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Not Investment Advice
Also trades as: JBARF (OTC) · $vol 0M

BAER.SW SIX

Julius Baer Gruppe AG
1W: +2.0% 1M: -3.2% 3M: -1.7% YTD: +10.4% 1Y: +21.6% 3Y: +37.3% 5Y: +42.4%
CHF 72.64 ($87.68)
+1.42 (+1.99%)
 
Weekly Expected Move ±5.3%
CHF 65 CHF 69 CHF 73 CHF 76 CHF 80
SIX · Financial Services · Asset Management · Tech Score Neutral · Power 48 · CHF 14.9B mcap · 205M float · 0.227% daily turnover
#2 of 13
Asset Management
Financial Services · Large Cap · 12 peers
Market Share
23.6%
Top 4 Concentration: 79.0%

Peer Comparison

Symbol Mkt Cap P/E ROE % ROIC % Net Mgn % Rev Grw % Piotroski Signal 1Y Ret %
BAER.SW Julius Baer Gruppe AG $15B 13.1 29.6 18.3 21.6 6.9 7 BEARISH 21.6
ALPN.SW Alpine Select AG $80M 5.5 6.6 10.9 74.5 -43.8 4 BULLISH 9.1
EFGN.SW EFG International AG $6.4B 17.1 24.1 -397.8 14.1 37.4 6 NEUTRAL -2.0
GAM.SW GAM Holding AG $80M -1.3 -506.6 -197.4 -73.7 -62.0 3 LEAN BEAR -31.0
0QO6.L Julius Bär Gruppe AG $18B 13.1 23.0 5.7 29.5 -14.2 5 LEAN BEAR 33.3
BBN.SW Bellevue Group AG $100M 26.8 4.6 16.9 6.7 -34.5 4 LEAN BEAR -13.9
VONN.SW Vontobel Holding AG $5.0B 13.2 23.9 3.1 20.2 2.6 3 BEARISH 45.6
VZN.SW VZ Holding AG $6.1B 24.5 44.8 1147.3 38.4 22.4 7 BEARISH -13.3
CTHT.L CT Healthcare Trust plc $70M — — — — — — BEARISH —
NBEN.SW Nebag Ag $60M 17.9 -5.6 -5.3 180.4 -190.7 3 BEARISH 1.6
PEHN.SW Private Equity Holding AG $140M -11.1 7.5 7.7 93.3 -59.8 3 BEARISH -12.9
BION.SW BB Biotech AG $4.9B 2.1 3.3 3930.7 410.0 -71.7 5 BEARISH 55.0
PGHN.SW Partners Group Holding AG $19B 13.1 134.5 62.7 39.4 30.8 6 BEARISH -46.7

Profile Radar

Valuation vs Profitability

Performance Comparison

Industry Market Share

BAER.SW vs Benchmarks

ROIC
BAER.SW
18.3
Industry
6.4
Gross Margin
BAER.SW
77.0
Industry
84.2
Op Margin
BAER.SW
26.2
Industry
36.6
Net Margin
BAER.SW
21.6
Industry
20.4
Sector
17.6
Revenue Growth
BAER.SW
6.9
Sector
5.8
P/E Ratio
BAER.SW
13.1
Sector
14.0
ROE
BAER.SW
29.6
Sector
12.0
Piotroski F
BAER.SW
7.0
Sector
6.0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms