JBARF:OTO-Julius Baer Group Ltd. (USD)

COMMON STOCK | Asset Management | OTC Pink

Last Closing

USD 60.65

Change

0.00 (0.00)%

Market Cap

USD 10.57B

Volume

600.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Julius Baer Gruppe AG is a private bank which is engaged in servicing and advising private clients as well as net interest income on financial instruments in Switzerland, Europe, Asia and South America.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-16 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
IVSBF Investor AB ser. B

-0.35 (-1.27%)

USD 87.09B
IVSXF Investor AB (publ)

+0.28 (+1.02%)

USD 84.56B
TGOPY 3i Group PLC ADR

-0.02 (-0.10%)

USD 37.73B
EQBBF EQT AB (publ)

N/A

USD 36.54B
PGPHF Partners Group

N/A

USD 35.52B
LGGNF Legal & General Group Plc

+0.11 (+3.79%)

USD 17.99B
IVTBF Investment AB Latour (publ)

N/A

USD 17.84B
LGGNY Legal & General Group Plc

-0.06 (-0.41%)

USD 17.69B
AMDUF Amundi SA

N/A

USD 15.92B
JBAXY Julius Baer Group Ltd

-0.01 (-0.09%)

USD 11.54B

ETFs Containing JBARF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (OTC Pink)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.74% 64% D 62% D
Dividend Return 5.31% 73% C 82% B
Total Return 12.05% 68% D+ 67% D+
Trailing 12 Months  
Capital Gain -6.14% 57% F 54% F
Dividend Return 4.67% 47% F 60% D-
Total Return -1.47% 58% F 56% F
Trailing 5 Years  
Capital Gain 47.67% 79% B- 80% B-
Dividend Return 29.42% 72% C 81% B-
Total Return 77.09% 80% B- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.37% 63% D 60% D-
Dividend Return 17.82% 67% D+ 61% D-
Total Return 4.44% 71% C- 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 32.91% 59% D- 67% D+
Risk Adjusted Return 54.13% 91% A- 88% B+
Market Capitalization 10.57B 94% A 91% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.