UBS Group (NYSE:UBS – Get Free Report) and Perella Weinberg Partners (NASDAQ:PWP – Get Free Report) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, earnings, profitability, institutional ownership, valuation and risk.
Dividends
UBS Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.7%. Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 1.9%. UBS Group pays out 11.9% of its earnings in the form of a dividend. Perella Weinberg Partners pays out 107.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. UBS Group has raised its dividend for 5 consecutive years.
Analyst Recommendations
This is a summary of recent ratings and recommmendations for UBS Group and Perella Weinberg Partners, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| UBS Group | 2 | 5 | 4 | 0 | 2.18 |
| Perella Weinberg Partners | 1 | 1 | 2 | 0 | 2.25 |
Profitability
This table compares UBS Group and Perella Weinberg Partners’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| UBS Group | 13.10% | 10.50% | 0.57% |
| Perella Weinberg Partners | 3.19% | -35.84% | 8.40% |
Insider and Institutional Ownership
41.1% of Perella Weinberg Partners shares are held by institutional investors. 1.0% of UBS Group shares are held by insiders. Comparatively, 26.1% of Perella Weinberg Partners shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.
Risk & Volatility
UBS Group has a beta of 1.19, suggesting that its stock price is 19% more volatile than the S&P 500. Comparatively, Perella Weinberg Partners has a beta of 1.62, suggesting that its stock price is 62% more volatile than the S&P 500.
Earnings and Valuation
This table compares UBS Group and Perella Weinberg Partners”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| UBS Group | $50.90 billion | 3.05 | $7.77 billion | $2.94 | 16.88 |
| Perella Weinberg Partners | $750.90 million | 1.81 | $35.48 million | $0.26 | 55.65 |
UBS Group has higher revenue and earnings than Perella Weinberg Partners. UBS Group is trading at a lower price-to-earnings ratio than Perella Weinberg Partners, indicating that it is currently the more affordable of the two stocks.
Summary
UBS Group beats Perella Weinberg Partners on 9 of the 17 factors compared between the two stocks.
About UBS Group
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions. It also provides personal banking products and services, such as deposits, credit and debit cards, and online and mobile banking, as well as lending, investments, retirement, and wealth management services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions for payment and cash management services, trade and export finance, and global custody solutions. In addition, the company offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. Further, it advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; distributes, trades in, finances, and clears cash equities and equity-linked products; structures, originates, and distributes new equity and equity-linked issues; and originates, distributes, manages risk, and provides liquidity in foreign exchange, rates, credit and precious metals. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
About Perella Weinberg Partners
Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, and financing and capital solutions advice with resources focused on restructuring, liability management, and capital markets advisory, as well as underwriting and research services primarily for the energy and related industries. It serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries. Perella Weinberg Partners is headquartered in New York, New York.
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