Switch to:

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 1.30
UBS's Cash to Debt is ranked higher than
76% of the 1347 Companies
in the Global Banks - Global industry.

( Industry Median: 1.20 vs. UBS: 1.30 )
UBS' s 10-Year Cash to Debt Range
Min: 0.01   Max: No Debt
Current: 1.3

Equity to Asset 0.05
UBS's Equity to Asset is ranked higher than
52% of the 1742 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 1602 Companies
in the Global Banks - Global industry.

( Industry Median: 1.27 vs. UBS: 0.45 )
UBS' s 10-Year Interest Coverage Range
Min: 0.15   Max: 0.58
Current: 0.45

0.15
0.58
F-Score: 7
Z-Score: 0.15
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 (%) 20.04
UBS's Operating margin (%) is ranked higher than
63% of the 1762 Companies
in the Global Banks - Global industry.

( Industry Median: 28.47 vs. UBS: 20.04 )
UBS' s 10-Year Operating margin (%) Range
Min: -731.82   Max: 31.08
Current: 20.04

-731.82
31.08
Net-margin (%) 11.32
UBS's Net-margin (%) is ranked higher than
58% of the 1769 Companies
in the Global Banks - Global industry.

( Industry Median: 21.29 vs. UBS: 11.32 )
UBS' s 10-Year Net-margin (%) Range
Min: -561.35   Max: 34.4
Current: 11.32

-561.35
34.4
ROE (%) 7.10
UBS's ROE (%) is ranked higher than
71% of the 1776 Companies
in the Global Banks - Global industry.

( Industry Median: 8.43 vs. UBS: 7.10 )
UBS' s 10-Year ROE (%) Range
Min: -61.32   Max: 35.58
Current: 7.1

-61.32
35.58
ROA (%) 0.33
UBS's ROA (%) is ranked higher than
59% of the 1776 Companies
in the Global Banks - Global industry.

( Industry Median: 0.78 vs. UBS: 0.33 )
UBS' s 10-Year ROA (%) Range
Min: -0.99   Max: 0.79
Current: 0.33

-0.99
0.79
ROC (Joel Greenblatt) (%) 100.05
UBS's ROC (Joel Greenblatt) (%) is ranked higher than
81% of the 1745 Companies
in the Global Banks - Global industry.

( Industry Median: 72.56 vs. UBS: 100.05 )
UBS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -30.69   Max: 228.91
Current: 100.05

-30.69
228.91
Revenue Growth (%) -4.70
UBS's Revenue Growth (%) is ranked higher than
62% of the 1534 Companies
in the Global Banks - Global industry.

( Industry Median: 1.20 vs. UBS: -4.70 )
UBS' s 10-Year Revenue Growth (%) Range
Min: -58.8   Max: 74.8
Current: -4.7

-58.8
74.8
EBITDA Growth (%) -20.60
UBS's EBITDA Growth (%) is ranked higher than
55% of the 1378 Companies
in the Global Banks - Global industry.

( Industry Median: 6.50 vs. UBS: -20.60 )
UBS' s 10-Year EBITDA Growth (%) Range
Min: -20.6   Max: 75.4
Current: -20.6

-20.6
75.4
EPS Growth (%) -24.60
UBS's EPS Growth (%) is ranked higher than
55% of the 1361 Companies
in the Global Banks - Global industry.

( Industry Median: 8.90 vs. UBS: -24.60 )
UBS' s 10-Year EPS Growth (%) 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

Q3 2013

UBS Guru Trades in Q3 2013

Ken Fisher 26,161,449 sh (New)
RS Investment Management 39,691 sh (New)
Andreas Halvorsen 3,296,853 sh (New)
Jim Simons 663,200 sh (+57.75%)
Steven Cohen 79,940 sh (+57.38%)
Sarah Ketterer 241,494 sh (+5.14%)
NWQ Managers Sold Out
Charles Brandes 2,202,375 sh (-4.2%)
Richard Pzena 13,474,131 sh (-9.67%)
David Dreman 281,107 sh (-10.36%)
» More
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
» 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 2014-06-30 Add 96.86%0.49%$18.34 - $21.15 $ 17.69-12%4526362
David Dreman 2014-03-31 Add 29.76%0.11%$18.62 - $21.4 $ 17.69-14%287607
David Dreman 2013-12-31 Reduce -21.15%0.11%$18.03 - $21.57 $ 17.69-8%221640
David Dreman 2012-06-30 Add 27.22%0.02%$11.02 - $13.84 $ 17.6946%262849
Charles Brandes 2011-12-31 Add 32.57%0.08%$10.56 - $14.04 $ 17.6948%3159255
Charles Brandes 2011-09-30 Reduce -77.08%1.03%$10.63 - $18.31 $ 17.6922%2382996
David Dreman 2011-09-30 Add 26.75%0.01%$10.63 - $18.31 $ 17.6922%179886
Charles Brandes 2011-06-30 Add 377.83%1.06%$17.31 - $20 $ 17.69-5%10396298
David Dreman 2011-06-30 Add 53.93%0.02%$17.31 - $20 $ 17.69-5%141919
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about UBS 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...
Guru Investor Ken Fisher’s Top 5 New Stock Buys
California-based Fisher Investments is led by Ken Fisher, who believes markets are efficient, and the only way to beat them is by knowing what other participants do not. He looks at macro conditions first, then sectors, then individual stocks. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 19.10
UBS's P/E(ttm) is ranked higher than
60% of the 1588 Companies
in the Global Banks - Global industry.

( Industry Median: 13.80 vs. UBS: 19.10 )
UBS' s 10-Year P/E(ttm) Range
Min: 7.11   Max: 237.2
Current: 19.1

7.11
237.2
P/B 1.26
UBS's P/B is ranked higher than
65% of the 1698 Companies
in the Global Banks - Global industry.

( Industry Median: 1.09 vs. UBS: 1.26 )
UBS' s 10-Year P/B Range
Min: 0.69   Max: 4.69
Current: 1.26

0.69
4.69
P/S 2.09
UBS's P/S is ranked higher than
84% of the 1715 Companies
in the Global Banks - Global industry.

( Industry Median: 2.89 vs. UBS: 2.09 )
UBS' s 10-Year P/S Range
Min: 1.5   Max: 14.94
Current: 2.09

1.5
14.94
PFCF 3.07
UBS's PFCF is ranked higher than
90% of the 985 Companies
in the Global Banks - Global industry.

( Industry Median: 8.72 vs. UBS: 3.07 )
UBS' s 10-Year PFCF Range
Min: 0.45   Max: 59.78
Current: 3.07

0.45
59.78
EV-to-EBIT 5.80
UBS's EV-to-EBIT is ranked higher than
94% of the 1465 Companies
in the Global Banks - Global industry.

( Industry Median: 14.59 vs. UBS: 5.80 )
UBS' s 10-Year EV-to-EBIT Range
Min: 3.1   Max: 71.9
Current: 5.8

3.1
71.9

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.59
UBS's Dividend Yield is ranked lower than
66% of the 1489 Companies
in the Global Banks - Global industry.

( Industry Median: 2.37 vs. UBS: 1.59 )
UBS' s 10-Year Dividend Yield Range
Min: 0.57   Max: 1.59
Current: 1.59

0.57
1.59
Dividend Payout 0.29
UBS's Dividend Payout is ranked higher than
69% of the 1310 Companies
in the Global Banks - Global industry.

( Industry Median: 0.31 vs. UBS: 0.29 )
UBS' s 10-Year Dividend Payout Range
Min: 0.46   Max: 1.19
Current: 0.29

0.46
1.19
Yield on cost (5-Year) 1.60
UBS's Yield on cost (5-Year) is ranked lower than
68% of the 1501 Companies
in the Global Banks - Global industry.

( Industry Median: 2.66 vs. UBS: 1.60 )
UBS' s 10-Year Yield on cost (5-Year) Range
Min: 0.57   Max: 1.59
Current: 1.6

0.57
1.59
Share Buyback Rate -0.10
UBS's Share Buyback Rate is ranked higher than
87% of the 1299 Companies
in the Global Banks - Global industry.

( Industry Median: -2.00 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 1.44
UBS's Price/Tangible Book is ranked higher than
63% of the 1612 Companies
in the Global Banks - Global industry.

( Industry Median: 1.23 vs. UBS: 1.44 )
UBS' s 10-Year Price/Tangible Book Range
Min: 0.92   Max: 18.62
Current: 1.44

0.92
18.62
Price/DCF (Projected) 0.14
UBS's Price/DCF (Projected) is ranked higher than
95% of the 1179 Companies
in the Global Banks - Global industry.

