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Alternative stocks to UBS (SWX:UBSG)


These are the alternatives to UBS that fall within the same industry, Diversified Capital Markets, or region, Switzerland.

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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

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UBS stock research in summary

ubs.com


UBS shares are more expensive than other comparable stocks. While they show above average growth, they are riskily financed, and are poor value. We recommend evaluating whether the future of the company UBS is really as positive as the high price of the shares suggests. If you come to the conclusion that the future for this company is only average, that could be a reason to sell this share.


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Country Switzerland
Industry Diversified Capital Markets
Index
Size class XX-Large

Large companies - similar industry as UBS

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Rothschild & Co SCA (XXL, FR)  Diversified Capital Markets
1. Rothschild & Co SCA (XXL, FR)   Diversified Capital Markets 89 46 88 100
2. Deutsche Bank (XXL, DE)  Diversified Capital Markets
2. Deutsche Bank (XXL, DE)   Diversified Capital Markets 80 90 1 80
3. Schroders (XL, GB)  Asset Management & Custody
3. Schroders (XL, GB)   Asset Management & Custody 70 29 67 73
4. Amundi (XL, FR)  Asset Management & Custody
4. Amundi (XL, FR)   Asset Management & Custody 93 51 9 60
5. 3i Group (XL, GB)  Asset Management & Custody
5. 3i Group (XL, GB)   Asset Management & Custody 38 68 47 59
6. VP Bank (XXL, LI)  Asset Management & Custody
6. VP Bank (XXL, LI)   Asset Management & Custody 34 24 87 50
7. Julius Bär (XXL, CH)  Asset Management & Custody
7. Julius Bär (XXL, CH)   Asset Management & Custody 57 68 26 50
8. EFG International (XXL, CH)  Asset Management & Custody
8. EFG International (XXL, CH)   Asset Management & Custody 34 42 68 45
9. SJP (XXL, GB)  Asset Management & Custody
9. SJP (XXL, GB)   Asset Management & Custody 53 4 74 30
10. Baader Bank (XXL, DE)  Investment Banking & Brokerage
10. Baader Bank (XXL, DE)   Investment Banking & Brokerage 43 55 59 30

April 18, 2024

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as UBS

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Banque Cantonale De Genève (XXL, CH)  Regional Banks
1. Banque Cantonale De Genève (XXL, CH)   Regional Banks 73 100 100 100
2. Swiss Life (XXL, CH)  Life & Health Insurance
2. Swiss Life (XXL, CH)   Life & Health Insurance 13 56 96 98
3. Berner Kantonalbank (XXL, CH)  Regional Banks
3. Berner Kantonalbank (XXL, CH)   Regional Banks 46 46 84 91
4. Swatch (XL, CH)  Apparel, Accessories, Luxury
4. Swatch (XL, CH)   Apparel, Accessories, Luxury 87 1 100 90
5. STMicroelectronics (XXL, CH)  Semiconductors
5. STMicroelectronics (XXL, CH)   Semiconductors 57 57 84 88
6. BKW (XL, CH)  Electric Utilities
6. BKW (XL, CH)   Electric Utilities 38 61 96 83
7. Valiant (XXL, CH)  Regional Banks
7. Valiant (XXL, CH)   Regional Banks 91 73 1 82
8. Logitech (XL, CH)  Technology Hardware & Peripherals
8. Logitech (XL, CH)   Technology Hardware & Peripherals 26 74 100 80
9. Chubb (XXL, CH)  Property & Casualty Insurance
9. Chubb (XXL, CH)   Property & Casualty Insurance 11 90 52 74
10. ALSO (XXL, CH)  Technology Distributors
10. ALSO (XXL, CH)   Technology Distributors 57 60 62 73

April 18, 2024


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Mid sized companies - similar industry as UBS

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. DWS (L, DE)  Asset Management & Custody
1. DWS (L, DE)   Asset Management & Custody 91 94 91 100
2. CMC Markets (M, GB)  Investment Banking & Brokerage
2. CMC Markets (M, GB)   Investment Banking & Brokerage 96 13 93 98
3. Azimut (L, IT)  Asset Management & Custody
3. Azimut (L, IT)   Asset Management & Custody 85 45 84 96
4. VIEL (L, FR)  Investment Banking & Brokerage
4. VIEL (L, FR)   Investment Banking & Brokerage 94 88 39 93
5. Janus Henderson Group (L, GB)  Asset Management & Custody
5. Janus Henderson Group (L, GB)   Asset Management & Custody 69 57 78 91
6. Rathbone Brothers (M, GB)  Asset Management & Custody
6. Rathbone Brothers (M, GB)   Asset Management & Custody 83 65 51 89
7. CFT (L, CH)  Investment Banking & Brokerage
7. CFT (L, CH)   Investment Banking & Brokerage 66 80 42 88
8. IG (L, GB)  Investment Banking & Brokerage
8. IG (L, GB)   Investment Banking & Brokerage 80 30 67 82
9. Leonteq (M, CH)  Investment Banking & Brokerage
9. Leonteq (M, CH)   Investment Banking & Brokerage 96 76 22 82
10. MLP (L, DE)  Asset Management & Custody
10. MLP (L, DE)   Asset Management & Custody 98 54 42 82

April 18, 2024


Mid sized companies - similar region as UBS

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. mobilezone (L, CH)  Electronics Retail
1. mobilezone (L, CH)   Electronics Retail 56 81 84 98
2. Romande Energie (M, CH)  Electric Utilities
2. Romande Energie (M, CH)   Electric Utilities 42 91 100 98
3. Bystronic (L, CH)  Industrial Machinery
3. Bystronic (L, CH)   Industrial Machinery 56 14 73 97
4. Coltene (M, CH)  Health Care Supplies
4. Coltene (M, CH)   Health Care Supplies 91 35 84 96
5. Montana Aerospace (L, CH)  Aerospace & Defense
5. Montana Aerospace (L, CH)   Aerospace & Defense 63 98 65 96
6. Ascom (M, CH)  Health Care Technology
6. Ascom (M, CH)   Health Care Technology 56 55 91 93
7. Starrag (M, CH)  Industrial Machinery
7. Starrag (M, CH)   Industrial Machinery 94 72 94 92
8. PolyPeptide (M, CH)  Life Sciences Tools & Services
8. PolyPeptide (M, CH)   Life Sciences Tools & Services 42 96 53 89
9. CFT (L, CH)  Investment Banking & Brokerage
9. CFT (L, CH)   Investment Banking & Brokerage 66 80 42 88
10. Mikron (M, CH)  Industrial Machinery
10. Mikron (M, CH)   Industrial Machinery 68 49 96 87

April 18, 2024



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