Julius Baer Financials
| BAER Stock | CHF 56.30 0.72 1.30% |
Julius |
Understanding current and past Julius Baer Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Julius Baer's financial statements are interrelated, with each one affecting the others. For example, an increase in Julius Baer's assets may result in an increase in income on the income statement.
Please note, the imprecision that can be found in Julius Baer's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Julius Baer Gruppe. Check Julius Baer's Beneish M Score to see the likelihood of Julius Baer's management manipulating its earnings.
Julius Baer Stock Summary
Julius Baer competes with Bachem Holding, Kudelski, Alpine Select, BB Biotech, and Inficon Holding. Julius Br Gruppe AG provides wealth management solutions in Switzerland, Europe, Asia, and South America. Julius Br Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland. JULIUS BAER operates under Asset Management classification in Switzerland and is traded on Switzerland Exchange. It employs 6667 people.| Foreign Associate | USA |
| Instrument | Switzerland Stock View All |
| Exchange | SIX Swiss Exchange |
| ISIN | CH0102484968 |
| Business Address | Bahnhofstrasse 36, Zurich, |
| Sector | Financial Services |
| Industry | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.juliusbaer.com |
| Phone | 41 58 888 1111 |
| Currency | CHF - Swiss Franc |
You should never invest in Julius Baer without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Julius Stock, because this is throwing your money away. Analyzing the key information contained in Julius Baer's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.
Julius Baer Key Financial Ratios
There are many critical financial ratios that Julius Baer's investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Julius Baer Gruppe reports annually and quarterly.| Return On Equity | 0.15 | |||
| Return On Asset | 0.0086 | |||
| Target Price | 68.36 | |||
| Number Of Employees | 10 | |||
| Beta | 1.48 |
Julius Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Julius Baer's current stock value. Our valuation model uses many indicators to compare Julius Baer value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Julius Baer competition to find correlations between indicators driving Julius Baer's intrinsic value. More Info.Julius Baer Gruppe is number one stock in return on equity category among its peers. It is rated fourth in return on asset category among its peers reporting about 0.06 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Julius Baer Gruppe is roughly 16.93 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Julius Baer's earnings, one of the primary drivers of an investment's value.Julius Baer Gruppe Systematic Risk
Julius Baer's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Julius Baer volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Julius Baer Gruppe correlated with the market. If Beta is less than 0 Julius Baer generally moves in the opposite direction as compared to the market. If Julius Baer Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Julius Baer Gruppe is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Julius Baer is generally in the same direction as the market. If Beta > 1 Julius Baer moves generally in the same direction as, but more than the movement of the benchmark.
Julius Baer November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Julius Baer help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Julius Baer Gruppe. We use our internally-developed statistical techniques to arrive at the intrinsic value of Julius Baer Gruppe based on widely used predictive technical indicators. In general, we focus on analyzing Julius Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Julius Baer's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.3 | |||
| Information Ratio | 0.044 | |||
| Maximum Drawdown | 7.64 | |||
| Value At Risk | (2.13) | |||
| Potential Upside | 3.11 |
Additional Tools for Julius Stock Analysis
When running Julius Baer's price analysis, check to measure Julius Baer's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Julius Baer is operating at the current time. Most of Julius Baer's value examination focuses on studying past and present price action to predict the probability of Julius Baer's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Julius Baer's price. Additionally, you may evaluate how the addition of Julius Baer to your portfolios can decrease your overall portfolio volatility.