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Also traded in: Argentina, Germany, Mexico, Switzerland, UK

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 1.11
UBS's Cash to Debt is ranked lower than
55% of the 1088 Companies
in the Global Banks - Global industry.

( Industry Median: 1.69 vs. UBS: 1.11 )
Ranked among companies with meaningful Cash to Debt only.
UBS' s Cash to Debt Range Over the Past 10 Years
Min: 0.01  Med: 0.89 Max: N/A
Current: 1.11
Equity to Asset 0.06
UBS's Equity to Asset is ranked lower than
85% of the 1578 Companies
in the Global Banks - Global industry.

( Industry Median: 0.10 vs. UBS: 0.06 )
Ranked among companies with meaningful Equity to Asset only.
UBS' s Equity to Asset Range Over the Past 10 Years
Min: 0.01  Med: 0.03 Max: 0.06
Current: 0.06
0.01
0.06
Interest Coverage 0.87
UBS's Interest Coverage is ranked lower than
68% of the 1429 Companies
in the Global Banks - Global industry.

( Industry Median: 1.82 vs. UBS: 0.87 )
Ranked among companies with meaningful Interest Coverage only.
UBS' s Interest Coverage Range Over the Past 10 Years
Min: 0.18  Med: 0.41 Max: 0.58
Current: 0.87
0.18
0.58
F-Score: 4
WACC vs ROIC
11.05%
14.02%
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 : 5/10

vs
industry
vs
history
Operating margin (%) 17.87
UBS's Operating margin (%) is ranked lower than
79% of the 1590 Companies
in the Global Banks - Global industry.

( Industry Median: 30.86 vs. UBS: 17.87 )
Ranked among companies with meaningful Operating margin (%) only.
UBS' s Operating margin (%) Range Over the Past 10 Years
Min: -731.82  Med: 10.27 Max: 31.08
Current: 17.87
-731.82
31.08
Net-margin (%) 20.19
UBS's Net-margin (%) is ranked lower than
58% of the 1593 Companies
in the Global Banks - Global industry.

( Industry Median: 22.37 vs. UBS: 20.19 )
Ranked among companies with meaningful Net-margin (%) only.
UBS' s Net-margin (%) Range Over the Past 10 Years
Min: -561.35  Med: 12.50 Max: 34.4
Current: 20.19
-561.35
34.4
ROE (%) 11.81
UBS's ROE (%) is ranked higher than
74% of the 1589 Companies
in the Global Banks - Global industry.

( Industry Median: 8.01 vs. UBS: 11.81 )
Ranked among companies with meaningful ROE (%) only.
UBS' s ROE (%) Range Over the Past 10 Years
Min: -61.32  Med: 6.66 Max: 35.58
Current: 11.81
-61.32
35.58
ROA (%) 0.62
UBS's ROA (%) is ranked lower than
66% of the 1598 Companies
in the Global Banks - Global industry.

( Industry Median: 0.86 vs. UBS: 0.62 )
Ranked among companies with meaningful ROA (%) only.
UBS' s ROA (%) Range Over the Past 10 Years
Min: -0.99  Med: 0.30 Max: 0.74
Current: 0.62
-0.99
0.74
Revenue Growth (3Y)(%) 0.20
UBS's Revenue Growth (3Y)(%) is ranked lower than
60% of the 1284 Companies
in the Global Banks - Global industry.

( Industry Median: 2.10 vs. UBS: 0.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
UBS' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -58.8  Med: 4.30 Max: 74.8
Current: 0.2
-58.8
74.8
EBITDA Growth (3Y)(%) -18.70
UBS's EBITDA Growth (3Y)(%) is ranked lower than
83% of the 1167 Companies
in the Global Banks - Global industry.

( Industry Median: 6.40 vs. UBS: -18.70 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
UBS' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -20.6  Med: 14.55 Max: 75.4
Current: -18.7
-20.6
75.4
EPS Growth (3Y)(%) -5.80
UBS's EPS Growth (3Y)(%) is ranked lower than
73% of the 1165 Companies
in the Global Banks - Global industry.

