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Julius Bär Gruppe LSE:0QO6 Stock Report

Last Price

CHF 56.96

Market Cap

CHF 11.8b

7D

-4.0%

1Y

21.6%

Updated

22 Dec, 2024

Data

Company Financials +

0QO6 Stock Overview

Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. More details

0QO6 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance2/6
Financial Health4/6
Dividends4/6

My Notes

Capture your thoughts, links and company narrative

Julius Bär Gruppe AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Julius Bär Gruppe
Historical stock prices
Current Share PriceCHF 56.96
52 Week HighCHF 59.80
52 Week LowCHF 43.88
Beta1.16
1 Month Change0.97%
3 Month Change17.77%
1 Year Change21.58%
3 Year Change-5.07%
5 Year Change14.10%
Change since IPO42.01%

Recent News & Updates

Recent updates

Shareholder Returns

0QO6GB Capital MarketsGB Market
7D-4.0%-2.3%-2.2%
1Y21.6%18.8%2.4%

Return vs Industry: 0QO6 exceeded the UK Capital Markets industry which returned 18.8% over the past year.

Return vs Market: 0QO6 exceeded the UK Market which returned 2.4% over the past year.

Price Volatility

Is 0QO6's price volatile compared to industry and market?
0QO6 volatility
0QO6 Average Weekly Movement3.5%
Capital Markets Industry Average Movement3.7%
Market Average Movement4.8%
10% most volatile stocks in GB Market10.5%
10% least volatile stocks in GB Market2.6%

Stable Share Price: 0QO6 has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: 0QO6's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18907,484Nic Dreckmannwww.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

How do Julius Bär Gruppe's earnings and revenue compare to its market cap?
0QO6 fundamental statistics
Market capCHF 11.80b
Earnings (TTM)CHF 374.20m
Revenue (TTM)CHF 3.15b

31.5x

P/E Ratio

3.7x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0QO6 income statement (TTM)
RevenueCHF 3.15b
Cost of RevenueCHF 0
Gross ProfitCHF 3.15b
Other ExpensesCHF 2.78b
EarningsCHF 374.20m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

Feb 03, 2025

Earnings per share (EPS)1.83
Gross Margin100.00%
Net Profit Margin11.86%
Debt/Equity Ratio403.5%

How did 0QO6 perform over the long term?

See historical performance and comparison

Dividends

4.5%

Current Dividend Yield

143%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 06:28
End of Day Share Price 2024/12/20 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 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.

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