Valuation

UVSPUnivest Financial Corporation

StockNasdaqUnited StatesFinancialsEU retail: available

−0.8% today · +42.2% over a year

10/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 87% of the instruments we score

Trend, Stability, Dividend safety: among the best of its peers; priced lower than most peers. Dividend yield 2.14%.

Univest Financial Corporation (UVSP) valuation against sector peers: P/E 11.8 (sector median 13.1), P/B 1.2, free-cash-flow yield 9.1%, P/S 3.4.

Ratios vs sector

Medians of Financials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
MetricUVSPSector medianvs median
P/E11.813.1 · n=29610% below
P/B1.21.5 · n=31519% below
P/S3.42.8 · n=30823% above
EV/EBIT—17.1 · n=70—
Free-cash-flow yield9.1%7.8% · n=21616% above
Dividend yield2.14%1.92% · n=34812% above
Return on equity10.5%11.9% · n=32912% below
Return on invested capital—15.8% · n=77—
Gross margin—60.1% · n=38—
Net debt / EBITDA—0.65 · n=69—

Value factor: 74 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

JPMJPMorgan14.22.4——1.8%7/10
MAMastercard33.196.027.03.1%0.7%6/10
BACBank of America Corp11.11.2——2.3%7/10
MSMorgan Stanley15.32.6——2.2%3/10
GSGoldman Sachs13.42.5—−15.4%1.9%3/10
WFCWells Fargo & Company11.41.6——2.7%4/10
CCitigroup16.71.1—−34.2%2.0%3/10
AXPAmerican Express17.56.0—6.5%1.4%4/10
BLKBlackRock26.03.120.52.0%1.9%4/10
SCHWThe Charles Schwab Corporation15.83.5—7.0%1.4%5/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 Jun 2026 · filed 28 Jul 2026