Julius Baer Financials
| JBAXY Stock | USD 14.04 0.01 0.07% |
Julius |
Please note, the imprecision that can be found in Julius Baer's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Julius Baer Group. Check Julius Baer's Beneish M Score to see the likelihood of Julius Baer's management manipulating its earnings.
Julius Baer Stock Summary
Julius Baer competes with Deutsche Boerse, Svenska Handelsbanken, KBC Groep, SGS SA, and Assa Abloy. 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 |
| ISIN | US48137C1080 |
| 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 Baer Key Financial Ratios
Julius Baer's financial ratios allow both analysts and investors to convert raw data from Julius Baer's financial statements into concise, actionable information that can be used to evaluate the performance of Julius Baer over time and compare it to other companies across industries.| Return On Equity | 0.15 | |||
| Return On Asset | 0.0086 | |||
| Target Price | 15.48 | |||
| Number Of Employees | 34 | |||
| Beta | 1.48 |
Julius Financial Ratios 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.Julius Baer Group Systematic Risk
Julius Baer's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Julius Baer 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 Baer Group correlated with the market. If Beta is less than 0 Julius Baer generally moves in the opposite direction as compared to the market. If Julius Baer Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Julius Baer Group is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Julius Baer is generally in the same direction as the market. If Beta > 1 Julius Baer moves generally in the same direction as, but more than the movement of the benchmark.
Julius Baer March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Julius Baer help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Julius Baer Group. We use our internally-developed statistical techniques to arrive at the intrinsic value of Julius Baer Group 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 Baer's daily price indicators and compare them against related drivers.
| Downside Deviation | 3.01 | |||
| Information Ratio | 0.0838 | |||
| Maximum Drawdown | 15.52 | |||
| Value At Risk | (2.36) | |||
| Potential Upside | 2.73 |
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.