COMP <GO>
UBS vs WFC // EV/EBITDA & P/E VALUATION
UBS Group AG Registered (NYSE) VS. Wells Fargo & Company (NYSE) • 15-METRIC TALLY: UBS 5
— WFC 7
▲ EV/EBITDA & P/E VALUATION LEADER: UBS
LAST: $47.69 (-0.91%) • MKT CAP: $149.37B
valuation
21.0x
LAST: $83.40 (-1.66%) • MKT CAP: $254.59B
valuation
28.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UBS VS. WFC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UBS | WFC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 2.70% | +7.20 | UBS | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 21.0x | 28.6x | -7.60 | UBS | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | -8.72% | +10.93 | UBS | /fcf-yield <GO> |
| Operating Margin | 13.90% | 36.50% | -22.60 | WFC | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 29.90% | -19.00 | WFC | /net-margins <GO> |
| Revenue Growth (YoY) | 1.10% | 14.30% | -13.20 | WFC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.13% | -2.13 | WFC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | UBS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.1 | 56.3 | -6.20 | WFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.88 | +0.06 | UBS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 10.0x | +20.50 | WFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $149.37B | $254.59B | -$105.22B | WFC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UBS REV | WFC REV | UBS GROSS % | WFC GROSS % | UBS FCF | WFC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $0 | — | — | — | -$19.00B |
| FY 2024 | — | $0 | — | — | — | $3.04B |
| FY 2023 | — | $0 | — | — | — | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UBS // BETA 0.94
WFC // BETA 0.88