Financial Services
Live Price
Offline$50.80
+2.15% today
1Y Change
+54.54%
Window
Jun 20, 2025 → Jun 5, 2026
Coverage: 241 bars · Jun 20, 2025 → Jun 5, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
UBS Group AG (UBS) is a Financial Services stock with a market cap of $135.91B and listed on NYSE. The stock last traded around $50.80 and up 54.5% across the available one-year price window (Jun 20, 2025 → Jun 5, 2026). Baseline metrics include revenue growth of -20.4%, EPS growth of +22.6%, a dividend yield of 2.5%. What stands out right now is revenue -20.4%, EPS +22.6%, free cash flow -1328.8% with operating margin 15.5% and ROIC 0.5%. The dividend matters to the case here, with a current yield around 2.5%. Valuation is more restrained than many high-expectation growth names at P/E 17.3 and price/sales 2.3. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines UBS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
UBS
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
UBS Max Drawdown
-26.07%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for UBS and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$35.0B
-4.9% YoY
FY Net Income
$6.8B
-3.3% YoY
Free Cash Flow
$29.6B
+127.5% YoY
Revenue Growth
-20.4%
EPS Growth
+22.6%
Gross Margin
71.9%
Net Margin
13.3%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 59.1B | 74.2B | 57.4B | 36.8B | 35.0B |
| Gross Profit | 37.6B | 41.1B | 32.4B | 30.7B | 32.2B |
| Operating Income | 7.0B | 6.2B | 24.2B | 8.9B | 8.7B |
| EBITDA | 9.5B | 9.6B | 27.4B | 10.8B | 10.6B |
| Net Income | 6.2B | 4.6B | 23.4B | 7.1B | 6.8B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 209.9B | 225.7B | 317.2B | 172.8B | 194.8B |
| Total Assets | 1617.4B | 1565.0B | 1717.2B | 1104.4B | 1117.2B |
| Total Liabilities | 1526.9B | 1479.5B | 1630.6B | 1047.1B | 1056.2B |
| Shareholder Equity | 90.2B | 85.1B | 86.1B | 56.9B | 60.7B |
| Total Debt | 356.1B | 353.1B | 399.5B | 212.8B | 230.7B |
| Net Debt | 146.3B | 127.3B | 82.3B | 40.0B | 35.9B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
31.4B
+114.5% YoY
Capital Expenditures
1.8B
-12.1% YoY
Free Cash Flow
29.6B
+127.5% YoY
Key ratios
Gross Margin
71.9%
Operating Margin
15.5%
Net Margin
13.3%
ROE
8.6%
Debt / Equity
4.23x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.