UBS vs BA

Comparison between UBS Group AG (UBS, Company) and Boeing Company (BA, Company).

UBS is from the Financial Services sector, while BA is from the Industrials sector.

5-Year PerformanceUBS has outperformed BA, delivering a return of +26.5% compared to +0.2%

UBS vs BA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UBS(COMPANY)	BA(COMPANY)
Market Cap	$183B	$181B
Max Drawdown	67.03%	78.44%
Sharpe Ratio	1.50	0.84
5Y Beta	1.02	1.13
Industry	Banks - Diversified	Aerospace & Defense
P/E Ratio	20.44	-29.16
Forward P/E	14.22	833.33
PEG Ratio	0.30	24.31
Dividend Yield	2.48%	N/A
5Y Dividends CAGR	-5.57%	21.54%
5Y EPS CAGR	5.55%	N/A
Debt to Equity	422.67%	832.09%
Free Cash Flow Yield	-5.95%	-0.57%
P/S Ratio	2.84	1.97
P/B Ratio	1.61	29.57

Market Cap

Winner

UBS

$183B

$181B

Max Drawdown

Winner

UBS

67.03%

78.44%

Sharpe Ratio

Winner

UBS

1.50

0.84

5Y Beta

Winner

UBS

1.02

1.13

Industry

UBS

Banks - Diversified

Aerospace & Defense

P/E Ratio

UBS

20.44

Winner

-29.16

Forward P/E

Winner

UBS

14.22

833.33

PEG Ratio

Winner

UBS

0.30

24.31

Dividend Yield

UBS

2.48%

N/A

5Y Dividends CAGR

UBS

-5.57%

Winner

21.54%

5Y EPS CAGR

UBS

5.55%

N/A

Debt to Equity

Winner

UBS

422.67%

832.09%

Free Cash Flow Yield

UBS

-5.95%

Winner

-0.57%

P/S Ratio

UBS

2.84

Winner

1.97

P/B Ratio

Winner

UBS

1.61

29.57

UBS vs BA - Historical Returns

Returns include dividend reinvestment.

Period	UBS	BA
1 month	+10.83%	+8.99%
3 months	+3.12%	-3.00%
6 months	+19.59%	+21.97%
1 year	+47.42%	+23.82%
5 years(CAGR)	+26.54%	+0.16%
10 years(CAGR)	+14.91%	+7.11%
Max(CAGR)	+12.23%	+8.30%

Winner

UBS

+10.83%

+8.99%

Winner

UBS

+3.12%

-3.00%

UBS

+19.59%

Winner

+21.97%

Winner

UBS

+47.42%

+23.82%

5Y(CAGR)

Winner

UBS

+26.54%

+0.16%

10Y(CAGR)

Winner

UBS

+14.91%

+7.11%

Max(CAGR)

Winner

UBS

+12.23%

+8.30%

UBS vs BA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UBS	BA
2026	-2.72%	+4.21%
2025	+60.28%	+26.33%
2024	+3.70%	-29.69%
2023	+65.08%	+33.40%
2022	+4.48%	-8.36%
2021	+26.53%	-0.69%
2020	+14.90%	-35.39%
2019	+5.74%	+2.91%
2018	-33.08%	+10.81%
2017	+16.55%	+93.17%
2016	-13.45%	+14.56%
2015	+17.52%	+14.08%
2014	-1.96%	-2.66%
2013	N/A	+80.64%
2012	N/A	+4.00%
2011	N/A	+13.22%
2010	N/A	+19.08%
2009	N/A	+24.21%
2008	N/A	-49.55%
2007	N/A	-0.48%
2006	N/A	+28.02%
2005	N/A	+40.08%
2004	N/A	+25.31%
2003	N/A	+27.00%
2002	N/A	-11.84%
2001	N/A	-36.59%
2000	N/A	+66.28%
1999	N/A	-6.83%

UBS vs BA Drawdown Comparison

The maximum drawdown for UBS was -61.37%, occurring on Mar 16, 2020. Recovery took 994 trading sessions.

The maximum drawdown for BA was -77.92%, occurring on Mar 20, 2020. This drawdown has not yet recovered.

The current UBS drawdown is -6.97%. The current BA drawdown is -44.84%.

Rank	UBS	BA
#1	-61.37% Jan 26, 2018 - Jan 6, 2022	-77.92% Mar 1, 2019 - Mar 20, 2020
#2	-43.38% Aug 3, 2015 - Jan 26, 2018	-71.48% Jul 25, 2007 - Apr 26, 2013
#3	-33.40% Feb 9, 2022 - Jan 17, 2023	-62.81% Nov 29, 2000 - Jun 6, 2005
#4	-30.04% Nov 26, 2014 - Jul 29, 2015	-31.77% Jan 19, 2000 - Jul 24, 2000
#5	-27.00% Jan 27, 2025 - Jul 2, 2025	-29.55% Feb 20, 2015 - Nov 29, 2016
#6	-26.07% Jan 27, 2026 - Mar 27, 2026	-24.67% Oct 3, 2018 - Feb 4, 2019
#7	-17.87% Mar 6, 2023 - Apr 14, 2023	-17.83% May 10, 2006 - Nov 16, 2006
#8	-14.71% Mar 15, 2024 - May 24, 2024	-16.59% Jan 22, 2014 - Jan 29, 2015
#9	-13.69% Apr 14, 2023 - Jul 28, 2023	-16.25% Nov 1, 1999 - Jan 18, 2000
#10	-13.27% Dec 27, 2023 - Mar 12, 2024	-15.03% Sep 26, 2000 - Oct 31, 2000
#11	-13.19% Sep 22, 2025 - Dec 11, 2025	-12.35% Feb 27, 2018 - May 21, 2018
#12	-12.54% Aug 31, 2023 - Nov 29, 2023	-11.23% Jun 6, 2018 - Sep 21, 2018
#13	-12.26% May 31, 2024 - Oct 11, 2024	-8.13% Aug 2, 2000 - Aug 23, 2000
#14	-9.98% Nov 7, 2024 - Jan 16, 2025	-7.94% Aug 22, 2005 - Sep 30, 2005
#15	-6.55% Oct 18, 2024 - Nov 6, 2024	-7.86% Feb 1, 2018 - Feb 15, 2018

Correlation

Correlation between UBS and BA is -0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.10

-101

Dividend Comparison (1999 - 2026)

UBS vs BA dividend yield comparison.

Year	UBS	BA
2026	1.22%	0.00%
2025	2.92%	0.00%
2024	3.46%	0.00%
2023	0.89%	0.00%
2022	1.34%	0.00%
2021	1.04%	0.00%
2020	3.87%	0.96%
2019	5.48%	2.52%
2018	0.00%	2.12%
2017	3.30%	1.93%
2016	5.42%	2.80%
2015	3.87%	2.52%
2014	0.00%	2.25%
2013	0.00%	1.42%
2012	0.00%	2.34%
2011	0.00%	2.29%
2010	0.00%	2.57%
2009	0.00%	3.10%
2008	0.00%	3.75%
2007	0.00%	1.60%
2006	0.00%	1.35%
2005	0.00%	1.42%
2004	0.00%	1.49%
2003	0.00%	1.61%
2002	0.00%	2.06%
2001	0.00%	1.75%
2000	0.00%	0.85%
1999	0.00%	0.34%