UBS AG (NYSE: UBS) is one of 55 public companies in the “Investment Management & Fund Operators” industry, but how does it compare to its rivals? We will compare UBS AG to similar companies based on the strength of its valuation, dividends, earnings, analyst recommendations, institutional ownership, profitability and risk.

Institutional & Insider Ownership

31.5% of UBS AG shares are owned by institutional investors. Comparatively, 62.1% of shares of all “Investment Management & Fund Operators” companies are owned by institutional investors. 1.0% of UBS AG shares are owned by company insiders. Comparatively, 10.5% of shares of all “Investment Management & Fund Operators” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Volatility & Risk

UBS AG has a beta of 1.25, suggesting that its share price is 25% more volatile than the S&P 500. Comparatively, UBS AG’s rivals have a beta of 1.23, suggesting that their average share price is 23% more volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and recommmendations for UBS AG and its rivals, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS AG 0 3 6 0 2.67
UBS AG Competitors 281 1644 1767 57 2.43

As a group, “Investment Management & Fund Operators” companies have a potential upside of 7.85%. Given UBS AG’s rivals higher probable upside, analysts plainly believe UBS AG has less favorable growth aspects than its rivals.

Profitability

This table compares UBS AG and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
UBS AG 11.09% 7.80% 0.46%
UBS AG Competitors -45.49% 7.50% 4.98%

Valuation & Earnings

This table compares UBS AG and its rivals gross revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
UBS AG $30.48 billion N/A 16.42
UBS AG Competitors $2.89 billion $931.92 million 7.29

UBS AG has higher revenue, but lower earnings than its rivals. UBS AG is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Dividends

UBS AG pays an annual dividend of $0.60 per share and has a dividend yield of 3.4%. UBS AG pays out 56.6% of its earnings in the form of a dividend. As a group, “Investment Management & Fund Operators” companies pay a dividend yield of 2.6% and pay out 49.1% of their earnings in the form of a dividend. UBS AG has raised its dividend for 4 consecutive years.

Summary

UBS AG beats its rivals on 8 of the 14 factors compared.

UBS AG Company Profile

UBS Group AG is a holding company and conducts its operations through UBS AG and its subsidiaries. The Company comprises Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. Wealth Management division provides advice and tailored financial services to wealthy private clients around the world, except those served by Wealth Management Americas. Wealth Management Americas division is a wealth manager in the Americas in terms of financial advisor productivity and invested assets by financial advisor. Personal & Corporate Banking division provides financial products and services to private, corporate and institutional clients in Switzerland. Asset Management division provides investment management products and services, platform solutions and advisory support. Investment Bank division provides investment advice, financial solutions and capital markets access.

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