VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistInsider
ScreenerThemes
Earnings
WatchlistInsider
UBS
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
UBSUBS Group AG
$51.44$168.6B
Overview & Verdict
OverviewShould I Buy?
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders
  1. Home
  2. Financial Ratios

  1. Home
  2. Stocks
  3. UBS
  4. Financial Ratios

UBS Group AG (UBS) Financial Ratios

Latest Ratios: P/E Ratio 21.8x · EV/EBITDA 26.7x · ROE 8.8%. (1999–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

UBS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$168.6B$153.1B$101.6B$101.8B$63.4B$64.8B$52.4B$47.4B$47.6B$70.6B$59.9B
Enterprise Value$314.9B$299.4B$229.0B$184.1B$103.4B$100.7B$112.2B$135.2B$89.6B$124.5B$104.9B
P/E Ratio →21.8019.6219.953.728.308.677.9811.0410.5873.5617.81
P/S Ratio2.282.071.371.771.721.851.631.341.291.971.62
P/B Ratio1.881.691.191.181.111.060.880.870.901.341.10
P/FCF10.919.9179.941.214.882.191.492.621.75——
P/OCF9.738.8430.991.184.332.061.422.411.64——

P/E links to full P/E history page with 30-year chart

UBS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.053.083.212.812.873.503.812.433.482.84
EV / EBITDA26.6825.3723.756.739.599.4912.3618.3412.42112.3594.14
EV / EBIT33.9542.6436.987.6211.6511.6115.5824.72———
EV / FCF—19.37180.142.187.953.403.207.463.29——

UBS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin66.4%66.4%55.4%56.4%83.5%91.9%86.4%79.9%99.7%99.6%99.9%
Operating Margin12.6%12.6%8.3%42.1%24.1%24.8%22.5%15.4%16.1%——
Net Profit Margin10.5%10.5%6.2%40.8%19.2%19.5%18.1%11.9%12.2%——

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE8.8%8.8%5.4%32.5%11.9%11.3%10.1%7.8%8.5%——
ROA0.5%0.5%0.3%1.7%0.6%0.6%0.6%0.4%0.5%——
ROIC1.6%1.6%1.0%4.8%2.4%2.3%2.0%1.8%2.2%——
ROCE1.5%1.5%0.9%4.2%2.1%2.0%1.7%1.4%0.6%——

UBS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity3.943.944.134.613.723.783.683.602.892.782.77
Debt / EBITDA30.1830.1836.6314.5919.7421.7524.2526.6921.18131.83135.37
Net Debt / Equity—1.621.490.950.700.591.001.610.791.030.82
Net Debt / EBITDA12.3912.3913.213.013.713.386.5911.925.8248.6840.38
Debt / FCF—9.46100.200.983.071.211.704.851.54——
Interest Coverage0.330.330.191.001.462.911.920.78———

UBS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.420.420.290.450.400.520.480.47———
Quick Ratio0.420.420.290.450.400.520.480.47———
Cash Ratio0.210.210.250.310.260.280.240.19———
Asset Turnover—0.050.050.030.030.030.030.040.040.040.04
Inventory Turnover———————————
Days Sales Outstanding———————————

UBS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.3%1.5%2.2%1.6%2.6%2.0%5.0%5.4%5.0%3.2%5.3%
Payout Ratio29.3%29.3%48.9%7.2%23.7%19.1%45.0%60.3%53.3%——

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield4.6%5.1%5.0%26.9%12.1%11.5%12.5%9.1%9.5%1.4%5.6%
FCF Yield9.2%10.1%1.3%82.9%20.5%45.6%67.0%38.2%57.2%——
Buyback Yield2.4%2.7%2.9%2.7%9.5%5.2%2.6%3.3%3.0%1.0%2.1%
Total Shareholder Yield3.8%4.2%5.1%4.4%12.1%7.2%7.6%8.7%8.0%4.2%7.4%
Shares Outstanding—$3.3B$3.4B$3.3B$3.4B$3.6B$3.7B$3.8B$3.8B$3.8B$3.8B

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Credit Suisse integration complexity

Valuation Reflects Integration Execution Risk

According to recent market data, UBS trades at a P/B of 1.79, which, when compared to peers like Morgan Stanley at 3.00, suggests that investors are applying a significant complexity discount due to the ongoing integration of Credit Suisse's legacy operations and balance sheet.

