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Julius Bär Gruppe AG (BAER.SW)

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58.64
+0.88
+(1.52%)
At close: December 27 at 5:30:17 PM GMT+1
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DELL
  • Previous Close 57.76
  • Open 58.26
  • Bid --
  • Ask --
  • Day's Range 58.16 - 58.82
  • 52 Week Range 43.75 - 59.86
  • Volume 269,812
  • Avg. Volume 447,100
  • Market Cap (intraday) 12.01B
  • Beta (5Y Monthly) 1.17
  • PE Ratio (TTM) 32.04
  • EPS (TTM) 1.83
  • Earnings Date Feb 3, 2025
  • Forward Dividend & Yield 2.60 (4.51%)
  • Ex-Dividend Date Apr 15, 2024
  • 1y Target Est 61.91

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company offers investment advisory and discretionary mandates; structured products, securities execution and advisory, private markets and fund offering; wealth planning, family office services; asset servicing, and lombard lending solutions. It also provides open product platform solutions. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

www.juliusbaer.com

7,484

Full Time Employees

December 31

Fiscal Year Ends

Recent News: BAER.SW

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Performance Overview: BAER.SW

Trailing total returns as of 12/27/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

BAER.SW
31.00%
MSCI WORLD
18.50%

1-Year Return

BAER.SW
32.09%
MSCI WORLD
18.74%

3-Year Return

BAER.SW
11.66%
MSCI WORLD
0.00%

5-Year Return

BAER.SW
43.72%
MSCI WORLD
59.11%

Compare To: BAER.SW

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Statistics: BAER.SW

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Valuation Measures

As of 9/19/2024
  • Market Cap

    12.01B

  • Enterprise Value

    --

  • Trailing P/E

    32.04

  • Forward P/E

    11.27

  • PEG Ratio (5yr expected)

    0.33

  • Price/Sales (ttm)

    3.18

  • Price/Book (mrq)

    1.95

  • Enterprise Value/Revenue

    2.82

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    11.86%

  • Return on Assets (ttm)

    0.37%

  • Return on Equity (ttm)

    6.02%

  • Revenue (ttm)

    3.15B

  • Net Income Avi to Common (ttm)

    374.2M

  • Diluted EPS (ttm)

    1.83

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    32.83B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    --

Research Analysis: BAER.SW

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