(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.

Based on and , UBS Group AG (NYSE:UBS) is expected to face headwinds in the next three months. The stock price, currently at $27.94, is below its 20-day SMA of $29.23 and 50-day SMA of $31.39, indicating bearish momentum. The 200-day SMA of $30.96 suggests a potential resistance level. With an ATR of 1.12, volatility is moderate. On the fundamental side, the forward P/E of 14.39 signals potential undervaluation, but the current P/E of 17.61 reflects elevated valuations. The P/B ratio of 1.00 aligns with book value, but the P/S ratio of 1.79 indicates premium pricing relative to sales. RoE of 5.98% is below historical averages for the sector. Overall, the stock is likely to consolidate in the near term, with resistance at $29.23 and support at $27.00. Stabilization is expected as the market absorbs macroeconomic uncertainties and geopolitical risks.

Additional Sources for UBS Stock

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
What is the price of UBS stocks?
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%.
Is UBS a good stock to buy?
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).
Is UBS a buy, sell or hold?
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
What are the forecast for UBS stock price target?
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%