UBS

UBS Group AG

Price

$42.88

return (12m)

p/e

17.94

p/bv

1.77

DIVIDEND YIELD

3.12%

UBS price

UBS Group

If you had invested

exposure

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

Return on Investment UBS

1 month

3 months

1 year

2 years

5 years

10 years

return

1 month

0.00%

3 months

0.00%

1 year

0.00%

2 years

0.00%

5 years

0.00%

10 years

0.00%

Fundamentals UBS

Valuation

P/E

17.94

Sector -104.25

Industry 13.86

P/BV

1.77

Sector -6.53

Industry 1.05

P/Revenue (PSR)

3.31

Sector 1.24

Industry 3.31

EV/EBITDA

Sector -1,149,559,867.04

Industry -

EV/EBIT

Sector -727.33

Industry -2,063.44

P/EBITDA

Sector -57.63

Industry 1.53

P/EBIT

Sector -66.84

Industry 2.37

P/Total Assets

0.10

Sector 0.13

Industry 0.13

P/Net Current Assets

-0.10

Sector -661,798.30

Industry -0.18

P/Working Capital

Sector -

Industry -

EPS

2.95

Sector -9,626.57

Industry 1.67

BVPS

29.91

Sector -3,921.12

Industry 22.91

Efficiency

Gross Margin

0.00%

Sector -0.53%

Industry 5.06%

EBITDA Margin

0.00%

Sector -271.52%

Industry 0.53%

EBIT Margin

0.00%

Sector -794,984.82%

Industry 0.94%

Operating Margin

0.00%

Sector -5.59%

Industry 1.23%

Net Profit Margins

18.45%

Sector -0.39%

Industry 24.18%

Asset Turnover

0.01

Sector 0.00

Industry 0.01

Profitability

ROE

9.85%

Sector -2,931.74%

Industry 7.33%

ROA

0.54%

Sector -1,447.39%

Industry 0.85%

ROIC

0.00%

Sector -11.33%

Industry -

Dividends

Dividend yield

3.12%

Sector 0.38%

Industry 1.31%

Payout

55.97%

Sector 7.02%

Industry 17.83%

Debt

Current Ratio

Sector -

Industry -

Net Debt / EBITDA

Sector -574,331,758.40

Industry -

Net Debt / EBIT

Sector -86.00

Industry -1,683.89

Net Debt / Equity

0.00

Sector -1.21

Industry -

Gross Debt / Equity

0.00

Sector -0.22

Industry 0.02

Equity/Assets

0.05

Sector 0.00

Industry 0.12

Liabilities/Assets

0.95

Sector 0.33

Industry 0.81

Growth

5Y Revenue CAGR

6.95%

Sector -

Industry -

5Y Earnings CAGR

4.09%

Sector -

Industry -

FAIR VALUE OF UBS Group ACCORDING TO BENJAMIN GRAHAM

Graham's Fair Value

The Fair Value formula was created by Benjamin Graham to identify stocks with appreciation potential or that are being traded for less than they are worth. Graham was one of the greatest investors in history and Warren Buffett’s mentor.

Current price

$42.88

Fair Value

$44.56

Upside Return potential.

3.91%

See Graham's ranking

Because it considers equity value in its calculation, this formula may not work well for technology companies.

This is not a buy/sell recommendation; the fair value calculation takes into account only the formula created by Benjamin Graham, published in the book The Intelligent Investor.

