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Julius Bär Gruppe BMV:BAER N Stock Report

Last Price

Mex$990.76

Market Cap

Mex$260.6b

7D

0%

1Y

n/a

Updated

22 Oct, 2024

Data

Company Financials +

Julius Bär Gruppe AG

BMV:BAER N Stock Report

Market Cap: Mex$260.6b

BAER N Stock Overview

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

BAER N fundamental analysis
Snowflake Score
Valuation0/6
Future Growth4/6
Past Performance2/6
Financial Health4/6
Dividends4/6

Rewards

Earnings are forecast to grow 21.93% per year

Risk Analysis

Shares are highly illiquid

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

Dividend of 4.71% is either not well covered by earnings currently or not forecast to be covered


Julius Bär Gruppe AG Competitors

Grupo Profuturo. de

BMV:GPROFUT *

Mex$27.1b

Corporativo GBM. de

BMV:GBM O

Mex$17.2b

Fibra Upsite

BMV:FIBRAUP 18

Mex$1.8b

Franklin Resources

NYSE:BEN

US$11.5b

Price History & Performance

Summary of all time highs, changes and price drops for Julius Bär Gruppe
Historical stock prices
Current Share PriceCHF 990.76
52 Week HighCHF 1,053.52
52 Week LowCHF 947.92
Beta1.2
11 Month Change0%
3 Month Changen/a
1 Year Changen/a
33 Year Changen/a
5 Year Change13.83%
Change since IPO24.57%

Recent News & Updates

Recent updates

Shareholder Returns

BAER NMX Capital MarketsMX Market
7D0%-0.3%-0.3%
1Yn/a-2.0%-4.0%

Return vs Industry: Insufficient data to determine how BAER N performed against the MX Capital Markets industry.

Return vs Market: Insufficient data to determine how BAER N performed against the MX Market.

Price Volatility

Is BAER N's price volatile compared to industry and market?
BAER N volatility
BAER N Average Weekly Movementn/a
Capital Markets Industry Average Movement3.5%
Market Average Movement4.0%
10% most volatile stocks in MX Market6.2%
10% least volatile stocks in MX Market2.7%

Stable Share Price: BAER N's share price has been volatile over the past 3 months compared to the MX market.

Volatility Over Time: Insufficient data to determine BAER N's volatility change 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?
BAER N fundamental statistics
Market capMex$260.58b
Earnings (TTM)Mex$8.63b
Revenue (TTM)Mex$72.74b

30.2x

P/E Ratio

3.6x

P/S Ratio

Is BAER N overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

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

See historical performance and comparison

Dividends

4.7%

Current Dividend Yield

143%

Payout Ratio