Fact based stock research
UBS (SWX:UBSG)


UBS stock research in summary

ubs.com


UBS shares have a HOLD rating. While they are safely financed, they are bad value, and show below average growth. We recommend holding UBS shares.


Latest Obermatt Ranks


Value Rank 40
Growth Rank 26
Safety Rank 62
Combined Rank 35
Country Switzerland
Industry Diversified Capital Markets
Index SMI, SPI
Size class XX-Large

November 2, 2018. Top 10 stocks updated on Top 10 schedule or at least quarterly. ()


☀ Achievements

Gold Winner CEO

Top 10 Stock

Top 10 Focus Stock

Good Governance Stock

Google: UBS

News

Videos

Wikipedia about UBS

Management

Employee Satisfaction

Customer Satisfaction

Similar Stocks
All Top 10 Lists
Free Stock Update

Research History: UBS

RESEARCH HISTORY 2015 2016 2017 2018
VALUE
VALUE 67
64
68
40
GROWTH
GROWTH 95
12
37
26
SAFETY
SAFETY 67
71
49
62
COMBINED
COMBINED 92
39
51
35

Last update of Combined Rank: 2-Nov-2018. Stock research history is based on the Obermatt Method. The higher the rank, the better UBS is in the corresponding investment strategy.


Value Metrics in Detail

VALUE METRICS 2015 2016 2017 2018
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S) 62
77
75
74
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E) 35
20
11
11
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book) 77
80
86
20
DIVIDEND YIELD
DIVIDEND YIELD 51
44
51
67
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE 67
64
68
40

Last update of Value Rank: 2-Nov-2018. Stock analysis on value ratios: The higher the rank, the lower the value ratio of UBS; except for dividend yield where the rank is higher, the higher the yield.


Growth Metrics in Detail

GROWTH METRICS 2015 2016 2017 2018
REVENUE GROWTH
REVENUE GROWTH 70
23
34
32
PROFIT GROWTH
PROFIT GROWTH 87
95
95
48
STOCK RETURNS
STOCK RETURNS 91
8
40
39
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH 95
12
37
26

Financial reporting date of Growth Rank: 30-Jun-2018. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of UBS.


Safety Metrics in Detail

SAFETY METRICS 2015 2016 2017 2018
LEVERAGE
LEVERAGE 68
71
61
39
REFINANCING
REFINANCING 70
70
70
77
LIQUIDITY
LIQUIDITY 57
57
59
56
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY 67
71
49
62

Financial reporting date of Safety Rank: 30-Jun-2018. Stock analysis on safety metrics: The higher the rank, the lower the leverage of UBS and the more cash is available to service its debt.


Stock analysis by the purely financial fact-based Obermatt Method for the investment strategies Value, Growth and Safety for UBS from November 2, 2018.