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Alternative stocks to Julius Bär (SWX:BAER)
These are the alternatives to Julius Bär that fall within the same industry, Asset Management & Custody, or region, Switzerland.
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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".
Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".
Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.
Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.
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See Julius Bär Performance
Julius Bär stock research in summary
juliusbaer.com
Julius Bär shares have a market-typical stock price level. While they show above average growth, they are poor value, and are riskily financed. We recommend evaluating whether the future of the company Julius Bär is typical for this industry which the market average price level of the shares suggests. If you believe that the future of the company is above average, that could be an argument for buying the shares and vice versa.
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| Country |
Switzerland |
| Industry |
Asset Management & Custody |
| Index |
|
| Size class |
XX-Large |
Large companies - similar industry as Julius Bär
| Similar Stocks |
 VALUEVVV
|
 GROWTHVV
|
 SAFETYVV
|
 COMBINED
|
|
1. Baader Bank (XXL, DE) Investment Banking & Brokerage
|
|
1. Baader Bank (XXL, DE) Investment Banking & Brokerage
|
79
|
|
81
|
|
39
|
|
86
|
|
|
2. SJP (XXL, GB) Asset Management & Custody
|
|
2. SJP (XXL, GB) Asset Management & Custody
|
13
|
|
79
|
|
78
|
|
78
|
|
|
3. 3i Group (XL, GB) Asset Management & Custody
|
|
3. 3i Group (XL, GB) Asset Management & Custody
|
45
|
|
89
|
|
49
|
|
77
|
|
|
4. Schroders (XL, GB) Asset Management & Custody
|
|
4. Schroders (XL, GB) Asset Management & Custody
|
77
|
|
23
|
|
63
|
|
67
|
|
|
5. EFG International (XXL, CH) Asset Management & Custody
|
|
5. EFG International (XXL, CH) Asset Management & Custody
|
43
|
|
41
|
|
79
|
|
64
|
|
|
6. VP Bank (XXL, LI) Asset Management & Custody
|
|
6. VP Bank (XXL, LI) Asset Management & Custody
|
53
|
|
7
|
|
91
|
|
57
|
|
|
7. Deutsche Bank (XXL, DE) Diversified Capital Markets
|
|
7. Deutsche Bank (XXL, DE) Diversified Capital Markets
|
80
|
|
60
|
|
12
|
|
56
|
|
|
8. Amundi (XL, FR) Asset Management & Custody
|
|
8. Amundi (XL, FR) Asset Management & Custody
|
79
|
|
53
|
|
6
|
|
39
|
|
|
9. Deutsche Börse (XL, DE) Financial Exchanges & Data
|
|
9. Deutsche Börse (XL, DE) Financial Exchanges & Data
|
15
|
|
47
|
|
59
|
|
22
|
|
|
10. UBS (XXL, CH) Diversified Capital Markets
|
|
10. UBS (XXL, CH) Diversified Capital Markets
|
1
|
|
97
|
|
1
|
|
8
|
|
November 14, 2024
Why popular stocks have low ratings
It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.
Large companies - similar region as Julius Bär
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Banque Cantonale De Genève (XXL, CH) Regional Banks
|
|
1. Banque Cantonale De Genève (XXL, CH) Regional Banks
|
82
|
|
100
|
|
73
|
|
100
|
|
|
2. Swiss Life (XXL, CH) Life & Health Insurance
|
|
2. Swiss Life (XXL, CH) Life & Health Insurance
|
13
|
|
39
|
|
96
|
|
98
|
|
|
3. Valiant (XXL, CH) Regional Banks
|
|
3. Valiant (XXL, CH) Regional Banks
|
91
|
|
82
|
|
28
|
|
91
|
|
|
4. Swatch (XL, CH) Apparel, Accessories, Luxury
|
|
4. Swatch (XL, CH) Apparel, Accessories, Luxury
|
86
|
|
4
|
|
100
|
|
90
|
|
|
5. ALSO (XXL, CH) Technology Distributors
|
|
5. ALSO (XXL, CH) Technology Distributors
|
55
|
|
78
|
|
68
|
|
85
|
|
|
6. Emmi (XL, CH) Packaged Foods & Meats
