UBS Group AG

NYSE:UBS Stock Report

Market Cap: US$95.3b

UBS Group Valuation

Is UBS 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 UBS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: UBS ($29.78) is trading above our estimate of fair value ($20.93)

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

Key Valuation Metric

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

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

The above table shows the Price to Earnings ratio for UBS. This is calculated by dividing UBS's market cap by their current earnings.
What is UBS's PE Ratio?
PE Ratio21.1x
EarningsUS$4.52b
Market CapUS$95.29b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for UBS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average36.7x
CME CME Group
25.1x3.1%US$86.0b
ICE Intercontinental Exchange
35.5x11.4%US$86.3b
MCO Moody's
42.2x9.4%US$84.5b
KKR KKR
43.8x-2.5%US$131.1b
UBS UBS Group
21.1x25.5%US$85.1b

Price-To-Earnings vs Peers: UBS is good value based on its Price-To-Earnings Ratio (21.1x) compared to the peer average (36.7x).

Price to Earnings Ratio vs Industry

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

22 CompaniesPrice / EarningsEstimated GrowthMarket Cap
ADX Adams Diversified Equity Fund
3.6xn/aUS$2.26b
CET Central Securities
4.4xn/aUS$1.29b
GAM General American Investors Company
4.2xn/aUS$1.20b
MUDS Mudrick Capital Acquisition Corporation II
3.4xn/aUS$401.64m
UBS 21.1xIndustry Avg. 23.6xNo. of Companies73PE020406080100+
22 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: UBS is good value based on its Price-To-Earnings Ratio (21.1x) compared to the US Capital Markets industry average (23.6x).

Price to Earnings Ratio vs Fair Ratio

What is UBS'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.

UBS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio21.1x
Fair PE Ratio28.3x

Price-To-Earnings vs Fair Ratio: UBS is good value based on its Price-To-Earnings Ratio (21.1x) compared to the estimated Fair Price-To-Earnings Ratio (28.3x).

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 UBS forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$29.78
US$32.56
+9.3%
17.4%US$47.64US$23.32n/a16
Dec ’25US$32.34
US$33.09
+2.3%
17.1%US$48.72US$23.85n/a16
Nov ’25US$31.11
US$33.77
+8.5%
17.7%US$49.68US$24.32n/a17
Oct ’25US$30.81
US$34.11
+10.7%
14.8%US$44.13US$24.98n/a18
Sep ’25US$30.76
US$33.66
+9.4%
15.7%US$43.77US$24.78n/a17
Aug ’25US$29.16
US$32.12
+10.2%
15.0%US$41.50US$23.55n/a17
Jul ’25US$29.94
US$31.37
+4.8%
14.5%US$40.57US$23.03n/a18
Jun ’25US$31.88
US$31.37
-1.6%
14.5%US$40.57US$23.03n/a18
May ’25US$26.19
US$30.82
+17.7%
13.6%US$40.64US$23.07n/a18
Apr ’25US$30.48
US$30.92
+1.5%
19.4%US$41.15US$14.68n/a18
Mar ’25US$28.95
US$30.57
+5.6%
17.1%US$37.26US$14.90n/a19
Feb ’25US$29.51
US$30.86
+4.6%
20.1%US$39.32US$15.22n/a19
Jan ’25US$30.90
US$30.11
-2.5%
20.3%US$39.28US$15.03n/a19
Dec ’24US$28.68
US$30.30
+5.7%
20.3%US$39.40US$15.08US$32.3419
Nov ’24US$24.03
US$29.37
+22.2%
20.0%US$37.44US$14.66US$31.1119
Oct ’24US$24.65
US$27.89
+13.1%
22.3%US$38.24US$14.42US$30.8119
Sep ’24US$26.34
US$25.25
-4.1%
19.4%US$33.86US$14.90US$30.7619
Aug ’24US$21.86
US$25.04
+14.5%
18.9%US$31.65US$15.19US$29.1619
Jul ’24US$20.27
US$25.01
+23.4%
17.6%US$33.47US$17.91US$29.9418
Jun ’24US$19.52
US$23.51
+20.4%
19.3%US$33.01US$14.57US$31.8817
May ’24US$20.04
US$23.65
+18.0%
18.6%US$33.55US$14.81US$26.1918
Apr ’24US$21.34
US$23.69
+11.0%
21.3%US$38.92US$14.43US$30.4817
Mar ’24US$21.61
US$24.04
+11.2%
18.7%US$38.46US$14.26US$28.9520
Feb ’24US$21.70
US$23.86
+9.9%
19.1%US$39.18US$14.53US$29.5120
Jan ’24US$18.67
US$22.43
+20.1%
15.5%US$32.59US$15.11US$30.9019
Dec ’23US$18.49
US$21.09
+14.1%
15.6%US$28.62US$13.84US$28.6819

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

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 08:14
End of Day Share Price 2024/12/20 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 58 analysts. 14 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