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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 1.29
UBS's Cash to Debt is ranked higher than
73% of the 1688 Companies
in the Global Banks - Global industry.

( Industry Median: 1.58 vs. UBS: 1.29 )
UBS' s 10-Year Cash to Debt Range
Min: 0.01   Max: 2.22
Current: 1.29

0.01
2.22
Equity to Asset 0.05
UBS's Equity to Asset is ranked higher than
50% of the 2260 Companies
in the Global Banks - Global industry.

( Industry Median: 0.09 vs. UBS: 0.05 )
UBS' s 10-Year Equity to Asset Range
Min: 0.02   Max: 0.05
Current: 0.05

0.02
0.05
Interest Coverage 0.37
UBS's Interest Coverage is ranked higher than
53% of the 2143 Companies
in the Global Banks - Global industry.

( Industry Median: 1.23 vs. UBS: 0.37 )
UBS' s 10-Year Interest Coverage Range
Min: 0.15   Max: 0.58
Current: 0.37

0.15
0.58
F-Score: 6
Z-Score: 0.12
WACC vs ROIC
9.93%
28.48%
WACC
ROIC
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 (%) 10.51
UBS's Operating margin (%) is ranked higher than
52% of the 2333 Companies
in the Global Banks - Global industry.

( Industry Median: 30.19 vs. UBS: 10.51 )
UBS' s 10-Year Operating margin (%) Range
Min: -731.82   Max: 31.08
Current: 10.51

-731.82
31.08
Net-margin (%) 13.04
UBS's Net-margin (%) is ranked higher than
58% of the 2333 Companies
in the Global Banks - Global industry.

( Industry Median: 22.29 vs. UBS: 13.04 )
UBS' s 10-Year Net-margin (%) Range
Min: -561.35   Max: 34.4
Current: 13.04

-561.35
34.4
ROE (%) 7.27
UBS's ROE (%) is ranked higher than
69% of the 2336 Companies
in the Global Banks - Global industry.

( Industry Median: 8.96 vs. UBS: 7.27 )
UBS' s 10-Year ROE (%) Range
Min: -61.32   Max: 35.58
Current: 7.27

-61.32
35.58
ROA (%) 0.35
UBS's ROA (%) is ranked higher than
56% of the 2341 Companies
in the Global Banks - Global industry.

( Industry Median: 0.80 vs. UBS: 0.35 )
UBS' s 10-Year ROA (%) Range
Min: -0.99   Max: 0.79
Current: 0.35

-0.99
0.79
ROC (Joel Greenblatt) (%) 45.52
UBS's ROC (Joel Greenblatt) (%) is ranked higher than
63% of the 2305 Companies
in the Global Banks - Global industry.

( Industry Median: 88.52 vs. UBS: 45.52 )
UBS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -30.69   Max: 228.91
Current: 45.52

-30.69
228.91
Revenue Growth (3Y)(%) 0.20
UBS's Revenue Growth (3Y)(%) is ranked higher than
68% of the 1994 Companies
in the Global Banks - Global industry.

( Industry Median: 2.10 vs. UBS: 0.20 )
UBS' s 10-Year Revenue Growth (3Y)(%) Range
Min: -58.8   Max: 74.8
Current: 0.2

-58.8
74.8
EBITDA Growth (3Y)(%) -18.70
UBS's EBITDA Growth (3Y)(%) is ranked higher than
53% of the 1809 Companies
in the Global Banks - Global industry.

( Industry Median: 7.50 vs. UBS: -18.70 )
UBS' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -20.6   Max: 75.4
Current: -18.7

-20.6
75.4
EPS Growth (3Y)(%) -5.90
UBS's EPS Growth (3Y)(%) is ranked higher than
59% of the 1825 Companies
in the Global Banks - Global industry.

( Industry Median: 8.90 vs. UBS: -5.90 )
UBS' s 10-Year EPS Growth (3Y)(%) Range
Min: -24.6   Max: 50.3
Current: -5.9

-24.6
50.3
» UBS's 10-Y Financials

Financials


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

» Details

Guru Trades

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 (+10.80%)
Richard Pzena 15,133,540 sh (+9.03%)
» More
Q4 2014

UBS Guru Trades in Q4 2014

Ken Fisher 24,721,456 sh (New)
Jim Simons 468,800 sh (+13.37%)
Richard Pzena 15,718,432 sh (+3.86%)
Charles Brandes 6,172,407 sh (-5.01%)
David Dreman 238,396 sh (-20.34%)
» 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%)

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» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about UBS Group AG

Ken Fisher's Top 5 New Fourth Quarter Stock Buys
Ken Fisher (Trades, Portfolio) founded Fisher Investments in 1979 and selects stocks he believes will benefit from his analysis of global macroeconomic, political and sentiment factors. Read more...
Signature Select Pursues Financial Services Stocks in Third Quarter
More than a quarter of Signature Select Canadian Fund (Trades, Portfolio)’s investments are in financial services, and the firm continued to invest in financial stocks in the third quarter, but its investments in the quarter were diverse. You will find activity in numerous financial services in Signature Select’s portfolio in the third quarter, but you will also find other kinds of stocks in Signature Select’s portfolio as well. Read more...
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) 21.40
UBS's P/E(ttm) is ranked higher than
65% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 18.60 vs. UBS: 21.40 )
UBS' s 10-Year P/E(ttm) Range
Min: 7.11   Max: 237.2
Current: 21.4

