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BAERE Stock Overview
Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 5/6 |
Julius Bär Gruppe AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 62.80 |
| 52 Week High | CHF 63.66 |
| 52 Week Low | CHF 41.42 |
| Beta | 1.46 |
| 11 Month Change | 0% |
| 3 Month Change | -0.064% |
| 1 Year Change | 26.97% |
| 33 Year Change | 128.86% |
| 5 Year Change | n/a |
| Change since IPO | 68.14% |
Recent News & Updates
Recent updates
Shareholder Returns
| BAERE | CH Capital Markets | CH Market | |
|---|---|---|---|
| 7D | 0% | -0.5% | -1.5% |
| 1Y | 27.0% | 17.7% | 6.1% |
Return vs Industry: BAERE exceeded the Swiss Capital Markets industry which returned -21.2% over the past year.
Return vs Market: BAERE exceeded the Swiss Market which returned -2.2% over the past year.
Price Volatility
| BAERE volatility | |
|---|---|
| BAERE Average Weekly Movement | n/a |
| Capital Markets Industry Average Movement | 3.2% |
| Market Average Movement | 3.3% |
| 10% most volatile stocks in CH Market | 6.5% |
| 10% least volatile stocks in CH Market | 1.6% |
Stable Share Price: BAERE has not had significant price volatility in the past 3 months.
Volatility Over Time: Insufficient data to determine BAERE's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1890 | 6,891 | Philipp Rickenbacher | 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
| BAERE fundamental statistics | |
|---|---|
| Market cap | CHF 11.73b |
| Earnings (TTM) | CHF 949.60m |
| Revenue (TTM) | CHF 3.85b |
12.3x
P/E Ratio3.0x
P/S RatioIs BAERE overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BAERE income statement (TTM) | |
|---|---|
| Revenue | CHF 3.85b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 3.85b |
| Other Expenses | CHF 2.90b |
| Earnings | CHF 949.60m |
Last Reported Earnings
Dec 31, 2022
Next Earnings Date
Jul 24, 2023
| Earnings per share (EPS) | 4.60 |
| Gross Margin | 100.00% |
| Net Profit Margin | 24.64% |
| Debt/Equity Ratio | 326.5% |
How did BAERE perform over the long term?
See historical performance and comparison