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UBS vs NVO

Comparison between UBS Group AG (UBS, Company) and Novo Nordisk (NVO, Company).

UBS is from the Financial Services sector, while NVO is from the Healthcare sector.

5-Year PerformanceUBS has outperformed NVO, delivering a return of +29.8% compared to +3.6%

UBS vs NVO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UBS
$213B
Winner
NVO
$214B
Max Drawdown
Winner
UBS
67.03%
NVO
75.98%
Sharpe Ratio
Winner
UBS
1.31
NVO
-0.35
5Y Beta
UBS
1.05
Winner
NVO
0.89
Industry
UBS
Banks - Diversified
NVO
Drug Manufacturers - General
P/E Ratio
UBS
20.34
Winner
NVO
11.24
Forward P/E
UBS
16.03
Winner
NVO
14.68
PEG Ratio
Winner
UBS
0.23
NVO
0.42
Dividend Yield
UBS
2.09%
Winner
NVO
3.74%
5Y Dividends CAGR
UBS
-5.57%
Winner
NVO
31.66%
5Y EPS CAGR
UBS
8.93%
Winner
NVO
24.26%
Debt to Equity
UBS
422.67%
Winner
NVO
72.09%
Free Cash Flow Yield
UBS
1.78%
Winner
NVO
2.08%
P/S Ratio
UBS
3.29
Winner
NVO
0.65
P/B Ratio
Winner
UBS
1.87
NVO
7.08

UBS vs NVO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UBS
+4.74%
NVO
+2.87%
3M
Winner
UBS
+24.95%
NVO
+18.46%
6M
Winner
UBS
+10.22%
NVO
-18.96%
1Y
Winner
UBS
+37.17%
NVO
-27.89%
5Y(CAGR)
Winner
UBS
+29.77%
NVO
+3.59%
10Y(CAGR)
Winner
UBS
+17.60%
NVO
+8.05%
Max(CAGR)
UBS
+13.29%
Winner
NVO
+16.52%

UBS vs NVO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUBSNVO
2026+11.28%-3.70%
2025+60.28%-40.30%
2024+3.70%-14.82%
2023+65.08%+52.98%
2022+4.48%+26.30%
2021+26.53%+59.85%
2020+14.90%+22.30%
2019+5.74%+26.72%
2018-33.08%-13.76%
2017+16.55%+52.70%
2016-13.45%-36.16%
2015+17.52%+38.20%
2014-1.96%+16.84%
2013N/A+12.95%
2012N/A+41.35%
2011N/A+4.80%
2010N/A+73.64%
2009N/A+22.93%
2008N/A-18.66%
2007N/A+57.08%
2006N/A+48.69%
2005N/A+7.34%
2004N/A+33.06%
2003N/A+40.89%
2002N/A-27.39%
2001N/A+13.36%
2000N/A+32.47%
1999N/A+6.16%

UBS vs NVO Drawdown Comparison

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

The maximum drawdown for NVO was -74.71%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current UBS drawdown is -6.05%. The current NVO drawdown is -64.60%.

RankUBSNVO
#1-61.37%
Jan 26, 2018 - Jan 6, 2022
-74.71%
Jun 25, 2024 - Mar 27, 2026
#2-43.38%
Aug 3, 2015 - Jan 26, 2018
-51.38%
Aug 6, 2001 - Feb 9, 2004
#3-33.40%
Feb 9, 2022 - Jan 17, 2023
-46.53%
Aug 3, 2015 - Jan 19, 2018
#4-30.04%
Nov 26, 2014 - Jul 29, 2015
-41.56%
Apr 8, 2008 - Feb 16, 2010
#5-27.00%
Jan 27, 2025 - Jul 2, 2025
-28.04%
Apr 21, 2011 - Feb 7, 2012
#6-26.07%
Jan 27, 2026 - Jun 12, 2026
-27.56%
Jan 26, 2018 - Nov 1, 2019
#7-17.87%
Mar 6, 2023 - Apr 14, 2023
-26.73%
Sep 26, 2000 - Jun 20, 2001
#8-14.71%
Mar 15, 2024 - May 24, 2024
-23.65%
Mar 4, 2020 - Apr 20, 2020
#9-13.69%
Apr 14, 2023 - Jul 28, 2023
-21.43%
Feb 6, 2013 - Jan 10, 2014
#10-13.27%
Dec 27, 2023 - Mar 12, 2024
-21.36%
Apr 7, 2022 - Nov 28, 2022
#11-13.19%
Sep 22, 2025 - Dec 11, 2025
-20.48%
Dec 16, 2021 - Apr 6, 2022
#12-12.54%
Aug 31, 2023 - Nov 29, 2023
-19.00%
Apr 21, 2005 - Mar 3, 2006
#13-12.26%
May 31, 2024 - Oct 11, 2024
-16.44%
Jan 10, 2000 - May 3, 2000
#14-9.98%
Nov 7, 2024 - Jan 16, 2025
-14.94%
Dec 4, 2007 - Feb 22, 2008
#15-6.55%
Oct 18, 2024 - Nov 6, 2024
-14.66%
Oct 22, 2012 - Jan 10, 2013

Correlation

Correlation between UBS and NVO is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

Dividend Comparison (2000 - 2026)

UBS vs NVO dividend yield comparison.

YearUBSNVO
20261.06%2.50%
20252.92%3.31%
20243.46%1.68%
20230.89%1.00%
20221.34%1.20%
20211.04%1.35%
20203.87%1.87%
20195.48%2.14%
20180.00%1.45%
20173.30%1.52%
20165.42%2.87%
20153.87%0.92%
20140.00%1.43%
20130.00%1.23%
20120.00%1.12%
20110.00%1.18%
20100.00%0.87%
20090.00%1.22%
20080.00%1.32%
20070.00%0.69%
20060.00%0.83%
20050.00%1.10%
20040.00%0.96%
20030.00%0.92%
20020.00%0.98%
20010.00%0.57%
20000.00%0.53%

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