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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 : 6/10

vs
industry
vs
history
Cash to Debt 1.27
UBS's Cash to Debt is ranked higher than
75% of the 1570 Companies
in the Global Banks - Global industry.

( Industry Median: 1.48 vs. UBS: 1.27 )
UBS' s 10-Year Cash to Debt Range
Min: 0.03   Max: No Debt
Current: 1.27

Equity to Asset 0.05
UBS's Equity to Asset is ranked lower than
51% of the 2021 Companies
in the Global Banks - Global industry.

( Industry Median: 0.09 vs. UBS: 0.05 )
UBS' s 10-Year Equity to Asset Range
Min: 0.01   Max: 0.05
Current: 0.05

0.01
0.05
Interest Coverage 0.45
UBS's Interest Coverage is ranked higher than
53% of the 1845 Companies
in the Global Banks - Global industry.

( Industry Median: 1.30 vs. UBS: 0.45 )
UBS' s 10-Year Interest Coverage Range
Min: 0.15   Max: 0.68
Current: 0.45

0.15
0.68
F-Score: 6
Z-Score: 0.13
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 : 6/10

vs
industry
vs
history
Operating margin (%) 4.08
UBS's Operating margin (%) is ranked higher than
51% of the 2032 Companies
in the Global Banks - Global industry.

( Industry Median: 29.47 vs. UBS: 4.08 )
UBS' s 10-Year Operating margin (%) Range
Min: -90.52   Max: 30.54
Current: 4.08

-90.52
30.54
Net-margin (%) 12.56
UBS's Net-margin (%) is ranked higher than
59% of the 2032 Companies
in the Global Banks - Global industry.

( Industry Median: 21.42 vs. UBS: 12.56 )
UBS' s 10-Year Net-margin (%) Range
Min: -68.96   Max: 27.73
Current: 12.56

-68.96
27.73
ROE (%) 7.43
UBS's ROE (%) is ranked higher than
71% of the 2042 Companies
in the Global Banks - Global industry.

( Industry Median: 8.60 vs. UBS: 7.43 )
UBS' s 10-Year ROE (%) Range
Min: -60.87   Max: 35.44
Current: 7.43

-60.87
35.44
ROA (%) 0.36
UBS's ROA (%) is ranked higher than
58% of the 2045 Companies
in the Global Banks - Global industry.

( Industry Median: 0.80 vs. UBS: 0.36 )
UBS' s 10-Year ROA (%) Range
Min: -0.97   Max: 0.75
Current: 0.36

-0.97
0.75
ROC (Joel Greenblatt) (%) 19.00
UBS's ROC (Joel Greenblatt) (%) is ranked higher than
56% of the 2013 Companies
in the Global Banks - Global industry.

( Industry Median: 77.18 vs. UBS: 19.00 )
UBS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -30.35   Max: 228.94
Current: 19

-30.35
228.94
Revenue Growth (3Y)(%) -4.70
UBS's Revenue Growth (3Y)(%) is ranked higher than
62% of the 1748 Companies
in the Global Banks - Global industry.

( Industry Median: 1.30 vs. UBS: -4.70 )
UBS' s 10-Year Revenue Growth (3Y)(%) Range
Min: -34.1   Max: 22.9
Current: -4.7

-34.1
22.9
EBITDA Growth (3Y)(%) -21.00
UBS's EBITDA Growth (3Y)(%) is ranked higher than
56% of the 1569 Companies
in the Global Banks - Global industry.

( Industry Median: 6.60 vs. UBS: -21.00 )
UBS' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -21   Max: 73.2
Current: -21

-21
73.2
EPS Growth (3Y)(%) -24.60
UBS's EPS Growth (3Y)(%) is ranked higher than
55% of the 1550 Companies
in the Global Banks - Global industry.

( Industry Median: 8.90 vs. UBS: -24.60 )
UBS' s 10-Year EPS Growth (3Y)(%) Range
Min: -24.6   Max: 50.3
Current: -24.6

-24.6
50.3
» UBS's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

UBS Guru Trades in Q4 2013

Sarah Ketterer 962,635 sh (+298.62%)
Richard Pzena 14,571,957 sh (+8.15%)
Charles Brandes 2,277,397 sh (+3.41%)
RS Investment Management Sold Out
Andreas Halvorsen Sold Out
David Dreman 221,640 sh (-21.15%)
Ken Fisher 19,357,658 sh (-26.01%)
Steven Cohen 21,441 sh (-73.18%)
Jim Simons 106,800 sh (-83.9%)
» More
Q1 2014

