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

0QO6 Stock Overview

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

About the company

0QO6 fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	3/6
Past Performance	2/6
Financial Health	4/6
Dividends	4/6

Rewards

Trading at 37.5% below our estimate of its fair value

Earnings are forecast to grow 19.73% per year

Risk Analysis

Dividend of 4.81% is either not well covered by earnings currently or not forecast to be covered

Profit margins (14%) are lower than last year (24.6%)

Julius Bär Gruppe AG Competitors

Intermediate Capital Group

LSE:ICG

UK£6.2b

Schroders

LSE:SDR

UK£5.9b

Hargreaves Lansdown

LSE:HL.

UK£4.1b

Man Group

LSE:EMG

UK£3.0b

Price History & Performance

Summary of all time highs, changes and price drops for Julius Bär Gruppe
Historical stock prices
Current Share Price	CHF53.36
52 Week High	CHF63.66
52 Week Low	CHF43.02
Beta	1.28
1 Month Change	4.19%
3 Month Change	14.87%
1 Year Change	-14.28%
3 Year Change	-10.01%
5 Year Change	20.80%
Change since IPO	33.03%

Recent updates

Shareholder Returns

	0QO6	GB Capital Markets	GB Market
7D	3.2%	0.7%	2.5%
1Y	-14.3%	9.0%	6.1%

Return vs Industry: 0QO6 underperformed the UK Capital Markets industry which returned 9% over the past year.

Return vs Market: 0QO6 underperformed the UK Market which returned 6.1% 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	4.3%
Market Average Movement	4.9%
10% most volatile stocks in GB Market	11.4%
10% least volatile stocks in GB Market	2.7%

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

Volatility Over Time: 0QO6'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

How do Julius Bär Gruppe's earnings and revenue compare to its market cap?
0QO6 fundamental statistics
Market cap	CHF11.08b
Earnings (TTM)	CHF454.00m
Revenue (TTM)	CHF3.24b

24.4x

P/E Ratio

3.4x

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	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 0QO6 perform over the long term?

See historical performance and comparison

Dividends

4.8%

Current Dividend Yield

118%

Payout Ratio

0QO6 Stock Overview

Rewards

Risk Analysis

Julius Bär Gruppe AG Competitors

LSE:ICG

UK£6.2b

LSE:SDR

UK£5.9b

LSE:HL.

UK£4.1b

LSE:EMG

UK£3.0b

Price History & Performance

Recent News & Updates

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

Recent updates

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)

Revenue beats expectations

Julius Bär Gruppe AG to Report First Half, 2021 Results on Jul 20, 2021

New 90-day high: CHF55.48

New 90-day high: CHF54.24

Julius Baer Reaches Agreement to Resolve FIFA Matter in the US

New 90-day high: CHF44.66