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18.07 (1y: +50%)
Market Cap 69.8 B P/E(ttm)
Enterprise Value P/B 1.40
UBS- NYSE (USA)
UBS AG
  • Currently 1/5
Business Predictability Rank: 1-Star (On Watch)
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$18.07
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 3/10

vs
industry		 vs
history
Cash to Debt 1.194
UBS's Cash to Debt is ranked higher than
75% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 0.42 vs. UBS: 1.194 )
UBS' s 10-Year Cash to Debt Range
Min: 0.03   Max: 2.22
Current: 1.19
0.03
2.22
Equity to Asset 0.036
UBS's Equity to Asset is ranked lower than
57% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 0.09 vs. UBS: 0.036 )
UBS' s 10-Year Equity to Asset Range
Min: 0.02   Max: 0.04
Current: 0.04
0.02
0.04
Interest Coverage No Debt
UBS's Interest Coverage is ranked higher than
70% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 10000.00 vs. UBS: No Debt )
UBS' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 4
Z-Score: 0.09
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry		 vs
history
Operating margin (%) -6.90
UBS's Operating margin (%) is ranked lower than
67% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 21.80 vs. UBS: -6.90 )
UBS' s 10-Year Operating margin (%) Range
Min: -90.5   Max: 30.5
Current: -6.9
-90.5
30.5
Net-margin (%) -9.8
UBS's Net-margin (%) is ranked lower than
67% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 15.70 vs. UBS: -9.8 )
UBS' s 10-Year Net-margin (%) Range
Min: -69   Max: 27.7
Current: -9.8
-69
27.7
ROE (%) -5.5
UBS's ROE (%) is ranked lower than
67% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 5.20 vs. UBS: -5.5 )
UBS' s 10-Year ROE (%) Range
Min: -63.5   Max: 31.7
Current: -5.5
-63.5
31.7
ROA (%) -0.2
UBS's ROA (%) is ranked lower than
66% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 0.50 vs. UBS: -0.2 )
UBS' s 10-Year ROA (%) Range
Min: -1   Max: 0.7
Current: -0.2
-1
0.7
Revenue Growth (%) 0.5
UBS's Revenue Growth (%) is ranked higher than
77% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 0.5 )
UBS' s 10-Year Revenue Growth (%) Range
Min: -26.8   Max: 14.7
Current: 0.5
-26.8
14.7
EBITDA Growth (%) 51
UBS's EBITDA Growth (%) is ranked higher than
98% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 51 )
UBS' s 10-Year EBITDA Growth (%) Range
Min: -3.4   Max: 51
Current: 51
-3.4
51
EPS Growth (%) -2.8
UBS's EPS Growth (%) is ranked lower than
62% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: -2.8 )
UBS' s 10-Year EPS Growth (%) Range
Min: -13   Max: 46.9
Current: -2.8
-13
46.9
» UBS's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

UBS Guru Trades in Q2 2012

Steven Cohen 109,145 sh (+946.05%)
David Dreman 262,849 sh (+27.22%)
Charles Brandes 3,074,662 sh (-0.2%)
Richard Pzena 9,593,797 sh (-8.85%)
Jim Simons 381,300 sh (-77.29%)
» More
Q3 2012

UBS Guru Trades in Q3 2012

Signature Select Canadian Fund 366,600 sh (New)
Sarah Ketterer 76,364 sh (New)
Richard Pzena 15,289,273 sh (+59.37%)
David Dreman 281,293 sh (+7.02%)
Jim Simons Sold Out
Charles Brandes 2,928,275 sh (-4.76%)
Steven Cohen 29,697 sh (-72.79%)
» More
Q4 2012

UBS Guru Trades in Q4 2012

NWQ Managers 21,597 sh (New)
Steven Cohen 137,522 sh (+363.08%)
Sarah Ketterer 152,929 sh (+100.26%)
David Dreman 265,601 sh (-5.58%)
Richard Pzena 14,066,648 sh (-8%)
Charles Brandes 2,566,008 sh (-12.37%)
» More
Q1 2013

UBS Guru Trades in Q1 2013

Jim Simons 963,000 sh (New)
Sarah Ketterer 178,049 sh (+16.43%)
Richard Pzena 14,693,903 sh (+4.46%)
David Dreman 276,871 sh (+4.24%)
NWQ Managers 20,199 sh (-6.47%)
Charles Brandes 2,350,187 sh (-8.41%)
Steven Cohen 35,852 sh (-73.93%)
» More
» Details

