BAERz Stock Overview
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| 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 | CHF51.94 |
| 52 Week High | CHF63.72 |
| 52 Week Low | CHF42.98 |
| Beta | 1.27 |
| 1 Month Change | -1.14% |
| 3 Month Change | 7.18% |
| 1 Year Change | -17.00% |
| 3 Year Change | -10.01% |
| 5 Year Change | 14.35% |
| Change since IPO | 46.93% |
Recent News & Updates
Recent updates
Shareholder Returns
| BAERz | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 5.7% | 2.4% | 1.0% |
| 1Y | -17.0% | 9.0% | 3.0% |
Return vs Industry: BAERz underperformed the UK Capital Markets industry which returned 8.5% over the past year.
Return vs Market: BAERz underperformed the UK Market which returned 3.5% over the past year.
Price Volatility
| BAERz volatility | |
|---|---|
| BAERz Average Weekly Movement | 3.6% |
| Capital Markets Industry Average Movement | 4.5% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in GB Market | 11.4% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: BAERz has not had significant price volatility in the past 3 months.
Volatility Over Time: BAERz's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1890 | 7,425 | n/a | 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 | CHF10.65b |
| Earnings (TTM) | CHF454.00m |
| Revenue (TTM) | CHF3.24b |
23.5x
P/E Ratio3.3x
P/S RatioIs BAERz overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BAERz 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 BAERz perform over the long term?
See historical performance and comparison