Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
UBSISector12 quartersMarket cap$6.6B$6.02BEnterprise value$5.25B$8.09BAvg daily $ volume$63.53M$69.62MDaily turnover1.0%0.9%
UBSISector12 quartersRevenue CAGR 3y—9.3%Revenue CAGR 5y—7.4%Revenue growth YoY—10.7%Revenue acceleration—−0.5 ppFCF growth YoY16.9%13.9%FCF conversion103.6%111.5%Forward growth (HoM est.)—10.6% UBSISector12 quartersP/E (trailing)12.8×13.0×P/E (forward, HoM est.)—11.9×P/E vs. sector1.0×1.0×PEG (HoM est.)—1.33EV/Sales—2.7×FCF yield10.2%7.4%Dividend yield1.6%2.0%Shareholder yield4.7%4.6%
UBSISector12 quartersQuality checks passed43ROIC—15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin—23.7%Operating margin Δ 3y—+2.0 ppShare count Δ 3y0.9%-1.6%Stock compensation / revenue—2.0%Accruals ratio-0.1%-0.5% UBSISector12 quartersEfficiency ratio47.3%58.5%Net interest income / assets3.4%3.2%Credit cost—0.2%Return on tangible equity14.8%14.6%Equity / assets16.3%13.4%Price / tangible book1.9×1.8× UBSISector12 quartersDays to next report1513
UBSISector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$148.54K-$161.4KInstitutional ownership75.7%85.8%Institutional Δ QoQ+2.3 pp+0.8 ppConviction funds net buying—+0.0 ppActive managers net buying+0.0 pp−0.0 ppActive funds net buying+0.0 pp+0.0 ppDays to cover5.034.49Short % of shares out4.8%4.4%Short interest Δ+0.3 pp+0.1 pp