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UBS Group AG (MEX:UBS N) Cyclically Adjusted Book per Share : MXN443.30 (As of Mar. 2025)


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What is UBS Group AG Cyclically Adjusted Book per Share?

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. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

UBS Group AG's adjusted book value per share for the three months ended in Mar. 2025 was MXN559.525. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN443.30 for the trailing ten years ended in Mar. 2025.

During the past 12 months, UBS Group AG's average Cyclically Adjusted Book Growth Rate was 5.80% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was 6.20% per year. During the past 5 years, the average Cyclically Adjusted Book Growth Rate was 4.90% per year. During the past 10 years, the average Cyclically Adjusted Book Growth Rate was -0.10% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of UBS Group AG was 6.20% per year. The lowest was -13.70% per year. And the median was -6.50% per year.

As of today (2025-05-15), UBS Group AG's current stock price is MXN629.50. UBS Group AG's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2025 was MXN443.30. UBS Group AG's Cyclically Adjusted PB Ratio of today is 1.42.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of UBS Group AG was 1.88. The lowest was 0.59. And the median was 1.13.


UBS Group AG Cyclically Adjusted Book per Share Historical Data

The historical data trend for UBS Group AG's Cyclically Adjusted Book per Share 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 Cyclically Adjusted Book per Share Chart

UBS Group AG Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 313.29 274.61 315.56 300.78 409.38

UBS Group AG Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
Cyclically Adjusted Book per Share Get a 7-Day Free Trial 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 304.46 343.54 384.88 409.38 443.30

Competitive Comparison of UBS Group AG's Cyclically Adjusted Book per Share

For the Banks - Diversified subindustry, UBS Group AG's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB 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's Cyclically Adjusted PB Ratio Distribution in the Banks Industry

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

* The bar in red indicates where UBS Group AG's Cyclically Adjusted PB Ratio falls into.


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UBS Group AG Cyclically Adjusted Book per Share Calculation

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. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

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.

For example, UBS Group AG's adjusted Book Value per Share data for the three months ended in Mar. 2025 was:

Adj_Book= Book Value per Share /CPI of Mar. 2025 (Change)*Current CPI (Mar. 2025)
=559.525/107.7224*107.7224
=559.525

Current CPI (Mar. 2025) = 107.7224.

UBS Group AG Quarterly Data

Book Value per Share CPI Adj_Book
201506 232.169 100.464 248.944
201509 250.676 99.785 270.615
201512 256.525 99.386 278.041
201603 262.944 99.475 284.744
201606 269.283 100.088 289.824
201609 287.749 99.604 311.202
201612 293.878 99.380 318.549
201703 271.893 100.040 292.773
201706 263.361 100.285 282.892
201709 267.855 100.254 287.810
201712 277.085 100.213 297.848
201803 259.571 100.836 277.299
201806 268.153 101.435 284.774
201809 261.490 101.246 278.218
201812 281.681 100.906 300.709
201903 280.369 101.571 297.349
201906 279.111 102.044 294.643
201909 305.477 101.396 324.538
201912 284.259 101.063 302.989
202003 379.117 101.048 404.160
202006 366.998 100.743 392.423
202009 366.040 100.585 392.015
202012 332.945 100.241 357.795
202103 336.662 100.800 359.783
202106 336.477 101.352 357.626
202109 359.367 101.533 381.276
202112 366.048 101.776 387.437
202203 349.900 103.205 365.216
202206 351.084 104.783 360.933
202209 352.422 104.835 362.129
202212 356.806 104.666 367.225
202303 335.156 106.245 339.818
202306 462.084 106.576 467.057
202309 457.153 106.570 462.099
202312 452.935 106.461 458.301
202403 441.300 107.355 442.811
202406 478.769 107.991 477.579
202409 537.886 107.468 539.160
202412 558.891 107.128 561.991
202503 559.525 107.722 559.525

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.


UBS Group AG  (MEX:UBS N) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

UBS Group AG's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=629.50/443.30
=1.42

* 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.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of UBS Group AG was 1.88. The lowest was 0.59. And the median was 1.13.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


UBS Group AG Cyclically Adjusted Book per Share Related Terms

Thank you for viewing the detailed overview of UBS Group AG's Cyclically Adjusted Book per Share provided by GuruFocus.com. Please click on the following links to see related term pages.


UBS Group AG Business Description

Industry
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.

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