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Julius Baer Gruppe AG JBARF

Morningstar Rating
$58.81 +3.46 (6.24%)
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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.

Price vs Fair Value

JBARF is trading within a range we consider fairly valued.
Price
$55.10
Fair Value
$26.52
Uncertainty
Very High
1-Star Price
$17.46
5-Star Price
$73.70
Economic Moat
Ntry
Capital Allocation
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News

Trading Information

Previous Close Price
$55.35
Day Range
$58.8158.81
52-Week Range
$48.9371.59
Bid/Ask
$55.58 / $59.55
Market Cap
$12.04 Bil
Volume/Avg
154 / 1,174

Key Statistics

Price/Earnings (Normalized)
19.18
Price/Sales
2.54
Dividend Yield (Trailing)
5.36%
Dividend Yield (Forward)
5.88%
Total Yield
7.41%

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 U.S. 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 in Switzerland and the third-largest Swiss private bank. 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
Mid Growth
Total Number of Employees
7,425
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