UBS$39.38
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Powered by LiveAIOverall Analysis
BuyUBS Group AG presents a mixed investment profile. Fundamentally, it shows strong profitability and a solid market position, but its current valuation and recent price action warrant careful consideration. Thematic tailwinds in wealth management and investment banking provide long-term potential, while technical indicators suggest a cautious approach in the short term.
Thematic
UBS operates within the global financial services sector, benefiting from trends in wealth management, investment banking, and asset management. The recent acquisition of Credit Suisse positions it for significant market consolidation and potential synergies. However, it also faces challenges related to regulatory scrutiny and the evolving digital landscape.
Fundamental
UBS Group AG demonstrates strong profitability metrics and a robust balance sheet, especially after the Credit Suisse acquisition. The dividend yield is attractive, and the company's strategic position is enhanced. However, recent EPS figures show variability, and forward-looking estimates require careful monitoring.
Technical
The stock price is currently trading below its 50-day and 200-day moving averages, indicating a bearish short-to-medium term trend. While some oscillators suggest oversold conditions on shorter timeframes, the overall trend and recent price action suggest caution.
| Factor | Score |
|---|---|
| Global Wealth Management | 90 |
| Investment Banking & Capital Markets | 75 |
| Digital Transformation | 70 |
| Regulatory Environment | 65 |
| Economic Sensitivity | 70 |
| Factor | Score |
|---|---|
| Valuation | 50 |
| Profitability | 75 |
| Growth | 70 |
| Balance Sheet Health | 60 |
| Cash Flow | 65 |
| Dividends | 80 |
| Factor | Score |
|---|---|
| Trend Analysis | 30 |
| Momentum | 40 |
| Volume Confirmation | 50 |
| Support & Resistance | 60 |
| Short-term Oscillators | 70 |
AI Investing Checklist
Powered by LiveAIBullish Points (8)
Strong Short-Term Performance
The stock has shown significant positive momentum, with a 1-month performance of 15.54% and a Year-to-Date (YTD) performance of 26.19%.
Attractive P/E Ratio
The trailing P/E ratio (PE TTm) is 25.3, which may be considered attractive given the company's growth prospects and industry peers.
Bearish Points (8)
Potential Overbought Signals (Daily)
The daily Relative Strength Index (RSI) at 77.2 and Stochastic %K at 97.85 suggest the stock may be in overbought territory, potentially indicating a short-term pullback.
Negative EPS Surprises in Past Periods
The company has experienced significant negative EPS surprises in some historical quarters (e.g., -355.0% in Q1 2024, -202.86% in Q4 2023), highlighting past earnings volatility.
Calendar
April 2025
16
Ex-Dividend Date
April 2025
17
Next Dividend Date
July 2025
30
Next Earnings Date
H: $0.92
A: $0.92
L: $0.92
H: 9.71B
A: 9.53B
L: 9.36B
Profile
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions. It also provides personal banking products and services, such as deposits, credit and debit cards, and online and mobile banking, as well as lending, investments, retirement, and wealth management services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions for payment and cash management services, trade and export finance, and global custody solutions. In addition, the company 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. Further, it 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 risks and liquidity; distributes, trades in, finances, and clears cash equities and equity-linked products; structures, originates, and distributes new equity and equity-linked issues; and originates, distributes, manages risk, and provides liquidity in foreign exchange, rates, credit and precious metals. 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 headquartered in Zurich, Switzerland.
Seasonals
Price Target
35.10 USD
The 39 analysts offering 1 year price forecasts for UBS have a max estimate of 38.70 and a min estimate of 31.50.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
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Income Statement
Cash Flow
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