(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 is a prominent financial institution that delivers comprehensive wealth management solutions to a diverse client base across the globe, with a significant presence in Switzerland, Europe, the Americas, Asia, and other international markets. The company's extensive range of services includes investment advisory and discretionary mandates, allowing clients to leverage the expertise of seasoned investment professionals to achieve their financial objectives. Additionally, Julius Baer offers structured products, securities execution and advisory, private markets and fund offerings, which provide clients with access to a broad spectrum of investment opportunities.

Furthermore, Julius Baer Gruppe AG provides wealth planning and family office services, catering to the complex financial needs of high net worth individuals and families. These services encompass a range of activities, including estate planning, tax optimization, and philanthropy, all designed to help clients manage their wealth effectively and achieve long-term financial stability. The company also offers asset servicing solutions, enabling clients to consolidate and manage their financial assets in a secure and efficient manner. Moreover, Julius Baer's lombard lending solutions provide clients with access to liquidity, allowing them to leverage their assets to achieve their financial goals.

As a leading wealth management institution, Julius Baer Gruppe AG has established an open product platform, providing clients with access to a wide range of financial products and services from various providers. This platform enables clients to select the products and services that best meet their individual needs, while also allowing them to benefit from the company's expertise and guidance. With a rich history dating back to 1890, Julius Baer Gruppe AG has established itself as a trusted and reliable partner for clients seeking to manage their wealth effectively. Headquartered in Zurich, Switzerland, the company is listed on the SIX Swiss Exchange and is classified as a common stock under the GICS Sub Industry: Asset Management & Custody Banks, with the ISIN CH0102484968.

Additional Sources for BAER Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

BAER Stock Overview

Market Cap in USD 13,107m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception

BAER Stock Ratings

Growth 5y 42.0%
Fundamental -12.5%
Dividend 72.3%
Rel. Strength Industry 12.6
Analysts -
Fair Price Momentum 64.41 CHF
Fair Price DCF 609.49 CHF

BAER Dividends

Dividend Yield 12m 4.22%
Yield on Cost 5y 6.03%
Annual Growth 5y 28.23%
Payout Consistency 94.9%

BAER Growth Ratios

Growth Correlation 3m 83.6%
Growth Correlation 12m 75.2%
Growth Correlation 5y 48.3%
CAGR 5y 7.37%
CAGR/Mean DD 5y 0.52
Sharpe Ratio 12m 1.34
Alpha 15.15
Beta 0.98
Volatility 23.01%
Current Volume 388.6k
Average Volume 20d 424.6k
What is the price of BAER stocks?
As of January 22, 2025, the stock is trading at CHF 61.56 with a total of 388,621 shares traded.
Over the past week, the price has changed by +6.10%, over one month by +6.58%, over three months by +11.56% and over the past year by +39.39%.
Is Julius Baer Gruppe a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Julius Baer Gruppe is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -12.47 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 January 2025 is 64.41. This means that BAER is currently overvalued and has a potential downside of 4.63%.
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 69.6 in January 2026. The stock is currently trading at 61.56. This means that the stock has a potential upside of +13%.
Issuer Forecast Upside
Wallstreet Target Price 61.9 0.6%
Analysts Target Price - -
ValueRay Target Price 69.6 13%