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Julius B?r Gruppe AG (JBAXY)

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11.11 +0.09 (+0.82%)
At close: 1:56 PM EDT
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DELL
  • Previous Close 11.02
  • Open 11.10
  • Bid 11.11 x 40000
  • Ask 11.15 x 40000
  • Day's Range 11.10 - 11.11
  • 52 Week Range 9.73 - 13.45
  • Volume 4,727
  • Avg. Volume 181,448
  • Market Cap (intraday) 11.438B
  • Beta (5Y Monthly) 1.20
  • PE Ratio (TTM) 25.84
  • EPS (TTM) 0.43
  • Earnings Date Jul 25, 2024
  • Forward Dividend & Yield 0.57 (5.16%)
  • Ex-Dividend Date Apr 15, 2024
  • 1y Target Est 11.83

Julius B?r 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 B?r 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: JBAXY

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Performance Overview: JBAXY

Trailing total returns as of 9/16/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

JBAXY
5.11%
MSCI WORLD
14.89%

1-Year Return

JBAXY
12.05%
MSCI WORLD
22.97%

3-Year Return

JBAXY
6.09%
MSCI WORLD
16.41%

5-Year Return

JBAXY
52.27%
MSCI WORLD
0.00%

Compare To: JBAXY

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Statistics: JBAXY

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Valuation Measures

Annual
As of 9/13/2024
  • Market Cap

    11.34B

  • Enterprise Value

    --

  • Trailing P/E

    25.67

  • Forward P/E

    8.08

  • PEG Ratio (5yr expected)

    0.31

  • Price/Sales (ttm)

    2.55

  • Price/Book (mrq)

    1.56

  • Enterprise Value/Revenue

    2.19

  • 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)

    0.43

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    32.83B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    --

Research Analysis: JBAXY

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Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell
 

Analyst Price Targets

11.83
11.83 Average
11.11 Current
11.83 High
 

Company Insights: JBAXY

Research Reports: JBAXY

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  • Julius Baer - Unique Pure Play Private Bank

    Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

    Rating
    Price Target
     
  • Julius Baer's 2022 Could Prove To Be More Challenging

    Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

    Rating
    Price Target
     
  • Julius Baer's 2022 Could Prove To Be More Challenging

    Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

    Rating
    Price Target
     
  • Julius Baer Trading Update: Market Disappointment Creates Buying Opportunity

    Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. The acquisition of Merril Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

    Rating
    Price Target
     

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