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.

Financial Strength

3/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	3.91
Equity-to-Asset	0.06
Debt-to-Equity	0.58
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	4/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	-2.52	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

8/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	3.7
	3-Year EPS without NRI Growth Rate	-11.9
	3-Year Book Growth Rate	0.2
	Future 3-5Y EPS without NRI Growth Rate	38.39
	Future 3-5Y Total Revenue Growth Rate	5.58

Momentum Rank

9/10

	Name	Current	Vs Industry		Vs History
	9-Day RSI	26.47
	14-Day RSI	36.26
	6-1 Month Momentum %	1.04
	12-1 Month Momentum %	-22.42

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	3-Year Dividend Growth Rate	20.1
	3-Year Average Share Buyback Ratio	1.6
	Shareholder Yield %	0.1

Profitability Rank

6/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	9.87
	FCF Margin %	-44.99
	ROE %	6.04
	ROA %	0.38
	Years of Profitability over Past 10-Year	10

GF Value Rank

6/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	31.56
	Forward PE Ratio	8.04
	PE Ratio without NRI	30.89
	Shiller PE Ratio	19.11
	PEG Ratio	16.26
	PS Ratio	3.14
	PB Ratio	1.92
	Price-to-Tangible-Book	3.3
	EV-to-Forward-EBIT	8.53
	EV-to-Revenue	0.38
	EV-to-Forward-Revenue	2.17
	EV-to-FCF	-0.78
	Price-to-DCF (Earnings Based)	0.79
	Price-to-Median-PS-Value	0.9
	Price-to-Graham-Number	2.13
	FCF Yield %	-15.17
	Forward Rate of Return (Yacktman) %	8.2

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

Annual Quarterly TTM

MEX:BAER's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Julius Baer Gruppe AG Executives

Details

GF Value: MXN1037.24

MEX:BAER

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with BAER. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil MXN)	76,310.098
	EPS (TTM) (MXN)	37.428
	Beta	0.05
	Volatility %	26.71
	14-Day RSI	36.26
	14-Day ATR (MXN)	0.002356
	20-Day SMA (MXN)	990.76
	12-1 Month Momentum %	-22.42
	52-Week Range (MXN)	947.92 - 1277.04
	Shares Outstanding (Mil)	204.82

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

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Julius Baer Gruppe AG Stock Events

Financials Calendars

	Event	Date	Price(MXN)
No Event Data

Julius Baer Gruppe AG Frequently Asked Questions

What is Julius Baer Gruppe AG(MEX:BAER)'s stock price today?

The current price of MEX:BAER is MXN990.76. The 52 week high of MEX:BAER is MXN1277.04 and 52 week low is MXN947.92.

When is next earnings date of Julius Baer Gruppe AG(MEX:BAER)?

The next earnings date of Julius Baer Gruppe AG(MEX:BAER) is 2025-01-31 Est..

Does Julius Baer Gruppe AG(MEX:BAER) pay dividends? If so, how much?

Julius Baer Gruppe AG(MEX:BAER) does not pay dividend.

Press Release

	Subject	Date
No Press Release

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