BAERz 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 |
Julius Bär Gruppe AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 57.70 |
| 52 Week High | CHF 58.00 |
| 52 Week Low | CHF 42.98 |
| Beta | 1.17 |
| 11 Month Change | 6.30% |
| 3 Month Change | 15.31% |
| 1 Year Change | 25.38% |
| 33 Year Change | 0.42% |
| 5 Year Change | n/a |
| Change since IPO | 63.22% |
Recent News & Updates
Recent updates
Shareholder Returns
| BAERz | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 8.4% | 3.4% | 2.2% |
| 1Y | 25.4% | 28.2% | 8.8% |
Return vs Industry: BAERz underperformed the UK Capital Markets industry which returned 26.5% over the past year.
Return vs Market: BAERz exceeded the UK Market which returned 8.3% over the past year.
Price Volatility
| BAERz volatility | |
|---|---|
| BAERz Average Weekly Movement | 3.5% |
| Capital Markets Industry Average Movement | 3.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in GB Market | 10.2% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: BAERz has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: BAERz's weekly volatility (4%) 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
| BAERz fundamental statistics | |
|---|---|
| Market cap | CHF 11.77b |
| Earnings (TTM) | CHF 374.20m |
| Revenue (TTM) | CHF 3.15b |
31.5x
P/E Ratio3.7x
P/S RatioIs BAERz overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BAERz 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 BAERz perform over the long term?
See historical performance and comparison