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UBS Group AG UBSG

Morningstar Rating
$24.72 +0.09 (0.37%)
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Company Report

UBS Earnings: Most of the Good News Is Already in the Share Price

UBS reported net underlying profits in line with our expectations. The underlying results exclude the impact of the Credit Suisse integration, but UBS’ operating expenses remain inflated by Credit Suisse’s cost base. The rightsizing of the acquired Credit Suisse cost base will run until 2026. UBS confirmed its profitability target of a 15% return on common equity Tier 1, or CET1, capital by 2026. It, however, introduced a fresh ambition to achieve a return on CET1 of 18% by 2028.

Price vs Fair Value

UBSG is trading at a 10% discount.
Price
CHF 24.63
Fair Value
CHF 53.80
Uncertainty
High
1-Star Price
CHF 38.41
5-Star Price
CHF 37.80
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

historically, UBS has been one of the most profitable wealth managers globally with a dominant position in the lucrative ultra-high-net-worth segment. The takeover of Credit Suisse will further entrench its competitive advantages.

Bears

There has been a substantial increase in competition, with expansion into wealth management a part of the strategy of most banks and insurers.

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News

Trading Information

Previous Close Price
$24.63
Day Range
$24.5424.79
52-Week Range
$14.3826.55
Bid/Ask
$0.00 / $23.01
Market Cap
$79.32 Bil
Volume/Avg
5.8 Mil / 7.2 Mil

Key Statistics

Price/Earnings (Normalized)
14.18
Price/Sales
2.28
Dividend Yield (Trailing)
1.99%
Dividend Yield (Forward)
2.48%
Total Yield
5.89%

Company Profile

The core of UBS is its global wealth management business focusing on high and ultra-high-net-worth individuals. UBS is also a conventional retail and commercial bank in its Swiss home market. Its investment bank and asset management businesses support its wealth management operations, but also leverage its strength in wealth management to serve third-party clients.
Sector
Financial Services
Industry
Banks - Diversified
Stock Style Box
Large Core
Total Number of Employees
115,981

Competitors

Valuation

Metric
UBSG
BAER
MS
Price/Earnings (Normalized)
14.188.9014.26
Price/Book Value
1.061.551.52
Price/Sales
2.282.422.73
Price/Cash Flow
48.506.848.83
Price/Earnings
UBSG
BAER
MS

Financial Strength

Metric
UBSG
BAER
MS
Quick Ratio
Current Ratio
Interest Coverage
Quick Ratio
No chart available

Profitability

Metric
UBSG
BAER
MS
Return on Assets (Normalized)
0.32%0.96%0.97%
Return on Equity (Normalized)
6.20%16.60%12.60%
Return on Invested Capital (Normalized)
Return on Assets
UBSG
BAER
MS
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Banks - Diversified Industry Comparables

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Name
Morningstar Rating for Stocks
Economic Moat
Market Cap
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BAC
Bank of America CorpRcdy$264.6 Bil
WFC
Wells Fargo & CoQck$190.9 Bil
HSBC
HSBC Holdings PLC ADRKyl$142.6 Bil
RY
Royal Bank of CanadaRvv$137.9 Bil
MUFG
Mitsubishi UFJ Financial Group Inc ADRDllq$117.4 Bil
TD
The Toronto-Dominion BankJssv$107.4 Bil
C
Citigroup IncNhndk$106.4 Bil
UBS
UBS Group AGHpxsn$89.9 Bil
BMO
Bank of MontrealYhqpyq$68.3 Bil

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