How does 0QO6's PE Ratio compare to its peers?

0QO6 is expensive based on its Price-To-Earnings Ratio (30.8x) compared to the peer average (13.9x).

How does 0QO6's PE Ratio compare vs other companies in the GB Capital Markets Industry?

0QO6 is expensive based on its Price-To-Earnings Ratio (30.8x) compared to the UK Capital Markets industry average (12.1x).

What is 0QO6'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.

0QO6 is expensive based on its Price-To-Earnings Ratio (30.8x) compared to the estimated Fair Price-To-Earnings Ratio (24.3x).

What is the Fair Price of 0QO6 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

0QO6 (CHF55.78) is trading below our estimate of [[fair value]] (CHF88.78)

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

Target price is less than 20% higher than the current share price.

Julius Bär Gruppe (LSE:0QO6) - Stock Price, News & Analysis

0QO6 Stock Overview

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

0QO6 fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	4/6
Past Performance	2/6
Financial Health	4/6
Dividends	4/6

Rewards

Trading at 37.2% below our estimate of its fair value

Earnings are forecast to grow 22.48% per year

Risk Analysis

Profit margins (11.9%) are lower than last year (25.7%)

Dividend of 4.62% is either not well covered by earnings currently or not forecast to be covered

Julius Bär Gruppe AG Competitors

Intermediate Capital Group

LSE:ICG

UK£6.1b

Schroders

LSE:SDR

UK£5.0b

Hargreaves Lansdown

LSE:HL.

UK£5.2b

Man Group

LSE:EMG

UK£2.4b

Price History & Performance

Summary of all time highs, changes and price drops for Julius Bär Gruppe
Historical stock prices
Current Share Price	CHF 55.78
52 Week High	CHF 57.10
52 Week Low	CHF 43.02
Beta	1.17
11 Month Change	2.12%
3 Month Change	11.93%
1 Year Change	18.50%
33 Year Change	-3.18%
5 Year Change	18.48%
Change since IPO	39.07%

Recent updates

Shareholder Returns

	0QO6	GB Capital Markets	GB Market
7D	2.8%	2.0%	0.8%
1Y	18.5%	26.1%	6.6%

Return vs Industry: 0QO6 underperformed the UK Capital Markets industry which returned 26.1% over the past year.

Return vs Market: 0QO6 exceeded the UK Market which returned 6.6% over the past year.

Price Volatility

Is 0QO6's price volatile compared to industry and market?
0QO6 volatility
0QO6 Average Weekly Movement	3.7%
Capital Markets Industry Average Movement	3.5%
Market Average Movement	4.7%
10% most volatile stocks in GB Market	10.3%
10% least volatile stocks in GB Market	2.6%

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 (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

How do Julius Bär Gruppe's earnings and revenue compare to its market cap?
0QO6 fundamental statistics
Market cap	CHF 11.53b
Earnings (TTM)	CHF 374.20m
Revenue (TTM)	CHF 3.15b

30.8x

P/E Ratio

3.7x

P/S Ratio

Is 0QO6 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0QO6 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 0QO6 perform over the long term?

See historical performance and comparison

Dividends

4.6%

Current Dividend Yield

143%

Payout Ratio

0QO6 Stock Overview

Rewards

Risk Analysis

Julius Bär Gruppe AG Competitors

LSE:ICG

UK£6.1b

LSE:SDR

UK£5.0b

LSE:HL.

UK£5.2b

LSE:EMG

UK£2.4b

Price History & Performance

Recent News & Updates

High number of new directors

First half 2024 earnings released: EPS: CHF2.20 (vs CHF2.58 in 1H 2023)

Julius Bär Gruppe AG to Report Fiscal Year 2024 Final Results on Mar 17, 2025

Julius Baer Hires Urs Brudermann as Group Head Thailand

BNP Paribas, UBS Reportedly Show Interest in HSBC’s German Wealth Unit

Kenny Choy Joins as Team Head at Julius Baer

Recent updates

High number of new directors

First half 2024 earnings released: EPS: CHF2.20 (vs CHF2.58 in 1H 2023)

