JGE1 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 | CHF10.40 |
52 Week High | CHF13.00 |
52 Week Low | CHF8.75 |
Beta | 1.29 |
1 Month Change | 6.67% |
3 Month Change | 6.67% |
1 Year Change | -12.61% |
3 Year Change | -9.89% |
5 Year Change | n/a |
Change since IPO | 32.47% |
Recent News & Updates
Recent updates
Shareholder Returns
JGE1 | DE Capital Markets | DE Market | |
---|---|---|---|
7D | 2.0% | 2.6% | 1.6% |
1Y | -12.6% | 21.0% | 6.4% |
Return vs Industry: JGE1 underperformed the German Capital Markets industry which returned 20.5% over the past year.
Return vs Market: JGE1 underperformed the German Market which returned 6.4% over the past year.
Price Volatility
JGE1 volatility | |
---|---|
JGE1 Average Weekly Movement | 4.9% |
Capital Markets Industry Average Movement | 4.2% |
Market Average Movement | 4.8% |
10% most volatile stocks in DE Market | 10.2% |
10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: JGE1 has not had significant price volatility in the past 3 months.
Volatility Over Time: JGE1's weekly volatility (5%) 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
JGE1 fundamental statistics | |
---|---|
Market cap | €10.88b |
Earnings (TTM) | €465.85m |
Revenue (TTM) | €3.32b |
23.4x
P/E Ratio3.3x
P/S RatioIs JGE1 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
JGE1 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 JGE1 perform over the long term?
See historical performance and comparisonDividends
5.0%
Current Dividend Yield118%
Payout RatioDoes JGE1 pay a reliable dividends?
See JGE1 dividend history and benchmarksJulius Bär Gruppe dividend dates | |
---|---|
Ex Dividend Date | Apr 15 2024 |
Dividend Pay Date | May 01 2024 |
Days until Ex dividend | 20 days |
Days until Dividend pay date | 36 days |
Does JGE1 pay a reliable dividends?
See JGE1 dividend history and benchmarks