JGE1 Stock Overview
Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
Julius Bär Gruppe AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 12.10 |
| 52 Week High | CHF 12.50 |
| 52 Week Low | CHF 9.35 |
| Beta | 1.16 |
| 1 Month Change | 2.54% |
| 3 Month Change | 19.80% |
| 1 Year Change | 24.10% |
| 3 Year Change | 0.83% |
| 5 Year Change | 34.25% |
| Change since IPO | 54.12% |
Recent News & Updates
Recent updates
Shareholder Returns
| JGE1 | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | -2.4% | -2.4% | -2.0% |
| 1Y | 24.1% | 21.1% | 6.9% |
Return vs Industry: JGE1 exceeded the German Capital Markets industry which returned 21.1% over the past year.
Return vs Market: JGE1 exceeded the German Market which returned 6.9% over the past year.
Price Volatility
| JGE1 volatility | |
|---|---|
| JGE1 Average Weekly Movement | 3.2% |
| Capital Markets Industry Average Movement | 4.5% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in DE Market | 11.3% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: JGE1 has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: JGE1's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1890 | 7,484 | Nic Dreckmann | 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 | €12.67b |
| Earnings (TTM) | €401.61m |
| Revenue (TTM) | €3.39b |
31.5x
P/E Ratio3.7x
P/S RatioIs JGE1 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| JGE1 income statement (TTM) | |
|---|---|
| Revenue | CHF 3.15b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 3.15b |
| Other Expenses | CHF 2.78b |
| Earnings | CHF 374.20m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 03, 2025
| Earnings per share (EPS) | 1.83 |
| Gross Margin | 100.00% |
| Net Profit Margin | 11.86% |
| Debt/Equity Ratio | 403.5% |
How did JGE1 perform over the long term?
See historical performance and comparisonDividends
4.5%
Current Dividend Yield143%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/23 06:51 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
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. 14 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 |