Stock Research: UBS

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

UBS

VTX:UBSG CH0244767585
1
  • Value
    12
  • Growth
    5
  • Safety
    Safety
    8
  • Combined
    1
  • Sentiment
    53
  • 360° View
    360° View
    1
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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 1 (better than 1% 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 three out of four indicators below average for UBS. The consolidated Sentiment Rank has a good rank of 53, which means that professional investors are more optimistic about the stock than for 53% of alternative investment opportunities. But all other ranks are below average. The consolidated Value Rank has a rank of 12, 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. The consolidated Growth Rank also has a low rank of 5, meaning that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. This means that growth is lower than for 5% of competitors in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 8 which means that the company has a riskier financing structure than 92% 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: 19-Mar-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
12 1 1 1
Growth
5 73 83 11
Safety
Safety
8 31 1 25
Sentiment
53 8 1 74
360° View
360° View
1 9 1 8
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Metrics Current 2025 2024 2023
Analyst Opinions
31 31 15 57
Opinions Change
55 43 47 47
Pro Holdings
n/a 72 8 61
Market Pulse
70 7 1 67
Sentiment
53 8 1 74
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Metrics Current 2025 2024 2023
Value
12 1 1 1
Growth
5 73 83 11
Safety Safety
8 31 1 25
Combined
1 12 5 1
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
62 43 31 50
Price vs. Earnings (P/E)
14 1 1 40
Price vs. Book (P/B)
48 31 18 14
Dividend Yield
12 8 1 8
Value
12 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
1 64 53 58
Stock Returns
1 15 94 34
Growth
5 73 83 11
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Metrics Current 2025 2024 2023
Leverage
35 41 24 24
Refinancing
1 1 1 64
Liquidity
83 72 42 48
Safety Safety
8 31 1 25

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Frequently Asked
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Only the professional market sentiment is positive. The stock is expensive, has low growth, and low financial safety. This is a weak investment proposition. Only a small, highly-speculative investment may be justified by investors who strongly believe the positive sentiment points to an positive future.

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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