Julius Bär Gruppe AG provides private banking products and services to private clients worldwide.
No risks detected for JBAX.Y from our risk checks.
Excellent balance sheet established dividend payer.
Share Price & News
How has Julius Bär Gruppe's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: JBAX.Y has not had significant price volatility in the past 3 months.
7 Day Return
US Capital Markets
1 Year Return
US Capital Markets
Return vs Industry: JBAX.Y exceeded the US Capital Markets industry which returned 4.6% over the past year.
Return vs Market: JBAX.Y underperformed the US Market which returned 14.9% over the past year.
Price Volatility Vs. Market
How volatile is Julius Bär Gruppe's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is Julius Bär Gruppe undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: JBAX.Y ($8.76) is trading below our estimate of fair value ($10.57)
Significantly Below Fair Value: JBAX.Y is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: JBAX.Y is good value based on its PE Ratio (14.4x) compared to the US Capital Markets industry average (27.5x).
PE vs Market: JBAX.Y is good value based on its PE Ratio (14.4x) compared to the US market (17.8x).
Price to Earnings Growth Ratio
PEG Ratio: JBAX.Y is poor value based on its PEG Ratio (3.8x)
Price to Book Ratio
PB vs Industry: JBAX.Y is good value based on its PB Ratio (1.4x) compared to the US Capital Markets industry average (9x).
How is Julius Bär Gruppe forecast to perform in the next 1 to 3 years based on estimates from 16 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JBAX.Y's forecast earnings growth (3.8% per year) is above the savings rate (2.2%).
Earnings vs Market: JBAX.Y's earnings (3.8% per year) are forecast to grow slower than the US market (22.3% per year).
High Growth Earnings: JBAX.Y's earnings are forecast to grow, but not significantly.
Revenue vs Market: JBAX.Y's revenue (0.7% per year) is forecast to grow slower than the US market (9.3% per year).
High Growth Revenue: JBAX.Y's revenue (0.7% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JBAX.Y's Return on Equity is forecast to be low in 3 years time (12.4%).
How has Julius Bär Gruppe performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JBAX.Y has high quality earnings.
Growing Profit Margin: JBAX.Y's current net profit margins (17.3%) are lower than last year (19.3%).
Past Earnings Growth Analysis
Earnings Trend: JBAX.Y's earnings have grown by 14.2% per year over the past 5 years.
Accelerating Growth: JBAX.Y's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: JBAX.Y had negative earnings growth (-3.3%) over the past year, making it difficult to compare to the Capital Markets industry average (16.6%).
Return on Equity
High ROE: JBAX.Y's Return on Equity (9.7%) is considered low.
How is Julius Bär Gruppe's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Financial Institutions Analysis
Asset Level: JBAX.Y's Assets to Equity ratio (17.1x) is moderate.
Allowance for Bad Loans: JBAX.Y has a low allowance for bad loans (63%).
Low Risk Liabilities: 76% of JBAX.Y's liabilities are made up of primarily low risk sources of funding.
Loan Level: JBAX.Y has an appropriate level of Loans to Assets ratio (43%).
Low Risk Deposits: JBAX.Y's Loans to Deposits ratio (61%) is appropriate.
Level of Bad Loans: JBAX.Y has an appropriate level of bad loans (0.3%).
What is Julius Bär Gruppe current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: JBAX.Y's dividend (3.68%) is higher than the bottom 25% of dividend payers in the US market (1.66%).
High Dividend: JBAX.Y's dividend (3.68%) is low compared to the top 25% of dividend payers in the US market (4.51%).
Stability and Growth of Payments
Stable Dividend: JBAX.Y's dividends per share have been stable in the past 10 years.
Growing Dividend: JBAX.Y's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (52.8%), JBAX.Y's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: JBAX.Y's dividends in 3 years are forecast to be covered by earnings (67% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Philipp Rickenbacher (49 yo)
Mr. Philipp Rickenbacher serves as Chief Executive Officer and Member of the Executive Board at Julius Bär Gruppe AG since September 1, 2019 and was its Head Intermediaries & Global Custody until August 31 ...
