Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
UBS
HoldPremium GrowerUBS Group AG · Financial Services · Switzerland · $168.1B · Avg Vol: $90M/d
COMPANY DESCRIPTION
UBS Group AG is a global financial services firm providing wealth management, asset management, investment banking, and retail and corporate banking services across a broad client base. As a leading global wealth manager, it benefits from strong client relationships, a reputation for discretion, and an expansive global footprint. UBS is one of the world's largest and most reputable financial institutions, particularly known for its dominant presence in wealth management for ultra-high-net-worth individuals.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 33.3B | 41.1B | 45.3B | 47.3B | 12.4% | 53.0B | 53.4B | 54.9B | 7.7% |
| EPS | 2.34 | 8.68 | 1.59 | 2.46 | 1.7% | 2.94 | 2.75 | 3.33 | 16.4% |
| Shares | 3.1B | 3.2B | 3.2B | 3.1B | -0.5% | 3.1B | — | — | — |
| Debt | 193.3B | 377.7B | 332.4B | 336.0B | 20.2% | 599.2B | — | — | — |
| Equity | 56.9B | 85.6B | 85.1B | 90.2B | 16.6% | — | — | — | — |
| Op CF | 14.6B | 86.1B | 3.3B | 21.9B | 14.3% | 14.2B | — | — | — |
| Inv CF | -12.4B | 103.1B | 709.0M | -22.8B | — | — | — | — | — |
| Fin CF | -9.1B | -58.3B | -84.2B | -30.9B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of UBS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| UBS | UBS Group AG(you) | $168.1B | 62 | Hold |
| BSD2.DE | Banco Santander, S.A. | $214.3B | 64 | Hold |
| BOY.DE | Banco Bilbao Vizcaya Argentaria, S.A. | $160.1B | 67 | Buy |
| BNS.TO | The Bank of Nova Scotia | $113.0B | 62 | Hold |
| TD.TO | The Toronto-Dominion Bank | $197.9B | 57 | Hold |
| INN1.DE | ING Groep N.V. | $100.7B | 62 | Hold |
| BNY | The Bank of New York Mellon Corporation | $110.3B | 65 | Hold |
| 8316.T | Sumitomo Mitsui Financial Group, Inc. | $163.9B | 48 | Hold |
| C | Citigroup Inc. | $222.9B | 51 | Hold |
| 601288.SS | Agricultural Bank of China Limited | $319.1B | 58 | Hold |
Peer medians: ROE 9.9% · P/E 12.8x · Gross margin 81.8%