UBS Group AG (MEX:UBS N) Cyclically Adjusted PB Ratio: 2.74 (As of Aug. 09, 2026) — 136% Above Median

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MEX:UBS N UBS Group AG MEX:UBS N
48 GF Score
Price MXN909.67
GF Value MXN374.38
Valuation Significantly Overvalued
! 6 Warning Signs
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What is UBS Group AG Cyclically Adjusted PB Ratio?

UBS Group AG MEX:UBS N 48 Cyclically Adjusted PB Ratio is 2.74 as of Aug. 09, 2026, which is 136% above its 10-year median of 1.16. GuruFocus rates MEX:UBS N with a GF Score™ of 48/100 and a GF Value™ of MXN374.38 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 1,287 Banks companies, UBS Group AG ranks worse than 85.39% on this metric.

As of today (2026-08-09), UBS Group AG's current share price is MXN909.67. UBS Group AG's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was MXN331.71. UBS Group AG's Cyclically Adjusted PB Ratio for today is 2.74.

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

MEX:UBS N' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.59   Med: 1.16   Max: 2.34
Current: 2.34

During the past years, UBS Group AG's highest Cyclically Adjusted PB Ratio was 2.34. The lowest was 0.59. And the median was 1.16.

MEX:UBS N's Cyclically Adjusted PB Ratio is ranked worse than
85.39% of 1287 companies
in the Banks industry
Industry Median: 1.28 vs MEX:UBS N: 2.34

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 adjusted book value per share data for the three months ended in Jun. 2026 was MXN474.659. 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 MXN331.71 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


UBS Group AG  (MEX:UBS N) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


UBS Group AG Cyclically Adjusted PB Ratio Related Terms


UBS Group AG Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for UBS Group AG's Cyclically Adjusted PB 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.

UBS Group AG Cyclically Adjusted PB Ratio Chart

UBS Group AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.14 1.14 1.61 1.61 2.05

UBS Group AG Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio 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 1.51 1.82 2.05 1.68 2.16

MEX:UBS N vs JPM, BAC, WFC: Cyclically Adjusted PB Ratio Comparison

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 Cyclically Adjusted PB Ratio vs 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.


MEX:UBS N
48GF Score
UBS Group AG MEX:UBS N
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

UBS Group AG Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

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

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=909.67/331.71
=2.74

* 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 Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, UBS Group AG's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=474.659/108.5600*108.5600
=474.659

Current CPI (Jun. 2026) = 108.5600.

UBS Group AG Quarterly Data

Book Value per Share CPI Adj_Book
201609 287.299 99.604 313.131
201612 293.878 99.380 321.026
201703 271.893 100.040 295.049
201706 263.361 100.285 285.092
201709 267.855 100.254 290.048
201712 277.085 100.213 300.164
201803 259.571 100.836 279.455
201806 268.153 101.435 286.988
201809 261.490 101.246 280.381
201812 281.681 100.906 303.047
201903 280.369 101.571 299.662
201906 279.111 102.044 296.934
201909 305.477 101.396 327.061
201912 284.259 101.063 305.345
202003 379.117 101.048 407.303
202006 366.998 100.743 395.474
202009 366.040 100.585 395.063
202012 332.945 100.241 360.577
202103 336.662 100.800 362.580
202106 336.477 101.352 360.406
202109 359.367 101.533 384.240
202112 366.048 101.776 390.449
202203 349.900 103.205 368.055
202206 351.084 104.783 363.740
202209 352.422 104.835 364.945
202212 356.806 104.666 370.080
202303 335.156 106.245 342.460
202306 462.084 106.576 470.688
202309 457.153 106.570 465.692
202312 452.935 106.461 461.864
202403 441.300 107.355 446.254
202406 478.769 107.991 481.292
202409 537.886 107.468 543.352
202412 558.891 107.128 566.361
202503 559.525 107.722 563.876
202506 530.426 108.075 532.806
202509 527.895 107.710 532.061
202512 525.390 107.200 532.055
202603 536.007 108.060 538.487
202606 474.659 108.560 474.659

