UBS
UBS Group·NYSE
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6.14 / 10
Outperform
Fundamental metrics indicate a satisfactory status (6.1/10). Bullish factors such as fixed assets turnover ratio and basic earnings per share YoY growth offset weaknesses in return on total assets. The Asset-MV factor scores -0.5033, placing it in Group 4 with a 3/3 quality score and historical 7.53% one-month return. Revenue-MV at 0.1892 ranks in Group 3, showing 8.79% monthly return. Net income-Revenue at 0.1171 is in Group 3 with 1.97% return. Overall, the fundamentals support a favorable outlook.
Analysis Checks(8/10)
Revenue-MV
Value0.19
Score3/3
Weight30.73%
1M Return8.79%
Value0.19
Score3/3
Weight30.73%
1M Return8.79%
Net income-Revenue
Value0.12
Score2/3
Weight4.84%
1M Return1.97%
Value0.12
Score2/3
Weight4.84%
1M Return1.97%
Rate of return on total assets (%)
Value-7.69
Score1/3
Weight3.92%
1M Return1.42%
Value-7.69
Score1/3
Weight3.92%
1M Return1.42%
Annualized return on total assets (%)
Value-7.69
Score1/3
Weight3.92%
1M Return1.42%
Value-7.69
Score1/3
Weight3.92%
1M Return1.42%
Asset-MV
Value-0.50
Score3/3
Weight25.52%
1M Return7.53%
Value-0.50
Score3/3
Weight25.52%
1M Return7.53%
Current liabilities / Total liabilities (%)
Value53.71
Score2/3
Weight4.77%
1M Return1.79%
Value53.71
Score2/3
Weight4.77%
1M Return1.79%
Basic earnings per share (YoY growth rate %)
Value54.72
Score2/3
Weight3.96%
1M Return1.47%
Value54.72
Score2/3
Weight3.96%
1M Return1.47%
Fixed assets turnover ratio
Value28052.73
Score3/3
Weight7.79%
1M Return2.65%
Value28052.73
Score3/3
Weight7.79%
1M Return2.65%
Diluted earnings per share (YoY growth rate %)
Value55.26
Score2/3
Weight8.20%
1M Return2.98%
Value55.26
Score2/3
Weight8.20%
1M Return2.98%
Current assets / Total assets (%)
Value42.04
Score3/3
Weight6.36%
1M Return2.31%
Value42.04
Score3/3
Weight6.36%
1M Return2.31%
Revenue-MV
Value0.19
Score3/3
Weight30.73%
1M Return8.79%
Value0.19
Score3/3
Weight30.73%
1M Return8.79%
Current liabilities / Total liabilities (%)
Value53.71
Score2/3
Weight4.77%
1M Return1.79%
Value53.71
Score2/3
Weight4.77%
1M Return1.79%
Net income-Revenue
Value0.12
Score2/3
Weight4.84%
1M Return1.97%
Value0.12
Score2/3
Weight4.84%
1M Return1.97%
Basic earnings per share (YoY growth rate %)
Value54.72
Score2/3
Weight3.96%
1M Return1.47%
Value54.72
Score2/3
Weight3.96%
1M Return1.47%
Rate of return on total assets (%)
Value-7.69
Score1/3
Weight3.92%
1M Return1.42%
Value-7.69
Score1/3
Weight3.92%
1M Return1.42%
Fixed assets turnover ratio
Value28052.73
Score3/3
Weight7.79%
1M Return2.65%
Value28052.73
Score3/3
Weight7.79%
1M Return2.65%
Annualized return on total assets (%)
Value-7.69
Score1/3
Weight3.92%
1M Return1.42%
Value-7.69
Score1/3
Weight3.92%
1M Return1.42%
Diluted earnings per share (YoY growth rate %)
Value55.26
Score2/3
Weight8.20%
1M Return2.98%
Value55.26
Score2/3
Weight8.20%
1M Return2.98%
Asset-MV
Value-0.50
Score3/3
Weight25.52%
1M Return7.53%
Value-0.50
Score3/3
Weight25.52%
1M Return7.53%
Current assets / Total assets (%)
Value42.04
Score3/3
Weight6.36%
1M Return2.31%
Value42.04
Score3/3
Weight6.36%
1M Return2.31%
Is UBS undervalued or overvalued?
- UBS scores 6.14/10 on fundamentals and holds a Discounted valuation at present. Backed by its 8.82% ROE, 15.73% net margin, 17.48 P/E ratio, 1.50 P/B ratio, and 54.72% earnings growth, these metrics solidify its Outperform investment rating.
