Julius Bär Gruppe AG

BMV:BAER N Stock Report

Market Cap: Mex$260.6b

Julius Bär Gruppe Valuation

Is BAER N undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

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

Below Fair Value: BAER N (MX$990.76) is trading above our estimate of fair value (MX$966.33)

Significantly Below Fair Value: BAER N is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for BAER N?

Key metric: As BAER N is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for BAER N. This is calculated by dividing BAER N's market cap by their current earnings.
What is BAER N's PE Ratio?
PE Ratio30.2x
EarningsCHF 374.20m
Market CapCHF 11.30b

Price to Earnings Ratio vs Peers

How does BAER N's PE Ratio compare to its peers?

The above table shows the PE ratio for BAER N vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average34.7x
GPROFUT * Grupo Profuturo. de
7.7xn/aMex$27.1b
GBM O Corporativo GBM. de
99.7xn/aMex$17.2b
FIBRAUP 18 Fibra Upsite
3.8xn/aMex$1.8b
BEN Franklin Resources
27.5x18.5%US$11.5b
BAER N Julius Bär Gruppe
30.2x21.9%Mex$11.3b

Price-To-Earnings vs Peers: BAER N is expensive based on its Price-To-Earnings Ratio (30.2x) compared to the peer average (9.6x).

Price to Earnings Ratio vs Industry

How does BAER N's PE Ratio compare vs other companies in the South American Capital Markets Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
BAER N 30.2xIndustry Avg. 9.4xNo. of Companies9PE0612182430+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BAER N is expensive based on its Price-To-Earnings Ratio (30.2x) compared to the South American Capital Markets industry average (9.2x).

Price to Earnings Ratio vs Fair Ratio

What is BAER N'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.

BAER N PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio30.2x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate BAER N's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

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

Analyst Forecast: Insufficient data to show price forecast.

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