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UBSG.SW$38.00+1.20%
Fair $38.00+0.0%

UBSG.SW

UBS Group AG

Financial Services / Banks - DiversifiedSwiss

$38.00

+0.45 (+1.20%)

Fairly Valued+0.0%Fair Value $38.00Fund rank 25/100 · Data gapFallback financials|
SA 49/C
F-Score: 7/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 44.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

49/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 3.72, above the 2.0 threshold
Thesis & Journal · UBSG.SWLocal privado en este navegador · UBS Group AG
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$124.6B

P/E

17.4x

↑

EV/EBITDA

N/A

•

ROE

8.6%

↑

Gross Margin

N/A

•

Debt/Equity

3.72

↑
52-Week Range$38
$25$38

TradingView lightweight chart

UBSG.SW price, volumen y niveles de valoración

Último $38.00Periodo +6.7%
Fair value: $38.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+12.4%

FCF CAGR

+14.4%

FCF margin

41.2%

FCF / Net income

2.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $47.30B · net income $7.77B · FCF $19.49B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

16.4%-6.5% pts

FCF margin

41.2%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$47.30B$47.30B$45.35B$41.14B$33.27B
Net Income$7.77B$7.77B$5.09B$27.37B$7.63B
EPS2.362.361.528.302.25
Net Margin16.4%16.4%11.2%66.5%22.9%
Balance Sheet
Debt/Equity3.723.723.914.413.40
Cash Flow
Free Cash Flow$19.49B$19.49B$1.27B$84.38B$13.00B
Returns
ROE8.6%8.6%6.0%32.0%13.4%
Valuation
P/E17.3517.3519.593.078.13
P/B1.391.391.170.981.09
Growth & Yield
Revenue Growth4.3%4.3%10.2%23.7%—
EPS Growth55.3%55.3%-81.7%268.9%—
Dividend Yield2.3%2.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$3.37

Spread vs growth

42.6%

5Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$4.08

Spread vs growth

43.7%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$6.57

Spread vs growth

44.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +45.6%

Total return

+45.6%

Start / end P/E

17.4x → 16.1x

EPS bridge

1.52 → 2.36

Residual

-4.3%

EPS growth+55.3%
Multiple rerating-7.7%
Dividend+2.3%
Residual / FX / buybacks / cross-term-4.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.