Julius Bär Financials
JBARF Stock | USD 71.65 0.96 1.36% |
Julius |
Julius Bär Stock Summary
Julius Bär competes with Julius Baer, NN Group, Erste Group, Partners, and 3i Group. 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.Instrument | USA Pink Sheet View All |
Exchange | PINK Exchange |
Business Address | Bahnhofstrasse 36, Zurich, |
Sector | Financial Services |
Industry | Asset Management |
Benchmark | Dow Jones Industrial |
Website | www.juliusbaer.com |
Phone | 41 58 888 1111 |
Currency | USD - US Dollar |
Julius Bär Key Financial Ratios
There are many critical financial ratios that Julius Bär's investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Julius Br Gruppe reports annually and quarterly.Julius Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Julius Bär's current stock value. Our valuation model uses many indicators to compare Julius Bär value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Julius Bär competition to find correlations between indicators driving Julius Bär's intrinsic value. More Info.Julius Br Gruppe is rated third overall in return on equity category among its peers. It also is rated third overall 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 Br Gruppe is roughly 16.93 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Julius Bär's earnings, one of the primary drivers of an investment's value.Julius Br Gruppe Systematic Risk
Julius Bär's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Julius Bär volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Julius Br Gruppe correlated with the market. If Beta is less than 0 Julius Bär generally moves in the opposite direction as compared to the market. If Julius Bär Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Julius Br Gruppe is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Julius Bär is generally in the same direction as the market. If Beta > 1 Julius Bär moves generally in the same direction as, but more than the movement of the benchmark.
Julius Bär March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Julius Bär help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Julius Br Gruppe. We use our internally-developed statistical techniques to arrive at the intrinsic value of Julius Br Gruppe based on widely used predictive technical indicators. In general, we focus on analyzing Julius Pink Sheet price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Julius Bär's daily price indicators and compare them against related drivers.
Downside Deviation | 4.8 | |||
Information Ratio | 0.1207 | |||
Maximum Drawdown | 15.7 | |||
Value At Risk | (4.63) | |||
Potential Upside | 4.06 |
Complementary Tools for Julius Pink Sheet analysis
When running Julius Bär's price analysis, check to measure Julius Bär'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 Bär is operating at the current time. Most of Julius Bär's value examination focuses on studying past and present price action to predict the probability of Julius Bär'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 Bär's price. Additionally, you may evaluate how the addition of Julius Bär to your portfolios can decrease your overall portfolio volatility.
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