Stock Scorecard
Stock Summary for UBS Group AG (UBS) - $32.49 as of 5/13/2025 9:13:20 PM EST
Total Score
9 out of 30
Safety Score
59 out of 100
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 (59 out of 100)
| Stock Price Rating (Max of 10) | 8 |
| Historical Stock Price Rating (Max of 10) | 6 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 7 |
| Book Value to Price (Max of 10) | 1 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 5 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 7 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
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 | 3/31/2025 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 32.49 |
| Price 4 Years Ago | 16.47 |
| Last Day Price Updated | 5/13/2025 9:13:20 PM EST |
| Last Day Volume | 3,656,710 |
| Average Daily Volume | 3,459,434 |
| 52-Week High | 35.28 |
| 52-Week Low | 25.34 |
| Last Price to 52 Week Low | 28.22% |
Valuation Measures |
|
| Trailing PE | 21.30 |
| Industry PE | 14.53 |
| Sector PE | 19.55 |
| 5-Year Average PE | 3.45 |
| Free Cash Flow Ratio | 0.44 |
| Industry Free Cash Flow Ratio | 10.15 |
| Sector Free Cash Flow Ratio | 24.07 |
| Current Ratio Most Recent Quarter | 0.45 |
| Total Cash Per Share | 73.35 |
| Book Value Per Share Most Recent Quarter | 27.35 |
| Price to Book Ratio | 1.13 |
| Industry Price to Book Ratio | 0.98 |
| Sector Price to Book Ratio | 2.07 |
| Price to Sales Ratio Twelve Trailing Months | 2.15 |
| Industry Price to Sales Ratio Twelve Trailing Months | 2.92 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.98 |
| Analyst Buy Ratings | 0 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 3,187,790,000 |
| Market Capitalization | 103,571,297,100 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 4/16/2025 |
| Previous Dividend Amount | 0.3500 |
| Current Dividend Amount | 0.9000 |
| Total Years Dividend Increasing | 3 |
| Trailing Annual Dividend Rate | 0.90 |
| Trailing Annual Dividend Yield | 2.80% |
| Forward Annual Dividend Rate | 0.90 |
| Forward Annual Dividend Yield | 2.80% |
| 5-Year Dividend Payments Count | 7 |
| 3-Year Average Dividend Yield | 2.11% |
| 5-Year Average Dividend Yield | 2.34% |
| 1-Year Dividend Growth Rate Percentage | 28.57% |
| 3-Year Dividend Growth Rate Percentage | 27.92% |
| 5-Year Dividend Growth Rate Percentage | 24.88% |
| All-Time Dividend Growth Rate Percentage | 13.65% |
| Dividend Payout Ratio | 59.60% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -1.90% |
| Annual Earnings Growth | -81.41% |
| Reported EPS 12 Trailing Months | 1.51 |
| Reported EPS Past Year | 0.62 |
| Reported EPS Prior Year | 1.68 |
| Net Income Twelve Trailing Months | 5,022,000,000 |
| Net Income Past Year | 5,086,000,000 |
| Net Income Prior Year | 27,366,000,000 |
| Quarterly Revenue Growth YOY | -2.10% |
| 5-Year Revenue Growth | 9.60% |
| Operating Margin Twelve Trailing Months | 22.90% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 233,827,000,000 |
| Total Cash Past Year | 223,329,000,000 |
| Total Cash Prior Year | 317,212,000,000 |
| Net Cash Position Most Recent Quarter | -67,186,000,000 |
| Net Cash Position Past Year | -98,799,000,000 |
| Long Term Debt Past Year | 322,128,000,000 |
| Long Term Debt Prior Year | 366,106,000,000 |
| Total Debt Most Recent Quarter | 301,013,000,000 |
| Equity to Debt Ratio Past Year | 0.21 |
| Equity to Debt Ratio Most Recent Quarter | 0.22 |
| Total Stockholder Equity Past Year | 85,079,000,000 |
| Total Stockholder Equity Prior Year | 86,108,000,000 |
| Total Stockholder Equity Most Recent Quarter | 87,185,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 26,451,672,552 |
| Free Cash Flow Per Share Twelve Trailing Months | 8.30 |
| Free Cash Flow Past Year | 8,730,296,621 |
| Free Cash Flow Prior Year | 84,383,000,000 |
Options |
|
| Put/Call Ratio | 0.11 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.32 |
| MACD Signal | -0.02 |
| 20-Day Bollinger Lower Band | 27.12 |
| 20-Day Bollinger Middle Band | 31.59 |
| 20-Day Bollinger Upper Band | 36.06 |
| Beta | 0.92 |
| RSI | 60.93 |
| 50-Day SMA | 30.85 |
| 150-Day SMA | 24.35 |
| 200-Day SMA | 22.32 |
System |
|
| Modified | 5/13/2025 12:53:03 PM EST |