UBS Competitors

UBSG34 Stock

BRL 187.38 0.00 0.00%

UBS Group AG competes with JPMorgan Chase, Citigroup, N1RG34, and Aeris Indstria; as well as few others. The company operates under Financial Services sector and is part of Banks - Global industry. Analyzing UBS Group competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of UBS Group to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out UBS Group Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of UBS Group competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
185.89	187.38	188.87

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Intrinsic

Valuation

Low	Real	High
168.64	200.37	201.86

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as UBS Group. Your research has to be compared to or analyzed against UBS Group's peers to derive any actionable benefits. When done correctly, UBS Group's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in UBS Group AG.

UBS Group Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between UBS Group and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of UBS and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of UBS Group AG does not affect the price movement of the other competitor.

	JPMC34	CTGP34	UBSG34	N1RG34	AERI3	N1WG34	AXPB34	AAPL34	B1NT34
JPMC34		0.97	0.87	0.89	-0.01	0.95	0.96	0.82	0.6	JPMC34
CTGP34	0.97		0.85	0.91	0.1	0.97	0.97	0.87	0.68	CTGP34
UBSG34	0.87	0.85		0.77	0.0	0.88	0.8	0.75	0.55	UBSG34
N1RG34	0.89	0.91	0.77		-0.1	0.88	0.92	0.76	0.74	N1RG34
AERI3	-0.01	0.1	0.0	-0.1		0.12	0.11	0.39	0.15	AERI3
N1WG34	0.95	0.97	0.88	0.88	0.12		0.93	0.86	0.64	N1WG34
AXPB34	0.96	0.97	0.8	0.92	0.11	0.93		0.88	0.73	AXPB34
AAPL34	0.82	0.87	0.75	0.76	0.39	0.86	0.88		0.75	AAPL34
B1NT34	0.6	0.68	0.55	0.74	0.15	0.64	0.73	0.75		B1NT34
	JPMC34	CTGP34	UBSG34	N1RG34	AERI3	N1WG34	AXPB34	AAPL34	B1NT34

Click cells to compare fundamentals

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High positive correlations

CTGP34	+ 0.97	JPMC34
N1WG34	+ 0.97	CTGP34
AXPB34	+ 0.97	CTGP34
AXPB34	+ 0.96	JPMC34
N1WG34	+ 0.95	JPMC34
AXPB34	+ 0.93	N1WG34

High negative correlations

AERI3	- 0.1	N1RG34
AERI3	- 0.01	JPMC34
AERI3	- 0.0	UBSG34

Risk-Adjusted Indicators

There is a big difference between UBS Stock performing well and UBS Group Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze UBS Group's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
JPMC34	1.25	0.40	0.27	82.55	0.97	(1.46)	2.56	(1.73)	14.88
CTGP34	1.39	0.39	0.22	(1.29)	1.30	(1.57)	2.93	(2.42)	9.80
UBSG34	0.94	0.19	0.10	21.86	1.01	(1.31)	2.82	(2.19)	9.30
N1RG34	1.63	0.37	0.12	(0.81)	1.87	(2.03)	4.02	(3.22)	14.96
AERI3	4.84	0.47	0.08	8.26	4.99	(6.16)	8.07	(9.22)	73.42
N1WG34	1.23	0.34	0.22	0.95	1.00	(1.43)	2.74	(2.23)	9.15
AXPB34	1.53	0.39	0.20	1.93	1.52	(1.76)	3.36	(2.62)	13.63
AAPL34	1.13	0.38	0.24	(2.51)	1.04	(1.25)	2.63	(1.66)	5.87
B1NT34	2.00	0.26	0.08	(0.88)	2.43	(2.32)	5.30	(4.55)	13.89

Unable to evaluate fundamental data of [JPMC34.SA, CTGP34.SA, UBSG34.SA, N1RG34.SA, AERI3.SA, N1WG34.SA, AXPB34.SA, AAPL34.SA, B1NT34.SA] at this time. Please try again later

