UBS Valuation

UBS Group AG

Add to Watchlist

Advanced Chart

39.920

+0.06(0.151%)1D

Overview
Forecast
Valuation
Earnings

UBS Relative Valuation

UBS's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, UBS is overvalued; if below, it's undervalued.

Historical Valuation

UBS Group AG (UBS) is now in the Fair zone, suggesting that its current forward PE ratio of 14.62 is considered Fairly compared with the five-year average of 13.18. The fair price of UBS Group AG (UBS) is between 31.17 to 52.32 according to relative valuation methord.

Relative Value

Fair Zone

31.17-52.32

Current Price：39.92

Fair

14.62

Trailing

Forward

0.00

EV/EBITDA

UBS Group AG. (UBS) has a current EV/EBITDA of 0.00. The 5-year average EV/EBITDA is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward EV/EBITDA of 0.00 falls within the Strongly Undervalued range.

NaN

EV/EBIT

UBS Group AG. (UBS) has a current EV/EBIT of NaN. The 5-year average EV/EBIT is NaN. The thresholds are as follows: Strongly Undervalued below NaN, Undervalued between NaN and NaN, Fairly Valued between NaN and NaN, Overvalued between NaN and NaN, and Strongly Overvalued above NaN. The current Forward EV/EBIT of NaN falls within the range.

2.52

UBS Group AG. (UBS) has a current PS of 2.52. The 5-year average PS is 1.79. The thresholds are as follows: Strongly Undervalued below 1.22, Undervalued between 1.22 and 1.51, Fairly Valued between 2.08 and 1.51, Overvalued between 2.08 and 2.36, and Strongly Overvalued above 2.36. The current Forward PS of 2.52 falls within the Strongly Overvalued range.

0.00

P/OCF

UBS Group AG. (UBS) has a current P/OCF of 0.00. The 5-year average P/OCF is 0.21. The thresholds are as follows: Strongly Undervalued below -1.65, Undervalued between -1.65 and -0.72, Fairly Valued between 1.14 and -0.72, Overvalued between 1.14 and 2.07, and Strongly Overvalued above 2.07. The current Forward P/OCF of 0.00 falls within the Historic Trend Line -Fairly Valued range.

0.00

P/FCF

UBS Group AG. (UBS) has a current P/FCF of 0.00. The 5-year average P/FCF is 2.76. The thresholds are as follows: Strongly Undervalued below -21.52, Undervalued between -21.52 and -9.38, Fairly Valued between 14.90 and -9.38, Overvalued between 14.90 and 27.04, and Strongly Overvalued above 27.04. The current Forward P/FCF of 0.00 falls within the Historic Trend Line -Fairly Valued range.

UBS Group AG (UBS) has a current Price-to-Book (P/B) ratio of 1.42. Compared to its 3-year average P/B ratio of 1.09 , the current P/B ratio is approximately 30.01% higher. Relative to its 5-year average P/B ratio of 1.03, the current P/B ratio is about 37.62% higher. UBS Group AG (UBS) has a Forward Free Cash Flow (FCF) yield of approximately 13.60%. Compared to its 3-year average FCF yield of 35.78%, the current FCF yield is approximately -61.99% lower. Relative to its 5-year average FCF yield of 28.22% , the current FCF yield is about -51.80% lower.

1.42

P/B

Median3y

1.09

Median5y

1.03

13.60

FCF Yield

Median3y

35.78

Median5y

28.22

Competitors Valuation Multiple

The average P/S ratio for UBS's competitors is 12.15, providing a benchmark for relative valuation. UBS Group AG Corp (UBS) exhibits a P/S ratio of 2.52, which is -79.22% above the industry average. Given its robust revenue growth of -10.69%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

Apollo Global Management Inc

BROOKFIELD ASSET MANAGEMENT LTD

Performance Decomposition

Market capitalization of UBS increased by 29.78% over the past 1 year. The primary factor behind the change was an increase in Margin Expansion from 5.55 to 12.70.

The secondary factor is the Revenue Growth, contributed -10.69%to the performance.

Overall, the performance of UBS in the past 1 year is driven by Margin Expansion. Which is more sustainable.

-10.69%

21.17B → 18.91B

Revenue Growth

128.83%

5.55 → 12.70

Margin Expansion

-88.36%

181.93 → 21.18

P/E Change

29.78%