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UBS vs. VIRT: UBS vs. Virtu Financial Stock Comparison

How do UBS (UBS) and Virtu Financial (VIRT) 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

UBS (UBS) and Virtu Financial (VIRT) both belong to the Capital Markets industry, though UBS is classified under Diversified Capital Markets while VIRT falls under Investment Banking & Brokerage.

Company profile comparison for UBS (UBS) and Virtu Financial (VIRT)
Profile ItemUBSVIRT
NameUBS Group AGVirtu Financial Inc. Class A Common Stock
Country/RegionSwitzerlandUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryDiversified Capital MarketsInvestment Banking & Brokerage
Market Capitalization144.79 billion USD11.67 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 16, 2000April 16, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

UBS
VIRT
GSPC
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UBS (UBS) vs. Virtu Financial (VIRT), 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 UBS (UBS) and Virtu Financial (VIRT). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for UBS (UBS) and Virtu Financial (VIRT)
MetricUBSVIRT
Total Return (1Y)30.78%57.98%
Total Return (3Y, Annualized)29.39%51.24%
Total Return (5Y, Annualized)25.00%19.25%

Risk Profile

Drawdown History

UBS
VIRT
GSPC
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UBS (UBS) vs. Virtu Financial (VIRT), 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 UBS (UBS) and Virtu Financial (VIRT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for UBS (UBS) and Virtu Financial (VIRT)
MetricUBSVIRT
Volatility (1Y, Annualized)27.78%37.43%
Beta (5Y)1.150.69
Max Drawdown (5Y)-32.48%-54.52%
Avg. Volume (3M)1.93M1.26M

Risk-Adjusted Performance

Risk-Return Positioning

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UBS and VIRT 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 UBS (UBS) and Virtu Financial (VIRT)
MetricUBSVIRT
Sharpe Ratio (1Y)0.951.43
Sortino Ratio (1Y)1.442.27

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Virtu Financial (VIRT) earns 57.03% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

UBS

Financial Services industry group

--

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

VIRT

Financial Services industry group

57.03%

VIRT
57.03%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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UBS (UBS) vs. Virtu Financial (VIRT): UBS does not report ROE, so it has no value marker; VIRT is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both UBS (UBS) at 18.18% and Virtu Financial (VIRT) at 17.96% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

VIRT

Financial Services industry group

17.96%

Max
62.84%
Q3
28.05%
VIRT
17.96%
Median
15.36%
Q1
4.82%
Min
-28.52%
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UBS (UBS) vs. Virtu Financial (VIRT): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both UBS (UBS) at 27.10% and Virtu Financial (VIRT) at 36.32% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

VIRT

Financial Services industry group

36.32%

Max
107.33%
Q3
55.90%
VIRT
36.32%
Median
30.09%
Q1
14.60%
Min
-44.34%
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UBS (UBS) vs. Virtu Financial (VIRT): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for UBS (UBS) and Virtu Financial (VIRT)
MetricUBSVIRT
ROE (TTM)--57.03%
ROA (TTM)--5.01%
Net Margin (TTM)18.18%17.96%
Operating Margin (TTM)27.10%36.32%
Gross Margin (TTM)----

Growth

Revenue Growth

Both UBS (UBS) at 4.30% and Virtu Financial (VIRT) at 26.25% 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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UBS (UBS) vs. Virtu Financial (VIRT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both UBS (UBS) at 55.26% and Virtu Financial (VIRT) at 72.73% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

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

Growth Metrics

Growth metrics for UBS (UBS) and Virtu Financial (VIRT)
MetricUBSVIRT
Revenue Growth (YoY)4.30%26.25%
Revenue Growth (3Y CAGR)12.44%15.38%
EPS Growth (YoY)55.26%72.73%
EPS Growth (3Y CAGR)1.60%28.11%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: UBS (UBS) in Financial Services and Virtu Financial (VIRT) 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: UBS (UBS) in Financial Services and Virtu Financial (VIRT) 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 UBS (UBS) and Virtu Financial (VIRT)
MetricUBSVIRT
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 Virtu Financial (VIRT) reports a yield of 1.78%, ranking against industry peers normally.

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%

VIRT

Financial Services industry group

1.78%

Max
9.77%
Q3
3.92%
VIRT
1.78%
Median
1.09%
Q1
0.00%
Min
0.00%
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UBS (UBS) vs. Virtu Financial (VIRT): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both UBS (UBS) at 36.30% and Virtu Financial (VIRT) at 15.95% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

VIRT

Financial Services industry group

15.95%

Max
241.07%
Q3
97.36%
Median
25.77%
VIRT
15.95%
Q1
0.00%
Min
0.00%
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UBS (UBS) vs. Virtu Financial (VIRT): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for UBS (UBS) and Virtu Financial (VIRT)
MetricUBSVIRT
Dividend Yield (TTM)0.00%1.78%
Dividend Payout Ratio (TTM)36.30%15.95%

Valuation

P/E Ratio (TTM)

Virtu Financial (VIRT) at 7.92 sits in the cheaper P/E ratio quartile, while UBS (UBS) at 15.77 is closer to its industry’s usual earnings multiple — a discount for VIRT, though growth and earnings durability still matter.

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

VIRT

Financial Services industry group

7.92

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
VIRT
7.92
Min
0.16
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UBS (UBS) vs. Virtu Financial (VIRT): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

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

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

VIRT

Financial Services industry group

3.35

Max
9.23
Q3
4.57
VIRT
3.35
Median
2.72
Q1
1.28
Min
-0.55
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UBS (UBS) vs. Virtu Financial (VIRT): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both UBS (UBS) at 1.64 and Virtu Financial (VIRT) at 1.92 are valued close to their industries’ norm against book — neither stands out from peers.

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

VIRT

Financial Services industry group

1.92

Max
7.79
Q3
3.63
VIRT
1.92
Median
1.57
Q1
0.81
Min
-0.39
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UBS (UBS) vs. Virtu Financial (VIRT): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for UBS (UBS) and Virtu Financial (VIRT)
MetricUBSVIRT
P/E Ratio (TTM)15.777.92
P/S Ratio (TTM)2.713.35
P/B Ratio (MRQ)1.641.92
Free Cash Flow Yield (TTM)----