Comparing UBS AG (UBS) and Its Competitors
UBS AG (NYSE: UBS) is one of 55 publicly-traded companies in the “Investment Management & Fund Operators” industry, but how does it weigh in compared to its peers? We will compare UBS AG to similar businesses based on the strength of its profitability, valuation, risk, earnings, institutional ownership, analyst recommendations and dividends.
Volatility & Risk
UBS AG has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500. Comparatively, UBS AG’s peers have a beta of 1.23, meaning that their average stock price is 23% more volatile than the S&P 500.
Institutional & Insider Ownership
31.4% of UBS AG shares are held by institutional investors. Comparatively, 62.1% of shares of all “Investment Management & Fund Operators” companies are held by institutional investors. 1.0% of UBS AG shares are held by company insiders. Comparatively, 10.5% of shares of all “Investment Management & Fund Operators” companies are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
This is a breakdown of current ratings for UBS AG and its peers, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|UBS AG Competitors||358||1792||1813||62||2.39|
As a group, “Investment Management & Fund Operators” companies have a potential upside of 8.30%. Given UBS AG’s peers higher probable upside, analysts plainly believe UBS AG has less favorable growth aspects than its peers.
UBS AG pays an annual dividend of $0.60 per share and has a dividend yield of 3.5%. UBS AG pays out 56.6% of its earnings in the form of a dividend. As a group, “Investment Management & Fund Operators” companies pay a dividend yield of 2.7% and pay out 49.6% of their earnings in the form of a dividend. UBS AG has raised its dividend for 4 consecutive years.
Earnings and Valuation
This table compares UBS AG and its peers top-line revenue, earnings per share and valuation.
|Gross Revenue||EBITDA||Price/Earnings Ratio|
|UBS AG||$30.48 billion||N/A||16.15|
|UBS AG Competitors||$2.88 billion||$924.36 million||7.15|
UBS AG has higher revenue, but lower earnings than its peers. UBS AG is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.
This table compares UBS AG and its peers’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|UBS AG Competitors||-44.74%||7.57%||5.17%|
UBS AG beats its peers on 8 of the 14 factors compared.
About UBS AG
UBS Group AG is a holding company and conducts its operations through UBS AG and its subsidiaries. The Company comprises Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. Wealth Management division provides advice and tailored financial services to wealthy private clients around the world, except those served by Wealth Management Americas. Wealth Management Americas division is a wealth manager in the Americas in terms of financial advisor productivity and invested assets by financial advisor. Personal & Corporate Banking division provides financial products and services to private, corporate and institutional clients in Switzerland. Asset Management division provides investment management products and services, platform solutions and advisory support. Investment Bank division provides investment advice, financial solutions and capital markets access.
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