Julius Bär Gruppe AG

OTCPK:JBAR.F Stock Report

Market Cap: US$13.4b

Julius Bär Gruppe Valuation

Is JBAR.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • 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 JBAR.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$92.96
Fair Value
29.1% undervalued intrinsic discount
15
Number of Analysts

Below Fair Value: JBAR.F ($65.95) is trading below our estimate of fair value ($92.96)

Significantly Below Fair Value: JBAR.F is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for JBAR.F?

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

The above table shows the Price to Earnings ratio for JBAR.F. This is calculated by dividing JBAR.F's market cap by their current earnings.
What is JBAR.F's PE Ratio?
PE Ratio11.8x
EarningsCHF 1.02b
Market CapCHF 12.07b

Price to Earnings Ratio vs Peers

How does JBAR.F's PE Ratio compare to its peers?

The above table shows the PE ratio for JBAR.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average18.9x
BEN Franklin Resources
31.8x21.8%US$10.8b
SEIC SEI Investments
17.5x7.5%US$10.2b
IVZ Invesco
14.6x10.9%US$7.8b
TROW T. Rowe Price Group
11.6x2.5%US$23.7b
JBAR.F Julius Bär Gruppe
11.8x7.5%US$12.1b

Price-To-Earnings vs Peers: JBAR.F is good value based on its Price-To-Earnings Ratio (11.8x) compared to the peer average (18.9x).

Price to Earnings Ratio vs Industry

How does JBAR.F's PE Ratio compare vs other companies in the US Capital Markets Industry?

20 CompaniesPrice / EarningsEstimated GrowthMarket Cap
ADX Adams Diversified Equity Fund
3.7xn/aUS$2.29b
CET Central Securities
4.7xn/aUS$1.37b
ASA ASA Gold and Precious Metals
4.1xn/aUS$476.90m
FRMO FRMO
2xn/aUS$418.22m
JBAR.F 11.8xIndustry Avg. 20.5xNo. of Companies74PE020406080100+
20 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: JBAR.F is good value based on its Price-To-Earnings Ratio (11.8x) compared to the US Capital Markets industry average (20.5x).

Price to Earnings Ratio vs Fair Ratio

What is JBAR.F'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.

JBAR.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio11.8x
Fair PE Ratio20.4x

Price-To-Earnings vs Fair Ratio: JBAR.F is good value based on its Price-To-Earnings Ratio (11.8x) compared to the estimated Fair Price-To-Earnings Ratio (20.4x).

Analyst Price Targets

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

The above table shows the analyst JBAR.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$65.95
US$69.06
+4.7%
7.5%US$77.47US$58.65n/a15
Feb ’26US$70.12
US$70.33
+0.3%
9.4%US$79.41US$57.35n/a15
Jan ’26US$66.71
US$68.76
+3.1%
8.5%US$77.74US$56.98n/a15
Dec ’25US$66.72
US$67.57
+1.3%
8.3%US$74.41US$54.34n/a14
Nov ’25US$61.45
US$68.09
+10.8%
7.6%US$77.94US$56.92n/a14
Oct ’25US$63.25
US$68.09
+7.6%
7.6%US$77.94US$56.92n/a14
Sep ’25US$60.97
US$68.07
+11.7%
8.4%US$78.62US$56.56n/a14
Aug ’25US$56.75
US$66.16
+16.6%
7.9%US$75.80US$57.47n/a14
Jul ’25US$55.37
US$68.14
+23.1%
9.2%US$78.59US$56.34n/a14
Jun ’25US$61.55
US$68.14
+10.7%
9.2%US$78.59US$56.34n/a14
May ’25US$53.11
US$64.63
+21.7%
7.9%US$74.54US$55.57n/a14
Apr ’25US$59.92
US$64.80
+8.2%
6.9%US$72.29US$56.39n/a14
Mar ’25US$54.49
US$65.12
+19.5%
7.6%US$73.85US$56.81n/a15
Feb ’25US$56.17
US$67.72
+20.6%
6.8%US$75.78US$59.23US$70.1215
Jan ’25US$56.82
US$69.79
+22.8%
8.0%US$81.04US$60.55US$66.7115
Dec ’24US$50.75
US$70.96
+39.8%
9.7%US$87.42US$60.16US$66.7215
Nov ’24US$60.81
US$79.62
+30.9%
4.9%US$86.90US$71.31US$61.4513
Oct ’24US$64.32
US$79.62
+23.8%
4.9%US$86.90US$71.31US$63.2513
Sep ’24US$71.59
US$81.67
+14.1%
5.3%US$89.72US$73.62US$60.9714
Aug ’24n/a
US$81.67
0%
5.3%US$89.72US$73.62US$56.7514
Jul ’24US$65.05
US$78.20
+20.2%
6.6%US$86.08US$68.42US$55.3714
Jun ’24US$63.01
US$78.20
+24.1%
6.6%US$86.08US$68.42US$61.5514
May ’24US$72.27
US$81.03
+12.1%
6.5%US$90.89US$69.57US$53.1114
Apr ’24n/a
US$76.06
0%
4.9%US$81.24US$67.16US$59.9214
Mar ’24US$66.31
US$76.06
+14.7%
4.9%US$81.24US$67.16US$54.4914
Feb ’24US$66.80
US$70.13
+5.0%
5.9%US$78.90US$62.68US$56.1714
Analyst Price Target
Consensus Narrative from 15 Analysts
US$69.87
Fair Value
5.6% undervalued intrinsic discount
15
Number of Analysts

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

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/23 11:34
End of Day Share Price 2025/02/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Julius Bär Gruppe AG is covered by 37 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Tomasz GrzelakBaader Helvea Equity Research
Roberto de Aguiar AttuchBarclays