BAER Stock Overview
Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 6/6 |
Rewards
Risk Analysis
Community vs My Fair Value
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Julius Bär Gruppe AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 51.66 |
| 52 Week High | CHF 65.04 |
| 52 Week Low | CHF 43.75 |
| Beta | 1.08 |
| 1 Month Change | -20.23% |
| 3 Month Change | -17.69% |
| 1 Year Change | 7.11% |
| 3 Year Change | 12.26% |
| 5 Year Change | 36.52% |
| Change since IPO | 34.88% |
Recent News & Updates
Julius Bär Gruppe (VTX:BAER) Has Announced A Dividend Of CHF2.60
Apr 02
Julius Bär Gruppe (VTX:BAER) Is Paying Out A Dividend Of CHF2.60
Mar 19Recent updates
Julius Bär Gruppe (VTX:BAER) Has Announced A Dividend Of CHF2.60
Apr 02Julius Bär Gruppe (VTX:BAER) Is Paying Out A Dividend Of CHF2.60
Mar 19
Stefan Bollinger Plans To Streamline Operations And Improve Client Experiences
Feb 09 A leaner management structure and streamlined operations could enhance efficiency and positively impact net margins.Earnings Beat: Julius Bär Gruppe AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Feb 07Julius Bär Gruppe (VTX:BAER) Is Due To Pay A Dividend Of CHF2.60
Feb 06Analysts Are Updating Their Julius Bär Gruppe AG (VTX:BAER) Estimates After Its Half-Yearly Results
Jul 29Shareholder Returns
| BAER | CH Capital Markets | CH Market | |
|---|---|---|---|
| 7D | 4.7% | 3.8% | 1.7% |
| 1Y | 7.1% | 0.1% | 1.9% |
Return vs Industry: BAER exceeded the Swiss Capital Markets industry which returned 0.1% over the past year.
Return vs Market: BAER exceeded the Swiss Market which returned 1.9% over the past year.
Price Volatility
| BAER volatility | |
|---|---|
| BAER Average Weekly Movement | 6.5% |
| Capital Markets Industry Average Movement | 4.8% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in CH Market | 8.6% |
| 10% least volatile stocks in CH Market | 2.5% |
Stable Share Price: BAER's share price has been volatile over the past 3 months compared to the Swiss market.
Volatility Over Time: BAER's weekly volatility (6%) has been stable over the past year, but is still higher than 75% of Swiss stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1890 | 7,595 | Stefan Bollinger | www.juliusbaer.com |
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, family office services; lombard and bespoke lending solutions. It also offers open product platform solutions.
Julius Bär Gruppe AG Fundamentals Summary
| BAER fundamental statistics | |
|---|---|
| Market cap | CHF 10.51b |
| Earnings (TTM) | CHF 1.02b |
| Revenue (TTM) | CHF 3.86b |
10.4x
P/E Ratio2.7x
P/S RatioIs BAER overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BAER income statement (TTM) | |
|---|---|
| Revenue | CHF 3.86b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 3.86b |
| Other Expenses | CHF 2.84b |
| Earnings | CHF 1.02b |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
Jul 22, 2025
| Earnings per share (EPS) | 4.99 |
| Gross Margin | 100.00% |
| Net Profit Margin | 26.47% |
| Debt/Equity Ratio | 390.4% |
How did BAER perform over the long term?
See historical performance and comparisonDividends
5.0%
Current Dividend Yield52%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/24 17:21 |
| End of Day Share Price | 2025/04/24 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Julius Bär Gruppe AG is covered by 37 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Dieter Hein | AlphaValue |
| Tomasz Grzelak | Baader Helvea Equity Research |
| Roberto de Aguiar Attuch | Barclays |