Stock Research: Julius Bär

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Julius Bär

SWX:BAER CH0102484968
13
  • Value
    41
  • Growth
    57
  • Safety
    Safety
    17
  • Combined
    24
  • Sentiment
    14
  • 360° View
    360° View
    13
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Company Description

Julius Baer Gruppe AG is a private banking group focused on servicing and advising private clients and independent asset managers. The company operates in the private banking industry. It has a global presence in over 25 countries, including Switzerland, Europe, the Americas, and Asia. In the last fiscal year, the company had a market cap of $14,193 million.

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Employee Focus EU
SPI
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 8-Jan-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
41 35 81 65
Growth
57 83 13 57
Safety
Safety
17 19 60 68
Sentiment
14 1 1 21
360° View
360° View
13 15 16 59
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Metrics Current 2025 2024 2023
Analyst Opinions
10 28 30 37
Opinions Change
50 6 5 47
Pro Holdings
n/a 21 27 34
Market Pulse
23 37 24 34
Sentiment
14 1 1 21
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Metrics Current 2025 2024 2023
Value
41 35 81 65
Growth
57 83 13 57
Safety Safety
17 19 60 68
Combined
24 34 56 80
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
62 56 72 58
Price vs. Earnings (P/E)
43 43 76 67
Price vs. Book (P/B)
47 40 50 44
Dividend Yield
42 44 56 60
Value
41 35 81 65
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Metrics Current 2025 2024 2023
Revenue Growth
79 71 41 41
Profit Growth
8 38 32 51
Capital Growth
75 73 29 39
Stock Returns
41 69 21 61
Growth
57 83 13 57
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Metrics Current 2025 2024 2023
Leverage
20 16 62 84
Refinancing
75 83 73 71
Liquidity
15 16 26 21
Safety Safety
17 19 60 68

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Frequently Asked
Questions

The only positive is high growth. The stock is expensive (low Value Rank), risky to finance, and carries critical professional sentiment. This is a risky proposition. Avoid unless you have exceptional conviction that the growth alone will overcome the price and financial risks.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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