
Jun 17UBS: Benefits Of Credit Suisse Deal Starting To Show
May 08UBS: To Play It Safe
Apr 20Momentum Has Shown That Despite The Risks, UBS Is A Worthy Investment (Rating Upgrade)
Jan 25UBS: Mixed Q3 Earnings, Hold
Nov 10UBS Q2 Earnings: Lot More To Do
Aug 31UBS: The Thrill Of Risk And Potential Reward, But Wait For Earnings
Jul 17UBS Group: Resume With An Equal-Weight Valuation
Jul 06Revenue & Expenses Breakdown
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 |
|---|---|---|---|---|
| 30 Sep 24 | 47,207 | 4,519 | 36,782 | 0 |
| 30 Jun 24 | 46,439 | 2,379 | 37,173 | 0 |
| 31 Mar 24 | 43,540 | 28,575 | 36,211 | 0 |
| 31 Dec 23 | 39,613 | 27,849 | 33,734 | 0 |
| 30 Sep 23 | 36,851 | 29,298 | 30,489 | 0 |
| 30 Jun 23 | 33,564 | 31,746 | 26,793 | 0 |
| 31 Mar 23 | 33,629 | 6,523 | 26,168 | 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 |
Quality Earnings: UBS has a large one-off loss of $4.9B impacting its last 12 months of financial results to 30th September, 2024.
Growing Profit Margin: UBS's current net profit margins (9.6%) are lower than last year (79.5%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: UBS's earnings have grown significantly by 30.1% per year over the past 5 years.
Accelerating Growth: UBS's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: UBS had negative earnings growth (-84.6%) over the past year, making it difficult to compare to the Capital Markets industry average (13%).
Return on Equity
High ROE: UBS's Return on Equity (5.2%) is considered low.