Financhill
Buy
80

JBAXY Quote, Financials, Valuation and Earnings

Last price:
$13.50
Seasonality move :
1.15%
Day range:
$13.56 - $13.72
52-week range:
$10.62 - $14.68
Dividend yield:
4.65%
P/E ratio:
12.20x
P/S ratio:
3.22x
P/B ratio:
1.86x
Volume:
67.3K
Avg. volume:
264K
1-year change:
18.09%
Market cap:
$14B
Revenue:
$4.4B
EPS (TTM):
$1.12

Analysts' Opinion

  • Consensus Rating
    No consensus rating exists at this time due to lack of analyst coverage.
  • Price Target Downside
    No price target exists because of limited analyst coverage.
  • Price Target Upside
    Similarly, at this time, analysts have not provided a price target so downside risk can't be assessed accurately at this time.

Fair Value

  • According to the consensus of 0 analysts, Julius Baer Gruppe AG has -- downside to fair value with a price target of -- per share.

JBAXY vs. S&P 500

  • Over the past 5 trading days, Julius Baer Gruppe AG has overperformed the S&P 500 by 0.16% suggesting its relative strength compared to the major market average is strong at this time.

Share Buyback

  • Julius Baer Gruppe AG does not have a share repurchase program in place at this time. The scale of a buyback program can materially affect share price and usually results in a higher earnings per share, all else being equal, when the share count drops.

Revenue Growth

  • Julius Baer Gruppe AG has grown year-over-year revenues for 1 quarter straight. In the most recent quarter Julius Baer Gruppe AG reported revenues of --.

Earnings Growth

  • Julius Baer Gruppe AG earnings have been falling on a year-over-year basis for 1 quarter in a row. In the most recent quarter Julius Baer Gruppe AG reported earnings per share of --.
Enterprise value:
3.3B
EV / Invested capital:
--
Price / LTM sales:
3.22x
EV / EBIT:
--
EV / Revenue:
0.75x
PEG ratio (5yr expected):
0.68x
EV / Free cash flow:
1.61x
Price / Operating cash flow:
6.90x
Enterprise value / EBITDA:
--
Gross Profit (TTM):
--
Return On Assets:
1.01%
Net Income Margin (TTM):
26.27%
Return On Equity:
15.84%
Return On Invested Capital:
9.94%
Operating Margin:
--
Trailing 12 Months Fiscal Quarters
Period Ending 2023-07-17 2024-07-17 2024-07-17
Income Statement
Revenue -- -- -- -- --
Gross Profit -- -- -- -- --
Operating Income -- -- -- -- --
EBITDA -- -- -- -- --
Diluted EPS -- -- -- -- --
Period Ending 2020-12-31 2021-12-31 2022-12-31 2023-12-31 2024-12-31
Balance Sheet
Current Assets $28.5B $29.6B $22.4B $21.9B $26.7B
Total Assets $124.9B $127.2B $113.9B $115.2B $116.3B
Current Liabilities $357.6M $451.8M $399.5M $435.3M $362.4M
Total Liabilities $117.6B $119.9B $107.2B $107.9B $108.7B
Total Equity $7.4B $7.4B $6.8B $7.3B $7.6B
Total Debt $2B $3.1B $3.2B $4.4B $4.5B
Trailing 12 Months Fiscal Quarters
Period Ending 2023-07-17 2024-07-17 2024-07-17
Cash Flow Statement
Cash Flow Operations -- -- -- -- --
Cash From Investing -- -- -- -- --
Cash From Financing -- -- -- -- --
Free Cash Flow -- -- -- -- --
JBAXY
Sector
Market Cap
$14B
$627.9M
Price % of 52-Week High
93.39%
89.42%
Dividend Yield
4.65%
1.97%
Shareholder Yield
2.23%
4.06%
1-Year Price Total Return
18.09%
7.77%
Beta (5-Year)
1.085
0.585
Dividend yield:
4.65%
Annualized payout:
$0.57
Payout ratio:
51.55%
Growth streak:
0 years

Technicals

8-day SMA
Buy
Level $13.70
200-day SMA
Buy
Level $12.96
Bollinger Bands (100)
Buy
Level 12.48 - 13.9
Chaikin Money Flow
Sell
Level -325.5K
20-day SMA
Buy
Level $13.33
Relative Strength Index (RSI14)
Buy
Level 61.84
ADX Line
Buy
Level 34.55
Williams %R
Neutral
Level -31.2139
50-day SMA
Buy
Level $13.24
MACD (12, 26)
Buy
Level 3.75
25-day Aroon Oscillator
Buy
Level 60
On Balance Volume
Sell
Level -466.7K

Financial Scores

Sell
Altman Z-Score (Annual)
Level (0.5867)
Sell
CA Score (Annual)
Level (-2.3103)
--
Beneish M-Score (Annual)
Level (--)
Buy
Momentum Score
Level (8)
Sell
Ohlson Score
Level (0.6845)
--
Piotroski F Score (Annual)
Level (--)
--
Quality Ratio Score
Level (--)
--
Fundamental Score
Level (--)

Revenue Forecast

Earnings per Share Forecast

Company Profile

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.

Stock Forecast FAQ

In the current month, JBAXY has received 0 Buy ratings 0 Hold ratings, and 0 Sell ratings. The JBAXY average analyst price target in the past 3 months is --.

  • Where Will Julius Baer Gruppe AG Stock Be In 1 Year?

    According to analysts, the consensus estimate is that Julius Baer Gruppe AG share price will drop to -- per share over the next 12 months.

  • What Do Analysts Say About Julius Baer Gruppe AG?

    Analysts are divided on their view about Julius Baer Gruppe AG share price and where it will be in the next 12 months. The majority of analysts rate the stock a Buy. However, a smaller subset of analysts suggest that Julius Baer Gruppe AG is a Sell and believe this share price will rise from its current level to --.

  • What Is Julius Baer Gruppe AG's Price Target?

    The price target for Julius Baer Gruppe AG over the next 1-year time period is forecast to be -- according to 0 Wall Street analysts, 0 of them rate the stock a Buy, 0 rate the stock a Sell, and 0 analysts rate the stock a Hold.

  • Is JBAXY A Buy, Sell Or Hold?

    According to Wall Street analysts, the consensus rating for Julius Baer Gruppe AG is a --. 0 of 0 analysts rate the stock a -- at this time.

  • How Can I Buy Shares Of JBAXY?

    You can purchase shares of Julius Baer Gruppe AG via an online brokerage firm such as TD Ameritrade.com, thinkorswim.com, e-trade.com, tastytrade.com, or Schwab.com. Many other digital online brokerages exist such as RobinHood and Webull where you can purchase Julius Baer Gruppe AG shares.

  • What Is The Julius Baer Gruppe AG Share Price Today?

    Julius Baer Gruppe AG was last trading at $13.50 per share. This represents the most recent stock quote for Julius Baer Gruppe AG. Yesterday, Julius Baer Gruppe AG closed at $13.71 per share.

  • How To Buy Julius Baer Gruppe AG Stock Online?

    In order to purchase Julius Baer Gruppe AG stock online, open a brokerage account, deposit funds into the account, and select an order type to purchase shares whether it be market or limit.

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