Julius Bär Gruppe AG

BATS-CHIXE:BAERz Stock Report

Market Cap: CHF 13.2b

Julius Bär Gruppe Valuation

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

Valuation Score

2/6

Valuation Score 2/6

  • 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 BAERz when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
CHF 99.49
Fair Value
35.2% undervalued intrinsic discount
15
Number of Analysts

Below Fair Value: BAERz (CHF64.48) is trading below our estimate of fair value (CHF99.49)

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

Key Valuation Metric

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

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

The above table shows the Price to Earnings ratio for BAERz. This is calculated by dividing BAERz's market cap by their current earnings.
What is BAERz's PE Ratio?
PE Ratio35.2x
EarningsCHF 374.20m
Market CapCHF 13.17b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for BAERz vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average14.6x
ICG Intermediate Capital Group
17x12.5%UK£6.8b
SDR Schroders
14.8x11.2%UK£5.6b
HL. Hargreaves Lansdown
17.8x1.0%UK£5.2b
III 3i Group
8.9x17.7%UK£37.7b
BAERz Julius Bär Gruppe
35.2x22.5%CHF 13.2b

Price-To-Earnings vs Peers: BAERz is expensive based on its Price-To-Earnings Ratio (35.2x) compared to the peer average (14.6x).

Price to Earnings Ratio vs Industry

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

6 CompaniesPrice / EarningsEstimated GrowthMarket Cap
CBA CEIBA Investments
2.7xn/aUS$40.97m
PNIX Phoenix Digital Assets
1xn/aUS$26.44m
IX. i(x) Net Zero
0.1xn/aUS$8.94m
MAFL Mineral & Financial Investments
2.7xn/aUS$6.79m
No. of Companies19PE01224364860+
6 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BAERz is expensive based on its Price-To-Earnings Ratio (35.2x) compared to the UK Capital Markets industry average (11.9x).

Price to Earnings Ratio vs Fair Ratio

What is BAERz'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.

BAERz PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio35.2x
Fair PE Ratio24.2x

Price-To-Earnings vs Fair Ratio: BAERz is expensive based on its Price-To-Earnings Ratio (35.2x) compared to the estimated Fair Price-To-Earnings Ratio (24.2x).

Analyst Price Targets

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

The above table shows the analyst BAERz forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
CHF 63.77
0%
9.4%CHF 72.00CHF 52.00n/a15
Jan ’26n/a
CHF 61.91
0%
8.5%CHF 70.00CHF 51.30n/a15
Dec ’25n/a
CHF 59.94
0%
8.3%CHF 66.00CHF 48.20n/a14
Nov ’25n/a
CHF 57.66
0%
7.6%CHF 66.00CHF 48.20n/a14
Oct ’25n/a
CHF 57.66
0%
7.6%CHF 66.00CHF 48.20n/a14
Sep ’25n/a
CHF 58.01
0%
8.4%CHF 67.00CHF 48.20n/a14
Aug ’25n/a
CHF 58.49
0%
7.9%CHF 67.00CHF 50.80n/a14
Jul ’25n/a
CHF 61.56
0%
9.2%CHF 71.00CHF 50.90n/a14
Jun ’25n/a
CHF 61.56
0%
9.2%CHF 71.00CHF 50.90n/a14
May ’25n/a
CHF 58.96
0%
7.9%CHF 68.00CHF 50.70n/a14
Apr ’25n/a
CHF 58.26
0%
6.9%CHF 65.00CHF 50.70n/a14
Mar ’25n/a
CHF 57.31
0%
7.6%CHF 65.00CHF 50.00n/a15
Feb ’25n/a
CHF 58.09
0%
6.8%CHF 65.00CHF 50.80n/a15
Jan ’25n/a
CHF 60.29
0%
8.0%CHF 70.00CHF 52.30n/a15
Dec ’24n/a
CHF 61.69
0%
9.7%CHF 76.00CHF 52.30n/a15
Nov ’24n/a
CHF 71.46
0%
4.9%CHF 78.00CHF 64.00n/a13
Oct ’24n/a
CHF 71.46
0%
4.9%CHF 78.00CHF 64.00n/a13
Sep ’24n/a
CHF 71.00
0%
5.3%CHF 78.00CHF 64.00n/a14
Aug ’24n/a
CHF 71.00
0%
5.3%CHF 78.00CHF 64.00n/a14
Jul ’24n/a
CHF 70.86
0%
6.6%CHF 78.00CHF 62.00n/a14
Jun ’24n/a
CHF 70.86
0%
6.6%CHF 78.00CHF 62.00n/a14
May ’24n/a
CHF 72.21
0%
6.5%CHF 81.00CHF 62.00n/a14
Apr ’24n/a
CHF 70.21
0%
4.9%CHF 75.00CHF 62.00n/a14
Mar ’24n/a
CHF 70.21
0%
4.9%CHF 75.00CHF 62.00n/a14
Feb ’24n/a
CHF 64.89
0%
5.9%CHF 73.00CHF 58.00n/a14
Analyst Price Target
Consensus Narrative from 15 Analysts
CHF 63.95
Fair Value
0.8% overvalued intrinsic discount
15
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/02 07:58
End of Day Share Price 2025/01/31 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 42 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Tomasz GrzelakBaader Helvea Equity Research
Joachim MathaBank am Bellevue