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

VTX:BAER CH0102484968
32
  • Value
    79
  • Growth
    96
  • Safety
    Safety
    35
  • Combined
    40
  • Sentiment
    46
  • 360° View
    360° View
    32
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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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ANALYSIS: With an Obermatt 360° View of 32 (better than 32% compared with alternatives), overall professional sentiment and financial characteristics for the stock Julius Bär are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Julius Bär. The consolidated Value Rank has an attractive rank of 79, which means that the share price of Julius Bär is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 79% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 96, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 46. Professional investors are more confident in 54% other stocks. Worryingly, the company has risky financing, with a Safety rank of 35. This means 65% of comparable companies have a safer financing structure than Julius Bär. ...read more

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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: 23-Apr-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
79 35 81 65
Growth
96 83 13 57
Safety
Safety
35 19 60 68
Sentiment
46 1 1 21
360° View
360° View
32 15 16 59
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Metrics Current 2025 2024 2023
Analyst Opinions
24 28 30 37
Opinions Change
55 6 5 47
Pro Holdings
n/a 21 27 34
Market Pulse
51 37 24 34
Sentiment
46 1 1 21
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Metrics Current 2025 2024 2023
Value
79 35 81 65
Growth
96 83 13 57
Safety Safety
35 19 60 68
Combined
40 34 56 80
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
71 56 72 58
Price vs. Earnings (P/E)
64 43 76 67
Price vs. Book (P/B)
52 40 50 44
Dividend Yield
75 44 56 60
Value
79 35 81 65
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Metrics Current 2025 2024 2023
Revenue Growth
74 71 41 41
Profit Growth
93 38 32 51
Capital Growth
71 73 29 39
Stock Returns
61 69 21 61
Growth
96 83 13 57
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Metrics Current 2025 2024 2023
Leverage
91 16 62 84
Refinancing
71 83 73 71
Liquidity
20 16 26 21
Safety Safety
35 19 60 68

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Frequently Asked
Questions

This is a high-quality, high-growth stock with positive sentiment. However, the financing is on the riskier side. It is best for a growth-focused investor willing to accept higher financial risk for potentially higher shareholder returns.

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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