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TROW vs. UBS: T. Rowe Price vs. UBS Stock Comparison

How do T. Rowe Price (TROW) 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

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

Company profile comparison for T. Rowe Price (TROW) and UBS (UBS)
Profile ItemTROWUBS
NameT. Rowe Price Group Inc.UBS 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 Capitalization23.13 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateApril 2, 1986May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

TROW
UBS
GSPC
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T. Rowe Price (TROW) 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 T. Rowe Price (TROW) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for T. Rowe Price (TROW) and UBS (UBS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for T. Rowe Price (TROW) and UBS (UBS)
MetricTROWUBS
Total Return (1Y)14.59%30.78%
Total Return (3Y, Annualized)11.26%29.39%
Total Return (5Y, Annualized)-8.60%25.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for T. Rowe Price (TROW) and UBS (UBS)
MetricTROWUBS
Volatility (1Y, Annualized)24.99%27.78%
Beta (5Y)1.391.15
Max Drawdown (5Y)-57.57%-32.48%
Avg. Volume (3M)1.72M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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TROW 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 T. Rowe Price (TROW) and UBS (UBS)
MetricTROWUBS
Sharpe Ratio (1Y)0.410.95
Sortino Ratio (1Y)0.581.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: T. Rowe Price (TROW) earns 18.20% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

TROW

Financial Services industry group

18.20%

Max
44.78%
Q3
21.85%
TROW
18.20%
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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T. Rowe Price (TROW) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; TROW is benchmarked against the Financial Services industry group.

Net Margin (TTM)

T. Rowe Price (TROW) at 28.40% retains a top-quartile share of revenue as profit, ahead of UBS (UBS) at 18.18%, which keeps about the industry-typical share.

TROW

Financial Services industry group

28.40%

Max
62.84%
TROW
28.40%
Q3
28.05%
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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T. Rowe Price (TROW) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both T. Rowe Price (TROW) at 38.60% and UBS (UBS) at 27.10% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

TROW

Financial Services industry group

38.60%

Max
107.33%
Q3
55.90%
TROW
38.60%
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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T. Rowe Price (TROW) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for T. Rowe Price (TROW) and UBS (UBS)
MetricTROWUBS
ROE (TTM)18.20%--
ROA (TTM)10.67%--
Net Margin (TTM)28.40%18.18%
Operating Margin (TTM)38.60%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

Both T. Rowe Price (TROW) at 3.12% and UBS (UBS) at 4.30% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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T. Rowe Price (TROW) 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 T. Rowe Price (TROW) at 0.98% is closer to the peer norm — faster per-share earnings growth for UBS.

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T. Rowe Price (TROW) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for T. Rowe Price (TROW) and UBS (UBS)
MetricTROWUBS
Revenue Growth (YoY)3.12%4.30%
Revenue Growth (3Y CAGR)4.08%12.44%
EPS Growth (YoY)0.98%55.26%
EPS Growth (3Y CAGR)11.31%1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: T. Rowe Price (TROW) 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: T. Rowe Price (TROW) 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 T. Rowe Price (TROW) and UBS (UBS)
MetricTROWUBS
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 T. Rowe Price (TROW) reports a yield of 4.76%, ranking against industry peers normally.

TROW

Financial Services industry group

4.76%

Max
9.77%
TROW
4.76%
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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T. Rowe Price (TROW) vs. UBS (UBS): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both T. Rowe Price (TROW) at 52.33% 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.

TROW

Financial Services industry group

52.33%

Max
241.07%
Q3
97.36%
TROW
52.33%
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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T. Rowe Price (TROW) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for T. Rowe Price (TROW) and UBS (UBS)
MetricTROWUBS
Dividend Yield (TTM)4.76%0.00%
Dividend Payout Ratio (TTM)52.33%36.30%

Valuation

P/E Ratio (TTM)

Both T. Rowe Price (TROW) at 10.97 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.

TROW

Financial Services industry group

10.97

Max
45.85
Q3
24.64
Median
15.37
TROW
10.97
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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T. Rowe Price (TROW) 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 T. Rowe Price (TROW) at 3.00 and UBS (UBS) at 2.71 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

TROW

Financial Services industry group

3.00

Max
9.23
Q3
4.57
TROW
3.00
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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T. Rowe Price (TROW) 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 T. Rowe Price (TROW) at 2.03 and UBS (UBS) at 1.64 are valued close to their industries’ norm against book — neither stands out from peers.

TROW

Financial Services industry group

2.03

Max
7.79
Q3
3.63
TROW
2.03
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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T. Rowe Price (TROW) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for T. Rowe Price (TROW) and UBS (UBS)
MetricTROWUBS
P/E Ratio (TTM)10.9715.77
P/S Ratio (TTM)3.002.71
P/B Ratio (MRQ)2.031.64
Free Cash Flow Yield (TTM)----