Julius Baer Gruppe AG (XSWX:BAER) 5-Year Yield-on-Cost % : 10.80 (As of Apr. 26, 2024)

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What is Julius Baer Gruppe AG 5-Year Yield-on-Cost %?

Julius Baer Gruppe AG's yield on cost for the quarter that ended in Dec. 2023 was 10.80.

The historical rank and industry rank for Julius Baer Gruppe AG's 5-Year Yield-on-Cost % or its related term are showing as below:

XSWX:BAER' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.23 Med: 5.09 Max: 11.75
Current: 10.8

During the past 13 years, Julius Baer Gruppe AG's highest Yield on Cost was 11.75. The lowest was 2.23. And the median was 5.09.

XSWX:BAER's 5-Year Yield-on-Cost % is ranked better than
79.98% of 1214 companies
in the Asset Management industry
Industry Median: 6.005 vs XSWX:BAER: 10.80

Competitive Comparison of Julius Baer Gruppe AG's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Julius Baer Gruppe AG's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Julius Baer Gruppe AG's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's 5-Year Yield-on-Cost % falls into.

Julius Baer Gruppe AG 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Julius Baer Gruppe AG is calculated as

Yield-on-Cost

Dividend Yield %

Dividend Growth Rate)^5

Julius Baer Gruppe AG (XSWX:BAER) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.

Julius Baer Gruppe AG 5-Year Yield-on-Cost % Related Terms

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Julius Baer Gruppe AG (XSWX:BAER) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Julius Baer Gruppe AG (XSWX:BAER) » Definitions » 5-Year Yield-on-Cost %

Comparable Companies

Traded in Other Exchanges

JBAXY:USA JBARF:USA BAERz:UK 0QO6:UK JGE1:Germany

Address

Bahnhofstrasse 36, Zurich, CHE, 8010

Website

https://www.juliusbaer.com

Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill 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.