UBS (UBS)

Secondary decision view: valuation · portfolio context · the data you need before acting on a single-source signal.
Neutral

UBS earns a NEUTRAL rating as its valuation is fair, volatility is neutral, and no floor-based safety net is reliable.

  • PE percentile of 53.9% and a 'fair' valuation verdict confirm the stock is priced near its historical norm.
  • Implied volatility rank of 50.6% is labeled 'neutral', indicating no unusual option-market stress.
  • With zero valid floors and a 'route alternative' suitability, there is no dependable price floor to anchor a strong bullish stance.
Verdict bucket from deterministic rule (validation / floor distance / risk alerts). LLM narration only — never picks the bucket.

BUY-ZONE DECISION rule signal

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RULES & ALERTS FIRING

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VALUATION

Neutral
Trailing P/E
16.8
5-yr percentile: 54%
P/B
1.6
5-yr percentile: 90%
p10
14.9
p25
15.4
p50
16.4
p75
18.1
p90
19.6
Sufficient earnings data; P/E historical percentile directly measures overvaluation or undervaluation

Floor Engine

Alt Method USD 49.56 Confidence low
BOOK VALUE medium
USD 29.72
Book-value floor (financials; profitable banks shouldn't trade below book long-term)
Bank/insurance — historical P/B re-rated; fallback to book-value floor

YOUR WATCHLIST CONTEXT

○ anonymous
What you'll see after sign-in
Your floor
$XXX.XX
Your golden
$XXX.XX
Market
XXX

· Your personal floor / golden price overlay on the live price

· Per-ticker rule alerts when this stock crosses your thresholds

· Position P&L overlay — what this ticker means inside your full portfolio

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IMPLIED VOLATILITY

CURRENT IV 25.4% HV (30D) 25.4% IV RANK (1Y) 51 NEUTRAL
IV vs HV · last 1 year

Earnings Reactions

UBS
7 earnings events · last 2 years
Avg Gap%
-1.76%
Avg Day%
-2.76%
Up Hit Rate
29%
Next Earnings · est.
2026-07-29
in 28d
24-10
25-02
25-04
25-07
25-10
26-02
26-04
Bar height = |Gap%| normalized to the period max. Green = up, red = down.
Date Time EPS Surprise Gap% Day% Week%
2026-04-29 BMO 0.95 +14.9% +4.80% +1.47% +7.39%
2026-02-04 0.67 -0.7% -4.84% -5.92% -11.33%
2025-10-29 BMO 0.92 +51.9% -1.32% -2.07% -1.84%
2025-07-29 AMC 0.82 -10.8% +0.07% -0.18% +0.11%
2025-04-30 BMO 0.60 +35.9% -1.47% -0.92% +1.21%
2025-02-03 AMC 0.39 +15.9% -5.74% -7.24% -5.09%
2024-10-30 BMO 0.53 +43.1% -3.82% -4.48% +0.61%

Is UBS (UBS) overvalued right now?

UBS (UBS) is currently trading at a trailing P/E of 16.8, sitting at the 54th percentile of its 5-year valuation history. A high percentile suggests the market is pricing the stock above its own historical norm — useful context before sizing a new position or selling premium against it.

UBS (UBS) — what's the SELL PUT risk profile?

Selling cash-secured puts on UBS (UBS) is a common income strategy, but the right strike depends on your floor price (the level you'd happily own at) and the option chain's buffer/APY tradeoff. The full ladder view (deferred to a future release) ranks candidates by buffer percentage first, then APY — see the option ladder methodology for why buffer matters more than yield in this strategy.

UBS (UBS) — which option strategy fits your view?

If you're bullish long-term but cautious near-term on UBS (UBS), SELL PUT into your floor zone collects premium while waiting for a better entry. If you already own it and are neutral-to-mildly-bullish, COVERED CALL caps upside but harvests time decay. The wrong strategy on the right ticker still loses money — match the trade to your view, not the other way around.

UBS (UBS) — is now a good entry?

Entry timing on UBS (UBS) is a function of your floor price (hard buy zone) and golden price (back-the-truck-up zone). Both are personal — set them in your watchlist and we'll alert you when the market hits either level.

FAQ

Why does UBS show different P/E numbers on different sites?

Different data providers use different earnings windows (TTM vs forward, GAAP vs adjusted) and update at different cadences. We surface trailing P/E with a 5-year percentile rank to give context — a P/E of 30 is hot for one stock and cold for another.

Does this page show UBS's implied volatility?

Not on this v0 page — the dedicated volatility tool covers IV with multi-source voting (IBKR + Polygon + yfinance). For pure IV lookup, use /tools/volatility. This page is for decision-stage queries that pull together valuation + portfolio context.

How is this different from Yahoo Finance or 雪球's UBS page?

Those sites are great for raw data discovery — last price, news, headline P/E. This page is built for the second look: you've already seen a single-dimension signal somewhere else, now you need multi-dimensional decision context (your floor, the valuation percentile, your portfolio overlay) in one view, not five tabs.