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NTRS vs. UBS: Northern Trust vs. UBS Stock Comparison

How do Northern Trust (NTRS) and UBS (UBS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Northern Trust (NTRS) and UBS (UBS) both belong to the Capital Markets industry, though NTRS is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.

Company profile comparison for Northern Trust (NTRS) and UBS (UBS)
Profile ItemNTRSUBS
NameNorthern Trust CorporationUBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksDiversified Capital Markets
Market Capitalization31.29 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMarch 17, 1980May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

NTRS
UBS
GSPC
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Northern Trust (NTRS) vs. UBS (UBS), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Northern Trust (NTRS) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Northern Trust (NTRS) and UBS (UBS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Northern Trust (NTRS) and UBS (UBS)
MetricNTRSUBS
Total Return (1Y)39.45%30.78%
Total Return (3Y, Annualized)40.68%29.39%
Total Return (5Y, Annualized)11.05%25.00%

Risk Profile

Drawdown History

NTRS
UBS
GSPC
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Northern Trust (NTRS) vs. UBS (UBS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Northern Trust (NTRS) and UBS (UBS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Northern Trust (NTRS) and UBS (UBS)
MetricNTRSUBS
Volatility (1Y, Annualized)24.90%27.78%
Beta (5Y)1.181.15
Max Drawdown (5Y)-50.03%-32.48%
Avg. Volume (3M)1.11M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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NTRS and UBS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Northern Trust (NTRS) and UBS (UBS)
MetricNTRSUBS
Sharpe Ratio (1Y)1.410.95
Sortino Ratio (1Y)2.171.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Northern Trust (NTRS) earns 18.44% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

NTRS

Financial Services industry group

18.44%

Max
44.78%
Q3
21.85%
NTRS
18.44%
Median
12.91%
Q1
4.48%
Min
-18.71%

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
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Northern Trust (NTRS) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; NTRS is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both Northern Trust (NTRS) at 26.00% and UBS (UBS) at 18.18% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

NTRS

Financial Services industry group

26.00%

Max
62.84%
Q3
28.05%
NTRS
26.00%
Median
15.36%
Q1
4.82%
Min
-28.52%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Northern Trust (NTRS) at 34.80% and UBS (UBS) at 27.10% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

NTRS

Financial Services industry group

34.80%

Max
107.33%
Q3
55.90%
NTRS
34.80%
Median
30.09%
Q1
14.60%
Min
-44.34%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Northern Trust (NTRS) and UBS (UBS)
MetricNTRSUBS
ROE (TTM)18.44%--
ROA (TTM)1.44%--
Net Margin (TTM)26.00%18.18%
Operating Margin (TTM)34.80%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

UBS (UBS) at 4.30% is around its peer norm for revenue growth, while Northern Trust (NTRS) at -2.46% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% sits in the top EPS growth quartile, while Northern Trust (NTRS) at -10.54% is closer to the peer norm — faster per-share earnings growth for UBS.

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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Northern Trust (NTRS) and UBS (UBS)
MetricNTRSUBS
Revenue Growth (YoY)-2.46%4.30%
Revenue Growth (3Y CAGR)6.15%12.44%
EPS Growth (YoY)-10.54%55.26%
EPS Growth (3Y CAGR)12.49%1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Northern Trust (NTRS) in Financial Services and UBS (UBS) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Northern Trust (NTRS) in Financial Services and UBS (UBS) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Northern Trust (NTRS) and UBS (UBS)
MetricNTRSUBS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Northern Trust (NTRS) reports a yield of 1.91%, ranking against industry peers normally.

NTRS

Financial Services industry group

1.91%

Max
9.77%
Q3
3.92%
NTRS
1.91%
Median
1.09%
Q1
0.00%
Min
0.00%

UBS

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
UBS
0.00%
Q1
0.00%
Min
0.00%
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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Northern Trust (NTRS) at 25.73% and UBS (UBS) at 36.30% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

NTRS

Financial Services industry group

25.73%

Max
241.07%
Q3
97.36%
Median
25.77%
NTRS
25.73%
Q1
0.00%
Min
0.00%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Northern Trust (NTRS) and UBS (UBS)
MetricNTRSUBS
Dividend Yield (TTM)1.91%0.00%
Dividend Payout Ratio (TTM)25.73%36.30%

Valuation

P/E Ratio (TTM)

Both Northern Trust (NTRS) at 13.55 and UBS (UBS) at 15.77 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

NTRS

Financial Services industry group

13.55

Max
45.85
Q3
24.64
Median
15.37
NTRS
13.55
Q1
9.68
Min
0.16

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Northern Trust (NTRS) at 3.35 and UBS (UBS) at 2.71 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

NTRS

Financial Services industry group

3.35

Max
9.23
Q3
4.57
NTRS
3.35
Median
2.72
Q1
1.28
Min
-0.55

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Northern Trust (NTRS) at 2.51 and UBS (UBS) at 1.64 are valued close to their industries’ norm against book — neither stands out from peers.

NTRS

Financial Services industry group

2.51

Max
7.79
Q3
3.63
NTRS
2.51
Median
1.57
Q1
0.81
Min
-0.39

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
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Northern Trust (NTRS) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Northern Trust (NTRS) and UBS (UBS)
MetricNTRSUBS
P/E Ratio (TTM)13.5515.77
P/S Ratio (TTM)3.352.71
P/B Ratio (MRQ)2.511.64
Free Cash Flow Yield (TTM)----