(BAER) Julius Baer Gruppe - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0102484968

Investment, Structured, Wealth, Family, Lending

BAER EPS (Earnings per Share)

EPS (Earnings per Share) of BAER over the last years for every Quarter: "2020-06": 2.26, "2020-12": 0.96, "2021-06": 2.84, "2021-12": 2.23, "2022-06": 2.15, "2022-12": 2.41, "2023-06": 2.58, "2023-12": -0.38, "2024-06": 2.2, "2024-12": 2.77,

BAER Revenue

Revenue of BAER over the last years for every Quarter: 2020-06: 2150.2, 2020-12: 1907.1, 2021-06: 2190.7, 2021-12: 1982.9, 2022-06: 2094, 2022-12: 2427.6, 2023-06: 2137.7, 2023-12: 2935.1, 2024-06: 1944.5, 2024-12: 3095.4,

Description: BAER Julius Baer Gruppe

Julius Baer Gruppe AG is a leading global private bank that offers comprehensive wealth management solutions to high-net-worth individuals, families, and institutional clients across the globe, with a presence in Switzerland, Europe, the Americas, Asia, and other international markets.

The company provides a broad range of services, including investment advisory and discretionary mandates, structured products, securities execution and advisory, private markets and fund offerings, wealth planning, family office services, and bespoke lending solutions, catering to the diverse needs of its clients. Its open product platform solutions enable clients to access a wide range of investment products and services.

With a rich history dating back to 1890, Julius Baer has established itself as a reputable and trusted private bank, headquartered in Zurich, Switzerland. The companys commitment to delivering personalized and tailored wealth management solutions has enabled it to maintain a strong presence in the global private banking landscape.

Analyzing the and , we can observe that the stock is currently trading at 52.44 CHF, below its 20-day SMA of 55.47 CHF, indicating a potential short-term downtrend. However, the stock is above its 200-day SMA of 53.15 CHF, suggesting a longer-term uptrend. The ATR of 1.34 CHF (2.55%) indicates moderate volatility. The P/E ratio of 10.71 and forward P/E of 10.55 suggest that the stock is undervalued relative to its earnings. The RoE of 14.86% indicates a relatively high return on equity.

Based on the analysis, our forecast is that Julius Baer Gruppe AG will likely experience a short-term correction, potentially testing the 50-day SMA of 53.82 CHF as support. However, in the longer term, we expect the stock to continue its uptrend, driven by the companys strong fundamentals, including its solid RoE and relatively attractive valuation. We anticipate the stock to reach 58 CHF within the next 6-12 months, representing a potential upside of around 10% from current levels.

Additional Sources for BAER Stock

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

BAER Stock Overview

Market Cap in USD 13,425m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception

BAER Stock Ratings

Growth Rating 45.2
Fundamental 41.9
Dividend Rating 77.5
Rel. Strength -16.2
Analysts -
Fair Price Momentum 50.70 CHF
Fair Price DCF 99.88 CHF

BAER Dividends

Dividend Yield 12m 4.88%
Yield on Cost 5y 7.78%
Annual Growth 5y 28.23%
Payout Consistency 94.9%
Payout Ratio 52.3%

BAER Growth Ratios

Growth Correlation 3m 18.5%
Growth Correlation 12m 60.1%
Growth Correlation 5y 44.4%
CAGR 5y 9.99%
CAGR/Max DD 5y 0.28
Sharpe Ratio 12m 1.14
Alpha -3.80
Beta 1.021
Volatility 24.57%
Current Volume 772k
Average Volume 20d 559.1k
What is the price of BAER shares?
As of July 04, 2025, the stock is trading at CHF 53.92 with a total of 771,978 shares traded.
Over the past week, the price has changed by +1.66%, over one month by +1.35%, over three months by +2.06% and over the past year by +8.89%.
Is Julius Baer Gruppe a good stock to buy?
Partly, yes. Based on ValueRay´s Fundamental Analyses, Julius Baer Gruppe (SW:BAER) is currently (July 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 41.85 and therefor a somewhat positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BAER is around 50.70 CHF . This means that BAER is currently overvalued and has a potential downside of -5.97%.
Is BAER a buy, sell or hold?
Julius Baer Gruppe has no consensus analysts rating.
What are the forecasts for BAER share price target?
According to our own proprietary Forecast Model, BAER Julius Baer Gruppe will be worth about 59.7 in July 2026. The stock is currently trading at 53.92. This means that the stock has a potential upside of +10.79%.
Issuer Target Up/Down from current
Wallstreet Target Price 60.6 12.4%
Analysts Target Price - -
ValueRay Target Price 59.7 10.8%