Stock Research: Julius Bär

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Julius Bär

SWX:BAER CH0102484968
9
  • Value
    8
  • Growth
    65
  • Safety
    Safety
    42
  • Combined
    13
  • Sentiment
    8
  • 360° View
    360° View
    9
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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

ANALYSIS: With an Obermatt 360° View of 9 (better than 9% compared with alternatives), overall professional sentiment and financial characteristics for the stock Julius Bär are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with three out of four indicators below average for Julius Bär. The consolidated Growth Rank has a good rank of 65, 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. It ranks higher than 65% of competitors in the same industry. The other indicators are below average, namely the Value, Safety, and Sentiment Ranks.The Value Rank at 42 means that the share price of Julius Bär is on the high side compared with its peers regarding revenues, profits, and invested capital. The stock price is higher than for 58% of alternative stocks in the same industry. The consolidated Safety Rank has a riskier rank of 8, which means that the company has a riskier financing structure than 92% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. The consolidated Sentiment Rank also has a low rank of 8, indicating professional investors are more pessimistic about the stock than for 92% of alternative investment opportunities. ...read more

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

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Metrics Current 2024 2023 2022
Value
42 35 81 65
Growth
65 83 13 57
Safety
Safety
8 19 60 68
Sentiment
8 1 1 21
360° View
360° View
9 15 16 59
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Metrics Current 2024 2023 2022
Analyst Opinions
13 28 30 37
Opinions Change
48 6 5 47
Pro Holdings
n/a 21 27 34
Market Pulse
30 37 24 34
Sentiment
8 1 1 21
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Metrics Current 2024 2023 2022
Value
42 35 81 65
Growth
65 83 13 57
Safety Safety
8 19 60 68
Combined
13 34 56 80
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
45 43 76 67
Price vs. Earnings (P/E)
56 56 72 58
Price vs. Book (P/B)
41 40 50 44
Dividend Yield
50 44 56 60
Value
42 35 81 65
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Metrics Current 2024 2023 2022
Revenue Growth
63 71 41 41
Profit Growth
7 38 32 51
Capital Growth
75 73 29 39
Stock Returns
69 69 21 61
Growth
65 83 13 57
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Metrics Current 2024 2023 2022
Leverage
14 16 62 84
Refinancing
73 83 73 71
Liquidity
15 16 26 21
Safety Safety
8 19 60 68

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