JBAX.Y Stock Overview
Provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 6/6 |
Rewards
Risk Analysis
No risks detected for JBAX.Y from our risk checks.
My Notes
Capture your thoughts, links and company narrative
Julius Bär Gruppe AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 12.49 |
| 52 Week High | CHF 14.17 |
| 52 Week Low | CHF 10.30 |
| Beta | 1.16 |
| 1 Month Change | -4.73% |
| 3 Month Change | -1.34% |
| 1 Year Change | 17.72% |
| 3 Year Change | -3.10% |
| 5 Year Change | 23.05% |
| Change since IPO | 81.01% |
Recent News & Updates
Recent updates
Shareholder Returns
| JBAX.Y | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -10.9% | -1.6% | -0.3% |
| 1Y | 17.7% | 40.6% | 20.4% |
Return vs Industry: JBAX.Y underperformed the US Capital Markets industry which returned 42.8% over the past year.
Return vs Market: JBAX.Y underperformed the US Market which returned 22% over the past year.
Price Volatility
| JBAX.Y volatility | |
|---|---|
| JBAX.Y Average Weekly Movement | 4.8% |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 18.5% |
| 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 compared to the US market.
Volatility Over Time: JBAX.Y's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1890 | 7,595 | Stefan Bollinger | 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$12.88b |
| Earnings (TTM) | US$1.12b |
| Revenue (TTM) | US$4.24b |
11.5x
P/E Ratio3.0x
P/S RatioIs JBAX.Y overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| JBAX.Y income statement (TTM) | |
|---|---|
| Revenue | CHF 3.86b |
| Cost of Revenue | CHF 0 |
| Gross Profit | CHF 3.86b |
| Other Expenses | CHF 2.84b |
| Earnings | CHF 1.02b |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
Mar 17, 2025
| Earnings per share (EPS) | 4.99 |
| Gross Margin | 100.00% |
| Net Profit Margin | 26.47% |
| Debt/Equity Ratio | 390.4% |
How did JBAX.Y perform over the long term?
See historical performance and comparisonDividends
4.5%
Current Dividend Yield52%
Payout RatioDoes JBAX.Y pay a reliable dividends?
See JBAX.Y dividend history and benchmarks| Julius Bär Gruppe dividend dates | |
|---|---|
| Ex Dividend Date | Apr 15 2025 |
| Dividend Pay Date | May 01 2025 |
| Days until Ex dividend | 65 days |
| Days until Dividend pay date | 81 days |
Does JBAX.Y pay a reliable dividends?
See JBAX.Y dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/02/07 21:54 |
| End of Day Share Price | 2025/02/07 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* 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 38 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.
| Analyst | Institution |
|---|---|
| Dieter Hein | AlphaValue |
| Tomasz Grzelak | Baader Helvea Equity Research |
| Joachim Matha | Bank am Bellevue |