Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
UBS · against 50 other Banks & Insurance companies of similar size
Ranked #46 of 51 · scores higher than 10% of peers
Bars: peers in each 10-point band of the profitability score8 peers with a profitability score of 20–29, including UBS · Click a bar to see the companies
Mainly because of its return on assets, which is weaker than most Banks & Insurance peers.
| Metric | UBS | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 35 reported | 11.5% | 14.3% | 38% | Context only | |
| Operating marginHigher is better · 6 reported | Not reported | 66.0% | — | — | Context only |
| Return on assetsHigher is better · 51 reported | 0.5% | 1.0% | 14% | 50% | |
| Return on equityHigher is better · 51 reported | 10.7% | 13.9% | 20% | 50% | |
| Gross marginHigher is better · 53 reported | 0.0% | 0.0% | 0% | Context only |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 133.0B USD | 98 | 58 | |
| 2 | 82.5B USD | 96 | 76 | |
| 3 | 77.0B USD | 89 | 47 | |
| 4 | 140.0B USD | 86 | 62 | |
| 4 | 132.0B USD | 86 | 53 | |
| 42 | 260.6B EUR (≈$286.7B) | 29 | 49 | |
| 43 | 1.36T BRL (≈$244.3B) | 27 | 42 | |
| 44 | 74.5B USD | 25 | 54 | |
| 44 | 203.1B USD | 25 | 56 | |
| 46 | 147.0B USD | 23 | 42 | |
| 47 | 239.4B USD | 22 | 37 | |
| 48 | 658.7B HKD (≈$84.3B) | 21 | 42 | |
| 48 | 121.5B AUD (≈$80.2B) | 21 | 19 | |
| 50 | 150.9B USD | 17 | 27 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score