( Industry Median: 0.59 vs. UBS: 0.14 )
UBS' s 10-Year Price/DCF (Projected) Range
Min: 0.14   Max: 535
Current: 0.14

0.14
535
Price/Median PS Value 0.74
UBS's Price/Median PS Value is ranked higher than
94% of the 1580 Companies
in the Global Banks - Global industry.

( Industry Median: 1.10 vs. UBS: 0.74 )
UBS' s 10-Year Price/Median PS Value Range
Min: 0.55   Max: 4.65
Current: 0.74

0.55
4.65
Price/Graham Number 1.07
UBS's Price/Graham Number is ranked higher than
63% of the 1463 Companies
in the Global Banks - Global industry.

( Industry Median: 0.93 vs. UBS: 1.07 )
UBS' s 10-Year Price/Graham Number Range
Min: 0.53   Max: 3.13
Current: 1.07

0.53
3.13
Earnings Yield (Greenblatt) 17.20
UBS's Earnings Yield (Greenblatt) is ranked higher than
94% of the 1609 Companies
in the Global Banks - Global industry.

( Industry Median: 6.80 vs. UBS: 17.20 )
UBS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.4   Max: 32.6
Current: 17.2

1.4
32.6
Forward Rate of Return (Yacktman) 57.70
UBS's Forward Rate of Return (Yacktman) is ranked higher than
93% of the 1378 Companies
in the Global Banks - Global industry.

( Industry Median: 13.45 vs. UBS: 57.70 )
UBS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -57.1   Max: 73.5
Current: 57.7

-57.1
73.5

Business Description

Industry: Banks » Banks - Global
Compare:HBC, JPM, C, TD, BCS » details
Traded in other countries:UBSN.Switzerland, UBRA.Germany
UBS AG was formed on 29 June 1998, by the merger of Union Bank of Switzerland and Swiss Bank Corporation. It is a 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.
» More Articles for NYSE:UBS

Headlines

Articles On GuruFocus.com
Causeway International Value Fund Second Quarter 2014 Commentary Aug 11 2014 
Guru Stocks at 52-Week Lows: PFE, GSK, VOD, EC, UBS Aug 04 2014 
Guru Held International Stocks Near 52-Week Lows Jul 31 2014 
Guru Stocks at 52-Week Lows: UBS, MFG, CS, HSY, COG Jul 28 2014 
Guru Stocks at 52-Week Lows: UBS, BCS, CS, WFM, ROST Jul 21 2014 
When Leverage Is About to Cross Its Limit Jan 24 2014 
Ken Fisher’s Top 5 Stock Buys Oct 23 2013 
Using the Aggregated Portfolio to Find the Top Guru-Held Global Banks of Q2 Sep 12 2013 
comment on UBS Sep 30 2012 
Guru Stocks at 52-Week Lows: BHP, GLD, CAJ, UBS, HPQ Jul 16 2012 


More From Other Websites
MOVES-Danske Bank, Sberbank CIB, UBS, BVCA Sep 19 2014
MOVES-Danske Bank, Sberbank CIB, UBS, BVCA Sep 19 2014
UBS AG Financials Sep 19 2014
[video] Highlight of Cashin's day? Jack Ma Sep 19 2014
Scotland's No vote: analysts react Sep 19 2014
Meet the new co-CEOs of Oracle: Mark Hurd and Safra Catz Sep 18 2014
With China Coal Ban, Has Australia's Luck Run Out? Sep 18 2014
Milk This: Mexico's Largest Dairy A Buy, UBS Says Sep 18 2014
Is UBS AG Burdened By Litigation Concerns and Regulations? Sep 18 2014
[video] Europe Need Long-Term Oriented Reforms: UBS’ Weber Sep 18 2014
[video] Fed Policy Faces Danger of Going Too Late: Weber Sep 18 2014
Which IRS Offshore Amnesty Program Is Right For You? Sep 18 2014
[video] We See the Euro-Dollar Weakening From Here: UBS Sep 17 2014
UBS Clients Lead Canada Surge in Admitting Hidden Income Sep 17 2014
UBS’s 5 Highest Yielding Quality Growth at a Reasonable Price Stocks Sep 17 2014
[video] Why Are Big Banks Overhauling FX Trading? Sep 16 2014
Whitbread weighed by budget rivalry Sep 12 2014
Moody's Affirms Eleven and Downgrades Three Classes of LBUBS 2004-C1 Sep 11 2014
Twitter to raise up to $1.5 billion in debt offering Sep 10 2014
RadioShack Loan Said Prepared by UBS, Standard General Sep 10 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK