Julius Br Gruppe Stock Performance
| JBARF Stock | USD 66.72 1.77 2.73% |
On a scale of 0 to 100, Julius Bär holds a performance score of 6. The company retains a Market Volatility (i.e., Beta) of 0.78, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Julius Bär's returns are expected to increase less than the market. However, during the bear market, the loss of holding Julius Bär is expected to be smaller as well. Please check Julius Bär's potential upside, and the relationship between the sortino ratio and skewness , to make a quick decision on whether Julius Bär's current trending patterns will revert.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Julius Br Gruppe are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak basic indicators, Julius Bär reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 23.1 B | |
| Total Cashflows From Investing Activities | 257.2 M |
Julius |
Julius Bär Relative Risk vs. Return Landscape
If you would invest 5,826 in Julius Br Gruppe on September 2, 2024 and sell it today you would earn a total of 846.00 from holding Julius Br Gruppe or generate 14.52% return on investment over 90 days. Julius Br Gruppe is currently producing 0.2539% returns and takes up 2.9405% volatility of returns over 90 trading days. Put another way, 26% of traded pink sheets are less volatile than Julius, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Julius Bär Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Julius Bär's investment risk. Standard deviation is the most common way to measure market volatility of pink sheets, such as Julius Br Gruppe, and traders can use it to determine the average amount a Julius Bär's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0863
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.94 actual daily | 26 74% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Julius Bär is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Julius Bär by adding it to a well-diversified portfolio.
Julius Bär Fundamentals Growth
Julius Pink Sheet prices reflect investors' perceptions of the future prospects and financial health of Julius Bär, and Julius Bär fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Julius Pink Sheet performance.
| Return On Equity | 0.15 | |||
| Return On Asset | 0.0086 | |||
| Profit Margin | 0.25 % | |||
| Operating Margin | 0.34 % | |||
| Current Valuation | 334.13 M | |||
| Shares Outstanding | 208.63 M | |||
| Price To Earning | 16.34 X | |||
| Price To Book | 1.84 X | |||
| Price To Sales | 3.36 X | |||
| Revenue | 3.87 B | |||
| Cash And Equivalents | 41.8 B | |||
| Cash Per Share | 199.20 X | |||
| Total Debt | 24.16 B | |||
| Book Value Per Share | 30.43 X | |||
| Cash Flow From Operations | 2.08 B | |||
| Earnings Per Share | 4.77 X | |||
| Total Asset | 116.31 B | |||
| Retained Earnings | 5.56 B | |||
| Current Asset | 29.93 B | |||
| Current Liabilities | 67.66 B | |||
About Julius Bär Performance
By analyzing Julius Bär's fundamental ratios, stakeholders can gain valuable insights into Julius Bär's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Julius Bär has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Julius Bär has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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.Things to note about Julius Br Gruppe performance evaluation
Checking the ongoing alerts about Julius Bär for important developments is a great way to find new opportunities for your next move. Pink Sheet alerts and notifications screener for Julius Br Gruppe help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 68.0% of the company shares are owned by institutional investors |
- Analyzing Julius Bär's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Julius Bär's stock is overvalued or undervalued compared to its peers.
- Examining Julius Bär's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Julius Bär's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Julius Bär's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Julius Bär's pink sheet. These opinions can provide insight into Julius Bär's potential for growth and whether the stock is currently undervalued or overvalued.
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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