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Julius Baer Gruppe AG - ADR

OTCPK:JBAXY (Switzerland)   ADR
$ 13.01 +0.13 (+1.01%) 11:08 PM EST
32.04
P/B:
1.94
Market Cap:
$ 13.32B
Enterprise V:
$ 1.72B
Volume:
46.44K
Avg Vol (2M):
93.65K
Trade In:
Volume:
46.44K
Avg Vol (2M):
93.65K

Business Description

Description
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the US in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

Financials (Next Earnings Date:2025-01-31 Est.)

JBAXY's 30-Y Financials
Income Statement Breakdown FY
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Historical Operating Revenue by Business Segment

Historical Operating Revenue by Geographic Region

5-Step DuPont Analysis as of
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Peter Lynch Chart

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Performance

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Annualized Return %  

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Julius Baer Gruppe AG Executives

Details

Valuation Chart

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Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil $) 4,311.243
EPS (TTM) ($) 0.406
Beta 1.02
Volatility % 22.14
14-Day RSI 53.95
14-Day ATR ($) 0.218534
20-Day SMA ($) 13.0745
12-1 Month Momentum % 15.67
52-Week Range ($) 10.3 - 13.49
Shares Outstanding (Mil) 1,024.08

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 4
Positive ROA
Positive CFROA
Higher ROA yoy
CFROA > ROA
Lower Leverage yoy
Higher Current Ratio yoy
Less Shares Outstanding yoy
Higher Gross Margin yoy
Higher Asset Turnover yoy

Julius Baer Gruppe AG Filings

Filing Date Document Date Form
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Julius Baer Gruppe AG Stock Events

Financials Calendars
Event Date Price($)
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Julius Baer Gruppe AG Frequently Asked Questions

What is Julius Baer Gruppe AG(JBAXY)'s stock price today?
The current price of JBAXY is $13.01. The 52 week high of JBAXY is $13.49 and 52 week low is $10.30.
When is next earnings date of Julius Baer Gruppe AG(JBAXY)?
The next earnings date of Julius Baer Gruppe AG(JBAXY) is 2025-01-31 Est..
Does Julius Baer Gruppe AG(JBAXY) pay dividends? If so, how much?
The  Dividend Yield %  of Julius Baer Gruppe AG(JBAXY) is 4.37% (As of Today), Highest Dividend Payout Ratio of Julius Baer Gruppe AG(JBAXY) was 1.82. The lowest was 0.35. And the median was 0.46. The  Forward Dividend Yield % of Julius Baer Gruppe AG(JBAXY) is 4.37%. For more information regarding to dividend, please check our Dividend Page.

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