( Industry Median: 7.60 vs. UBS: -5.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
UBS' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -24.8  Med: -4.00 Max: 50.4
Current: -5.8
-24.8
50.4
» UBS's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2015

UBS Guru Trades in Q1 2015

NWQ Managers 13,345 sh (New)
Ken Fisher 25,508,172 sh (+3.18%)
Charles Brandes 6,314,323 sh (+2.30%)
David Dreman Sold Out
Richard Pzena 15,506,768 sh (-1.35%)
Signature Select Canadian Fund 1,157,500 sh (-13.32%)
Jim Simons 18,100 sh (-96.14%)
» More
Q2 2015

UBS Guru Trades in Q2 2015

Sarah Ketterer 1,273,859 sh (New)
David Dreman 168,383 sh (New)
Jim Simons 144,600 sh (+698.90%)
Ken Fisher 26,544,881 sh (+4.06%)
Charles Brandes 6,074,114 sh (-3.80%)
NWQ Managers 11,940 sh (-10.53%)
Richard Pzena 12,760,935 sh (-17.71%)
» More
Q3 2015

UBS Guru Trades in Q3 2015

RS Investment Management 45,522 sh (New)
Dodge & Cox 30,534,700 sh (New)
Jim Simons 804,011 sh (+456.02%)
Ken Fisher 27,651,070 sh (+4.17%)
NWQ Managers Sold Out
David Dreman Sold Out
Sarah Ketterer 1,268,504 sh (-0.42%)
Richard Pzena 12,635,636 sh (-0.98%)
Charles Brandes 5,468,321 sh (-9.97%)
Signature Select Canadian Fund 736,400 sh (-36.38%)
» More
Q4 2015

UBS Guru Trades in Q4 2015

Ken Fisher 29,100,560 sh (+5.24%)
Richard Pzena 12,336,997 sh (-2.36%)
» 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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Ratios

vs
industry
vs
history
P/E(ttm) 9.40
UBS's P/E(ttm) is ranked higher than
69% of the 1403 Companies
in the Global Banks - Global industry.

( Industry Median: 12.40 vs. UBS: 9.40 )
Ranked among companies with meaningful P/E(ttm) only.
UBS' s P/E(ttm) Range Over the Past 10 Years
Min: 7.11  Med: 12.50 Max: 237.2
Current: 9.4
7.11
237.2
Forward P/E 9.22
UBS's Forward P/E is ranked higher than
63% of the 703 Companies
in the Global Banks - Global industry.

( Industry Median: 10.52 vs. UBS: 9.22 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 9.40
UBS's PE(NRI) is ranked higher than
68% of the 1401 Companies
in the Global Banks - Global industry.

( Industry Median: 12.40 vs. UBS: 9.40 )
Ranked among companies with meaningful PE(NRI) only.
UBS' s PE(NRI) Range Over the Past 10 Years
Min: 7.1  Med: 13.39 Max: 243.13
Current: 9.4
7.1
243.13
P/B 1.03
UBS's P/B is ranked lower than
54% of the 1542 Companies
in the Global Banks - Global industry.

( Industry Median: 0.99 vs. UBS: 1.03 )
Ranked among companies with meaningful P/B only.
UBS' s P/B Range Over the Past 10 Years
Min: 0.69  Med: 1.39 Max: 4.69
Current: 1.03
0.69
4.69
P/S 1.85
UBS's P/S is ranked higher than
73% of the 1605 Companies
in the Global Banks - Global industry.

( Industry Median: 2.81 vs. UBS: 1.85 )
Ranked among companies with meaningful P/S only.
UBS' s P/S Range Over the Past 10 Years
Min: 1.73  Med: 2.57 Max: 12.69
Current: 1.85
1.73
12.69
EV-to-EBIT 9.19
UBS's EV-to-EBIT is ranked higher than
69% of the 1384 Companies
in the Global Banks - Global industry.

( Industry Median: 12.68 vs. UBS: 9.19 )
Ranked among companies with meaningful EV-to-EBIT only.
UBS' s EV-to-EBIT Range Over the Past 10 Years
Min: -66.2  Med: 17.70 Max: 113.7
Current: 9.19
-66.2
113.7
EV-to-EBITDA 7.83
UBS's EV-to-EBITDA is ranked higher than
72% of the 1383 Companies
in the Global Banks - Global industry.

( Industry Median: 11.31 vs. UBS: 7.83 )
Ranked among companies with meaningful EV-to-EBITDA only.
UBS' s EV-to-EBITDA Range Over the Past 10 Years
Min: -79.8  Med: 15.60 Max: 85.2
Current: 7.83
-79.8
85.2
Shiller P/E 35.19
UBS's Shiller P/E is ranked lower than
87% of the 520 Companies
in the Global Banks - Global industry.

( Industry Median: 15.90 vs. UBS: 35.19 )
Ranked among companies with meaningful Shiller P/E only.
UBS' s Shiller P/E Range Over the Past 10 Years
Min: 6.45  Med: 11.83 Max: 46.72
Current: 35.19
6.45
46.72

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.52
UBS's Dividend Yield is ranked higher than
79% of the 2412 Companies
in the Global Banks - Global industry.

