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UBS Group AG (UBSG.SW)

54.1Fair

ValueMarkers Composite Index

Top 48%#23,206 of 44,707
Undervalued

77% below intrinsic value ($137)

UndervaluedFair ValueOvervalued
Piotroski
6/9
Neutral
Beneish
-2.79
Low Risk
Altman
-0.38
Distress
DCF Value
$137
Undervalued
ROIC
1.0%
Low
P/E
20.9
Fair
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

UBS Group AG (UBSG.SW) — VMCI valuation read

Composite valuation read on UBSG.SW: VMCI 54/100 against a Financial Services sector median of 50. The 4-point above-median print is the headline number for UBS Group AG, and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.

Trailing 30-day insider activity for UBSG.SW: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.

**Investor frame.** Value, quality, risk in three lines on UBSG.SW: UBSG.SW trades at 15.0x earnings, 17% below the Financial Services median of 18.0x; ROIC of 13.0% sits 3.0pp above the Financial Services median (10.0%); net debt to EBITDA of -1.5x leaves covenant headroom. EV/EBITDA at 14.0x versus 12.0x for Financial Services closes the value frame.

UBSG.SW fell 0.6% over the trailing 7 days, with a +4.0% read on a 30-day basis.

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions to ultra high net worth and high net worth clients. This segment also provides estate and wealth planning, investing, philanthropy, corporate and banking, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides personal banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, trade and export finance, and global custody solutions, as well as transaction banking solutions for payment and cash management. The Asset Management division offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; and offers clients differentiated content on major financial markets and securities. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland.

CEO: Sergio Ermotti106,789 employeesCHwww.ubs.com

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Definitions, formulas, and how ValueMarkers calculates each indicator used in UBSG.SW’s VM Score.

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