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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
6
  • Value
    43
  • Growth
    59
  • Safety
    Safety
    17
  • Combined
    26
  • Sentiment
    4
  • 360° View
    360° View
    6
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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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Strongest Rank Sentiment
Weakest Rank Revenue Growth
Country Switzerland
Industry Asset Management & Custody
Size Small
Website juliusbaer.com
Index
Employee Focus EU
SPI
Julius Bär stock price by TradingView. Not sourced by Obermatt.
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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: 18-Dec-2025.

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.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

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Metrics Current 2024 2023 2022
Value
43 35 81 65
Growth
59 83 13 57
Safety
Safety
17 19 60 68
Sentiment
4 1 1 21
360° View
360° View
6 15 16 59
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Metrics Current 2024 2023 2022
Analyst Opinions
10 28 30 37
Opinions Change
25 6 5 47
Pro Holdings
n/a 21 27 34
Market Pulse
23 37 24 34
Sentiment
4 1 1 21
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Metrics Current 2024 2023 2022
Value
43 35 81 65
Growth
59 83 13 57
Safety Safety
17 19 60 68
Combined
26 34 56 80
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
48 43 76 67
Price vs. Earnings (P/E)
62 56 72 58
Price vs. Book (P/B)
47 40 50 44
Dividend Yield
45 44 56 60
Value
43 35 81 65
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Metrics Current 2024 2023 2022
Revenue Growth
79 71 41 41
Profit Growth
14 38 32 51
Capital Growth
75 73 29 39
Stock Returns
37 69 21 61
Growth
59 83 13 57
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Metrics Current 2024 2023 2022
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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