Julius Baer (Switzerland) Performance
| BAER Stock | CHF 58.58 1.20 2.09% |
On a scale of 0 to 100, Julius Baer holds a performance score of 13. The company retains a Market Volatility (i.e., Beta) of 0.0836, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Julius Baer's returns are expected to increase less than the market. However, during the bear market, the loss of holding Julius Baer is expected to be smaller as well. Please check Julius Baer's coefficient of variation, jensen alpha, sortino ratio, as well as the relationship between the information ratio and total risk alpha , to make a quick decision on whether Julius Baer's current trending patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Julius Baer Gruppe are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Julius Baer showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 25.8 B | |
| Total Cashflows From Investing Activities | -4.5 B |
Julius |
Julius Baer Relative Risk vs. Return Landscape
If you would invest 4,911 in Julius Baer Gruppe on August 31, 2024 and sell it today you would earn a total of 947.00 from holding Julius Baer Gruppe or generate 19.28% return on investment over 90 days. Julius Baer Gruppe is generating 0.289% of daily returns and assumes 1.6381% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Julius, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Julius Baer Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Julius Baer's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Julius Baer Gruppe, and traders can use it to determine the average amount a Julius Baer's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1764
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Estimated Market Risk
| 1.64 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Julius Baer is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Julius Baer by adding it to a well-diversified portfolio.
Julius Baer Fundamentals Growth
Julius Stock prices reflect investors' perceptions of the future prospects and financial health of Julius Baer, and Julius Baer fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Julius Stock performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0086 | |||
| Profit Margin | 0.25 % | |||
| Operating Margin | 0.34 % | |||
| Current Valuation | (303.5 M) | |||
| Shares Outstanding | 208.63 M | |||
| Price To Earning | 20.11 X | |||
| Price To Book | 1.86 X | |||
| Price To Sales | 3.00 X | |||
| Revenue | 3.85 B | |||
| EBITDA | 1.65 B | |||
| Cash And Equivalents | 38.51 B | |||
| Cash Per Share | 178.64 X | |||
| Total Debt | 3.92 B | |||
| Book Value Per Share | 30.43 X | |||
| Cash Flow From Operations | (1.79 B) | |||
| Earnings Per Share | 4.40 X | |||
| Total Asset | 105.64 B | |||
About Julius Baer Performance
Evaluating Julius Baer's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Julius Baer has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Julius Baer has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Julius Baer Gruppe performance evaluation
Checking the ongoing alerts about Julius Baer for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Julius Baer Gruppe help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Julius Baer's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Julius Baer's stock is overvalued or undervalued compared to its peers.
- Examining Julius Baer's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Julius Baer's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Julius Baer's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Julius Baer's stock. These opinions can provide insight into Julius Baer's potential for growth and whether the stock is currently undervalued or overvalued.
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.