UBS Guru Trades in Q1 2014

Steven Cohen 74,647 sh (+248.15%)
Ken Fisher 26,532,183 sh (+37.06%)
David Dreman 287,607 sh (+29.76%)
Sarah Ketterer 1,232,431 sh (+28.03%)
Charles Brandes 2,299,236 sh (+0.96%)
Jim Simons Sold Out
Richard Pzena 14,169,028 sh (-2.77%)
» More
Q2 2014

UBS Guru Trades in Q2 2014

Charles Brandes 4,526,362 sh (+96.86%)
Ken Fisher 39,171,163 sh (+47.64%)
Sarah Ketterer 1,351,532 sh (+9.66%)
Richard Pzena 13,879,543 sh (-2.04%)
David Dreman 270,082 sh (-6.09%)
» More
Q3 2014

UBS Guru Trades in Q3 2014

Signature Select Canadian Fund 1,335,400 sh (New)
Jim Simons 413,500 sh (New)
Charles Brandes 6,497,863 sh (+43.56%)
David Dreman 299,261 sh (+10.8%)
Richard Pzena 15,133,540 sh (+9.03%)
Sarah Ketterer 1,409,400 sh (+4.28%)
Ken Fisher 40,218,316 sh (+2.67%)
» More
» Details

Insider Trades

Latest Guru Trades with UBS

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Charles Brandes 2014-09-30 Add 43.56%0.46%$16.83 - $18.83 $ 17.67-1%6497863
Richard Pzena 2014-09-30 Add 9.03%0.12%$16.83 - $18.83 $ 17.67-1%15133540
Charles Brandes 2014-06-30 Add 96.86%0.49%$18.34 - $21.15 $ 17.67-12%4526362
Ken Fisher 2014-06-30 Add 47.64%0.48%$18.34 - $21.15 $ 17.67-12%39171163
Ken Fisher 2014-03-31 Add 37.06%0.32%$18.62 - $21.4 $ 17.67-13%26532183
David Dreman 2014-03-31 Add 29.76%0.11%$18.62 - $21.4 $ 17.67-14%287607
Andreas Halvorsen 2013-12-31 Sold Out 0.37%$18.03 - $21.57 $ 17.67-8%0
Ken Fisher 2013-12-31 Reduce -26.01%0.34%$18.03 - $21.57 $ 17.67-8%19357658
Richard Pzena 2013-12-31 Add 8.15%0.12%$18.03 - $21.57 $ 17.67-8%14571957
David Dreman 2013-12-31 Reduce -21.15%0.11%$18.03 - $21.57 $ 17.67-8%221640
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about UBS Group AG

Guru Held International Stocks Near 52-Week Lows
While going bargain hunting outside of the U.S., I searched for international stocks trading near their 52-week lows. For confirmation from the investing gurus, I narrowed my search down to the stocks that are held by at least five of the gurus we follow. At GuruFocus, there are a number of different categories that can be utilized to find stocks trading near their 52-week lows. The lists can be narrowed down to find 52-week low guru stocks, 52-week low insider buys, 3 and 5-year lows, as well as the ability to search on international exchanges. Here are the results of my search: Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 18.80
UBS's P/E(ttm) is ranked higher than
73% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 18.00 vs. UBS: 18.80 )
UBS' s 10-Year P/E(ttm) Range
Min: 7.11   Max: 237.2
Current: 18.8

7.11
237.2
P/B 1.28
UBS's P/B is ranked higher than
74% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 1.33 vs. UBS: 1.28 )
UBS' s 10-Year P/B Range
Min: 0.69   Max: 4.69
Current: 1.28

0.69
4.69
P/S 2.30
UBS's P/S is ranked higher than
86% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 3.59 vs. UBS: 2.30 )
UBS' s 10-Year P/S Range
Min: 0.66   Max: 8.17
Current: 2.3

0.66
8.17
PFCF 4.53
UBS's PFCF is ranked higher than
92% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 9999.00 vs. UBS: 4.53 )
UBS' s 10-Year PFCF Range
Min: 0.44   Max: 16.49
Current: 4.53

0.44
16.49
EV-to-EBIT 34.00
UBS's EV-to-EBIT is ranked higher than
64% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 19.57 vs. UBS: 34.00 )
UBS' s 10-Year EV-to-EBIT Range
Min: -239.8   Max: 73
Current: 34

-239.8
73

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.60
UBS's Dividend Yield is ranked lower than
64% of the 1880 Companies
in the Global Banks - Global industry.

( Industry Median: 2.31 vs. UBS: 1.60 )
UBS' s 10-Year Dividend Yield Range
Min: 0.36   Max: 1.66
Current: 1.6

0.36
1.66
Dividend Payout 0.28
UBS's Dividend Payout is ranked higher than
83% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 0.61 vs. UBS: 0.28 )
UBS' s 10-Year Dividend Payout Range
Min: 0.46   Max: 1.19
Current: 0.28

0.46
1.19
Yield on cost (5-Year) 1.60
UBS's Yield on cost (5-Year) is ranked lower than
66% of the 1893 Companies
in the Global Banks - Global industry.

