(BAER) Julius Baer Gruppe - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0102484968
BAER EPS (Earnings per Share)
BAER Revenue
BAER: Investment, Structured, Wealth, Family, Lending
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
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
BAER Stock Overview
Market Cap in USD | 13,239m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception |
BAER Stock Ratings
Growth Rating | 45.4 |
Fundamental | 47.2 |
Dividend Rating | 77.6 |
Rel. Strength | -13.4 |
Analysts | - |
Fair Price Momentum | 50.72 CHF |
Fair Price DCF | 137.28 CHF |
BAER Dividends
Dividend Yield 12m | 4.96% |
Yield on Cost 5y | 7.72% |
Annual Growth 5y | 28.23% |
Payout Consistency | 94.9% |
Payout Ratio | 52.3% |
BAER Growth Ratios
Growth Correlation 3m | -27.4% |
Growth Correlation 12m | 66.8% |
Growth Correlation 5y | 45.5% |
CAGR 5y | 9.21% |
CAGR/Max DD 5y | 0.26 |
Sharpe Ratio 12m | 0.87 |
Alpha | -5.91 |
Beta | 1.021 |
Volatility | 26.75% |
Current Volume | 494.6k |
Average Volume 20d | 615.6k |
As of June 15, 2025, the stock is trading at CHF 52.44 with a total of 494,557 shares traded.
Over the past week, the price has changed by -0.61%, over one month by -10.85%, over three months by -9.21% and over the past year by +7.72%.
Partly, yes. Based on ValueRay´s Fundamental Analyses, Julius Baer Gruppe (SW:BAER) is currently (June 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 47.20 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 50.72 CHF . This means that BAER is currently overvalued and has a potential downside of -3.28%.
Julius Baer Gruppe has no consensus analysts rating.
According to our own proprietary Forecast Model, BAER Julius Baer Gruppe will be worth about 58.1 in June 2026. The stock is currently trading at 52.44. This means that the stock has a potential upside of +10.74%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | 60.7 | 15.8% |
Analysts Target Price | - | - |
ValueRay Target Price | 58.1 | 10.7% |