Stock Research: UBS

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UBS

VTX:UBSG CH0244767585
19
  • Value
    5
  • Growth
    56
  • Safety
    Safety
    22
  • Combined
    1
  • Sentiment
    90
  • 360° View
    360° View
    19
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Company Description

UBS Group AG is a wealth manager with investment banking capabilities. It operates in wealth management, asset management, and investment banking. The company's main regions are global, Switzerland. In the last fiscal year, the company had a market cap of $118154 million and 128983 employees.

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ANALYSIS: With an Obermatt 360° View of 19 (better than 19% compared with alternatives), overall professional sentiment and financial characteristics for the stock UBS are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for UBS. The consolidated Growth Rank has a good rank of 56, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 56% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 90, which means that professional investors are more optimistic about the stock than for 90% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 5, which means that the share price of UBS is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 95% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 22, which means that the company has a financing structure that is riskier than those of 78% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 7-May-2026.

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The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

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Metrics Current 2025 2024 2023
Value
5 1 1 1
Growth
56 73 83 11
Safety
Safety
22 31 1 25
Sentiment
90 8 1 74
360° View
360° View
19 9 1 8
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Metrics Current 2025 2024 2023
Analyst Opinions
31 31 15 57
Opinions Change
54 43 47 47
Pro Holdings
n/a 72 8 61
Market Pulse
100 7 1 67
Sentiment
90 8 1 74
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Metrics Current 2025 2024 2023
Value
5 1 1 1
Growth
56 73 83 11
Safety Safety
22 31 1 25
Combined
1 12 5 1
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
55 43 31 50
Price vs. Earnings (P/E)
14 1 1 40
Price vs. Book (P/B)
38 31 18 14
Dividend Yield
8 8 1 8
Value
5 1 1 1
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Metrics Current 2025 2024 2023
Revenue Growth
53 73 100 31
Profit Growth
80 94 1 8
Capital Growth
82 64 53 58
Stock Returns
32 15 94 34
Growth
56 73 83 11
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Metrics Current 2025 2024 2023
Leverage
41 41 24 24
Refinancing
1 1 1 64
Liquidity
83 72 42 48
Safety Safety
22 31 1 25

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Frequently Asked
Questions

This is a classic, high-risk growth play: high growth and positive sentiment outweigh low Value Rank (expensive) and risky financing. This is for aggressive growth investors who are comfortable with the high price and risk, believing the growth story justifies the expense.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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