BAER N logo

Julius Bär Gruppe BMV:BAER N Stock Report

Last Price

Mex$953.31

Market Cap

Mex$182.0b

7D

0%

1Y

n/a

Updated

17 Apr, 2024

Data

Company Financials +

Julius Bär Gruppe AG

BMV:BAER N Stock Report

Market Cap: Mex$182.0b

BAER N Stock Overview

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

BAER N fundamental analysis
Snowflake Score
Valuation1/6
Future Growth4/6
Past Performance2/6
Financial Health4/6
Dividends4/6

Julius Bär Gruppe AG Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Julius Bär Gruppe
Historical stock prices
Current Share PriceCHF953.31
52 Week HighCHF953.31
52 Week LowCHF953.31
Beta1.27
1 Month Change0%
3 Month Changen/a
1 Year Changen/a
3 Year Change-23.54%
5 Year Change19.86%
Change since IPO19.86%

Recent News & Updates

Recent updates

Shareholder Returns

BAER NMX Capital MarketsMX Market
7D0%-4.0%-2.7%
1Yn/a-3.1%1.2%

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 Movement3.9%
Market Average Movement3.7%
10% most volatile stocks in MX Market6.1%
10% least volatile stocks in MX Market1.7%

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

Volatility Over Time: Insufficient data to determine BAER N's volatility change over the past year.

About the Company

FoundedEmployeesCEOWebsite
18907,425n/awww.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$181.97b
Earnings (TTM)Mex$8.47b
Revenue (TTM)Mex$60.41b

21.5x

P/E Ratio

3.0x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BAER N income statement (TTM)
RevenueCHF3.24b
Cost of RevenueCHF0
Gross ProfitCHF3.24b
Other ExpensesCHF2.79b
EarningsCHF454.00m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

Jul 25, 2024

Earnings per share (EPS)2.22
Gross Margin100.00%
Net Profit Margin14.01%
Debt/Equity Ratio398.3%

How did BAER N perform over the long term?

See historical performance and comparison

Dividends

5.5%

Current Dividend Yield

118%

Payout Ratio
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.