BAER Stock Overview
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally.
No risks detected for BAER from our risk checks.
Julius Bär Gruppe Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||CHF47.35|
|52 Week High||CHF67.50|
|52 Week Low||CHF43.14|
|1 Month Change||0.063%|
|3 Month Change||-14.69%|
|1 Year Change||-21.84%|
|3 Year Change||16.17%|
|5 Year Change||-6.33%|
|Change since IPO||23.63%|
Recent News & Updates
Should You Be Adding Julius Bär Gruppe (VTX:BAER) To Your Watchlist Today?
Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Julius Bär Gruppe (VTX:BAER) Is Paying Out A Larger Dividend Than Last Year
The board of Julius Bär Gruppe AG ( VTX:BAER ) has announced that it will be increasing its dividend on the 20th of...
|BAER||CH Capital Markets||CH Market|
Return vs Industry: BAER underperformed the Swiss Capital Markets industry which returned -5.9% over the past year.
Return vs Market: BAER underperformed the Swiss Market which returned -1.9% over the past year.
|BAER Average Weekly Movement||6.0%|
|Capital Markets Industry Average Movement||5.5%|
|Market Average Movement||4.9%|
|10% most volatile stocks in CH Market||8.5%|
|10% least volatile stocks in CH Market||2.5%|
Stable Share Price: BAER is not significantly more volatile than the rest of Swiss stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: BAER's weekly volatility (6%) has been stable over the past year.
About the Company
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform.
Julius Bär Gruppe Fundamentals Summary
|BAER fundamental statistics|
Is BAER overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|BAER income statement (TTM)|
|Cost of Revenue||CHF0|
Last Reported Earnings
Dec 31, 2021
Next Earnings Date
Jul 25, 2022
|Earnings per share (EPS)||5.17|
|Net Profit Margin||28.05%|
How did BAER perform over the long term?See historical performance and comparison
5.5%Current Dividend Yield
Is Julius Bär Gruppe undervalued compared to its fair value and its price relative to the market?
Valuation Score 4/6
Below Fair Value
Significantly Below Fair Value
PE vs Industry
PE vs Market
PB vs Industry
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: BAER (CHF47.35) is trading below our estimate of fair value (CHF68.47)
Significantly Below Fair Value: BAER is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: BAER is good value based on its Price-To-Earnings Ratio (9.2x) compared to the Swiss Capital Markets industry average (10x).
PE vs Market: BAER is good value based on its Price-To-Earnings Ratio (9.2x) compared to the Swiss market (17.9x).
Price to Earnings Growth Ratio
PEG Ratio: BAER is poor value based on its PEG Ratio (2.2x)
Price to Book Ratio
PB vs Industry: BAER is overvalued based on its Price-To-Book Ratio (1.5x) compared to the CH Capital Markets industry average (1x).
How is Julius Bär Gruppe forecast to perform in the next 1 to 3 years based on estimates from 15 analysts?
Future Growth Score1/6
Future Growth Score 1/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BAER's forecast earnings growth (4.1% per year) is above the savings rate (-0.3%).
Earnings vs Market: BAER's earnings (4.1% per year) are forecast to grow slower than the Swiss market (5.9% per year).
High Growth Earnings: BAER's earnings are forecast to grow, but not significantly.
Revenue vs Market: BAER's revenue (3.4% per year) is forecast to grow slower than the Swiss market (4.3% per year).
High Growth Revenue: BAER's revenue (3.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BAER's Return on Equity is forecast to be low in 3 years time (17.3%).
How has Julius Bär Gruppe performed over the past 5 years?
Past Performance Score4/6
Past Performance Score 4/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BAER has high quality earnings.
Growing Profit Margin: BAER's current net profit margins (28%) are higher than last year (19.5%).
Past Earnings Growth Analysis
Earnings Trend: BAER's earnings have grown by 5.4% per year over the past 5 years.
Accelerating Growth: BAER's earnings growth over the past year (55%) exceeds its 5-year average (5.4% per year).
Earnings vs Industry: BAER earnings growth over the past year (55%) underperformed the Capital Markets industry 58.5%.
Return on Equity
High ROE: BAER's Return on Equity (16.1%) is considered low.
How is Julius Bär Gruppe's financial position? (This company is analysed differently as a bank or financial institution)
Financial Health Score5/6
Financial Health Score 5/6
Allowance for Bad Loans
Low Risk Liabilities
Low Risk Deposits
Level of Bad Loans
Financial Position Analysis
Debt to Equity History and Analysis
Financial Institutions Analysis
Asset Level: BAER's Assets to Equity ratio (17.2x) is moderate.
Allowance for Bad Loans: BAER has a low allowance for bad loans (47%).
Low Risk Liabilities: 76% of BAER's liabilities are made up of primarily low risk sources of funding.
Loan Level: BAER has an appropriate level of Loans to Assets ratio (43%).
Low Risk Deposits: BAER's Loans to Deposits ratio (61%) is appropriate.
Level of Bad Loans: BAER has an appropriate level of bad loans (0.4%).
What is Julius Bär Gruppe current dividend yield, its reliability and sustainability?
Dividend Score 6/6
Future Dividend Coverage
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: BAER's dividend (5.49%) is higher than the bottom 25% of dividend payers in the Swiss market (1.91%).
High Dividend: BAER's dividend (5.49%) is in the top 25% of dividend payers in the Swiss market (3.88%)
Stability and Growth of Payments
Stable Dividend: BAER's dividends per share have been stable in the past 10 years.
Growing Dividend: BAER's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Earnings Coverage: With its reasonable payout ratio (51.4%), BAER's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: BAER's dividends in 3 years are forecast to be well covered by earnings (49.6% payout ratio).
Discover strong dividend paying companies
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Philipp Rickenbacher (50 yo)
Mr. Philipp Rickenbacher is Chief Executive Officer and Member of the Executive Board at Bank Julius Baer & Co. Ltd since September 2019. Mr. Rickenbacher serves as Chief Executive Officer and Member of th...
CEO Compensation Analysis
Compensation vs Market: Philipp's total compensation ($USD6.14M) is about average for companies of similar size in the Swiss market ($USD4.89M).
Compensation vs Earnings: Philipp's compensation has been consistent with company performance over the past year.
Experienced Management: BAER's management team is considered experienced (4.2 years average tenure).
Experienced Board: BAER's board of directors are considered experienced (3.1 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Julius Bär Gruppe AG's employee growth, exchange listings and data sources
- Name: Julius Bär Gruppe AG
- Ticker: BAER
- Exchange: SWX
- Founded: 1890
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Implied Market Cap: CHF9.907b
- Shares outstanding: 209.23m
- Website: https://www.juliusbaer.com
Number of Employees
- Julius Bär Gruppe AG
- Bahnhofstrasse 36
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/05/24 00:00|
|End of Day Share Price||2022/05/24 00:00|
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 here.