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UBS Group AG (UBS Group AG) Shiller PE Ratio

: 11.84 (As of Today)
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As of today (2024-04-15), UBS Group AG's current share price is $28.42. UBS Group AG's E10 for the quarter that ended in Dec. 2023 was $2.40. UBS Group AG's Shiller PE Ratio for today is 11.84.

The historical rank and industry rank for UBS Group AG's Shiller PE Ratio or its related term are showing as below:

UBS' s Shiller PE Ratio Range Over the Past 10 Years
Min: 8.37   Med: 16.61   Max: 100.45
Current: 12.86

During the past years, UBS Group AG's highest Shiller PE Ratio was 100.45. The lowest was 8.37. And the median was 16.61.

UBS's Shiller PE Ratio is ranked worse than
69.92% of 1127 companies
in the Banks industry
Industry Median: 10.29 vs UBS: 12.86

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

UBS Group AG's adjusted earnings per share data for the three months ended in Dec. 2023 was $-0.090. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is $2.40 for the trailing ten years ended in Dec. 2023.

Shiller PE for Stocks: The True Measure of Stock Valuation


UBS Group AG Shiller PE Ratio Historical Data

The historical data trend for UBS Group AG's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

UBS Group AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 13.31 14.07 16.75 13.33 12.83

UBS Group AG Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Shiller PE Ratio Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 13.33 14.70 8.59 10.97 12.83

Competitive Comparison

For the Banks - Diversified subindustry, UBS Group AG's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


UBS Group AG Shiller PE Ratio Distribution

For the Banks industry and Financial Services sector, UBS Group AG's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where UBS Group AG's Shiller PE Ratio falls into.



UBS Group AG Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

UBS Group AG's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=28.42/2.4
=11.84

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

UBS Group AG's E10 for the quarter that ended in Dec. 2023 is calculated as:

For example, UBS Group AG's adjusted earnings per share data for the three months ended in Dec. 2023 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Dec. 2023 (Change)*Current CPI (Dec. 2023)
=-0.09/106.4611*106.4611
=-0.090

Current CPI (Dec. 2023) = 106.4611.

UBS Group AG Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201403 0.304 101.224 0.320
201406 0.236 101.517 0.247
201409 0.210 101.247 0.221
201412 0.233 100.704 0.246
201503 0.548 100.339 0.581
201506 0.345 100.464 0.366
201509 0.556 99.785 0.593
201512 0.253 99.386 0.271
201603 0.187 99.475 0.200
201606 0.276 100.088 0.294
201609 0.228 99.604 0.244
201612 0.167 99.380 0.179
201703 0.330 100.040 0.351
201706 0.324 100.285 0.344
201709 0.257 100.254 0.273
201712 -0.647 100.213 -0.687
201803 0.410 100.836 0.433
201806 0.360 101.435 0.378
201809 0.330 101.246 0.347
201812 0.180 100.906 0.190
201903 0.300 101.571 0.314
201906 0.370 102.044 0.386
201909 0.280 101.396 0.294
201912 0.190 101.063 0.200
202003 0.430 101.048 0.453
202006 0.330 100.743 0.349
202009 0.560 100.585 0.593
202012 0.440 100.241 0.467
202103 0.490 100.800 0.518
202106 0.550 101.352 0.578
202109 0.630 101.533 0.661
202112 0.380 101.776 0.397
202203 0.610 103.205 0.629
202206 0.610 104.783 0.620
202209 0.520 104.835 0.528
202212 0.500 104.666 0.509
202303 0.320 106.245 0.321
202306 8.990 106.576 8.980
202309 -0.240 106.570 -0.240
202312 -0.090 106.461 -0.090

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


UBS Group AG  (NYSE:UBS) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


UBS Group AG Shiller PE Ratio Related Terms

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UBS Group AG (UBS Group AG) Business Description

Address
Bahnhofstrasse 45, Zurich, CHE, CH-8001
The core of UBS is its global wealth management business focusing on high and ultra-high-net-worth individuals. UBS is also a conventional retail and commercial bank in its Swiss home market. Its investment bank and asset management businesses support its wealth management operations, but also leverage its strength in wealth management to serve third-party clients.