JBAX.Y Stock Overview
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.
Snowflake Score | |
---|---|
Valuation | 2/6 |
Future Growth | 4/6 |
Past Performance | 2/6 |
Financial Health | 4/6 |
Dividends | 5/6 |
Julius Bär Gruppe AG Competitors
Price History & Performance
Historical stock prices | |
---|---|
Current Share Price | CHF11.22 |
52 Week High | CHF14.52 |
52 Week Low | CHF9.73 |
Beta | 1.27 |
1 Month Change | -0.80% |
3 Month Change | 0.83% |
1 Year Change | -23.62% |
3 Year Change | -14.48% |
5 Year Change | 18.98% |
Change since IPO | 62.61% |
Recent News & Updates
Recent updates
Shareholder Returns
JBAX.Y | US Capital Markets | US Market | |
---|---|---|---|
7D | -2.9% | -3.1% | -1.7% |
1Y | -23.6% | 25.4% | 22.9% |
Return vs Industry: JBAX.Y underperformed the US Capital Markets industry which returned 25.4% over the past year.
Return vs Market: JBAX.Y underperformed the US Market which returned 22.9% over the past year.
Price Volatility
JBAX.Y volatility | |
---|---|
JBAX.Y Average Weekly Movement | 3.9% |
Capital Markets Industry Average Movement | 3.3% |
Market Average Movement | 6.1% |
10% most volatile stocks in US Market | 16.6% |
10% least volatile stocks in US Market | 3.0% |
Stable Share Price: JBAX.Y has not had significant price volatility in the past 3 months.
Volatility Over Time: JBAX.Y'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
JBAX.Y fundamental statistics | |
---|---|
Market cap | US$11.51b |
Earnings (TTM) | US$496.66m |
Revenue (TTM) | US$3.54b |
23.2x
P/E Ratio3.2x
P/S RatioIs JBAX.Y overvalued?
See Fair Value and valuation analysisEarnings & Revenue
JBAX.Y 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 JBAX.Y perform over the long term?
See historical performance and comparisonDividends
5.1%
Current Dividend Yield118%
Payout RatioDoes JBAX.Y pay a reliable dividends?
See JBAX.Y dividend history and benchmarksJulius Bär Gruppe dividend dates | |
---|---|
Ex Dividend Date | Apr 15 2024 |
Dividend Pay Date | May 01 2024 |
Days until Ex dividend | 0 days |
Days until Dividend pay date | 16 days |
Does JBAX.Y pay a reliable dividends?
See JBAX.Y dividend history and benchmarks