Fundamentals UBS

DRAG THE FRAME TO SEE MORE DATA

Assets	Price (US$)	Return 12m	DY	P/E	P/BV	ROE	Net Profit Margins
UBS UBS Group AG	$42.88	59.55%	3.12%	17.94	1.77	9.85%	18.45%
MORN Morningstar Inc.	$172.21	-36.08%	1.12%	16.50	6.52	39.54%	16.06%
LPLA LPL Financial Holdings Inc.	$322.45	3.88%	0.36%	29.24	4.63	15.84%	4.93%
FUTU Futu Holdings Limited	$161.84	104.75%	2.71%	10.44	2.54	24.28%	41.86%
SEIC SEI Investments Company	$79.80	11.57%	1.05%	16.39	4.39	26.78%	31.17%
MS Morgan Stanley	$183.30	74.08%	1.83%	16.84	0.00	-%	27.59%
JPM JPMorgan Chase & Co.	$311.12	35.11%	1.72%	14.19	2.47	17.37%	33.40%
NDAQ Nasdaq Inc.	$86.71	22.70%	1.22%	27.20	4.32	15.88%	23.01%
GCMG GCM Grosvenor Inc.	$10.51	-13.58%	3.59%	15.85	6.53	41.20%	8.88%
NEWT Newtek Business Services Corp.	$12.56	36.10%	6.22%	6.62	1.06	15.95%	23.73%
BLK BlackRock Inc.	$1,055.02	21.13%	2.03%	25.42	0.00	-%	24.09%
XP XP Inc.	$21.24	59.26%	2.36%	8.27	1.79	21.68%	29.31%
GS Goldman Sachs Group Inc.	$909.84	87.75%	1.68%	17.02	2.50	14.72%	29.89%
NMR Nomura Holdings Inc.	$8.52	70.25%	2.97%	11.54	1.14	9.88%	19.71%
AMP Ameriprise Financial Inc.	$462.02	-0.16%	1.22%	12.70	7.96	62.70%	20.57%
RJF Raymond James Financial Inc.	$153.23	15.15%	1.25%	15.49	2.64	17.03%	14.83%
IBKR Interactive Brokers Group Inc.	$77.10	80.91%	0.36%	39.34	1.92	4.88%	9.83%

Stock vs Indice Comparison Tool

If you had invested

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

UBS Historical Dividends

current DY: 3.12%

5-year average DY: 1.38%

DRAG THE FRAME TO SEE MORE DATA

type	Ex - Dividend Date	payment date	value
Dividends	04/22/2026	04/23/2026	1.09820000
Dividends	04/22/2026	04/23/2026	0.54960000
Dividends	04/16/2025	04/17/2025	0.45000000
Dividends	05/02/2024	05/03/2024	0.35000000
Dividends	04/13/2023	04/14/2023	0.27500000
Dividends	04/13/2022	04/14/2022	0.25000000
Dividends	04/14/2021	04/15/2021	0.37000000
Dividends	11/25/2020	11/27/2020	0.36600000
Dividends	05/06/2020	05/07/2020	0.36500000
Dividends	05/09/2017	05/10/2017	0.60090000
Dividends	05/13/2016	05/17/2016	0.87500000
Dividends	09/21/2015	09/22/2015	0.25820000
Dividends	05/12/2015	05/13/2015	0.53510000
Dividends	05/14/2014	05/15/2014	0.28210000

ABOUT UBS Group

UBS Group AG

Average Investor10 user rating

4.0 (0 people)

States of America

12 years

Founded: 2014

1990

Time since IPO - 36 years

71.551

Employees

UBS Group AG (States of America) is listed on the NYSE and has a market capitalization of $163.53 billion, with shareholders equity totaling $92.50 billion.

The company employs approximately 71.551 people and operates in the Financial sector, within the Serviços de Investimento industry.

Over the past 12 months, UBS Group AG reported $49.41 billion in revenue, generating net income of $9.12 billion.

Key financial metrics include a P/E ratio of 17.94, a price-to-book (P/B) ratio of 1.77, and a trailing twelve-month dividend yield of 3.12%.

The company trades under the ticker UBS.

Market cap

$163.53 billion

Net worth

$92.50 billion

$92,502,000,000.00

Assets

$1.69 trillion

$1,686,521,000,000.00

Total Shares Outstanding

3.09 billion

3,093,000,000

Average Daily Trading Volume

$2.07 million

$2,070,138.00

Sector

Financial

Industry

Serviços de Investimento

UBS

revenue by Business Segment UBS Group

UBS revenue and profits

Financial Results UBS

DRAG THE FRAME TO SEE MORE DATA

UBS cash flow

DRAG THE FRAME TO SEE MORE DATA

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