CEO Compensation Analysis
Compensation vs Market: Philipp's total compensation ($USD9.88M) is about average for companies of similar size in the US market ($USD11.35M).
Compensation vs Earnings: Insufficient data to compare Philipp's compensation with company performance.
|CEO & Member of Executive Board||0.92yr||CHF9.00m||0.011% |
|CFO & Member of Executive Board||10.83yrs||no data||0.048% |
|Group General Counsel & Member of Executive Board||10.83yrs||no data||0.014% |
|COO, Head of Intermediaries & Member of Executive Board||3.58yrs||no data||0.014% |
|Chief Communications Officer & Member of Executive Board||3.08yrs||no data||0.00056% |
|Chief Risk Officer & Member of Executive Board||2.42yrs||no data||0.0068% |
|Member of the Executive Board & Head of Asia Pacific||no data||no data||no data|
|Head of Switzerland||0.58yr||no data||no data|
|Chief Investment Officer & Member of Executive Board||no data||no data||no data|
|Head of Wealth Management Solutions & Member of Executive Board||0.58yr||no data||no data|
|Head of Markets & Member of Executive Board||1.58yrs||no data||no data|
|Member of Executive Board||0.67yr||no data||no data|
Experienced Management: JBAX.Y's management team is considered experienced (2 years average tenure).
|Independent Director||10.33yrs||CHF272.00k||0.012% |
|Independent Vice Chairman of the Board||3.58yrs||CHF330.00k||0.0099% |
|Independent Director||0.33yr||no data||no data|
|Honorary Chairman||8.33yrs||CHF5.00k||no data|
|Independent Director||8.33yrs||CHF287.00k||0.0077% |
|Independent Non-Executive Chairman||1.33yrs||CHF946.00k||no data|
|Independent Director||1.33yrs||CHF280.00k||no data|
|Independent Director||3.33yrs||CHF325.00k||0.0030% |
|Independent Director||9.33yrs||CHF320.00k||0.010% |
|Independent Director||2.33yrs||CHF371.00k||0.0024% |
|Independent Director||1.33yrs||CHF238.00k||no data|
Experienced Board: JBAX.Y's board of directors are considered experienced (3.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Julius Bär Gruppe AG's company bio, employee growth, exchange listings and data sources
- Name: Julius Bär Gruppe AG
- Ticker: JBAX.Y
- Exchange: OTCPK
- Founded: 1890
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: CHF8.765b
- Listing Market Cap: CHF9.619b
- Shares outstanding: 215.10m
- Website: https://www.juliusbaer.com
Number of Employees
- Julius Bär Gruppe AG
- Bahnhofstrasse 36
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|BAER||SWX (SIX Swiss Exchange)||Yes||Registered Shares||CH||CHF||Oct 2009|
|JGE||DB (Deutsche Boerse AG)||Yes||Registered Shares||DE||EUR||Oct 2009|
|JBAR.F||OTCPK (Pink Sheets LLC)||Yes||Registered Shares||US||USD||Oct 2009|
|0QO6||LSE (London Stock Exchange)||Yes||Registered Shares||GB||CHF||Oct 2009|
|BAER N||BMV (Bolsa Mexicana de Valores)||Yes||Registered Shares||MX||MXN||Oct 2009|
|JBAX.Y||OTCPK (Pink Sheets LLC)||UNSP ADR EACH REP 0.2 ORD SHS||US||USD||Nov 2009|
|JGE1||DB (Deutsche Boerse AG)||UNSP ADR EACH REP 0.2 ORD SHS||DE||EUR||Nov 2009|
|BAERE||SWX (SIX Swiss Exchange)||CHF0.02 (2ND BUY BACK LINE)||CH||CHF||May 2011|
Julius Bär Gruppe AG provides private banking products and services to private clients worldwide. Its wealth management solutions include discretionary mandates, investment advisory mandates, securities ex ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/08/03 23:47|
|End of Day Share Price||2020/08/03 00:00|
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 here.