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UBS

NYSE
Strong · 77/100

UBS Group AG

Financials
Financial Services

$52.00

1.9%

Updated Today 12:11 PM ET

Report Card

UBS at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Strong · 77/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▲ Up 49.1% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$139.69B

P/E

16.98x

Forward P/E (est.)

12.13x

ROE

10.1%

Revenue Growth

155.1%

EPS Growth

85.8%

Profit Margin

77.4%

FCF Yield

17.5%

Debt / Equity

4.07x

ROIC

Interest Coverage

Current Ratio

Dividend Yield

2.1%

Implied Growth (rev. DCF)

Rating Score

77/100

Business Overview
Research

UBS Group AG (UBS) is a large-cap company in the Financial Services industry, part of the Financials sector of the S&P 500, with a market value around $139.69B.

Our model rates UBS Strong (77/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what UBS's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. UBS trades near $52.00, above its 50-day average ($46.99) and 200-day average ($42.94). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 66 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. UBS's is $1.02 (~2.0% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month UBS found buyers near $46.76 (support) and sellers near $52.06 (resistance); its 52-week range is $34.07–$52.06. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.5× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
17.0xCheap
Forward P/E
12.1xCheap
P/S ratio
2.5xFair
Revenue growth
155.1%Strong
EPS growth
85.8%Strong
Gross margin
Net margin
77.4%Strong
ROE
10.1%Weak

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Bull Case

The case for UBS:

  • Revenue is growing 155.1% a year, a sign of real demand.
  • High net margins (77.4%) point to pricing power or efficiency.
  • Healthy free-cash-flow yield (~17.5%) funds buybacks and dividends.
  • Pays a 2.1% dividend on top of any price gains.
  • Our model's overall read is Strong (77/100).
Bear Case

The case against UBS:

  • Elevated leverage (debt/equity 4.1x) adds financial risk.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Balance-sheet risk — debt/equity of 4.1x magnifies the impact of higher rates or weaker earnings.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen favourably: UBS Group AG is a large-cap financials business still growing nicely, with solid profitability, and a heavier debt load to watch. It trades at 17.0x earnings, which our model scores Strong (77/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

UBS — frequently asked questions

Is UBS a good stock to buy?

We don't give buy or sell advice. Our model rates UBS Group AG Strong (77/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is UBS's rating on The Stocks School?

UBS Group AG currently scores 77/100 (Strong) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does UBS's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from UBS Group AG's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for UBS calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this UBS analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell UBS. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.