All Fundamental Data

UBS Group Competitive Analysis

The better you understand UBS Group competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, UBS Group's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across UBS Group's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	UBSG34	JPMC34	CTGP34	N1RG34	AERI3	N1WG34	AXPB34	AAPL34	B1NT34
	0.00 187.38 UBS	2.21 150.55 JPMorgan	1.73 73.65 Citigroup	0.00 564.00 N1RG34	5.85 8.32 Aeris	1.44 63.42 N1WG34	0.43 187.80 American	1.25 80.09 Apple	0.57 44.13 BIONTECH
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very risky	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Solid	Solid	OK	Modest	Good	Solid	Solid	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Above Average	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Over Valued	Over Valued	Over Valued	Under Valued	Under Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Buy	Cautious Hold	Strong Sell	Strong Sell	Strong Buy	Strong Buy	Hold	Strong Sell
Current Ratio	N/A	N/A	N/A	3.15	2.49	N/A	1.58	1.32	N/A
Net Asset	1.12 T	3.67 T	2.42 T	N/A	3.77 B	N/A	228 B	352.75 B	15.83 B
Profit Margin	0.22	0.31	0.21	5.61	-0.0376	26.5	0.15	0.25	0.56
EBITDA	N/A	N/A	N/A	1.8 B	168.88 M	N/A	N/A	133.14 B	15.13 B
Operating Margin	0.28	0.38	0.27	13.13	0.0862	41.93	0.19	0.29	0.68
Price To Book	1.04	1.54	0.49	32.39	0.79	3.4	4.79	44.8	2.3
Current Valuation	N/A	1.95 T	301.25 B	51.62 B	1.56 B	(61.5 B)	801.87 B	12.2 T	165.09 B
Five Year Return	N/A	N/A	N/A	N/A	N/A	N/A	1.39	N/A	N/A
Beta	1.12	1.1	1.59	0.85	1.32	1.31	1.19	1.28	0.2
Number Of Employees	72.6 K	293.72 K	240 K	4.1 K	6	58.9 K	77.3 K	164 K	4 K
Shares Outstanding	3.11 B	29.34 B	11.62 B	244.69 M	747.79 M	9.66 B	7.43 B	316.44 B	3.88 B
Cash Flow From Operations	1.6 B	78.08 B	61.25 B	1.84 B	(13.3 M)	(20.13 B)	14.64 B	122.15 B	889.7 M
Annual Yield	0.0249	0.0281	0.0396	N/A	0.0342	N/A	0.0115	0.0061	0.0148
Total Debt	171.98 B	422.7 B	271.61 B	9.04 B	1.56 B	183.13 B	43 B	98.96 B	171.6 M
Return On Equity	0.13	0.13	0.075	30.38	-0.0984	7.19	0.32	1.48	0.76
Z Score	1.2	3.0	0.6	3.6	N/A	N/A	9.6	78.4	N/A
Return On Asset	0.0069	0.0102	0.0064	5.44	0.0404	0.37	0.0361	0.2	0.43
Book Value Per Share	18.3	9.03	15.71	6.88	1.18	7.9	3.33	0.36	76.45
Total Asset	1.12 T	3.67 T	2.42 T	N/A	3.77 B	N/A	228 B	352.75 B	15.83 B
Last Dividend Paid	0.55	4.0	2.04	7.25	N/A	2.01	2.08	0.91	N/A
Debt To Equity	N/A	N/A	N/A	5.38	1.71	N/A	1.54	106.3	N/A
Target Price	N/A	N/A	N/A	N/A	2.8	N/A	N/A	N/A	N/A
Shares Owned By Institutions	N/A	N/A	N/A	N/A	10.93	N/A	N/A	N/A	N/A
Market Capitalization	363.8 B	2.2 T	528.22 B	54.88 B	830.05 M	129.28 B	710.99 B	12.84 T	184.35 B
Price To Earning	37.75	44.99	35.95	19.78	9.86	17.44	32.93	6.68	N/A
Price To Earnings To Growth	1.7	1.18	0.72	N/A	N/A	N/A	1.15	2.77	0.0056
Price To Sales	8.75	16.76	6.51	6.04	0.31	10.54	12.07	29.21	12.63
Net Income	7.46 B	37.68 B	14.85 B	510 M	(92.71 M)	2.71 B	7.51 B	99.8 B	10.29 B
Earnings Per Share	11.91	6.4	6.27	11.26	0.06	1.54	5.21	1.56	13.87
Shares Owned By Insiders	N/A	N/A	N/A	N/A	70.68	N/A	N/A	N/A	N/A
Revenue	35.06 B	128.69 B	75.31 B	9.09 B	2.47 B	12.27 B	50.68 B	394.33 B	18.98 B
Cash And Equivalents	355.31 B	1.06 T	737.7 B	3.9 B	882.21 M	375.84 B	29.11 B	80.09 B	N/A
Cash Per Share	97.08	162.93	326.55	15.96	1.13	76.92	3.66	17.41	N/A
Gross Profit	34.53 B	122.31 B	70.56 B	2.55 B	318 M	11.94 B	28.78 B	170.78 B	16.07 B
Day Typical Price	187.38	149.87	73.29	564.0	8.21	63.43	187.19	79.96	43.44
Accumulation Distribution	N/A	220.52	20.54	N/A	55796.46	8.21	9.9	2490.0	4.04
Market Facilitation Index	N/A	1.0E-4	8.0E-4	N/A	0.0	0.0182	0.0023	0.0	0.0366
Daily Balance Of Power	0.0	1.593137	1.146789	0.0	0.697	0.2885	0.3883	0.9252	0.0977
Period Momentum Indicator	N/A	3.25	1.25	N/A	0.46	0.9	0.8	0.99	0.25
Rate Of Daily Change	1.0	1.02	1.02	1.0	1.06	1.01	1.0	1.01	1.01
Day Median Price	187.38	149.53	73.11	564.0	8.15	63.44	186.88	79.9	43.09
Price Action Indicator	N/A	2.65	1.17	N/A	0.4	0.43	1.32	0.69	1.17
Coefficient Of Variation	726.53	477.78	473.65	663.32	1962.34	461.65	517.99	367.39	1037.5
Mean Deviation	0.9433	1.25	1.39	1.63	4.84	1.23	1.53	1.13	2.0
Jensen Alpha	0.192	0.3961	0.3933	0.371	0.474	0.3438	0.388	0.3752	0.2602
Total Risk Alpha	0.1285	0.3119	0.3021	0.2503	0.0617	0.2833	0.304	0.3094	0.133
Sortino Ratio	0.0964	0.2659	0.2168	0.1202	0.081	0.2182	0.1982	0.2426	0.0817
Downside Variance	2.68	1.85	2.58	7.14	29.71	2.18	3.31	1.91	6.97
Standard Deviation	1.47	1.94	1.86	2.43	9.54	1.69	2.1	1.4	2.7
Kurtosis	3.77	11.35	2.44	2.74	22.27	2.15	2.73	(0.28)	1.06
Potential Upside	2.82	2.56	2.93	4.02	8.07	2.74	3.36	2.63	5.3
Treynor Ratio	21.86	82.55	(1.29)	(0.81)	8.26	0.9468	1.93	(2.51)	(0.88)
Maximum Drawdown	9.3	14.88	9.8	14.96	73.42	9.15	13.63	5.87	13.89
Variance	2.16	3.77	3.47	5.88	90.95	2.87	4.4	1.95	7.29
Market Risk Adjusted Performance	21.87	82.56	(1.28)	(0.80)	8.27	0.9568	1.94	(2.50)	(0.87)
Risk Adjusted Performance	0.1146	0.1732	0.1745	0.1272	0.0499	0.1785	0.1605	0.2219	0.0841
Skewness	0.7613	2.25	0.7063	0.3989	3.95	0.8749	0.4412	(0.25)	(0.33)
Semi Deviation	1.01	0.9697	1.3	1.87	4.99	0.995	1.52	1.04	2.43
Information Ratio	0.1072	0.1863	0.1871	0.1323	0.0463	0.1902	0.1717	0.2402	0.0798
Value At Risk	(2.19)	(1.73)	(2.42)	(3.22)	(9.22)	(2.23)	(2.62)	(1.66)	(4.55)
Expected Short fall	(1.31)	(1.46)	(1.57)	(2.03)	(6.16)	(1.43)	(1.76)	(1.25)	(2.32)
Downside Deviation	1.64	1.36	1.61	2.67	5.45	1.48	1.82	1.38	2.64
Semi Variance	1.03	0.9402	1.7	3.49	24.87	0.9901	2.31	1.08	5.91

UBS Group Competition Performance Charts

Five steps to successful analysis of UBS Group Competition

UBS Group's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by UBS Group AG in relation to its competition. UBS Group's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of UBS Group in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact UBS Group's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to UBS Group AG, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your UBS Group position

In addition to having UBS Group in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Additional Information and Resources on Investing in UBS Stock

When determining whether UBS Group AG is a strong investment it is important to analyze UBS Group's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact UBS Group's future performance. For an informed investment choice regarding UBS Stock, refer to the following important reports:

How To Invest In UBS

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Is UBS Stock a good investment?

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What is UBS Group's Net Worth?

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Check out UBS Group Correlation with its peers.

You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

Please note, there is a significant difference between UBS Group's value and its price as these two are different measures arrived at by different means. Investors typically determine if UBS Group is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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UBS Competitors

Specify up to 10 symbols:

UBS Group Competition Correlation Matrix

Risk-Adjusted Indicators

UBS Group Competitive Analysis

UBS Group Competition Performance Charts

Five steps to successful analysis of UBS Group Competition

Complement your UBS Group position

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Run Non-Metallic and Industrial Metal Mining Thematic Idea Now

Non-Metallic and Industrial Metal Mining

Additional Information and Resources on Investing in UBS Stock

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