BNY (BNY) vs UBS Group AG (UBS)

BNY and UBS Group AG are both Banks Diversified companies. UBS Group AG is the larger, with a market value of $146.3B against $96.4B — 1.5× the size. BNY trades at the lower P/E: 15.5× against 15.5×. BNY grew revenue faster over the last twelve months: −1.46% against −13.0%. BNY has the higher net margin (15.7% vs 13.8%) and the lower return on invested capital (0.00% vs 3.60%). Both pay a dividend; UBS Group AG yields more (2.31% vs 1.69%). Across the 19 metrics below, UBS Group AG leads on 10 and BNY on 9.

Valuation

Metric BNY UBS Banks Diversified median
P/E 15.49 15.53 11.97
P/S 2.43 2.13 2.60
P/B 2.45 1.64 1.59
Price to free cash flow 61.16 12.43 4.04
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 6.46% 6.44% 8.36%
Free cash flow yield 1.63% 8.04% 7.80%

Profitability

Metric BNY UBS Banks Diversified median
Gross margin 54.71% 73.15% 67.14%
Operating margin 0.00% 0.00% 0.00%
Net margin 15.68% 13.80% 18.44%
Free cash flow margin 0.00% 17.15% 0.00%
Return on equity 15.89% 10.63% 10.89%
Return on assets 1.33% 0.59% 0.76%
Return on invested capital 0.00% 3.60% 0.00%

Growth

Metric BNY UBS Banks Diversified median
Revenue growth (TTM) (1.46%) (13.04%) 5.49%
EPS growth (last fiscal year) 27.59% 55.26% 18.19%
Revenue growth, 5-year CAGR 19.20% 16.13% 14.34%
Net income growth, 5-year CAGR 9.16% 3.45% 10.77%

Health

Metric BNY UBS Banks Diversified median
Debt to equity 0.78 3.84 1.43
Current ratio 0.72 1.10 0.87
Net debt to EBITDA 0.00 0.00 0.00

Dividend

Metric BNY UBS Banks Diversified median
Dividend yield 1.69% 2.31% 2.29%
Payout ratio 0.26 0.37 0.27

Size

Metric BNY UBS Banks Diversified median
Market cap 96.41b 146.29b 201.23b

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