( Industry Median: 2.58 vs. UBS: 1.60 )
UBS' s 10-Year Yield on cost (5-Year) Range
Min: 0.36   Max: 1.66
Current: 1.6

0.36
1.66
Share Buyback Rate -0.10
UBS's Share Buyback Rate is ranked higher than
86% of the 1479 Companies
in the Global Banks - Global industry.

( Industry Median: -1.80 vs. UBS: -0.10 )
UBS' s 10-Year Share Buyback Rate Range
Min: 16.8   Max: -21.1
Current: -0.1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.47
UBS's Price/Tangible Book is ranked higher than
74% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 1.60 vs. UBS: 1.47 )
UBS' s 10-Year Price/Tangible Book Range
Min: 0.92   Max: 18.62
Current: 1.47

0.92
18.62
Price/DCF (Projected) 0.17
UBS's Price/DCF (Projected) is ranked higher than
97% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 5.17 vs. UBS: 0.17 )
UBS' s 10-Year Price/DCF (Projected) Range
Min: 0.14   Max: 1.4
Current: 0.17

0.14
1.4
Price/Median PS Value 0.98
UBS's Price/Median PS Value is ranked higher than
88% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 1.22 vs. UBS: 0.98 )
UBS' s 10-Year Price/Median PS Value Range
Min: 0.33   Max: 3.18
Current: 0.98

0.33
3.18
Price/Graham Number 1.08
UBS's Price/Graham Number is ranked higher than
76% of the 2646 Companies
in the Global Banks - Global industry.

( Industry Median: 1.18 vs. UBS: 1.08 )
UBS' s 10-Year Price/Graham Number Range
Min: 0.54   Max: 2.51
Current: 1.08

0.54
2.51
Earnings Yield (Greenblatt) 2.90
UBS's Earnings Yield (Greenblatt) is ranked higher than
59% of the 2006 Companies
in the Global Banks - Global industry.

( Industry Median: 6.60 vs. UBS: 2.90 )
UBS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.4   Max: 16.9
Current: 2.9

1.4
16.9
Forward Rate of Return (Yacktman) -70.61
UBS's Forward Rate of Return (Yacktman) is ranked lower than
54% of the 1250 Companies
in the Global Banks - Global industry.

( Industry Median: 13.90 vs. UBS: -70.61 )
UBS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -104.5   Max: 131
Current: -70.61

-104.5
131

Business Description

Industry: Banks » Banks - Global
Compare:HBC, JPM, C, TD, BCS » details
Traded in other countries:UBSG.Switzerland, 0QXS.UK, 0UB.Germany, 0R3T.UK, OUBSN.Mexico, OUBS.Argentina, UBSNE.Switzerland,
UBS AG was formed on June 29, 1998, when Union Bank of Switzerland (founded 1862) and Swiss Bank Corporation (founded 1872) merged to form UBS AG. The Company serves private, institutional & corporate clients worldwide, as well as retail clients in Switzerland. The operational structure of the Group comprises the Corporate Center & five business divisions: Wealth Management, Wealth Management Americas, Retail & Corporate, Global Asset Management and the Investment Bank. Wealth Management provides comprehensive financial services to wealthy private clients around the world - except those served by Wealth Management Americas. Its clients benefit from the entire spectrum of UBS resources, ranging from investment management to estate planning & corporate finance advice, in addition to specific wealth management products & services. Wealth Management Americas provide advice-based solutions and banking services through financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of ultra high net worth and high net worth individuals and families. Retail & Corporate provides comprehensive financial products and services embedded in a true multi-channel experience, offering clients convenient access. Global Asset Management is an asset manager with diversified businesses across investment capabilities, regions and distribution channels. It offers investment capabilities and styles across all major traditional and alternative asset classes including equities, fixed income, currencies, hedge funds, real estate, infrastructure and private equity that can also be combined into multi-asset strategies. The fund services unit provides professional services including fund set-up, accounting and reporting for both traditional investment funds and alternative funds. The Investment Bank provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution and comprehensive access to the world's capital markets. It offers financial advisory and capital markets, research, equities, foreign exchange, precious metals and tailored fixed income services in rates and credit through its two business units, Corporate Client Solutions and Investor Client Services. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities. The Corporate Center comprises Corporate Center - Core Functions and Corporate Center - Non-core and Legacy Portfolio. Corporate Center - Core Functions provides Group-wide control functions including finance, risk control (including compliance) and legal. In addition, it provides all logistics and support functions, including operations, information technology, human resources, corporate development, regulatory relations and strategic initiatives, communications and branding, corporate real estate and administrative se
» More Articles for UBS

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