Ratings UBS Group AG

Equities

UBSG

CH0244767585

Market Closed - Swiss Exchange Other stock markets 11:31:30 2024-04-26 am EDT			5-day change	1st Jan Change
25.06 ^CHF	+0.40%		-2.49%	-3.98%

Apr. 26	Baloise shareholders vote in favor of scrapping 2% voting ceiling	RE
Apr. 24	Roche’s Downbeat Q1 Sales Drag Swiss Market Index to Red	MT

Summary

According to Refinitiv, the company's ESG score for its industry is good.

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.
The group usually releases upbeat results with huge surprise rates.

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: 33.47 times its 2024 earnings per share.
For the past year, analysts have significantly revised downwards their profit estimates.
For the last four months, earnings estimated by analysts have been revised downwards with respect to the next two years.
Prospects from analysts covering the stock are not consistent. Such dispersed sales estimates confirm the poor visibility into the group's activity.
The price targets of various analysts who make up the consensus differ significantly. This reflects different assessments and/or a difficulty in valuing the company.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Management & Fund Operators

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
UBS GROUP AG	-3.98%	87.91B		C+
BLACKROCK, INC.	-6.03%	113B		A-
APOLLO GLOBAL MANAGEMENT, INC.	+20.42%	63.85B		C
BROOKFIELD CORPORATION	+5.29%	61.9B	-	B+
BANK OF NEW YORK MELLON CORPORATION (THE)	+10.12%	42.86B		C+
AMERIPRISE FINANCIAL, INC.	+7.95%	40.84B		A-
3I GROUP PLC	+18.92%	34.58B		A-
T. ROWE PRICE GROUP INC.	+5.88%	25.46B		B
STATE STREET CORPORATION	-5.25%	22.13B		A-
PRINCIPAL FINANCIAL GROUP, INC.	+0.57%	18.61B		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