Valuation

UBSUBS Group

StockNYSESwitzerlandFinancialsEU retail investors: available

−2.0% today · +28.8% over a year

1/10 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 17% of the instruments we score

Priced higher than most peers (P/E 20.6). Dividend yield 4.03%.

UBS Group (UBS) valuation against sector peers: P/E 20.6 (sector median 13.5), P/B 1.8.

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.
MetricUBSSector medianvs median
P/E20.613.5 · n=5052% above
P/B1.81.8 · n=55near the median
P/S—3.1 · n=48—
EV/EBIT—17.1 · n=9—
Free-cash-flow yield—8.4% · n=36—
Dividend yield4.03%2.74% · n=14647% above
Return on equity8.9%13.7% · n=6935% below
Return on invested capital—20.5% · n=14—
Gross margin—33.7% · n=8—
Net debt / EBITDA—−1.07 · n=13—

Value factor: 31 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

HSBCHSBC Holdings plc.70.97.5—1.9%1.1%4/10
BCSBarclays PLC37.53.0—7.3%2.8%1/10
HSBAHSBC Holdings plc14.21.5—9.4%1.1%8/10
RYRoyal Bank of Canada19.32.8——2.4%10/10
MUFGMitsubishi UFJ Financial Group Inc.22.82.0—−9.3%0.0%7/10
8306Mitsubishi UFJ Financial Group, Inc.22.12.0—−9.6%3.1%4/10
TDToronto Dominion Bank13.72.3——1.9%10/10
SANBanco Santander SA11.71.4—−13.2%2.4%5/10
UBSGUBS Group AG20.81.8——2.3%2/10
BBVABanco Bilbao Vizcaya Argentaria SA12.32.1—10.9%4.3%6/10

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 31 Dec 2025 · filed 09 Mar 2026