BAER Stock Overview
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.
Snowflake Score | |
---|---|
Valuation | 2/6 |
Future Growth | 4/6 |
Past Performance | 2/6 |
Financial Health | 4/6 |
Dividends | 5/6 |
Julius Bär Gruppe AG Competitors
Price History & Performance
Historical stock prices | |
---|---|
Current Share Price | CHF50.12 |
52 Week High | CHF64.70 |
52 Week Low | CHF42.98 |
Beta | 1.29 |
1 Month Change | 1.42% |
3 Month Change | 6.37% |
1 Year Change | -15.96% |
3 Year Change | -17.89% |
5 Year Change | 23.63% |
Change since IPO | 30.86% |
Recent News & Updates
Recent updates
Julius Bär Gruppe (VTX:BAER) Has Affirmed Its Dividend Of CHF2.60
Mar 07Julius Bär Gruppe (VTX:BAER) Ticks All The Boxes When It Comes To Earnings Growth
Aug 21Do Julius Bär Gruppe's (VTX:BAER) Earnings Warrant Your Attention?
Dec 17Here's Why We Think Julius Bär Gruppe (VTX:BAER) Might Deserve Your Attention Today
Sep 01Should You Be Adding Julius Bär Gruppe (VTX:BAER) To Your Watchlist Today?
May 19Julius Bär Gruppe (VTX:BAER) Is Paying Out A Larger Dividend Than Last Year
Apr 14Julius Bär Gruppe (VTX:BAER) Is Increasing Its Dividend To CHF2.60
Mar 23Julius Bär Gruppe (VTX:BAER) Has Announced That It Will Be Increasing Its Dividend To CHF2.60
Feb 27Julius Bär Gruppe (VTX:BAER) Is Increasing Its Dividend To CHF2.60
Feb 05What Kind Of Investors Own Most Of Julius Bär Gruppe AG (VTX:BAER)?
Mar 21Did You Participate In Any Of Julius Bär Gruppe's (VTX:BAER) Respectable 56% Return?
Feb 14What Makes Julius Bär Gruppe AG (VTX:BAER) A Great Dividend Stock?
Jan 10Here's What Julius Bär Gruppe AG's (VTX:BAER) Shareholder Ownership Structure Looks Like
Dec 06Shareholder Returns
BAER | CH Capital Markets | CH Market | |
---|---|---|---|
7D | -0.7% | 2.8% | 0.2% |
1Y | -16.0% | 48.1% | 5.4% |
Return vs Industry: BAER underperformed the Swiss Capital Markets industry which returned 48.1% over the past year.
Return vs Market: BAER underperformed the Swiss Market which returned 5.4% over the past year.
Price Volatility
BAER volatility | |
---|---|
BAER Average Weekly Movement | 3.4% |
Capital Markets Industry Average Movement | 2.9% |
Market Average Movement | 3.4% |
10% most volatile stocks in CH Market | 7.8% |
10% least volatile stocks in CH Market | 1.7% |
Stable Share Price: BAER has not had significant price volatility in the past 3 months.
Volatility Over Time: BAER's weekly volatility (3%) has been stable over the past year.
About the Company
Founded | Employees | CEO | Website |
---|---|---|---|
1890 | 7,425 | Nic Dreckmann | https://www.juliusbaer.com |
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company offers investment advisory mandates, discretionary mandates, securities execution and advisory, foreign exchange and precious metals, structured products, family office services, pension, asset servicing, real estate advisory and financing, wealth planning, structured Lombard and equity, and private debt solutions. It also operates an open product and service platform.
Julius Bär Gruppe AG Fundamentals Summary
BAER fundamental statistics | |
---|---|
Market cap | CHF10.27b |
Earnings (TTM) | CHF454.00m |
Revenue (TTM) | CHF3.24b |
22.6x
P/E Ratio3.2x
P/S RatioIs BAER overvalued?
See Fair Value and valuation analysisEarnings & Revenue
BAER income statement (TTM) | |
---|---|
Revenue | CHF3.24b |
Cost of Revenue | CHF0 |
Gross Profit | CHF3.24b |
Other Expenses | CHF2.79b |
Earnings | CHF454.00m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
Mar 18, 2024
Earnings per share (EPS) | 2.22 |
Gross Margin | 100.00% |
Net Profit Margin | 14.01% |
Debt/Equity Ratio | 398.3% |
How did BAER perform over the long term?
See historical performance and comparisonDividends
5.2%
Current Dividend Yield118%
Payout RatioDoes BAER pay a reliable dividends?
See BAER dividend history and benchmarksJulius Bär Gruppe dividend dates | |
---|---|
Ex Dividend Date | Apr 15 2024 |
Dividend Pay Date | Apr 17 2024 |
Days until Ex dividend | 27 days |
Days until Dividend pay date | 29 days |
Does BAER pay a reliable dividends?
See BAER dividend history and benchmarks