This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

Julius Bär Gruppe Valuation

Is BAERE undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of BAERE when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: BAERE (CHF62.8) is trading below our estimate of fair value (CHF92.75)

Significantly Below Fair Value: BAERE is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for BAERE?

Key metric: As BAERE is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for BAERE. This is calculated by dividing BAERE's market cap by their current earnings.
What is BAERE's PE Ratio?
PE Ratio	12.3x
Earnings	CHF 949.60m
Market Cap	CHF 11.73b

BAERE key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue	n/a
Enterprise Value/EBITDA	n/a
PEG Ratio	1.3x

Price to Earnings Ratio vs Peers

How does BAERE's PE Ratio compare to its peers?

The above table shows the PE ratio for BAERE vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
Company	Forward PE	Estimated Growth	Market Cap
Peer Average	21.9x
PGHN Partners Group Holding	33.5x	14.2%	CHF 32.1b
VONN Vontobel Holding	14.5x	17.7%	CHF 3.1b
EFGN EFG International	12.1x	6.3%	CHF 3.6b
VZN VZ Holding	27.5x	7.9%	CHF 5.6b
BAERE Julius Bär Gruppe	12.3x	9.8%	CHF 11.7b

Price-To-Earnings vs Peers: BAERE is good value based on its Price-To-Earnings Ratio (12.3x) compared to the peer average (17.5x).

Price to Earnings Ratio vs Industry

How does BAERE's PE Ratio compare vs other companies in the European Capital Markets Industry?

17 Companies	Price / Earnings	Estimated Growth	Market Cap

17 Companies		Estimated Growth	Market Cap

No more companies

Price-To-Earnings vs Industry: BAERE is good value based on its Price-To-Earnings Ratio (12.3x) compared to the European Capital Markets industry average (14.7x)

Price to Earnings Ratio vs Fair Ratio

What is BAERE's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BAERE PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio	12.3x
Fair PE Ratio	12x

Price-To-Earnings vs Fair Ratio: BAERE is expensive based on its Price-To-Earnings Ratio (12.3x) compared to the estimated Fair Price-To-Earnings Ratio (12x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Analyst Forecast: Insufficient data to show price forecast.

Discover undervalued companies

Deutsche Pfandbriefbank

€706.7m

Provides commercial real estate and public investment finance in Europe and the United States of America.

324330

€12.34

VP Bank

CHF 457.6m

Provides wealth management and investment consulting services for private and institutional investors in Liechtenstein, rest of Europe, and internationally.

VPBN

CHF 73.80

4.2%

-10.9%

Bellevue Group

CHF 172.3m

Provides asset management services in Switzerland, the United Kingdom, and Germany.

BBN

CHF 13.10

-12.1%

-41.6%