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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 |
My Notes
Capture your thoughts, links and company narrative
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 |
| 1 Month Change | 0% |
| 3 Month Change | -0.064% |
| 1 Year Change | 26.97% |
| 3 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% | -0.3% | 0.5% |
| 1Y | 27.0% | 10.3% | 3.5% |
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 | 3.0% |
| Market Average Movement | 3.4% |
| 10% most volatile stocks in CH Market | 6.8% |
| 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 comparisonDividends
4.6%
Current Dividend Yield57%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2023/05/28 12:04 |
| End of Day Share Price | 2023/02/28 00:00 |
| Earnings | 2022/12/31 |
| Annual Earnings | 2022/12/31 |
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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| 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 here.
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 .
Analyst Sources
Julius Bär Gruppe AG is covered by 41 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 |
| Joachim Matha | Bank am Bellevue |