Insider Trades

Latest Guru Trades with UBS

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
David Dreman 2012-06-30 Add 27.22%0.02%$11.02 - $13.84 $ 18.0750%262849
Charles Brandes 2011-12-31 Add 32.57%0.08%$10.56 - $14.04 $ 18.0751%3159255
Charles Brandes 2011-09-30 Reduce -77.08%1.03%$10.63 - $18.31 $ 18.0724%2382996
David Dreman 2011-09-30 Add 26.75%0.01%$10.63 - $18.31 $ 18.0724%179886
Charles Brandes 2011-06-30 Add 377.83%1.06%$17.31 - $20 $ 18.07-3%10396298
David Dreman 2011-06-30 Add 53.93%0.02%$17.31 - $20 $ 18.07-3%141919
Charles Brandes 2011-03-31 Reduce -77.91%0.95%$16.32 - $19.94 $ 18.07-2%2175742
David Dreman 2011-03-31 Add 48.97%0.01%$16.32 - $19.94 $ 18.07-2%92196
David Dreman 2010-12-31 Add 58.35%0.01%$15.07 - $18.33 $ 18.077%61890
David Dreman 2010-09-30 New Buy0.02%$13.19 - $18.33 $ 18.079%39085
Charles Brandes 2010-06-30 Add 17.43%0.13%$12.39 - $17.45 $ 18.0724%9993665
Charles Brandes 2010-03-31 Add 531.65%0.62%$12.73 - $16.8 $ 18.0723%8510342
Premium More recent guru trades are included for Premium Members only!!
» Financial Charts

Peter Lynch Chart

Ratios

vs
industry		 vs
history
P/B 1.40
UBS's P/B is ranked lower than
54% of the 1347 Companies
in the Global Banks - Global industry.

( Industry Median: 0.97 vs. UBS: 1.40 )
UBS' s 10-Year P/B Range
Min: 0.7   Max: 4.67
Current: 1.4
0.7
4.67
P/S 2.30
UBS's P/S is ranked higher than
65% of the 1433 Companies
in the Global Banks - Global industry.

( Industry Median: 2.33 vs. UBS: 2.30 )
UBS' s 10-Year P/S Range
Min: 0.65   Max: 8.17
Current: 2.3
0.65
8.17
PFCF 1.00
UBS's PFCF is ranked higher than
93% of the 1087 Companies
in the Global Banks - Global industry.

( Industry Median: 5.38 vs. UBS: 1.00 )
UBS' s 10-Year PFCF Range
Min: 0.42   Max: 303.08
Current: 1
0.42
303.08
EV-to-EBIT 40
UBS's EV-to-EBIT is ranked lower than
62% of the 1102 Companies
in the Global Banks - Global industry.

( Industry Median: 14.26 vs. UBS: 40 )
UBS' s 10-Year EV-to-EBIT Range
Min: 2.7   Max: 72.5
Current: 40
2.7
72.5
Shiller P/E 101.5
UBS's Shiller P/E is ranked lower than
100% of the Companies
in the Global Banks - Global industry.

( Industry Median: vs. UBS: 101.5 )
UBS' s 10-Year Shiller P/E Range
Min: 5.51   Max: 299.25
Current: 101.5
5.51
299.25

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 0.90
UBS's Dividend Yield is ranked lower than
60% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 1.69 vs. UBS: 0.90 )
UBS' s 10-Year Dividend Yield Range
Min: 0.36   Max: 0.65
Current: 0.9
0.36
0.65
Yield on cost (5-Year) 0.90
UBS's Yield on cost (5-Year) is ranked lower than
52% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 1.26 vs. UBS: 0.90 )
UBS' s 10-Year Yield on cost (5-Year) Range
Min: 0.36   Max: 0.65
Current: 0.9
0.36
0.65
Share Buyback Rate -0.6
UBS's Share Buyback Rate is ranked higher than
57% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: -0.20 vs. UBS: -0.6 )
UBS' s 10-Year Share Buyback Rate Range
Min: 4.1   Max: -18.9
Current: -0.6

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 2.8
UBS's Price/Net Current Asset Value is ranked higher than
87% of the 356 Companies
in the Global Banks - Global industry.

