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UBS Group AG UBS

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Stock XNYS Rating as of
$29.92 +0.24 (0.81%)
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As of Cboe BZX Real-Time Price Open
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Company Report

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UBS Earnings: Robust Growth Is Unlikely to Continue

Johann Scholtz

Narrow-moat UBS reported much better-than-expected results for the first quarter of 2024, yet we felt its management team struck a somewhat cautious tone during the earnings call. Potentially higher regulatory capital requirements will continue to weigh on the share price as UBS could not provide an update on the Swiss regulator's position. Net new money inflows in wealth management continue, which suggests limited client attrition. We will incorporate the results in our model and update our current fair value estimate of CHF 27.50/share shortly.

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Price vs Fair Value

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UBS is trading at a 169% premium.
Price
$29.68
Fair Value
$89.70
Uncertainty
High
1-Star Price
$71.96
5-Star Price
$85.90
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

historically, UBS has been one of the most profitable wealth managers globally with a dominant position in the lucrative ultra-high-net-worth segment. The takeover of Credit Suisse will further entrench its competitive advantages.

Bears

There has been a substantial increase in competition, with expansion into wealth management a part of the strategy of most banks and insurers.

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News

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Trading Information

Previous Close Price
$29.68
Day Range
$29.90–29.96
52-Week Range
$18.77–32.13
Bid/Ask
$29.91 / $29.93
Market Cap
$95.90 Bil
Volume/Avg
24,556 / 2.8 Mil

Key Statistics

Price/Earnings (Normalized)
12.33
Price/Sales
2.32
Dividend Yield (Trailing)
1.18%
Dividend Yield (Forward)
1.18%
Total Yield
2.81%

Company Profile

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.
Sector
Financial Services
Industry
Banks - Diversified
Stock Style Box
Large Core
Total Number of Employees
112,842
Website
https://www.ubs.com

Competitors

Valuation

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Metric
UBS
BAER
MS
Price/Earnings (Normalized)
 12.3321.5116.31
Price/Book Value
 1.121.781.77
Price/Sales
 2.322.853.14
Price/Cash Flow
 12.398.6910.32
Price/Earnings
UBS
BAER
MS

Financial Strength

Metric
UBS
BAER
MS
Quick Ratio
 ———
Current Ratio
 ———
Interest Coverage
 ———
Quick Ratio
No chart available

Profitability

Metric
UBS
BAER
MS
Return on Assets (Normalized)
 0.35%0.47%1.02%
Return on Equity (Normalized)
 6.82%7.57%13.37%
Return on Invested Capital (Normalized)
 ———
Return on Assets
UBS
BAER
MS
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