Carrier Global Corp (CARR)vsUBS Group AG (UBS)
CARR
Carrier Global Corp
$67.90
+5.80%
INDUSTRIALS · Cap: $56.16B
UBS
UBS Group AG
$45.20
+2.49%
FINANCIAL SERVICES · Cap: $134.56B
Smart Verdict
WallStSmart Research — data-driven comparison
UBS Group AG generates 135% more annual revenue ($51.31B vs $21.87B). UBS leads profitability with a 17.8% profit margin vs 6.0%. UBS appears more attractively valued with a PEG of 0.52. UBS earns a higher WallStSmart Score of 79/100 (B+).
CARR
Hold43
out of 100
Grade: D
UBS
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.5%
Fair Value
$59.64
Current Price
$67.90
$8.26 premium
Intrinsic value data unavailable for UBS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 31.5%
Earnings expanding 84.4% YoY
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
2.4% revenue growth
Distress zone — elevated risk
6.0% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CARR
The strongest argument for CARR centers on Market Cap.
Bull Case : UBS
The strongest argument for UBS centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : CARR
The primary concerns for CARR are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 45.1x leaves little room for execution misses.
Bear Case : UBS
No major red flags identified for UBS, but monitor valuation.
Key Dynamics to Monitor
CARR profiles as a value stock while UBS is a mature play — different risk/reward profiles.
CARR carries more volatility with a beta of 1.32 — expect wider price swings.
UBS is growing revenue faster at 13.8% — sustainability is the question.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBS scores higher overall (79/100 vs 43/100), backed by strong 17.8% margins and 13.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Carrier Global Corp
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.
Visit Website →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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