Ratings UBS Group AG

Equities

UBSG

CH0244767585

Real-time Estimate Cboe Europe Other stock markets 09:17:59 2024-05-13 am EDT			5-day change	1st Jan Change
27.22 ^CHF	+0.98%		+10.49%	+4.10%

03:02pm	UBS Makes Nearly $5 Billion in AT1 Debt Available for Equity Conversion	MT
02:35pm	UBS CEO says Switzerland should not "overshoot" with capital demands	RE

Summary

The company has a good ESG score relative to its sector, according to Refinitiv.

Strengths

The group's activity appears highly profitable thanks to its outperforming net margins.
The company appears to be poorly valued given its net asset value.
Sales forecast by analysts have been recently revised upwards.
Historically, the company has been releasing figures that are above expectations.

Weaknesses

The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
The firm trades with high earnings multiples: 29.81 times its 2024 earnings per share.
For the past year, analysts have significantly revised downwards their profit estimates.
For the last few months, analysts have been revising downwards their earnings forecast.
Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Management & Fund Operators

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
UBS GROUP AG	+4.10%	95.3B		C+
BLACKROCK, INC.	-1.86%	118B		A-
BROOKFIELD CORPORATION	+13.75%	69.05B	-	B+
APOLLO GLOBAL MANAGEMENT, INC.	+20.25%	63.76B		C
BANK OF NEW YORK MELLON CORPORATION (THE)	+12.28%	43.7B		C+
AMERIPRISE FINANCIAL, INC.	+14.14%	43.06B		A-
3I GROUP PLC	+19.83%	34.41B		A-
T. ROWE PRICE GROUP INC.	+3.63%	24.92B		B
STATE STREET CORPORATION	-1.14%	23.07B		A-
PRINCIPAL FINANCIAL GROUP, INC.	+6.72%	19.68B		B+

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes