Dividend compounder review

UBS

UBS Group AG · NYSE · US

Financial Services · Banks - Diversified

Score85.75/100
Confidence100.00/100
DecisionReject
RatingExceptional Dividend Compounder
Scoring

Quality breakdown

Dividend Reliability 14.8 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 17.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 24.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 15.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 15.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years10
Dividend Yield2.28%
Payout Ratio32.3%
Dividend Cut 5YYes
Net Income$7.8B
Free Cash Flow$19.5B
FCF Covers DividendYes
Debt / Equity3.72
P/E17.6
Revenue Growth 5Y13.0%
Net Margin17.8%
ROE10.2%
Price vs Trend15.3%
3Y Return169.4%
5Y Return258.1%
CurrencyUSD
Warnings

Review flags

Dividend cut or material annual decrease detected in the last five completed years.
Debt to equity is elevated at 3.72.
Dividend diary

Activity record

UBS dividend review warning Warning · Warning

Debt to equity is elevated at 3.72.

Dividend increased 21.9% Dividend Increase · Positive

Payment changed from 0.904 to 1.102.

UBS dividend payment 1.102 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

Dividend increased 29.1% Dividend Increase · Positive

Payment changed from 0.7 to 0.904.

UBS dividend payment 0.904 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

Dividend increased 27.3% Dividend Increase · Positive

Payment changed from 0.55 to 0.7.

UBS dividend payment 0.7 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

Dividend increased 10.0% Dividend Increase · Positive

Payment changed from 0.5 to 0.55.

UBS dividend payment 0.55 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

Dividend increased 35.1% Dividend Increase · Positive

Payment changed from 0.37 to 0.5.

UBS dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

UBS dividend payment 0.37 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

UBS dividend payment 0.366 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

Dividend decreased -47.0% Dividend Decrease · Negative

Payment changed from 0.689 to 0.365.

UBS dividend payment 0.365 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

UBS dividend payment 0.689 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

UBS dividend payment 0.607 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

UBS dividend payment 0.875 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.

UBS dividend payment 0.537 USD Dividend Payment · Info

Recorded dividend payment for UBS Group AG.