UBS Group Financials
| UBSG Stock | CHF 25.02 0.75 2.91% |
UBS |
Understanding current and past UBS Group Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of UBS Group's financial statements are interrelated, with each one affecting the others. For example, an increase in UBS Group's assets may result in an increase in income on the income statement.
The data published in UBS Group's official financial statements usually reflect UBS Group's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of UBS Group AG. For example, before you start analyzing numbers published by UBS accountants, it's critical to develop an understanding of what UBS Group's liquidity, profitability, and earnings quality are in the context of the Financial Services space in which it operates.
Please note, the presentation of UBS Group's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, UBS Group's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in UBS Group's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of UBS Group AG. Please utilize our Beneish M Score to check the likelihood of UBS Group's management manipulating its earnings.
UBS Group Stock Summary
UBS Group competes with Zurich Insurance, Novartis, Swiss Re, and ABB. UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional, and corporate clients worldwide. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland. UBS GROUP operates under BanksDiversified classification in Switzerland and is traded on Switzerland Exchange. It employs 71304 people.| Instrument | Switzerland Stock View All |
| Exchange | SIX Swiss Exchange |
| ISIN | CH0244767585 |
| Business Address | Bahnhofstrasse 45, Zurich, |
| Sector | Financial Services |
| Industry | Banks—Diversified |
| Benchmark | NYSE Composite |
| Website | www.ubs.com |
| Phone | 41 44 234 11 11 |
| Currency | CHF - Swiss Franc |
You should never invest in UBS Group without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of UBS Stock, because this is throwing your money away. Analyzing the key information contained in UBS Group's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.
UBS Group Key Financial Ratios
Generally speaking, UBS Group's financial ratios allow both analysts and investors to convert raw data from UBS Group's financial statements into concise, actionable information that can be used to evaluate the performance of UBS Group over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that UBS Group AG reports annually and quarterly.| Return On Equity | 0.13 | |||
| Return On Asset | 0.0069 | |||
| Target Price | 19.81 |
UBS Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining UBS Group's current stock value. Our valuation model uses many indicators to compare UBS Group value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across UBS Group competition to find correlations between indicators driving UBS Group's intrinsic value. More Info.UBS Group AG is rated first in return on equity category among related companies. It is rated first in return on asset category among related companies reporting about 0.05 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for UBS Group AG is roughly 18.78 . Comparative valuation analysis is a catch-all model that can be used if you cannot value UBS Group by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for UBS Group's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the UBS Group's earnings, one of the primary drivers of an investment's value.UBS Group AG Systematic Risk
UBS Group's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. UBS Group volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on UBS Group AG correlated with the market. If Beta is less than 0 UBS Group generally moves in the opposite direction as compared to the market. If UBS Group Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one UBS Group AG is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of UBS Group is generally in the same direction as the market. If Beta > 1 UBS Group moves generally in the same direction as, but more than the movement of the benchmark.
About UBS Group Financials
What exactly are UBS Group Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include UBS Group's income statement, its balance sheet, and the statement of cash flows. Potential UBS Group investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although UBS Group investors may use each financial statement separately, they are all related. The changes in UBS Group's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on UBS Group's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.Steps to analyze UBS Group Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as UBS Group is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of UBS has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if UBS Group's financials are consistent with your investment objective using the following steps:- Review UBS Group's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand UBS Group's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare UBS Group's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if UBS Group's stock is overvalued or undervalued.
UBS Group April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of UBS Group help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of UBS Group AG. We use our internally-developed statistical techniques to arrive at the intrinsic value of UBS Group AG based on widely used predictive technical indicators. In general, we focus on analyzing UBS Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build UBS Group's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 7.06 | |||
| Value At Risk | (2.74) | |||
| Potential Upside | 2.18 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in UBS Group AG. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Complementary 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.
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