( Industry Median: 13.20 vs. UBS: 2.8 )
UBS' s 10-Year Price/Net Current Asset Value Range
Min: 2.4   Max: 30.5
Current: 2.8
2.4
30.5
Price/Tangible Book 1.6
UBS's Price/Tangible Book is ranked lower than
54% of the 1191 Companies
in the Global Banks - Global industry.

( Industry Median: 1.10 vs. UBS: 1.6 )
UBS' s 10-Year Price/Tangible Book Range
Min: 1   Max: 4.8
Current: 1.6
1
4.8
Price/DCF (Projected) 0.2
UBS's Price/DCF (Projected) is ranked higher than
94% of the 679 Companies
in the Global Banks - Global industry.

( Industry Median: 0.60 vs. UBS: 0.2 )
UBS' s 10-Year Price/DCF (Projected) Range
Min: 0.2   Max: 9.3
Current: 0.2
0.2
9.3
Price/Median PS Value 0.9
UBS's Price/Median PS Value is ranked higher than
67% of the 1268 Companies
in the Global Banks - Global industry.

( Industry Median: 1.00 vs. UBS: 0.9 )
UBS' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 2.4
Current: 0.9
0.3
2.4
Earnings Yield (Greenblatt) 2.50
UBS's Earnings Yield (Greenblatt) is ranked higher than
59% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 4.10 vs. UBS: 2.50 )
UBS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.4   Max: 37.2
Current: 2.5
1.4
37.2
Forward Rate of Return (Yacktman) 62.7
UBS's Forward Rate of Return (Yacktman) is ranked higher than
97% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 62.7 )
UBS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.3   Max: 61.4
Current: 62.7
0.3
61.4

Business Description

UBS AG was formed on 29 June 1998, by the merger of Union Bank of Switzerland and Swiss Bank Corporation. It is a global financial services provider and a major bank in Switzerland, has business relationships with many large companies including those in which UBS BoD members assume management or independent board responsibilities. The Company's wealth management business caters to high net worth and affluent individuals around the world (except those served by Wealth Management Americas) whether they are investing internationally or in their home country. The Company's offers these clients a complete range of tailored advice and investment services. Its Swiss Bank business provides a complete set of banking services for Swiss individual and corporate clients. Wealth Management Americas offers sophisticated products and services specifically designed to address the needs of high net worth and affluent individuals. It includes Wealth Management US, domestic Canada, domestic Brazil and the international business booked in the United States. As a worldwide asset manager, it offers innovative investment management solutions in nearly every asset class to private, corporate and institutional clients, as well as through financial intermediaries. Investment capabilities include traditional assets (for instance equities, fixed income and asset allocation), alternative and quantitative investments (multimanager funds, funds of hedge funds and hedge funds) and real estate. In the investment banking and securities businesses, it provides securities products and research in equities, fixed income, rates, foreign exchange and metals. It also provides advisory services as well as access to the world's capital markets for corporate, institutional, intermediary and alternative asset management clients. The financial services industry is characterized by intense competition, continuous innovation, detailed (and sometimes fragmented) regulation and ongoing consolidation. It faces competition at the level of local markets and individual business lines, and from global financial institutions. The Company's operations throughout the world are regulated and supervised by the relevant authorities in each of the jurisdictions in which it conducts business.
Company Website
Industry: Banks - Global
Compare:HBC, JPM, C, TD, BCS
Traded in other countries:UBSN.Switzerland, UBRA.Germany
» More Articles for NYSE:UBS

Headlines

Articles On GuruFocus.com
comment on UBS Sep 30 2012 
Guru Stocks at 52-Week Lows: BHP, GLD, CAJ, UBS, HPQ Jul 16 2012 
Righting the ship Mar 18 2012 
Investing Mistakes and What Not to Do (End 2009-Mid 2010) Jan 27 2012 
The Swiss National Bank Scandal: What Does It Mean? Jan 10 2012 
Banks – Lehman Brothers 2.0 and Earnings Hocus Pocus Dec 12 2011 
Sarah Ketterer – Bloomberg Interview Jun 16 2010 
Kenneth Fisher recent bank activity: JPMorgan Chase & Co., Citigroup Inc., UBS AG, Glacier Bancorp Sep 20 2009 
UBS Reports a Second Quarter Loss of CHF 1.4 Billion; Quarter-End BIS Tier 1 Ratio of 13.2% Aug 04 2009 
Bigjo note on UBS Apr 14 2009 

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