Julius Baer (Switzerland) Buy Hold or Sell Recommendation
| BAER Stock | CHF 55.58 2.50 4.71% |
Assuming the 90 days trading horizon and your typical level of risk aversion, our recommendation regarding Julius Baer Gruppe is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Julius Baer Gruppe given historical horizon and risk tolerance towards Julius Baer. When Macroaxis issues a 'buy' or 'sell' recommendation for Julius Baer Gruppe, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Julius Baer Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Julius and provide practical buy, sell, or hold advice based on investors' constraints. Julius Baer Gruppe. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Julius |
Execute Julius Baer Buy or Sell Advice
The Julius recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Julius Baer Gruppe. Macroaxis does not own or have any residual interests in Julius Baer Gruppe or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Julius Baer's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Julius Baer Trading Alerts and Improvement Suggestions
| Julius Baer Gruppe has accumulated about 38.51 B in cash with (1.79 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 178.64. | |
| Roughly 68.0% of the company shares are held by institutions such as insurance companies |
Julius Baer Returns Distribution Density
The distribution of Julius Baer's historical returns is an attempt to chart the uncertainty of Julius Baer's future price movements. The chart of the probability distribution of Julius Baer daily returns describes the distribution of returns around its average expected value. We use Julius Baer Gruppe price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Julius Baer returns is essential to provide solid investment advice for Julius Baer.
| Mean Return | 0.18 | Value At Risk | -2.13 | Potential Upside | 3.11 | Standard Deviation | 1.59 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Julius Baer historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Julius Baer Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Julius Baer or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Julius Baer's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Julius stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 1.01 | |
σ | Overall volatility | 1.60 | |
Ir | Information ratio | 0.04 |
Julius Baer Volatility Alert
Julius Baer Gruppe has relatively low volatility with skewness of 0.61 and kurtosis of 0.87. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Julius Baer's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Julius Baer's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Julius Baer Fundamentals Vs Peers
Comparing Julius Baer's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Julius Baer's direct or indirect competition across all of the common fundamentals between Julius Baer and the related equities. This way, we can detect undervalued stocks with similar characteristics as Julius Baer or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Julius Baer's fundamental indicators could also be used in its relative valuation, which is a method of valuing Julius Baer by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Julius Baer to competition |
| Fundamentals | Julius Baer | Peer Average |
| Return On Equity | 0.15 | -0.31 |
| Return On Asset | 0.0086 | -0.14 |
| Profit Margin | 0.25 % | (1.27) % |
| Operating Margin | 0.34 % | (5.51) % |
| Current Valuation | (303.5 M) | 16.62 B |
| Shares Outstanding | 208.63 M | 571.82 M |
| Shares Owned By Insiders | 0.49 % | 10.09 % |
| Shares Owned By Institutions | 68.10 % | 39.21 % |
| Price To Earning | 20.11 X | 28.72 X |
| Price To Book | 1.86 X | 9.51 X |
| Price To Sales | 3.00 X | 11.42 X |
| Revenue | 3.85 B | 9.43 B |
| Gross Profit | 3.85 B | 27.38 B |
| EBITDA | 1.65 B | 3.9 B |
| Net Income | 949.1 M | 570.98 M |
| Cash And Equivalents | 38.51 B | 2.7 B |
| Cash Per Share | 178.64 X | 5.01 X |
| Total Debt | 3.92 B | 5.32 B |
| Book Value Per Share | 30.43 X | 1.93 K |
| Cash Flow From Operations | (1.79 B) | 971.22 M |
| Earnings Per Share | 4.40 X | 3.12 X |
| Price To Earnings To Growth | 3.24 X | 4.89 X |
| Target Price | 68.36 | |
| Number Of Employees | 10 | 18.84 K |
| Beta | 1.48 | -0.15 |
| Market Capitalization | 12.81 B | 19.03 B |
| Total Asset | 105.64 B | 29.47 B |
| Z Score | 1.8 | 8.72 |
| Annual Yield | 0.04 % | |
| Net Asset | 105.64 B | |
| Last Dividend Paid | 2.6 |
Julius Baer Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Julius . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Julius Baer Buy or Sell Advice
When is the right time to buy or sell Julius Baer Gruppe? Buying financial instruments such as Julius Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Julius Baer in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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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.