The current valuation multiple appears to reflect market skepticism regarding the firm's ability to achieve targeted cost synergies and return on tangible equity (ROTCE) improvements. Investors should monitor whether the forward P/E of 14.23 indicates an attractive entry point or a value trap pending further clarity on the structural profitability of the combined entity.

DuPont Analysis Reveals Margin Compression

As reported in financial statements, the firm's ROE has fluctuated between -0.8% and 2.2% over the last ten quarters, indicating that the core profitability drivers are currently obscured by the substantial integration costs and operational overhead associated with the recent acquisition of Credit Suisse.

The DuPont decomposition suggests that while the firm maintains a high fee-based revenue contribution, the overall profitability is constrained by asset utilization challenges and the high fixed-cost base. The current ROE levels appear insufficient to justify a premium valuation until the firm demonstrates a sustained improvement in operating leverage.

Efficiency Ratio Under Integration Pressure

Based on the reported figures, the efficiency ratio has remained volatile, peaking at 56.2% in 2025Q4, which highlights the difficulty of maintaining cost discipline while simultaneously managing the operational redundancy inherent in merging two global systemically important financial institutions into a single, cohesive platform.

The lack of a clear downward trend in the efficiency ratio suggests that the firm is struggling to realize the projected cost synergies. Investors should monitor whether this metric stabilizes as the integration phase concludes, as persistent overhead levels may continue to weigh on the firm's ability to generate competitive returns.

Misapplication of P/E Multiples

As noted in industry research, the P/E ratio is frequently misapplied to UBS, as it fails to account for the significant distortion caused by one-time integration charges, restructuring provisions, and negative goodwill accounting that frequently mask the underlying performance of the core wealth management franchise.

Using P/E as a primary valuation metric for this bank obscures the true earnings power of the wealth management division by including non-recurring items. Analysts should instead prioritize P/TBV and adjusted ROTCE to better evaluate the firm's capital-light transition and the long-term value of its client asset base.

Download Financial Ratios Data

Includes 30+ ratios · 27 years · Updated daily

Consensus-Based Analysis Tools

Should I Buy UBS?

Wall Street verdict, signals, and target summaries.

See Verdict

Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

Check Valuation

Historical Returns

10-year return with dividends reinvested.

Calculate

DCA Calculator

See how regular investing compounds over time.

Run Numbers

Peer Comparison

Compare growth, multiples, and margins vs sector.

Compare

UBS — Frequently Asked Questions

Quick answers to the most common questions about buying UBS stock.

What is UBS Group AG's P/E ratio?

UBS Group AG's current P/E ratio is 21.8x. The historical average is 16.5x. This places it at the 86th percentile of its historical range.

What is UBS Group AG's EV/EBITDA?

UBS Group AG's current EV/EBITDA is 26.7x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 27.8x.

What is UBS Group AG's ROE?

UBS Group AG's return on equity (ROE) is 8.8%. The historical average is 8.7%.

Is UBS stock overvalued?

Based on historical data, UBS Group AG is trading at a P/E of 21.8x. This is at the 86th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is UBS Group AG's dividend yield?

UBS Group AG's current dividend yield is 1.34% with a payout ratio of 29.3%.

What are UBS Group AG's profit margins?

UBS Group AG has 66.4% gross margin and 12.6% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does UBS Group AG have?

UBS Group AG's Debt/EBITDA ratio is 30.2x, indicating high leverage. A ratio above 4x may signal elevated financial risk.