Stock Scorecard
Stock Summary for UBS Group AG (UBS) - $31.83 as of 11/20/2024 8:49:17 PM EST
Total Score
13 out of 30
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for UBS
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for UBS
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for UBS
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for UBS
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for UBS (58 out of 90)
| Stock Price Rating (Max of 10) | 8 |
| Historical Stock Price Rating (Max of 10) | 5 |
| Stock Price Trend (Max of 10) | 10 |
| Book Value (Max of 10) | 7 |
| Book Value to Price (Max of 10) | 1 |
| Analyst Buy Ratings (Max of 5) | 2 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 5 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 7 |
Latest News for for UBS
Financial Details for UBS
Company Overview |
|
|---|---|
| Ticker | UBS |
| Company Name | UBS Group AG |
| Country | USA |
| Description | UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland. |
| Sector Name | FINANCE |
| Industry Name | NATIONAL COMMERCIAL BANKS |
| Most Recent Quarter | 9/30/2024 |
| Next Earnings Date | 2/4/2025 |
Stock Price History |
|
| Last Day Price | 31.83 |
| Price 4 Years Ago | 13.08 |
| Last Day Price Updated | 11/20/2024 8:49:17 PM EST |
| Last Day Volume | 1,546,526 |
| Average Daily Volume | 1,341,887 |
| 52-Week High | 33.34 |
| 52-Week Low | 24.99 |
| Last Price to 52 Week Low | 27.37% |
Valuation Measures |
|
| Trailing PE | 24.90 |
| Industry PE | 18.95 |
| Sector PE | 21.40 |
| 5-Year Average PE | -3.73 |
| Free Cash Flow Ratio | 0.41 |
| Industry Free Cash Flow Ratio | 3.69 |
| Sector Free Cash Flow Ratio | 11.50 |
| Current Ratio Most Recent Quarter | 6.03 |
| Total Cash Per Share | 77.40 |
| Book Value Per Share Most Recent Quarter | 27.32 |
| Price to Book Ratio | 1.16 |
| Industry Price to Book Ratio | 1.11 |
| Sector Price to Book Ratio | 2.00 |
| Price to Sales Ratio Twelve Trailing Months | 2.15 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.27 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.50 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 3,185,710,000 |
| Market Capitalization | 101,401,149,300 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 4/30/2024 |
| Last Dividend Amount | 0.35 |
| Current Dividend Amount | 0.35 |
| Total Years Dividend Increasing | 2 |
| Trailing Annual Dividend Rate | 0.70 |
| Trailing Annual Dividend Yield | 2.20% |
| Forward Annual Dividend Rate | 0.66 |
| Forward Annual Dividend Yield | 2.07% |
| 5-Year Dividend Payments Count | 7 |
| 3-Year Average Dividend Yield | 2.18% |
| 5-Year Average Dividend Yield | 3.43% |
| 1-Year Dividend Growth Rate Percentage | 10.00% |
| 3-Year Dividend Growth Rate Percentage | 21.92% |
| 5-Year Dividend Growth Rate Percentage | -5.85% |
| All-Time Dividend Growth Rate Percentage | 12.38% |
| Dividend Payout Ratio | 54.69% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -96.00% |
| Annual Earnings Growth | 265.05% |
| Reported EPS 12 Trailing Months | 1.28 |
| Reported EPS Past Year | 1.29 |
| Reported EPS Prior Year | -0.45 |
| Net Income Twelve Trailing Months | 4,036,000,000 |
| Net Income Past Year | 27,850,000,000 |
| Net Income Prior Year | 7,629,000,000 |
| Quarterly Revenue Growth YOY | 6.70% |
| 5-Year Revenue Growth | 5.19% |
| Operating Margin Twelve Trailing Months | 0.25 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 246,583,000,000 |
| Total Cash Past Year | 317,212,000,000 |
| Total Cash Prior Year | 172,825,000,000 |
| Net Cash Position Most Recent Quarter | -65,035,000,000 |
| Net Cash Position Past Year | -48,894,000,000 |
| Long Term Debt Past Year | 366,106,000,000 |
| Long Term Debt Prior Year | 188,259,000,000 |
| Total Debt Most Recent Quarter | 311,618,000,000 |
| Equity to Debt Ratio Past Year | 0.19 |
| Equity to Debt Ratio Most Recent Quarter | 0.22 |
| Total Stockholder Equity Past Year | 86,108,000,000 |
| Total Stockholder Equity Prior Year | 56,876,000,000 |
| Total Stockholder Equity Most Recent Quarter | 87,025,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 55,753,142,053 |
| Free Cash Flow Per Share Twelve Trailing Months | 17.50 |
| Free Cash Flow Past Year | 48,055,957,768 |
| Free Cash Flow Prior Year | 13,004,000,000 |
Options |
|
| Put/Call Ratio | 0.37 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.18 |
| MACD Signal | 0.25 |
| 20-Day Bollinger Lower Band | 28.20 |
| 20-Day Bollinger Middle Band | 30.68 |
| 20-Day Bollinger Upper Band | 33.15 |
| Beta | 1.00 |
| RSI | 49.83 |
| 50-Day SMA | 29.56 |
| 150-Day SMA | 22.27 |
| 200-Day SMA | 20.50 |
System |
|
| Modified | 11/19/2024 2:58:27 PM EST |