Profitability
Weight: 25%
D
38
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 0.6%
- Operating Margin Trend -4.15 pp/yr
UBS
UBS Group AG
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
B+
77
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 11.3%
- 5yr Share-Count CAGR -2.3%
Growth Quality
Weight: 10%
B
70
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 25.9%
- 5yr EPS CAGR -2.4%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A
90
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 2.78x
Balance Sheet
Weight: 30%
D-
29
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 5.6%
- Interest Coverage (EBIT/Int) 0.33x
Stability
Weight: 10%
D+
40
- EPS Volatility (σ/μ) 1.08
- Piotroski F-Score 6
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.3 of 4 gurus held; 2 added; 1 trimmed; 1 full exit.
- Holders
- 3 -1
- Avg Δ position
- +64.8%
- New buys
- 0
- Full exits
- 1