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

What does a Cyclically Adjusted PB Ratio of 2.74 mean?
UBS Group AG (MEX:UBS N) has a Cyclically Adjusted PB Ratio of 2.74 as of Aug. 09, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on UBS Group AG and its competitors. This is 136% above median its historical median of 1.16. Over the past decade, UBS Group AG's Cyclically Adjusted PB Ratio has ranged from 0.59 to 2.34. According to the industry distribution chart, UBS Group AG ranks #1099 out of 1287 companies in the Banks industry, placing it in the top 85.4%.
Is UBS Group AG's Cyclically Adjusted PB Ratio too high?
UBS Group AG's current Cyclically Adjusted PB Ratio of 2.74 is 136% above median its 10-year median of 1.16. Over the past 10 years, this metric has ranged from a low of 0.59 to a high of 2.34. The Banks industry median Cyclically Adjusted PB Ratio is 1.28. UBS Group AG's value of 2.74 is 114.1% above this industry median. Based on the distribution chart, UBS Group AG ranks #1099 out of 1287 companies in the Banks industry, which is in the bottom quartile relative to peers. Overall, UBS Group AG has a GF Score™ of 48/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does UBS Group AG's Cyclically Adjusted PB Ratio compare to JPM and BAC?
According to the Banks industry distribution chart, UBS Group AG ranks #1099 out of 1287 companies for Cyclically Adjusted PB Ratio. This places UBS Group AG in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.28. UBS Group AG's value of 2.74 is 114.1% above this benchmark. Historically, UBS Group AG's own Cyclically Adjusted PB Ratio has ranged from 0.59 to 2.34 over the past decade. While the company's 10-year median is 1.16 vs. the industry median of 1.28, UBS Group AG has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Banks company?
The median Cyclically Adjusted PB Ratio among Banks companies is 1.28, based on 1,287 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. UBS Group AG's current Cyclically Adjusted PB Ratio of 2.74 is 114.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on UBS Group AG and its competitors. For the Banks industry, the median Cyclically Adjusted PB Ratio is 1.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. UBS Group AG's current Cyclically Adjusted PB Ratio is 2.74, which is 136% above median its own 10-year median of 1.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is UBS Group AG stock overvalued right now?
Based on GuruFocus' analysis, UBS Group AG (MEX:UBS N) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN374.38, compared to a current price of MXN909.67 — trading 143% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 2.74, which is 136% above median its 10-year median of 1.16 and 114.1% above the Banks industry median of 1.28. UBS Group AG's overall GF Score™ is 48/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For UBS Group AG (MEX:UBS N), the current Cyclically Adjusted PB Ratio is 2.74 as of Aug. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is UBS Group AG (MEX:UBS N) Overvalued in 2026?

Based on GuruFocus' analysis, UBS Group AG stock appears to be overvalued. The current stock price of MXN909.67 is trading 143% above its estimated GF Value™ of MXN374.38. GuruFocus considers UBS Group AG to be Significantly Overvalued.

Key valuation signals for MEX:UBS N:

  • Cyclically Adjusted PB Ratio: 2.74 (136% above median its 10-year median of 1.16)
  • GF Value™: MXN374.38 vs. price of MXN909.67 (143% above fair value)
  • GF Score™: 48/100 with 6 warning signs
  • Industry Position: 114.1% above the Banks median (#1099 of 1287)

No single metric tells the full story. See the MEX:UBS N stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


UBS Group AG Business Description

Address Bahnhofstrasse 45, Zurich, CHE, CH-8001
UBS is a global financial institution built around its core strength in wealth management, serving high and ultra-high-net-worth individuals. In Switzerland, it also operates as a traditional retail and commercial bank. Its investment bank and asset management divisions complement the wealth business, providing tailored solutions to UBS clients while serving third-party customers by leveraging UBS' global reach and expertise.
48GF Score

Get the complete analysis for MEX:UBS N

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN909.67
Price
MXN374.38
GF Value