Our offering
UBS HOLT empowers you to make informed decisions by providing a clear, objective framework for comparing and valuing companies worldwide. With over 20,000 companies in our database, you gain a unique and consistent approach to portfolio evaluation, using our powerful tools to help streamline the investment process.
Benchmark, screen, and score companies effortlessly, eliminating the need to sift through distorted global accounting data. Focus on what matters most - making strategic investment decisions.
Used by asset managers around the world, our tools and services are invaluable resources for a wide range of professional investors, including equity analysts, hedge funds, quantitative analysts, and activist investors.

Introducing UBS HOLT
Economic returns
Analyze the real economics of a company and understand the levels and changes in stock prices worldwide.
Global comparability
Compare stocks, sectors, and markets over time and across international borders.
Better decisions
Use a common language for measuring company performance, forecasting, and calibrating market expectations.
Our solutions
UBS HOLT in the news
HOLT experts and insights have been featured across leading global business and financial media outlets, reflecting strong interest in the team's distinctive perspectives on markets, corporate performance and the key questions shaping investor debate.
HOLT TMT
HOLT TMT
Steady Your Portfolio With These Resilient Low-Volatility Stocks, UBS Says
CNBC | Jonathan Carson
John Talbott on Fox News
Fox News | John Talbott
AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’
MarketWatch | John Talbott
UBS has a stark message for investors on Nvidia stock
Yahoo Finance | John Talbott
Nvidia Could Be the First USD 22 Trillion Stock, According to 1 Top Analyst. But There’s a Big Catch
Yahoo Finance | John Talbott
NVIDIA’s USD 22 Trillion Outlook Faces Supply Strain as Rival AI Chips Gain Attention
Analytics Insight | John Talbott
HOLT Consumer
HOLT Consumer
Consumer Stocks Have Fallen Behind. These Retail Names Still Stand Out.
Barron’s | Erica Smith
HOLT Global Viewpoint
HOLT Global Viewpoint
Surging Wall Street Profit Forecasts Fuel Fears of ‘Earnings Bubble’
Financial Times | Michel Lerner
Money Has Ruined Markets
FT Alphaville | Sean Burns
Another Bubble Warning: Paying More for the Same Stock in Different Places
The Wall Street Journal | Michel Lerner
Michel Lerner on CNBC TV
CNBC TV | Michel Lerner
Michel Lerner on CNBC TV
CNBC TV | Michel Lerner
UBS lays out 4 reasons to avoid complacency in the market
CNBC | Michel Lerner
Stocks End Higher as SpaceX Soars in Debut, U.S.-Iran Deal Nears
CNBC | Michel Lerner
Intel Stock Is Falling as Analyst Issues Chip-Stock Bubble Warning
Barron’s | Michel Lerner
Episode 1: Data as a Differentiator
Monocle Radio | HOLT, UBS Evidence Lab and Quant
Le Cac 40 clôture au-dessus des 8.500 points pour la première fois depuis février
Les Echos | Michel Lerner
Strategists Warn of ‘Earnings Bubble’ as Wall Street’s Profit Forecasts Rise
Irish Times | Michel Lerner
Surging Wall Street Profit Forecasts Fuel Fears of ‘Earnings Bubble’
Yahoo Finance / Irish Times | Michel Lerner
Tech stocks have surpassed dotcom-era excess returns: buying opportunity or prolonged correction?
Yahoo Finance / Proactive | Michel Lerner
What level of long-term growth is priced in for payments companies?
Investing.com | HOLT
Contact us
HOLT Disclaimer
Valuation Method and Risk Statement
The HOLT methodology does not assign ratings or a target price to a security. It is an analytical tool that involves use of a set of proprietary quantitative algorithms and warranted value calculations, collectively called the HOLT valuation model, that are consistently applied to all the companies included in its database. The HOLT valuation model is a discounted cash flow model. Third-party data (including consensus earnings estimates) are systematically translated into a number of default variables and incorporated into the algorithms available in the HOLT valuation model. The source financial statement, pricing, and earnings data provided by outside data vendors are subject to quality control and may also be adjusted to more closely measure the underlying economics of firm performance. These adjustments provide consistency when analyzing a single company across time, or analyzing multiple companies across industries or national borders.
The default scenario that is produced by the HOLT valuation model establishes a warranted price that represents the expected mean value for a security based upon empirically derived fade algorithms that forecast a firm’s future return on capital and growth rates over an extended period of time. As the third-party data are updated, the warranted price updates automatically. A company’s future achieved return on capital or growth rate may differ from HOLT default forecast. Additional information about the HOLT methodology is available upon request.
CFROI, CFROE, HOLT, HOLT Lens, HOLTfolio, and “Powered by HOLT” are trademarks or registered trademarks of UBS in the United States and other countries. HOLT is a corporate performance and valuation service of UBS.
HOLT Business Resilience Dashboard (HBRD) Disclaimer
The HOLT Business Resilience Dashboard (HBRD) is constructed by applying systematic processes on publicly available records and third-party data to generate quantitative measures. The HBRD consistently assigns scores using a transparent combination of metrics and weights across financial, environmental and governance inputs. Individual companies can be scored on a global-size and/or region-size relative basis. The HBRD is also translated into five textual assessments (e.g. “Highest” or “Lowest”) based on their quintile percentile rank. For further details on the HBRD methodology HOLT Business Resilience Primer please contact UBS Securities LLC, 11 Madison Avenue, New York, NY 10010, USA, Attention: Investment Research. The HBRD does not constitute or imply any endorsement or recommendation of any individual company. UBS has not sought to independently verify information obtained from public and third-party sources and makes no representations or warranties as to accuracy, completeness or reliability of such information due to inconsistent reporting of data by companies. Additionally, as global laws, guidelines and regulations in relation to the tracking and provision of such data are evolving, all such disclosures are made on a non-reliance basis and are subject to change. Any figures, values or other data published in this report are neither designed nor administered in line with the standards of the IOSCO Principles for Financial Benchmarks or the EU Benchmarks Regulation (EU) 2016/1011 or any other benchmark related regulatory guidelines and as such you are prohibited from using those figures, values or data in a way which would amount to use of a financial benchmark under those regimes (or any equivalent rules or regulations in any global jurisdiction).
Note
HOLT transferred to UBS on October 1, 2024 – renamed as UBS HOLT. The UBS HOLT Lens website and materials will be transitioning to UBS branding over time, with expected full redesign to UBS in time.
For all other HOLT specific disclaimers, please see https://www.ubs.com/disclosures.
