Valuation UBS Group AG

Equities

Real-time Estimate Cboe Europe Other stock markets 16:20:00 12/05/2026 BST			5-day change	1st Jan Change
34.72 ^CHF	-0.93%		+0.52%	-6.01%

11:24am	Carl Zeiss Meditec surges as cost-cutting measures take center stage	DP
07:00am	UBS AG : Goldman Sachs remains Neutral	ZD

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Capitalization ¹	56,576	54,752	84,388	88,340	117,133	106,510	-	-
Change	-	-3.22%	54.13%	4.68%	32.59%	-9.07%	-	-
Enterprise Value (EV) ¹	18,842	15,118	79,713	88,340	117,133	127,766	124,239	119,252
Change	-	-19.76%	427.26%	10.82%	32.59%	9.08%	-2.76%	-4.01%
P/E ratio	8.57x	8.28x	3.4x	20x	20.2x	13.7x	10.7x	9.48x
PBR	0.99x	1.03x	1.1x	1.13x	1.63x	1.44x	1.36x	1.22x
PEG	-	0.98x	0x	-0.2x	0.6x	0.3x	0.4x	0.7x
Capitalization / Revenue	1.72x	1.72x	2.37x	1.99x	3.05x	2.61x	2.54x	2.45x
EV / Revenue	0.57x	0.47x	2.24x	1.99x	3.05x	3.13x	2.96x	2.74x
EV / EBITDA	-	-	-	-	-	-	-	-
EV / EBIT	2.17x	1.7x	45.1x	13.1x	16.1x	12x	9.26x	8.22x
EV / FCF	-	-	-	-	-	-	-	-
FCF Yield	-	-	-	-	-	-	-	-
Dividend per Share ²	0.4652	0.5043	0.6101	0.8213	0.8547	0.9734	1.072	1.161
Rate of return	2.83%	2.93%	2.34%	2.96%	2.31%	2.78%	3.06%	3.31%
EPS ²	1.916	2.078	7.679	1.387	1.829	2.55	3.264	3.694
Distribution rate	24.3%	24.3%	7.95%	59.2%	46.7%	38.2%	32.8%	31.4%
Net sales ¹	32,928	31,923	35,591	44,359	38,428	40,759	41,930	43,525
EBITDA	-	-	-	-	-	-	-	-
EBIT ¹	8,685	8,897	1,768	6,727	7,268	10,681	13,417	14,512
Net income ¹	6,937	7,047	25,300	4,640	6,021	7,944	10,073	11,056
Net Debt ¹	-37,735	-39,634	-4,675	-	-	21,257	17,730	12,742
Reference price ²	16.42	17.20	26.10	27.73	36.96	35.04	35.04	35.04
Nbr of stocks (in thousands)	3,445,569	3,182,354	3,233,265	3,185,707	3,169,176	3,039,659	-	-
Announcement Date	01/02/22	31/01/23	06/02/24	04/02/25	04/02/26	-	-	-

¹CHF in Million²CHF

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
UBS GROUP AG	13.74x	3.13x	-	2.78%	137B
BLACKROCK, INC.	22.07x	5.9x	12.77x	2.1%	168B
BANK OF NEW YORK MELLON CORPORATION (THE)	15.14x	6.93x	-	1.67%	90.94B
BROOKFIELD ASSET MANAGEMENT LTD.	25.26x	12.51x	17.93x	4.07%	78.07B
AMERIPRISE FINANCIAL, INC.	10.95x	1.56x	4.89x	1.43%	41.69B
STATE STREET CORPORATION	12.46x	4.88x	-	2.28%	41.56B
3I GROUP PLC	4.23x	4.1x	4.44x	3.23%	34.95B
NORTHERN TRUST CORPORATION	14.15x	5x	15.63x	2.02%	29.79B
T. ROWE PRICE GROUP, INC.	11.78x	2.43x	6.17x	4.95%	22.44B
Average	14.42x	5.16x	10.30x	2.72%	71.59B
Weighted average by Cap.	16.67x	5.65x	12.02x	2.55%