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UBS vs RY

Comparison between UBS Group AG (UBS, Company) and Royal Bank Of Canada (RY, Company).

Both UBS and RY are from the Financial Services sector.

5-Year PerformanceUBS has outperformed RY, delivering a return of +26.5% compared to +17.2%

UBS vs RY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
UBS
$183B
Winner
RY
$187B
Max Drawdown
UBS
67.03%
Winner
RY
65.15%
Sharpe Ratio
UBS
1.50
Winner
RY
2.77
5Y Beta
UBS
1.02
Winner
RY
0.59
Industry
UBS
Banks - Diversified
RY
Banks - Diversified
P/E Ratio
UBS
20.44
Winner
RY
15.28
Forward P/E
Winner
UBS
14.22
RY
15.20
PEG Ratio
Winner
UBS
0.30
RY
0.47
Dividend Yield
UBS
2.48%
Winner
RY
3.42%
5Y Dividends CAGR
UBS
-5.57%
Winner
RY
11.32%
5Y EPS CAGR
UBS
5.55%
Winner
RY
13.79%
Debt to Equity
UBS
422.67%
Winner
RY
259.24%
Free Cash Flow Yield
UBS
-5.95%
Winner
RY
23.37%
P/S Ratio
Winner
UBS
2.84
RY
3.98
P/B Ratio
Winner
UBS
1.61
RY
2.62

UBS vs RY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UBS
+10.83%
RY
+7.94%
3M
UBS
+3.12%
Winner
RY
+5.03%
6M
UBS
+19.59%
Winner
RY
+26.66%
1Y
UBS
+47.42%
Winner
RY
+56.22%
5Y(CAGR)
Winner
UBS
+26.54%
RY
+17.19%
10Y(CAGR)
UBS
+14.91%
Winner
RY
+16.43%
Max(CAGR)
UBS
+12.23%
Winner
RY
+15.04%

UBS vs RY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUBSRY
2026-2.72%+7.88%
2025+60.28%+47.28%
2024+3.70%+24.61%
2023+65.08%+13.15%
2022+4.48%-8.78%
2021+26.53%+34.40%
2020+14.90%+7.75%
2019+5.74%+19.49%
2018-33.08%-13.58%
2017+16.55%+24.17%
2016-13.45%+35.38%
2015+17.52%-18.00%
2014-1.96%+7.08%
2013N/A+13.91%
2012N/A+20.74%
2011N/A-0.51%
2010N/A+0.11%
2009N/A+86.00%
2008N/A-38.81%
2007N/A+11.17%
2006N/A+23.63%
2005N/A+49.85%
2004N/A+12.57%
2003N/A+29.87%
2002N/A+15.07%
2001N/A+2.06%
2000N/A+61.05%
1999N/A+2.15%

UBS vs RY Drawdown Comparison

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

The maximum drawdown for RY was -62.87%, occurring on Feb 23, 2009. Recovery took 492 trading sessions.

The current UBS drawdown is -6.97%.

RankUBSRY
#1-61.37%
Jan 26, 2018 - Jan 6, 2022
-62.87%
Oct 31, 2007 - Oct 14, 2009
#2-43.38%
Aug 3, 2015 - Jan 26, 2018
-39.95%
Feb 21, 2020 - Nov 20, 2020
#3-33.40%
Feb 9, 2022 - Jan 17, 2023
-36.77%
Sep 18, 2014 - Dec 9, 2016
#4-30.04%
Nov 26, 2014 - Jul 29, 2015
-32.78%
Apr 29, 2011 - Dec 5, 2012
#5-27.00%
Jan 27, 2025 - Jul 2, 2025
-28.34%
Jan 18, 2022 - May 30, 2024
#6-26.07%
Jan 27, 2026 - Mar 27, 2026
-24.66%
Apr 29, 2010 - Mar 3, 2011
#7-17.87%
Mar 6, 2023 - Apr 14, 2023
-21.78%
Jun 4, 2002 - Dec 10, 2002
#8-14.71%
Mar 15, 2024 - May 24, 2024
-20.57%
Jan 22, 2018 - Sep 20, 2019
#9-13.69%
Apr 14, 2023 - Jul 28, 2023
-19.35%
Jan 11, 2001 - Aug 9, 2001
#10-13.27%
Dec 27, 2023 - Mar 12, 2024
-18.67%
Aug 9, 2001 - Apr 10, 2002
#11-13.19%
Sep 22, 2025 - Dec 11, 2025
-17.46%
Nov 15, 1999 - Mar 24, 2000
#12-12.54%
Aug 31, 2023 - Nov 29, 2023
-15.05%
Sep 19, 2000 - Nov 2, 2000
#13-12.26%
May 31, 2024 - Oct 11, 2024
-14.64%
Dec 5, 2024 - May 16, 2025
#14-9.98%
Nov 7, 2024 - Jan 16, 2025
-14.63%
Nov 20, 2003 - Oct 14, 2004
#15-6.55%
Oct 18, 2024 - Nov 6, 2024
-13.03%
May 24, 2007 - Sep 28, 2007

Correlation

Correlation between UBS and RY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2000 - 2026)

UBS vs RY dividend yield comparison.

YearUBSRY
20261.22%1.32%
20252.92%2.54%
20243.46%3.39%
20230.89%4.29%
20221.34%4.07%
20211.04%3.24%
20203.87%3.88%
20195.48%3.88%
20180.00%4.27%
20173.30%3.22%
20165.42%3.95%
20153.87%5.41%
20140.00%3.86%
20130.00%3.69%
20120.00%3.77%
20110.00%3.28%
20100.00%3.71%
20090.00%3.52%
20080.00%6.37%
20070.00%3.33%
20060.00%2.37%
20050.00%1.24%
20040.00%1.55%
20030.00%1.24%
20020.00%1.31%
20010.00%1.38%
20000.00%1.14%

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