Julius Baer Valuation
| BAER Stock | CHF 57.48 1.18 2.10% |
At this time, the firm appears to be overvalued. Julius Baer Gruppe retains a regular Real Value of ₣52.36 per share. The prevalent price of the firm is ₣57.48. Our model calculates the value of Julius Baer Gruppe from evaluating the firm fundamentals such as Return On Asset of 0.0086, return on equity of 0.15, and Current Valuation of (303.5 M) as well as inspecting its technical indicators and probability of bankruptcy.
Overvalued
Today
Please note that Julius Baer's price fluctuation is very steady at this time. Calculation of the real value of Julius Baer Gruppe is based on 3 months time horizon. Increasing Julius Baer's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
The fair value of the Julius stock is determined by what a typical buyer is willing to pay for full or partial control of Julius Baer Gruppe. Since Julius Baer is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Julius Stock. However, Julius Baer's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 57.48 | Real 52.36 | Hype 56.3 | Naive 56.0 |
The intrinsic value of Julius Baer's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Julius Baer's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Julius Baer Gruppe helps investors to forecast how Julius stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Julius Baer more accurately as focusing exclusively on Julius Baer's fundamentals will not take into account other important factors: Julius Baer Total Value Analysis
Julius Baer Gruppe is currently anticipated to have takeover price of (303.5 M) with market capitalization of 12.81 B, debt of 3.92 B, and cash on hands of 38.51 B. The negative valuation of Julius Baer may imply that the market is not capable to price the future growth of the company or it is pricing it at zero value. It may also suggest that takeover valuation may not have captured all of the outstanding financial obligations of the company both on and off balance sheet. Investors should thoroughly investigate all of the Julius Baer fundamentals.| Takeover Price | Market Cap | Debt Obligations | Cash |
(303.5 M) | 12.81 B | 3.92 B | 38.51 B |
Julius Baer Investor Information
About 68.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.86. Some equities with similar Price to Book (P/B) outperform the market in the long run. Julius Baer Gruppe last dividend was issued on the 17th of April 2023. The entity had 1647:1609 split on the 10th of October 2012. Based on the analysis of Julius Baer's profitability, liquidity, and operating efficiency, Julius Baer Gruppe is not in a good financial situation at the moment. It has a very high risk of going through financial straits in December.Julius Baer Asset Utilization
The concept of asset utilization usually refers to the revenue earned for every dollar of assets a company currently reports. The latest return on assets of Julius indicates not a very effective usage of assets in November.Julius Baer Ownership Allocation
Julius Baer Gruppe has a total of 208.63 Million outstanding shares. Over half of Julius Baer's outstanding shares are owned by outside corporations. These outside corporations are typically referred to as corporate investors that purchase positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutions are subject to different rules and regulations than regular investors in Julius Baer Gruppe. Please watch out for any change in the institutional holdings of Julius Baer as this could mean something significant has changed or is about to change at the company. Please note that no matter how many assets the company holds, if the real value of the firm is less than the current market value, you may not be able to make money on it.Julius Baer Profitability Analysis
The company reported the revenue of 3.85 B. Net Income was 949.1 M with profit before overhead, payroll, taxes, and interest of 3.85 B.About Julius Baer Valuation
Our relative valuation model uses a comparative analysis of Julius Baer. We calculate exposure to Julius Baer's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Julius Baer's related companies.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.
8 Steps to conduct Julius Baer's Valuation Analysis
Company's valuation is the process of determining the worth of any company in monetary terms. It estimates Julius Baer's potential worth based on factors such as financial performance, market conditions, growth prospects, and overall economic environment. The result of company valuation is a single number representing a Company's current market value. This value can be used as a benchmark for various financial transactions such as mergers and acquisitions, initial public offerings (IPOs), or private equity investments. To conduct Julius Baer's valuation analysis, follow these 8 steps:- Gather financial information: Obtain Julius Baer's financial statements, including balance sheets, income statements, and cash flow statements.
- Determine Julius Baer's revenue streams: Identify Julius Baer's primary sources of revenue, including products or services offered, target markets, and pricing strategies.
- Analyze market data: Research Julius Baer's industry and market trends, including the size of the market, growth rate, and competition.
- Establish Julius Baer's growth potential: Evaluate Julius Baer's management, business model, and growth potential.
- Determine Julius Baer's financial performance: Analyze its financial statements to assess its historical performance and future potential.
- Choose a valuation method: Consider the Company's specific circumstances and choose an appropriate valuation method, such as the discounted cash flow (DCF) or comparable analysis method.
- Calculate the value: Apply the chosen valuation method to the financial information and market data to calculate Julius Baer's estimated value.
- Review and adjust: Review the results and make necessary adjustments, considering any relevant factors that may have been missed or overlooked.
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.