Julius Baer Gruppe AG ADR JBAXY
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
News
Trading Information
- Previous Close Price
- $17.16
- Day Range
- $17.32–17.71
- 52-Week Range
- $13.07–18.93
- Bid/Ask
- $13.98 / $20.00
- Shares Outstanding
- 1.03B
- Market Cap
- $17.97B
- Volume/Avg
- 56,582 / 86,854
Key Statistics
- Price/Earnings (Normalized)
- 11.45
- Price/Sales
- 3.22
- Dividend Yield (Trailing)
- 3.79%
- Dividend Yield (Forward)
- 3.79%
- Dividend Payment Schedule
- Apr
- Total Yield
- 4.29%
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.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Large Core
- Total Number of Employees
- 7,675
- Website
- https://www.juliusbaer.com
Competitors
Valuation
|
Metric
|
JBAXY
|
DWS
|
UBS
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.45 | 12.85 | 14.48 |
Price/Book Value | 1.98 | 1.82 | 1.63 |
Price/Sales | 3.22 | 2.66 | 3.02 |
Price/Cash Flow | 8.92 | 15.84 | 5.80 |
Price/Earnings
JBAXY
DWS
UBS
Financial Strength
|
Metric
|
JBAXY
|
DWS
|
UBS
|
|---|---|---|---|
Quick Ratio | — | 0.52 | — |
Current Ratio | — | 0.52 | — |
Interest Coverage | — | — | — |
Quick Ratio
JBAXY
DWS
UBS
Profitability
|
Metric
|
JBAXY
|
DWS
|
UBS
|
|---|---|---|---|
Return on Assets (Normalized) | 1.04% | 7.05% | 0.70% |
Return on Equity (Normalized) | 16.06% | 11.24% | 12.93% |
Return on Invested Capital (Normalized) | — | 10.96% | — |
Return on Assets
JBAXY
DWS
UBS
Asset Management Industry Comparables
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1-Day Chart
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United States