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TPG vs. UBS: TPG vs. UBS Stock Comparison

How do TPG (TPG) 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

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

UBS (UBS) has more than two decades of public-market history since May 16, 2000, whereas TPG (TPG) listed on January 13, 2022 and has a much shorter record to draw on.

Company profile comparison for TPG (TPG) and UBS (UBS)
Profile ItemTPGUBS
NameTPG Inc. Class A Common StockUBS 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 Capitalization17.90 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateJanuary 13, 2022May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

TPG
UBS
GSPC
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TPG (TPG) 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 TPG (TPG) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for TPG (TPG) and UBS (UBS)
MetricTPGUBS
Total Return (1Y)-7.34%30.78%
Total Return (3Y, Annualized)21.01%29.39%
Total Return (5Y, Annualized)--25.00%

Risk Profile

Drawdown History

TPG
UBS
GSPC
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TPG (TPG) 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 TPG (TPG) and UBS (UBS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for TPG (TPG) and UBS (UBS)
MetricTPGUBS
Volatility (1Y, Annualized)41.32%27.78%
Beta (5Y)1.451.15
Max Drawdown (5Y)-44.85%-32.48%
Avg. Volume (3M)2.82M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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TPG 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 TPG (TPG) and UBS (UBS)
MetricTPGUBS
Sharpe Ratio (1Y)-0.280.95
Sortino Ratio (1Y)-0.401.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: TPG (TPG) earns 19.19% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

TPG

Financial Services industry group

19.19%

Max
44.78%
Q3
21.85%
TPG
19.19%
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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TPG (TPG) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; TPG is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both TPG (TPG) at 5.78% 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.

TPG

Financial Services industry group

5.78%

Max
62.84%
Q3
28.05%
Median
15.36%
TPG
5.78%
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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TPG (TPG) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both TPG (TPG) at 16.57% and UBS (UBS) at 27.10% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

TPG

Financial Services industry group

16.57%

Max
107.33%
Q3
55.90%
Median
30.09%
TPG
16.57%
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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TPG (TPG) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for TPG (TPG) and UBS (UBS)
MetricTPGUBS
ROE (TTM)19.19%--
ROA (TTM)5.36%--
Net Margin (TTM)5.78%18.18%
Operating Margin (TTM)16.57%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

TPG (TPG) at 27.03% sits in the top revenue growth quartile, while UBS (UBS) at 4.30% is closer to the peer norm — faster top-line expansion for TPG.

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

EPS Growth

Only one side can be read here: UBS (UBS) reports EPS growth of 55.26%, ranked against its industry; TPG (TPG) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for TPG (TPG) and UBS (UBS)
MetricTPGUBS
Revenue Growth (YoY)27.03%4.30%
Revenue Growth (3Y CAGR)29.51%12.44%
EPS Growth (YoY)--55.26%
EPS Growth (3Y CAGR)--1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: TPG (TPG) 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: TPG (TPG) 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 TPG (TPG) and UBS (UBS)
MetricTPGUBS
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 TPG (TPG) reports a yield of 5.01%, ranking against industry peers normally.

TPG

Financial Services industry group

5.01%

Max
9.77%
TPG
5.01%
Q3
3.92%
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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TPG (TPG) vs. UBS (UBS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

TPG (TPG) reports payout ratio above 100% at 254.55%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile UBS (UBS) reports 36.30%, ranking against industry peers normally.

TPG

Financial Services industry group

254.55%

TPG
254.55%
Max
241.07%
Q3
97.36%
Median
25.77%
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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TPG (TPG) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for TPG (TPG) and UBS (UBS)
MetricTPGUBS
Dividend Yield (TTM)5.01%0.00%
Dividend Payout Ratio (TTM)254.55%36.30%

Valuation

P/E Ratio (TTM)

UBS (UBS) at 15.77 is near its industry’s usual P/E ratio, while TPG (TPG) at 52.84 sits above its peer range — an unusually expensive price for TPG’s trailing earnings.

TPG

Financial Services industry group

52.84

TPG
52.84
Max
45.85
Q3
24.64
Median
15.37
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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TPG (TPG) 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 TPG (TPG) at 3.85 and UBS (UBS) at 2.71 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

TPG

Financial Services industry group

3.85

Max
9.23
Q3
4.57
TPG
3.85
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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TPG (TPG) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

UBS (UBS) at 1.64 is valued about in line with its industry on P/B ratio, while TPG (TPG) at 5.97 carries an above-peer premium to book — TPG is pricier on assets.

TPG

Financial Services industry group

5.97

Max
7.79
TPG
5.97
Q3
3.63
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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TPG (TPG) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for TPG (TPG) and UBS (UBS)
MetricTPGUBS
P/E Ratio (TTM)52.8415.77
P/S Ratio (TTM)3.852.71
P/B Ratio (MRQ)5.971.64
Free Cash Flow Yield (TTM)----