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 | CHF52.08 |
52 Week High | CHF64.70 |
52 Week Low | CHF42.98 |
Beta | 1.29 |
1 Month Change | 11.04% |
3 Month Change | 10.46% |
1 Year Change | -15.23% |
3 Year Change | -15.65% |
5 Year Change | 17.46% |
Change since IPO | 35.98% |
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% | -1.1% | 0.3% |
1Y | -15.2% | 36.2% | 2.9% |
Return vs Industry: BAER underperformed the Swiss Capital Markets industry which returned 41.3% over the past year.
Return vs Market: BAER underperformed the Swiss Market which returned 3.3% over the past year.
Price Volatility
BAER volatility | |
---|---|
BAER Average Weekly Movement | 3.5% |
Capital Markets Industry Average Movement | 3.2% |
Market Average Movement | 3.4% |
10% most volatile stocks in CH Market | 7.8% |
10% least volatile stocks in CH Market | 1.8% |
Stable Share Price: BAER has not had significant price volatility in the past 3 months.
Volatility Over Time: BAER's weekly volatility (4%) 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 and discretionary mandates; structured products, securities execution and advisory, private markets and fund offering; wealth planning, family office services; asset servicing, and lombard lending solutions. It also provides open product platform solutions.
Julius Bär Gruppe AG Fundamentals Summary
BAER fundamental statistics | |
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Market cap | CHF10.67b |
Earnings (TTM) | CHF454.00m |
Revenue (TTM) | CHF3.24b |
23.5x
P/E Ratio3.3x
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
Jul 25, 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
5.0%
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 | 17 days |
Days until Dividend pay date | 19 days |
Does BAER pay a reliable dividends?
See BAER dividend history and benchmarks