7.11
237.2
Forward P/E 12.80
UBS's Forward P/E is ranked higher than
77% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 12.80 )
N/A
PE(NRI) 21.50
UBS's PE(NRI) is ranked higher than
70% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 18.30 vs. UBS: 21.50 )
UBS' s 10-Year PE(NRI) Range
Min: 7.1   Max: 243.13
Current: 21.5

7.1
243.13
P/B 1.40
UBS's P/B is ranked higher than
65% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 1.40 vs. UBS: 1.40 )
UBS' s 10-Year P/B Range
Min: 0.69   Max: 4.69
Current: 1.4

0.69
4.69
P/S 2.63
UBS's P/S is ranked higher than
74% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 3.75 vs. UBS: 2.63 )
UBS' s 10-Year P/S Range
Min: 1.5   Max: 14.94
Current: 2.63

1.5
14.94
PFCF 19.10
UBS's PFCF is ranked higher than
75% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 19.10 )
UBS' s 10-Year PFCF Range
Min: 0.45   Max: 55.69
Current: 19.1

0.45
55.69
POCF 13.42
UBS's POCF is ranked higher than
78% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 79.62 vs. UBS: 13.42 )
UBS' s 10-Year POCF Range
Min: 0.44   Max: 82.14
Current: 13.42

0.44
82.14
EV-to-EBIT 15.32
UBS's EV-to-EBIT is ranked higher than
77% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 20.51 vs. UBS: 15.32 )
UBS' s 10-Year EV-to-EBIT Range
Min: -188   Max: 71.9
Current: 15.32

-188
71.9
Shiller P/E 34.70
UBS's Shiller P/E is ranked higher than
78% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 34.70 )
UBS' s 10-Year Shiller P/E Range
Min: 5   Max: 42.75
Current: 34.7

5
42.75
Days Sales Outstanding 174.98
UBS's Days Sales Outstanding is ranked higher than
79% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 174.98 )
UBS' s 10-Year Days Sales Outstanding Range
Min: 54.8   Max: 541.14
Current: 174.98

54.8
541.14

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.40
UBS's Dividend Yield is ranked lower than
68% of the 2176 Companies
in the Global Banks - Global industry.

( Industry Median: 2.43 vs. UBS: 1.40 )
UBS' s 10-Year Dividend Yield Range
Min: 0.56   Max: 1.81
Current: 1.4

0.56
1.81
Dividend Payout 0.28
UBS's Dividend Payout is ranked higher than
86% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 0.67 vs. UBS: 0.28 )
UBS' s 10-Year Dividend Payout Range
Min: 0.18   Max: 0.28
Current: 0.28

0.18
0.28
Yield on cost (5-Year) 1.40
UBS's Yield on cost (5-Year) is ranked lower than
70% of the 2185 Companies
in the Global Banks - Global industry.

( Industry Median: 2.75 vs. UBS: 1.40 )
UBS' s 10-Year Yield on cost (5-Year) Range
Min: 0.56   Max: 1.81
Current: 1.4

0.56
1.81
Share Buyback Rate -0.10
UBS's Share Buyback Rate is ranked higher than
84% of the 1668 Companies
in the Global Banks - Global industry.

( Industry Median: -1.50 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 1.60
UBS's Price/Tangible Book is ranked higher than
69% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 1.61 vs. UBS: 1.60 )
UBS' s 10-Year Price/Tangible Book Range
Min: 0.92   Max: 18.62
Current: 1.6

0.92
18.62
Price/DCF (Projected) 0.20
UBS's Price/DCF (Projected) is ranked higher than
97% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 0.20 )
UBS' s 10-Year Price/DCF (Projected) Range
Min: 0.15   Max: 535
Current: 0.2

0.15
535
Price/Median PS Value 1.00
UBS's Price/Median PS Value is ranked higher than
88% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 1.30 vs. UBS: 1.00 )
UBS' s 10-Year Price/Median PS Value Range
Min: 0.57   Max: 4.88
Current: 1

0.57
4.88
Price/Peter Lynch Fair Value 0.20
UBS's Price/Peter Lynch Fair Value is ranked higher than
100% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 0.00 vs. UBS: 0.20 )
UBS' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.54   Max: 0.64
Current: 0.2

0.54
0.64
Price/Graham Number 1.20
UBS's Price/Graham Number is ranked higher than
69% of the 3110 Companies
in the Global Banks - Global industry.

( Industry Median: 1.20 vs. UBS: 1.20 )
UBS' s 10-Year Price/Graham Number Range
Min: 0.68   Max: 1.98
Current: 1.2

0.68
1.98
Earnings Yield (Greenblatt) 6.60
UBS's Earnings Yield (Greenblatt) is ranked higher than
68% of the 2321 Companies
in the Global Banks - Global industry.

( Industry Median: 6.40 vs. UBS: 6.60 )
UBS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.4   Max: 32.6
Current: 6.6

1.4
32.6
Forward Rate of Return (Yacktman) -58.68
UBS's Forward Rate of Return (Yacktman) is ranked lower than
54% of the 1295 Companies
in the Global Banks - Global industry.

( Industry Median: 14.15 vs. UBS: -58.68 )
UBS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -104.5   Max: 131
Current: -58.68

-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, UBS.Mexico, OUBS.Argentina, UBSNE.Switzerland,
UBS Group AG was incorporated on June 10, 2014 and was established in 2014 as the holding company of the UBS Group. The Company serves private, institutional & corporate clients, 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 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 advice, 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 services, procurement, physical security, information security,
» More Articles for UBS

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