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 $147.8B against $99.3B — 1.5× the size. UBS Group AG trades at the lower P/E: 15.4× against 16.2×. BNY grew revenue faster over the last twelve months: −1.46% against −21.7%. UBS Group AG has the higher net margin (16.1% vs 15.7%) and the higher return on invested capital (2.91% vs 0.00%). Both pay a dividend; UBS Group AG yields more (2.26% vs 1.71%). Across the 19 metrics below, UBS Group AG leads on 12 and BNY on 7.

Valuation

Metric BNY UBS Banks Diversified median
P/E 16.17 15.41 11.69
P/S 2.50 2.46 2.57
P/B 2.52 1.67 1.53
Price to free cash flow 14.06 12.58 8.83
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 6.18% 6.49% 8.55%
Free cash flow yield 7.11% 7.95% 7.95%

Profitability

Metric BNY UBS Banks Diversified median
Gross margin 54.71% 80.29% 67.14%
Operating margin 0.00% 0.00% 0.00%
Net margin 15.68% 16.07% 18.44%
Free cash flow margin 17.80% 0.00% 0.00%
Return on equity 15.89% 10.86% 11.03%
Return on assets 1.33% 0.59% 0.80%
Return on invested capital 0.00% 2.91% 0.00%

Growth

Metric BNY UBS Banks Diversified median
Revenue growth (TTM) (1.46%) (21.66%) 5.49%
EPS growth (last fiscal year) 27.59% 55.26% 19.95%
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 3.66 1.10
Current ratio 0.72 1.08 0.89
Net debt to EBITDA 0.00 0.00 0.00

Dividend

Metric BNY UBS Banks Diversified median
Dividend yield 1.71% 2.26% 2.29%
Payout ratio 0.28 0.36 0.27

Size

Metric BNY UBS Banks Diversified median
Market cap 99.25b 147.79b 155.56b

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