WallStSmart

Bank of America Corp (BAC)vsUBS Group AG (UBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bank of America Corp generates 117% more annual revenue ($107.42B vs $49.60B). BAC leads profitability with a 28.4% profit margin vs 15.7%. UBS appears more attractively valued with a PEG of 0.45. BAC earns a higher WallStSmart Score of 80/100 (B+).

BAC

Strong Buy

80

out of 100

Grade: B+

Growth: 8.0Profit: 9.0Value: 10.0Quality: 5.0
Piotroski: 5/9Altman Z: -0.27

UBS

Strong Buy

77

out of 100

Grade: B+

Growth: 8.0Profit: 8.5Value: 10.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BACUndervalued (+69.7%)

Margin of Safety

+69.7%

Fair Value

$155.55

Current Price

$47.16

$108.39 discount

UndervaluedFair: $155.55Overvalued
UBSUndervalued (+61.7%)

Margin of Safety

+61.7%

Fair Value

$110.45

Current Price

$36.73

$73.72 discount

UndervaluedFair: $110.45Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAC6 strengths · Avg: 9.2/10
Market CapQuality
$344.39B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.6%10/10

Strong operational efficiency at 41.6%

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

PEG RatioValuation
0.898/10

Growing faster than its price suggests

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

UBS6 strengths · Avg: 9.5/10
PEG RatioValuation
0.4510/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
54.6%10/10

Strong operational efficiency at 54.6%

EPS GrowthGrowth
58.0%10/10

Earnings expanding 58.0% YoY

Market CapQuality
$116.05B9/10

Large-cap with strong market position

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Areas to Watch

BAC3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.213/10

Elevated debt levels

Free Cash FlowQuality
$-22.95B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.272/10

Distress zone — elevated risk

UBS1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-11.34B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BAC

The strongest argument for BAC centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 28.4% and operating margin at 41.6%. PEG of 0.89 suggests the stock is reasonably priced for its growth.

Bull Case : UBS

The strongest argument for UBS centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 54.6%. Revenue growth of 12.4% demonstrates continued momentum.

Bear Case : BAC

The primary concerns for BAC are Debt/Equity, Free Cash Flow, Altman Z-Score.

Bear Case : UBS

The primary concerns for UBS are Free Cash Flow.

Key Dynamics to Monitor

BAC carries more volatility with a beta of 1.26 — expect wider price swings.

UBS is growing revenue faster at 12.4% — sustainability is the question.

UBS generates stronger free cash flow (-11.3B), providing more financial flexibility.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BAC scores higher overall (80/100 vs 77/100), backed by strong 28.4% margins. UBS offers better value entry with a 61.7% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Bank of America Corp

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

The Bank of America Corporation is an American multinational investment bank and financial services holding company headquartered in Charlotte, North Carolina. Founded in San Francisco, Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. It is the second largest banking institution in the United States, after JPMorgan Chase, and the eighth largest bank in the world. Bank of America is one of the Big Four banking institutions of the United States. It services approximately 10 percent of all American bank deposits, in direct competition with JPMorgan Chase, Citigroup and Wells Fargo. Its primary financial services revolve around commercial banking, wealth management, and investment banking.

UBS Group AG

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.

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