Julius Bär Gruppe AG

  • Market Cap: N/A
  • Industry: Finance
  • ISIN: CH0102484968
CHF
66.82
-0.5 (-0.74%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

N/A

Shareholding

FII

N/A

DII

N/A

Promoter

N/A

iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard

1

Weak Capital Buffers- the bank has a low Capital Adequacy Ratio of 0% signifying inadequate buffers against its risk based assets

  • Weak Capital Buffers- the bank has a low Capital Adequacy Ratio of 0% signifying inadequate buffers against its risk based assets
  • A high ratio signifies bank has weaker due diligence systems when giving out loans
2

Negative results in Jun 25

3

With ROA of 0.90%, it has a Expensive valuation with a 1.62 Price to Book Value

stock-summaryMojo Parameters

Mojo Parameters

Stock DNA

stock-summary
Industry

Finance

stock-summary
Market cap

CHF 13,839 Million ()

stock-summary
P/E

11.00

stock-summary
Industry P/E

NA

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Dividend Yield

3.87%

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Debt Equity

0.00

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Return on Equity

15.17%

stock-summary
Price to Book

2.05

Revenue and Profits:
Net Sales:
(Quarterly Results - )
Net Profit:
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
23.19%
0%
23.19%
6 Months
21.45%
0%
21.45%
1 Year
18.22%
0%
18.22%
2 Years
39.21%
0%
39.21%
3 Years
5.36%
0%
5.36%
4 Years
19.36%
0%
19.36%
5 Years
20.44%
0%
20.44%

Julius Bär Gruppe AG for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions

News

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No Recent News for the Company

Announcements stock-summary

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No announcement available

Corporate Actions stock-summary

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No corporate action available
stock-summaryKey Factors

Quality key factors stock-summary

Factor
Value
Sales Growth (5y)
10.90%
EBIT Growth (5y)
29.44%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
52.25%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
0
ROE (avg)
0

Valuation key factors

Factor
Value
P/E Ratio
11
Industry P/E
Price to Book Value
1.62
EV to EBIT
15.48
EV to EBITDA
11.95
EV to Capital Employed
1.50
EV to Sales
5.04
PEG Ratio
0.09
Dividend Yield
4.90%
ROCE (Latest)
9.66%
ROE (Latest)
15.17%

Technicals key factors

Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
No Trend
Bullish
OBV
Mildly Bullish
Mildly Bullish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshotstock-summary
Icon
No data for shareholding present.
Shareholding Compare (%holding) stock-summary
Icon
No data for shareholding present.
stock-summaryFinancial
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    "btn_text": "All Quarterly Results",
    "alert": "No Quarterly Results declared by Julius Bär Gruppe AG"
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "alert": "No Annual Results declared by Julius Bär Gruppe AG"
  }
]
stock-summaryCompany CV
About Julius Bär Gruppe AG stock-summary
stock-summary
Julius Bär Gruppe AG
Finance
Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AG’s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltd’s Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.
Company Coordinates stock-summary
Company Details
Bahnhofstrasse 36 , ZUERICH None : 8001
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Tel: 41 58 888111141 58 8885256
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Registrar Details