UBS vs TBC

Comparison between UBS Group AG (UBS, Company) and AT&T Inc (TBC, Company).

5-Year PerformanceUBS has outperformed TBC, delivering a return of +26.5% compared to +3.7%

UBS vs TBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UBS(COMPANY)	TBC(COMPANY)
Market Cap	$183B	$180B
Max Drawdown	67.03%	23.87%
Sharpe Ratio	1.50	0.60
5Y Beta	1.02	N/A
Industry	Banks - Diversified	N/A
P/E Ratio	20.44	17.27
Forward P/E	14.22	N/A
PEG Ratio	0.30	N/A
Dividend Yield	2.48%	N/A
5Y Dividends CAGR	-5.57%	-0.02%
5Y EPS CAGR	5.55%	N/A
Debt to Equity	422.67%	110.95%
Free Cash Flow Yield	-5.95%	11.24%
P/S Ratio	2.84	1.47
P/B Ratio	1.61	1.55

Market Cap

Winner

UBS

$183B

TBC

$180B

Max Drawdown

UBS

67.03%

Winner

TBC

23.87%

Sharpe Ratio

Winner

UBS

1.50

TBC

0.60

5Y Beta

UBS

1.02

TBC

N/A

Industry

UBS

Banks - Diversified

TBC

N/A

P/E Ratio

UBS

20.44

Winner

TBC

17.27

Forward P/E

UBS

14.22

TBC

N/A

PEG Ratio

UBS

0.30

TBC

N/A

Dividend Yield

UBS

2.48%

TBC

N/A

5Y Dividends CAGR

UBS

-5.57%

Winner

TBC

-0.02%

5Y EPS CAGR

UBS

5.55%

TBC

N/A

Debt to Equity

UBS

422.67%

Winner

TBC

110.95%

Free Cash Flow Yield

UBS

-5.95%

Winner

TBC

11.24%

P/S Ratio

UBS

2.84

Winner

TBC

1.47

P/B Ratio

UBS

1.61

Winner

TBC

1.55

UBS vs TBC - Historical Returns

Returns include dividend reinvestment.

Period	UBS	TBC
1 month	+10.83%	+1.71%
3 months	+3.12%	-0.04%
6 months	+19.59%	+6.67%
1 year	+47.42%	+10.21%
5 years(CAGR)	+26.54%	+3.73%
10 years(CAGR)	+14.91%	N/A
Max(CAGR)	+12.23%	+5.63%

Winner

UBS

+10.83%

TBC

+1.71%

Winner

UBS

+3.12%

TBC

-0.04%

Winner

UBS

+19.59%

TBC

+6.67%

Winner

UBS

+47.42%

TBC

+10.21%

5Y(CAGR)

Winner

UBS

+26.54%

TBC

+3.73%

10Y(CAGR)

UBS

+14.91%

TBC

N/A

Max(CAGR)

Winner

UBS

+12.23%

TBC

+5.63%

UBS vs TBC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	UBS	TBC
2026	-2.72%	N/A
2025	+60.28%	N/A
2024	+3.70%	+6.91%
2023	+65.08%	+14.39%
2022	+4.48%	-11.26%
2021	+26.53%	+2.79%
2020	+14.90%	+7.11%
2019	+5.74%	+23.53%
2018	-33.08%	-5.42%
2017	+16.55%	N/A
2016	-13.45%	N/A
2015	+17.52%	N/A
2014	-1.96%	N/A

UBS vs TBC Drawdown Comparison

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

The maximum drawdown for TBC was -17.19%, occurring on Mar 18, 2020. Recovery took 130 trading sessions.

The current UBS drawdown is -6.97%. The current TBC drawdown is -0.90%.

Rank	UBS	TBC
#1	-61.37% Jan 26, 2018 - Jan 6, 2022	-17.19% Jan 10, 2020 - Jul 17, 2020
#2	-43.38% Aug 3, 2015 - Jan 26, 2018	-14.54% Nov 3, 2021 - Apr 11, 2023
#3	-33.40% Feb 9, 2022 - Jan 17, 2023	-12.41% Apr 13, 2023 - Dec 14, 2023
#4	-30.04% Nov 26, 2014 - Jul 29, 2015	-8.96% Aug 31, 2018 - Jan 17, 2019
#5	-27.00% Jan 27, 2025 - Jul 2, 2025	-6.32% Feb 1, 2024 - Aug 20, 2024
#6	-26.07% Jan 27, 2026 - Mar 27, 2026	-6.07% Dec 24, 2020 - Jun 21, 2021
#7	-17.87% Mar 6, 2023 - Apr 14, 2023	-5.16% Oct 25, 2019 - Jan 3, 2020
#8	-14.71% Mar 15, 2024 - May 24, 2024	-3.58% Aug 26, 2020 - Oct 20, 2020
#9	-13.69% Apr 14, 2023 - Jul 28, 2023	-3.03% Oct 20, 2020 - Nov 23, 2020
#10	-13.27% Dec 27, 2023 - Mar 12, 2024	-2.93% Jul 31, 2019 - Aug 21, 2019
#11	-13.19% Sep 22, 2025 - Dec 11, 2025	-2.85% Oct 16, 2024 - Nov 14, 2024
#12	-12.54% Aug 31, 2023 - Nov 29, 2023	-2.65% Aug 2, 2021 - Nov 3, 2021
#13	-12.26% May 31, 2024 - Oct 11, 2024	-2.42% Aug 23, 2019 - Sep 27, 2019
#14	-9.98% Nov 7, 2024 - Jan 16, 2025	-1.88% Jul 6, 2021 - Aug 2, 2021
#15	-6.55% Oct 18, 2024 - Nov 6, 2024	-1.84% Sep 16, 2024 - Oct 15, 2024

Correlation

Correlation between UBS and TBC is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2015 - 2026)

UBS vs TBC dividend yield comparison.

Year	UBS	TBC
2026	1.22%	0.00%
2025	2.92%	0.00%
2024	3.46%	5.63%
2023	0.89%	5.68%
2022	1.34%	6.20%
2021	1.04%	5.18%
2020	3.87%	5.00%
2019	5.48%	5.11%
2018	0.00%	1.52%
2017	3.30%	0.00%
2016	5.42%	0.00%
2015	3.87%	0.00%