(BAER) Julius Baer Gruppe - Ratings and Ratios

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

BAER: Wealth, Management, Solutions, Investments, Securities, Lending

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 14,507m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception

BAER Stock Ratings

Growth 5y 65.2%
Fundamental 31.3%
Dividend 94.0%
Rel. Strength 0.78
Analysts -
Fair Price Momentum 65.68 CHF
Fair Price DCF 445.75 CHF

BAER Dividends

Dividend Yield 12m 9.08%
Yield on Cost 5y 19.59%
Annual Growth 5y 28.23%
Payout Consistency 94.9%

BAER Growth Ratios

Growth Correlation 3m 38.8%
Growth Correlation 12m 76.9%
Growth Correlation 5y 48.8%
CAGR 5y 17.59%
CAGR/Max DD 5y 0.49
Sharpe Ratio 12m 0.77
Alpha 11.84
Beta 1.115
Volatility 25.98%
Current Volume 596.7k
Average Volume 20d 659.5k
What is the price of BAER stocks?
As of April 02, 2025, the stock is trading at CHF 60.50 with a total of 596,706 shares traded.
Over the past week, the price has changed by -2.66%, over one month by +0.17%, over three months by +3.90% and over the past year by +22.34%.
Is Julius Baer Gruppe a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Julius Baer Gruppe is currently (April 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 31.33 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 April 2025 is 65.68. This means that BAER is currently overvalued and has a potential downside of 8.56%.
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 73.7 in April 2026. The stock is currently trading at 60.50. This means that the stock has a potential upside of +21.8%.
Issuer Forecast Upside
Wallstreet Target Price 63.8 5.5%
Analysts Target Price - -
ValueRay Target Price 73.7 21.8%