(BAER) Julius Baer Gruppe - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0102484968

BAER: Wealth Management, Investment, Securities, Funds, Lending, Advisory

Julius Baer Gruppe AG stands as a prominent figure in the wealth management sector, offering a comprehensive suite of services designed to meet the diverse needs of high-net-worth individuals and institutional clients. Established in 1890 and headquartered in Zurich, Switzerland, the company has carved a niche for itself as one of the leading Swiss private banks, with a strong emphasis on private banking and wealth management.

Their service portfolio is extensive, encompassing investment advisory and discretionary mandates, structured products, securities execution, and private markets. Additionally, they provide wealth planning, family office services, asset servicing, and Lombard lending solutions. A notable feature is their open product platform, which offers clients access to a wide range of third-party investment products and solutions, enhancing flexibility and customization.

From a financial standpoint, Julius Baer Gruppe AG presents an attractive profile for investors. With a market capitalization of 12,022.70M CHF, the company demonstrates significant scale. The trailing P/E ratio of 32.08 and a forward P/E of 10.46 suggest a strong earnings outlook. The price-to-book ratio of 1.88 indicates a robust valuation relative to book value, while the price-to-sales ratio of 3.81 reflects a healthy revenue multiple.

In terms of market presence, Julius Baer Gruppe AG is listed under the ticker symbol BAER on the SIX Swiss Exchange (SW). As a common stock, it falls under the GICS Sub Industry classification of Asset Management & Custody Banks. This categorization underscores its role as a key player in the financial services sector, particularly in wealth management and private banking.

For investors and fund managers, Julius Baer Gruppe AGs global reach and comprehensive service offerings make it a compelling consideration. Their presence spans Europe, the Americas, Asia, and the Asia-Pacific region, positioning them as a global leader in wealth management. The combination of a strong financial position and extensive service offerings makes Julius Baer Gruppe AG a significant entity in the financial landscape.

Further details about Julius Baer Gruppe AG can be found on their official website: https://www.juliusbaer.com.

Additional Sources for BAER Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

BAER Stock Overview

Market Cap in USD 13,524m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception

BAER Stock Ratings

Growth 5y 46.8%
Fundamental -18.5%
Dividend 74.2%
Rel. Strength Industry -0.83
Analysts -
Fair Price Momentum 59.30 CHF
Fair Price DCF 544.36 CHF

BAER Dividends

Dividend Yield 12m 4.66%
Yield on Cost 5y 6.69%
Annual Growth 5y 28.23%
Payout Consistency 94.9%

BAER Growth Ratios

Growth Correlation 3m 38%
Growth Correlation 12m 74.6%
Growth Correlation 5y 49%
CAGR 5y 8.64%
CAGR/Max DD 5y 0.19
Sharpe Ratio 12m 0.92
Alpha 9.34
Beta 0.99
Volatility 39.80%
Current Volume 430.7k
Average Volume 20d 755.8k
What is the price of BAER stocks?
As of February 22, 2025, the stock is trading at CHF 58.90 with a total of 430,730 shares traded.
Over the past week, the price has changed by -0.71%, over one month by -4.32%, over three months by +5.97% and over the past year by +28.96%.
Is Julius Baer Gruppe a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Julius Baer Gruppe is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -18.45 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BAER as of February 2025 is 59.30. This means that BAER is currently overvalued and has a potential downside of 0.68%.
Is BAER a buy, sell or hold?
Julius Baer Gruppe has no consensus analysts rating.
What are the forecast for BAER stock price target?
According to ValueRays Forecast Model, BAER Julius Baer Gruppe will be worth about 66 in February 2026. The stock is currently trading at 58.90. This means that the stock has a potential upside of +12.12%.
Issuer Forecast Upside
Wallstreet Target Price 62 5.2%
Analysts Target Price - -
ValueRay Target Price 66 12.1%