XSWX:BAERE (Switzerland)  
Julius Baer Gruppe AG logo

Julius Baer Gruppe AG

CHF 42.46 (-4.15%) Sep 29
P/E:
8.37
P/B:
1.31
Market Cap:
CHF 8.86B ($ 8.98B)
Enterprise V:
CHF 1.71B ($ 1.73B)
Volume:
39.00K
Avg Vol (2M):
33.98K
Also Trade In:
Volume:
39.00K
Market Cap CHF:
8.86B
Market Cap $:
8.98B
PE Ratio:
8.37
Avg Vol (2-Month):
33.98K
Enterprise Value CHF:
1.71B
Enterprise Value $:
1.73B
PB Ratio:
1.31
GF Score:
Year:
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10Y: -%
Above Low: +NaN%
Below High: NaN%
Alerts Website Sources Stock Report
Dataset
Financial Download

Business Description

Description
Julius Baer Gruppe AG was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
Name Current Vs Industry Vs History
Cash-To-Debt 1.41
Equity-to-Asset 0.06
Debt-to-Equity 2.57
Debt-to-EBITDA 4.48
Interest Coverage N/A
N/A
N/A
Piotroski F-Score 6/9
0
1
2
3
4
5
6
7
8
9
Altman Z-Score 0
Distress
Grey
Safe
Beneish M-Score -2.37
Manipulator
Not Manipulator
WACC vs ROIC
WACC
ROIC
Name Current Vs Industry Vs History
5-Day RSI 7.17
9-Day RSI 17.35
14-Day RSI 25.63
6-1 Month Momentum % -13.81
12-1 Month Momentum % -23.95

Liquidity Ratio

Name Current Vs Industry Vs History

Dividend & Buy Back

Name Current Vs Industry Vs History
3-Year Dividend Growth Rate 7.7
3-Year Average Share Buyback Ratio 1.4

Financials (Next Earnings Date:2023-02-02 Est.)

XSWX:BAERE's 30-Y Financials

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:
Interactive Chart
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Performance

Dividend
To

Annualized Return %

Symbol 1 Week 1 Month 3 Months 6 Months YTD 1 Year 3 Years 5 Years 10 Years

Total Annual Return %

Symbol 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013

Executives

Valuation Box

Year:
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Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil CHF) 3,865.2
EPS (TTM) (CHF) 5.06
Beta 2.19
Volatility % 30.46
14-Day RSI 25.63
14-Day ATR (CHF) 1.179951
20-Day SMA (CHF) 47.4975
12-1 Month Momentum % -23.95
52-Week Range (CHF) 41.84 - 67.52
Shares Outstanding (Mil) 209.23

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 6
Positive ROA
Positive CFROA
Higher ROA yoy
CFROA > ROA
Lower Leverage yoy
Higher Current Ratio yoy
Less Shares Outstanding yoy
Higher Gross Margin yoy
Higher Asset Turnover yoy

Julius Baer Gruppe AG Filings

Document Form Filing Date
No Filing Data

Julius Baer Gruppe AG Analysis

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