( Industry Median: 3.03 vs. UBS: 3.52 )
Ranked among companies with meaningful Dividend Yield only.
UBS' s Dividend Yield Range Over the Past 10 Years
Min: 0.56  Med: 0.93 Max: 4.93
Current: 3.52
0.56
4.93
Dividend Payout 0.31
UBS's Dividend Payout is ranked higher than
68% of the 1441 Companies
in the Global Banks - Global industry.

( Industry Median: 0.34 vs. UBS: 0.31 )
Ranked among companies with meaningful Dividend Payout only.
UBS' s Dividend Payout Range Over the Past 10 Years
Min: 0.71  Med: 1.01 Max: 2.34
Current: 0.31
0.71
2.34
Forward Dividend Yield 3.52
UBS's Forward Dividend Yield is ranked higher than
78% of the 2191 Companies
in the Global Banks - Global industry.

( Industry Median: 3.26 vs. UBS: 3.52 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 3.55
UBS's Yield on cost (5-Year) is ranked higher than
68% of the 2446 Companies
in the Global Banks - Global industry.

( Industry Median: 3.42 vs. UBS: 3.55 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
UBS' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 0.56  Med: 0.93 Max: 4.89
Current: 3.55
0.56
4.89
3-Year Average Share Buyback Ratio -0.10
UBS's 3-Year Average Share Buyback Ratio is ranked higher than
73% of the 1061 Companies
in the Global Banks - Global industry.

( Industry Median: -1.70 vs. UBS: -0.10 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
UBS' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -21.1  Med: -0.10 Max: 16.8
Current: -0.1
-21.1
16.8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.17
UBS's Price/Tangible Book is ranked lower than
59% of the 1534 Companies
in the Global Banks - Global industry.

( Industry Median: 1.07 vs. UBS: 1.17 )
Ranked among companies with meaningful Price/Tangible Book only.
UBS' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.92  Med: 2.93 Max: 18.62
Current: 1.17
0.92
18.62
Price/Projected FCF 0.24
UBS's Price/Projected FCF is ranked higher than
84% of the 850 Companies
in the Global Banks - Global industry.

( Industry Median: 0.63 vs. UBS: 0.24 )
Ranked among companies with meaningful Price/Projected FCF only.
UBS' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.14  Med: 0.20 Max: 544
Current: 0.24
0.14
544
Price/Median PS Value 0.72
UBS's Price/Median PS Value is ranked higher than
82% of the 1425 Companies
in the Global Banks - Global industry.

( Industry Median: 0.98 vs. UBS: 0.72 )
Ranked among companies with meaningful Price/Median PS Value only.
UBS' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.72  Med: 1.29 Max: 3.8
Current: 0.72
0.72
3.8
Price/Graham Number 0.71
UBS's Price/Graham Number is ranked higher than
56% of the 1277 Companies
in the Global Banks - Global industry.

( Industry Median: 0.77 vs. UBS: 0.71 )
Ranked among companies with meaningful Price/Graham Number only.
UBS' s Price/Graham Number Range Over the Past 10 Years
Min: 0.58  Med: 1.51 Max: 4.22
Current: 0.71
0.58
4.22
Earnings Yield (Greenblatt) (%) 10.90
UBS's Earnings Yield (Greenblatt) (%) is ranked higher than
72% of the 1519 Companies
in the Global Banks - Global industry.

( Industry Median: 7.20 vs. UBS: 10.90 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
UBS' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 0.9  Med: 5.10 Max: 26.8
Current: 10.9
0.9
26.8
Forward Rate of Return (Yacktman) (%) 15.60
UBS's Forward Rate of Return (Yacktman) (%) is ranked higher than
52% of the 869 Companies
in the Global Banks - Global industry.

( Industry Median: 14.65 vs. UBS: 15.60 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
UBS' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -104.5  Med: 10.10 Max: 131
Current: 15.6
-104.5
131

More Statistics

Revenue(Mil) $31031
EPS $ 1.66
Beta1.17
Short Percentage of Float0.35%
52-Week Range $14.97 - 23.19
Shares Outstanding(Mil)3752.84

Analyst Estimate

Dec16 Dec17 Dec18
Revenue(Mil) 26,522 26,491 27,897
EPS($) 1.19 1.38 1.54
EPS without NRI($) 1.19 1.38 1.54

Latest Earnings Webcast

» More Conference Calls

Business Description

Industry: Banks » Banks - Global
Compare:HBC, JPM, C, TD, BCS » details
Traded in other countries:OUBS.Argentina, 0UB.Germany, UBS N.Mexico, UBSG.Switzerland, 0QXS.UK,
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, off
» More Articles for UBS

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