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UBS

UBS Group AG
Chart
52.74 USD
Latest Week 2026-07-31
Financial ServicesBanks - DiversifiedLARGE
Snapshot 2026-07-26 · 1.0w · Fresh
0.57
OS Score
24.0%
Value
81.0%
Quality
78.0%
Momentum
8/9
F-Score
0.441
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
4 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
5.2%
💰
High Yield
✗
🚀
Momentum Leaders
12-1 29%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 0.64
⚡
Risk-Adj Momentum
RAM 1.12
V
Value Analysis
Cheapness relative to fundamentals
24.0%ile
P/E
18.6×
P/S
2.3×
P/B
1.8×
E/P
0.0315
FCF Yield
0.057
EBITDA/EV
0.042
SH Yield
0.052
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
69.00000000
/100 — 1=cheapest
VC2 (Trending Value)
36.00000000
/100
VC3 (Buyback)
32.00000000
/100
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
81.0%ile
ROE
0.098
ROA
0.005
Net Margin
0.122
Op Margin
0.141
GPA
0.029
D/E
17.28
Current
11.16
F-Score
8/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.038
Earn Growth
0.967
Stability
0.483
lower=better
Accruals
-0.005
lower=better
5yr Consist
No
Highly leveraged with D/E of 17.28 — returns are being amplified by debt. F-Score of 8/9 indicates strong fundamental improvement across multiple dimensions.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
78.0%ile
6M Return
10.2%
12M Return
36.5%
12-1 Mom
29.5%
Risk-Adj
1.12
Vol 252d
26.2%
Vol 60d
60.8%
↑ Expanding
Max DD 12M
-23.5%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 29% is very strong — a clear uptrend. Near-term vol (61%) is expanding vs long-term (26%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.57
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
0.2%
Sector Quality %ile
69.7%
P/E z-score
0.04
P/B z-score
-0.05
Sector Avg OS
85.2%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
RILYL BRC Group Holdings, Inc. 99.0% 95.0% 88.0% 95.0%
UVE Universal Insurance Holdings Inc 99.0% 97.0% 92.0% 92.0%
IFS Intercorp Financial Services Inc 99.0% 98.0% 83.0% 90.0%
BAP Credicorp Ltd 99.0% 97.0% 96.0% 90.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 88.0% 90.0%
SBFG SB Financial Group Inc 98.0% 96.0% 93.0% 76.0%
BBDO Banco Bradesco S/A ADR 98.0% 97.0% 92.0% 79.0%
IX Orix Corp Ads 98.0% 97.0% 82.0% 91.0%
Factor Interactions
Quality Momentum — Expensive
Strong quality (81th) and momentum (78th) but expensive (24th value). Premium priced — watch for mean reversion.
Strong Capital Return
Shareholder yield 5.2% backed by 5.7% FCF yield. Returns are well-funded.
Quality at a Premium
High quality (81th) but expensive (24th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (61%) significantly exceeds 252-day (26%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
57.8% avg (7 factors)
Quality
D
38.8% avg (8 factors)
Momentum
B
62.4% avg (4 factors)
Risk
B
73.0% avg (1 factors)
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends8 snapshots
Factor Persistence8 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.570—0—
Value %ile0.240—8—
Quality %ile0.810—8—
Momentum %ile0.780—8—
F-Score8.000—8—
Confidence0.958—8—
Volatility0.262—0—
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
18.61
Earnings Yield (E/P)
0.0315
Price / Sales
2.27
Price / Book
1.83
Price / Cash Flow
9.79
FCF Yield
5.7%
EBITDA / EV
4.2%
Sales Yield (1/P·S)
0.2230
Shareholder Yield
Div + net buyback / mktcap
5.2%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
9.8%
Return on Assets
0.5%
Net Margin
12.2%
Operating Margin
14.1%
Gross Profit / Assets
Novy-Marx GPA
2.9%
Debt / Equity
17.28
Current Ratio
11.16
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.005
MomentumPrice trend strength over different horizons
6M Return
10.2%
12M Return
36.5%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
29.5%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.12
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
3.8%
Earnings Growth (YoY)
96.7%
Earnings Stability (CV)
Lower = more stable
0.483
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
8
Dividend Yield
2.1%
Buyback Yield
3.1%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
69
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
36
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
32
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity