UBS Group Valuation
| UBS Stock | USD 31.74 0.09 0.28% |
At this time, the entity appears to be fairly valued. UBS Group AG has a current Real Value of $32.63 per share. The regular price of the entity is $31.74. Our model measures the value of UBS Group AG from examining the entity fundamentals such as Current Valuation of 140.13 B, return on asset of 0.0028, and Return On Equity of 0.0528 as well as evaluating its technical indicators and probability of bankruptcy. Key fundamental drivers impacting UBS Group's valuation include:
Price Book 1.1659 | Enterprise Value 140.1 B | Price Sales 2.1491 | Forward PE 15.7978 | Trailing PE 24.8672 |
Fairly Valued
Today
Please note that UBS Group's price fluctuation is very steady at this time. Calculation of the real value of UBS Group AG is based on 3 months time horizon. Increasing UBS Group's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
The fair value of the UBS stock is determined by what a typical buyer is willing to pay for full or partial control of UBS Group AG. Since UBS Group is currently traded on the exchange, buyers and sellers on that exchange determine the market value of UBS Stock. However, UBS Group's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 31.74 | Real 32.63 | Target 33.98 | Hype 31.73 | Naive 31.6 |
The intrinsic value of UBS Group's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence UBS Group's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of UBS Group AG helps investors to forecast how UBS stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of UBS Group more accurately as focusing exclusively on UBS Group's fundamentals will not take into account other important factors: Traditionally, analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use UBS Group's intrinsic value based on its ongoing forecasts of UBS Group's financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against UBS Group's closest peers.
UBS Group Cash |
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UBS Valuation Drivers Correlation
Many accounts on the financial statements of UBS Group AG are highly interrelated and sometimes correlated. Consequently, when conducting UBS's valuation analysis, one should examine all of the accounts reported to obtain a complete picture of its financial situation. We provide a unique feature to present a conventional correlation table purposely composed against different valuation-related drivers of UBS
Click cells to compare fundamentals
UBS Valuation Trend
UBS Group's real value is important for investors to make better decisions and a more accurate overall view of UBS Group's financial worth over time. Using both UBS Group's enterprise value as well as its market capitalization is the best way to gauge the value of the company and is usually enough for investors to make market timing conclusions.
UBS Group Total Value Analysis
UBS Group AG is at this time forecasted to have company total value of 140.13 B with market capitalization of 101.45 B, debt of 366.11 B, and cash on hands of 419.39 B. Please note that company total value may be misleading and is a subject to accounting gimmicks. We encourage investors to carefully check all of the UBS Group fundamentals before making security assessment based on enterprise value of the company| Takeover Price | Market Cap | Debt Obligations | Cash |
140.13 B | 101.45 B | 366.11 B | 419.39 B |
UBS Group Investor Information
About 58.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.17. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. UBS Group AG has Price/Earnings To Growth (PEG) ratio of 0.4. The entity last dividend was issued on the 1st of May 2024. The firm had 2:1 split on the 10th of July 2006. Based on the analysis of UBS Group's profitability, liquidity, and operating efficiency, UBS Group AG is doing better financially today then in previous quarter. It has a moderate probability of reporting better financial numbers in December.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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| Operating Profit Margin | 1.2 | 0.8908 |
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| Operating Income | 18.6 B | 34.8 B |
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UBS Group Asset Utilization
The concept of asset utilization usually refers to the revenue earned for every dollar of assets a company currently reports. The newest return on assets of UBS implies not a very effective usage of assets in November.UBS Group Ownership Allocation
UBS Group AG shows a total of 3.19 Billion outstanding shares. Over half of UBS Group's outstanding shares are owned by institutional holders. These institutional holders are typically referred to as corporate investors that take positions in a given instrument to benefit from reduced trade commissions. Please note that on November 11, 2024, Representative Ro Khanna of US Congress acquired $50k to $100k worth of UBS Group AG's common stock.UBS Group Profitability Analysis
The company reported the last year's revenue of 39.06 B. Total Income to common stockholders was 27.87 B with profit before taxes, overhead, and interest of 34.41 B.UBS Group Past Distributions to stockholders
About UBS Group Valuation
The stock valuation mechanism determines UBS Group's current worth on a daily basis. In general, an absolute valuation approach attempts to find the value of UBS Group AG based exclusively on its fundamental and basic technical indicators. As compared to an absolute model, our relative valuation model uses a comparative analysis of UBS Group. We calculate exposure to UBS Group's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of UBS Group's related companies.| Last Reported | Projected for Next Year | ||
| Gross Profit | 39.1 B | 31.7 B | |
| Pretax Profit Margin | 0.77 | 0.80 | |
| Operating Profit Margin | 0.89 | 1.20 | |
| Net Profit Margin | 0.71 | 0.75 | |
| Gross Profit Margin | 0.89 | 0.79 |
UBS Group Quarterly Retained Earnings |
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A single share of UBS Group represents a small ownership stake in the entity. As a stockholder of UBS, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.
UBS Group Dividends Analysis For Valuation
Please note that UBS Group has scaled down on payment of dividends at this time. At this time, UBS Group's Retained Earnings are comparatively stable compared to the past year. Earnings Yield is likely to gain to 0.29 in 2024, whereas Earning Assets are likely to drop slightly above 382.7 B in 2024.
There are various types of dividends UBS Group can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of UBS shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from UBS Group AG directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When UBS pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of UBS Group by the value of the dividends paid out.
UBS Group Growth Indicators
Investing in growth stocks can be very risky. If the company such as UBS Group does not do well, investors take a loss on the stock when it is time to sell. Also, because growth stocks typically do not pay dividends, the only opportunity an investor has to make money on their investment is when they eventually sell their shares.
| Common Stock Shares Outstanding | 3.3 B | |
| Quarterly Earnings Growth Y O Y | -0.96 | |
| Forward Price Earnings | 15.7978 |
UBS Group Current Valuation Indicators
UBS Group's valuation analysis is a process of estimating the intrinsic value of all assets and outstanding equities. There are different methodologies and models we use to develop the final UBS Group's valuation. The techniques such as discounted cash flow and fundamental indicators such as book value per share or market capitalization are well known and widely used across most financial advisers and money managers.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as UBS Group, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use UBS Group's valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes UBS Group's worth.Additional Tools for UBS Stock Analysis
When running UBS Group's price analysis, check to measure UBS Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS Group is operating at the current time. Most of UBS Group's value examination focuses on studying past and present price action to predict the probability of UBS Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UBS Group's price. Additionally, you may evaluate how the addition of UBS Group to your portfolios can decrease your overall portfolio volatility.