(UBS) UBS - Ratings and Ratios
Exchange: NYSE • Country: Switzerland • Currency: USD • Type: Common Stock • ISIN: CH0244767585
UBS: Investment, Wealth, Management, Corporate, Banking
UBS Group AG is a global financial institution offering comprehensive financial solutions to private, institutional, and corporate clients across the world. The company operates through five distinct divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. Its service portfolio includes investment advice, wealth and estate planning, corporate and banking solutions, and investment management. Additionally, the firm provides personal banking products such as deposits, credit and debit cards, and digital banking services, along with lending, investment, retirement, and wealth management solutions. For corporate and institutional clients, UBS delivers equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions, including payment and cash management, trade and export finance, and global custody services. The company also offers a wide range of investment products, including equities, fixed income, hedge funds, real estate, private markets, indexed and alternative beta strategies, asset allocation, and currency investment strategies. UBS provides advisory and fiduciary services, multi-asset solutions, and multi-manager hedge fund services. The firm assists clients in strategic business opportunities, capital raising, securities trading, risk management, and liquidity provision. UBS Group AG, rebranded from UBS AG in December 2014, was founded in 1862 and is headquartered in Zurich, Switzerland.
As of the latest data, UBS Group AG (NYSE:UBS) has a market capitalization of $85.93 billion USD, with a price-to-earnings ratio of 17.61 and a forward P/E of 14.39. The price-to-book ratio stands at 1.00, and the price-to-sales ratio is 1.79, with a return on equity of 5.98%. Technically, the stock is trading at $27.94, with a 20-day average volume of 3,361,250 shares. The 20-day moving average is $29.23, the 50-day moving average is $31.39, and the 200-day moving average is $30.96. The average true range (ATR) is 1.12.
Additional Sources for UBS Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
UBS Stock Overview
Market Cap in USD | 98,088m |
Sector | Financial Services |
Industry | Banks - Diversified |
GiC Sub-Industry | Diversified Capital Markets |
IPO / Inception | 2014-11-21 |
UBS Stock Ratings
Growth Rating | 82.9 |
Fundamental | 34.0 |
Dividend Rating | 28.4 |
Rel. Strength | -10.6 |
Analysts | 3/5 |
Fair Price Momentum | 34.40 USD |
Fair Price DCF | 178.12 USD |
UBS Dividends
Dividend Yield 12m | 1.46% |
Yield on Cost 5y | 5.40% |
Annual Growth 5y | -6.39% |
Payout Consistency | 87.9% |
UBS Growth Ratios
Growth Correlation 3m | -75.4% |
Growth Correlation 12m | 38.2% |
Growth Correlation 5y | 95.8% |
CAGR 5y | 30.08% |
CAGR/Max DD 5y | 0.93 |
Sharpe Ratio 12m | 1.30 |
Alpha | -3.30 |
Beta | 1.336 |
Volatility | 28.11% |
Current Volume | 3628.9k |
Average Volume 20d | 2706k |
As of May 09, 2025, the stock is trading at USD 31.08 with a total of 3,628,876 shares traded.
Over the past week, the price has changed by +3.12%, over one month by +20.87%, over three months by -6.06% and over the past year by +9.51%.
Neither. Based on ValueRay Fundamental Analyses, UBS is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 34.02 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of UBS as of May 2025 is 34.40. This means that UBS is currently undervalued and has a potential upside of +10.68% (Margin of Safety).
UBS has received a consensus analysts rating of 3.00. Therefor, it is recommend to hold UBS.
- Strong Buy: 0
- Buy: 0
- Hold: 2
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, UBS UBS will be worth about 37.3 in May 2026. The stock is currently trading at 31.08. This means that the stock has a potential upside of +19.85%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 31.6 | 1.7% |
Analysts Target Price | 32.9 | 5.9% |
ValueRay Target Price | 37.3 | 19.9% |