Julius Financial Statements From 2010 to 2025

JBAXY Stock  USD 14.28  0.30  2.15%   
Julius Baer financial statements provide useful quarterly and yearly information to potential Julius Baer Group investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Julius Baer financial statements helps investors assess Julius Baer's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Julius Baer's valuation are summarized below:
Julius Baer Group does not presently have any fundamental trends for analysis.
Check Julius Baer financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Julius Baer's main balance sheet or income statement drivers, such as , as well as many indicators such as . Julius financial statements analysis is a perfect complement when working with Julius Baer Valuation or Volatility modules.
  
This module can also supplement various Julius Baer Technical models . Check out the analysis of Julius Baer Correlation against competitors.

Julius Baer Group Company Return On Asset Analysis

Julius Baer's Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.

Return On Asset

 = 

Net Income

Total Assets

More About Return On Asset | All Equity Analysis

Current Julius Baer Return On Asset

    
  0.0086  
Most of Julius Baer's fundamental indicators, such as Return On Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Julius Baer Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Competition

Based on the latest financial disclosure, Julius Baer Group has a Return On Asset of 0.0086. This is 101.83% lower than that of the Financial Services sector and 99.68% lower than that of the Asset Management industry. The return on asset for all United States stocks is 106.14% lower than that of the firm.

Julius Baer Group Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Julius Baer's current stock value. Our valuation model uses many indicators to compare Julius Baer value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Julius Baer competition to find correlations between indicators driving Julius Baer's intrinsic value. More Info.
Julius Baer Group is currently regarded as number one stock in return on equity category among its peers. It also is currently regarded as number one stock in return on asset category among its peers reporting about  0.06  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Julius Baer Group is roughly  16.93 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Julius Baer by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Julius Baer's Pink Sheet. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.

About Julius Baer Financial Statements

Julius Baer investors use historical fundamental indicators, such as Julius Baer's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Julius Baer. Please read more on our technical analysis and fundamental analysis pages.
Julius Br Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Julius Br Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland. Julius Baer operates under Asset Management classification in the United States and is traded on OTC Exchange. It employs 6727 people.

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Additional Tools for Julius Pink Sheet 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.