Julius Bär Gruppe AG to Report Fiscal Year 2024 Final Results on Mar 17, 2025

Julius Baer Hires Urs Brudermann as Group Head Thailand

BNP Paribas, UBS Reportedly Show Interest in HSBC’s German Wealth Unit

Kenny Choy Joins as Team Head at Julius Baer

Julius Baer Announces Executive Changes

Upcoming dividend of CHF2.60 per share

Full year 2023 earnings released: EPS: CHF2.21 (vs CHF4.56 in FY 2022)

Julius Baer Appoints Malcolm Tay as Group Head of South-East Asia

Julius Baer Group Ltd. Announces Board Changes

New minor risk - Profit margin trend

Julius Baer Group Ltd Proposes Ordinary Dividend for the Financial Year 2023, Payable on April 17, 2024

Julius Bär Gruppe AG to Report First Half, 2024 Results on Jul 25, 2024

Investor sentiment deteriorates as stock falls 15%

Julius Baer Promotes Kunal Sumaya to Market Head Global NRI (Non-Resident Indians), Effective 1 January 2024

Anima Holding SpA (BIT:ANIM) agreed to acquire Kairos Partners SGR SpA from Julius Bär Gruppe AG (SWX:BAER) and other shareholders for €25 million.

Anima Holding SpA (BIT:ANIM) agreed to acquire Kairos Partners SGR SpA from Kairos Investment Management SpA, Julius Bär Gruppe AG (SWX:BAER) and other shareholders for €25 million.

Julius Baer Appoints Rahul Malhotra to the Newly Restructured Executive Board

Julius Baer Announces Management Changes

Julius Baer Appoints Ricccardo Corzani as Head of A New Group and New Market Head for Italy

Now 21% undervalued after recent price drop

First half 2023 earnings released: EPS: CHF2.58 (vs CHF2.15 in 1H 2022)

Julius Bär Gruppe AG, Annual General Meeting, Apr 11, 2024

New minor risk - Shareholder dilution

Now 22% undervalued after recent price drop

Julius Bär Gruppe AG to Report 10 Months 2023 Results on Nov 20, 2023

Now 20% undervalued

Upcoming dividend of CHF2.60 per share at 4.2% yield

Investor sentiment deteriorates as stock falls 15%

Now 22% undervalued

Now 20% undervalued

Full year 2022 earnings released: EPS: CHF4.56 (vs CHF5.06 in FY 2021)

Julius Bär Gruppe AG to Report First Half, 2023 Results on Jul 24, 2023

Julius Bär Gruppe AG to Report First Half, 2023 Results on Jul 24, 2023

Now 20% undervalued after recent price drop

Now 23% undervalued

Now 20% undervalued after recent price drop

First half 2022 earnings released

Julius Bär Gruppe AG to Report Fiscal Year 2022 Final Results on Mar 20, 2023

Julius Baer India Appoints Umang Papneja as Chief Executive Officer

Julius Bär Gruppe AG Appoints Luigi Vignola to the Executive Board

Management of Fransad Gestion SA acquired Fransad Gestion SA from Julius Bär Gruppe AG (SWX:BAER).

An unknown buyer acquired Fransad Gestion SA from Julius Bär Gruppe AG (SWX:BAER).

High number of new directors

High number of new directors

Julius Bär Gruppe AG Elects Tomas Varela Muia as New Independent Member of the Board of Directors

Upcoming dividend of CHF2.60 per share

Investor sentiment deteriorated over the past week

Full year 2021 earnings: Revenues in line with analyst expectations

Julius Bär Gruppe AG (SWX:BAER) announces an Equity Buyback for CHF 400 million worth of its shares.

Julius Baer Group Ltd. Proposes Dividend for the Full Year 2021, Payable on 20 April 2022

Head Global India & Developed Markets Torsten Linke has left the company

First half 2021 earnings released: EPS CHF2.81 (vs CHF2.28 in 1H 2020)

Independent Vice Chairman of the Board Charles Gerald Stonehill has left the company

Upcoming dividend of CHF1.75 per share

New 90-day high: CHF56.21

Julius Bär Gruppe AG Announces That Charles Stonehill, Chairman Has Decided Not to Stand for Re-Election

Full year 2020 earnings released: EPS CHF3.25 (vs CHF2.14 in FY 2019)