|
|
6. Emmi (XL, CH) Packaged Foods & Meats
|
25
|
|
95
|
|
83
|
|
85
|
|
|
7. St. Galler Kantonalbank (XXL, CH) Regional Banks
|
|
7. St. Galler Kantonalbank (XXL, CH) Regional Banks
|
55
|
|
28
|
|
100
|
|
82
|
|
|
8. DKSH (XXL, CH) Research & Consulting
|
|
8. DKSH (XXL, CH) Research & Consulting
|
43
|
|
67
|
|
75
|
|
79
|
|
|
9. Bell (XL, CH) Packaged Foods & Meats
|
|
9. Bell (XL, CH) Packaged Foods & Meats
|
71
|
|
43
|
|
71
|
|
75
|
|
|
10. Richemont (XXL, CH) Apparel, Accessories, Luxury
|
|
10. Richemont (XXL, CH) Apparel, Accessories, Luxury
|
34
|
|
60
|
|
82
|
|
74
|
|
November 14, 2024
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Mid sized companies - similar industry as Julius Bär
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. DWS (L, DE) Asset Management & Custody
|
|
1. DWS (L, DE) Asset Management & Custody
|
97
|
|
95
|
|
91
|
|
100
|
|
|
2. Azimut (L, IT) Asset Management & Custody
|
|
2. Azimut (L, IT) Asset Management & Custody
|
85
|
|
59
|
|
92
|
|
96
|
|
|
3. Janus Henderson Group (L, GB) Asset Management & Custody
|
|
3. Janus Henderson Group (L, GB) Asset Management & Custody
|
43
|
|
100
|
|
73
|
|
94
|
|
|
4. Man Group (L, GB) Asset Management & Custody
|
|
4. Man Group (L, GB) Asset Management & Custody
|
87
|
|
83
|
|
51
|
|
94
|
|
|
5. MLP (L, DE) Asset Management & Custody
|
|
5. MLP (L, DE) Asset Management & Custody
|
89
|
|
75
|
|
51
|
|
92
|
|
|
6. Rathbone Brothers (M, GB) Asset Management & Custody
|
|
6. Rathbone Brothers (M, GB) Asset Management & Custody
|
93
|
|
53
|
|
44
|
|
88
|
|
|
7. Quilter (L, GB) Asset Management & Custody
|
|
7. Quilter (L, GB) Asset Management & Custody
|
37
|
|
65
|
|
87
|
|
87
|
|
|
8. Abrdn (L, GB) Asset Management & Custody
|
|
8. Abrdn (L, GB) Asset Management & Custody
|
95
|
|
27
|
|
46
|
|
73
|
|
|
9. Mutares (L, DE) Asset Management & Custody
|
|
9. Mutares (L, DE) Asset Management & Custody
|
100
|
|
47
|
|
14
|
|
62
|
|
|
10. Vontobel (L, CH) Asset Management & Custody
|
|
10. Vontobel (L, CH) Asset Management & Custody
|
21
|
|
59
|
|
91
|
|
61
|
|
November 14, 2024
Mid sized companies - similar region as Julius Bär
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. mobilezone (L, CH) Electronics Retail
|
|
1. mobilezone (L, CH) Electronics Retail
|
56
|
|
84
|
|
69
|
|
96
|
|
|
2. Montana Aerospace (L, CH) Aerospace & Defense
|
|
2. Montana Aerospace (L, CH) Aerospace & Defense
|
51
|
|
90
|
|
67
|
|
94
|
|
|
3. V-ZUG Holding (M, CH) Household Appliances
|
|
3. V-ZUG Holding (M, CH) Household Appliances
|
92
|
|
52
|
|
84
|
|
94
|
|
|
4. Arbonia (L, CH) Building Products
|
|
4. Arbonia (L, CH) Building Products
|
50
|
|
88
|
|
72
|
|
92
|
|
|
5. Romande Energie (M, CH) Electric Utilities
|
|
5. Romande Energie (M, CH) Electric Utilities
|
61
|
|
39
|
|
100
|
|
90
|
|
|
6. Ascom (M, CH) Health Care Technology
|
|
6. Ascom (M, CH) Health Care Technology
|
82
|
|
36
|
|
90
|
|
90
|
|
|
7. Coltene (M, CH) Health Care Supplies
|
|
7. Coltene (M, CH) Health Care Supplies
|
86
|
|
32
|
|
78
|
|
89
|
|
|
8. Schweiter Technologies (L, CH) Building Products
|
|
8. Schweiter Technologies (L, CH) Building Products
|
94
|
|
33
|
|
70
|
|
88
|
|
|
9. Phoenix Mecano (L, CH) Electr. Components & Equipment
|
|
9. Phoenix Mecano (L, CH) Electr. Components & Equipment
|
n/a
|
|
n/a
|
|
n/a
|
|
n/a
|
|
|
10. Landis+Gyr Group (L, CH) Electronic Equipment
|
|
10. Landis+Gyr Group (L, CH) Electronic Equipment
|
n/a
|
|
n/a
|
|
n/a
|
|
n/a
|
|
November 14, 2024
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