PINX: JBARF
Last close prices updated as of
Jun 05, 2023, 10:01 AM EST
| USD
- Last Close 62.23
- Sector Financial Services
- Industry Asset Management
- Investment Style Mid Blend
- Day Range 62.23 – 62.23
- Year Range 44.19 – 72.50
- Market Cap 12.3707 Bil
- Volume / Avg 305.0 / 1,009.6
- Price / Sales 3.04
- Price / Book 1.79
- Forward Div Yield 4.66%
- Trailing Div Yield 4.18%
Morningstar‘s Stock Analysis JBARF
Valuation
Currency in —
Is it the right time to buy or sell?
Is it the right time to buy or sell?
1-Star Price
INVESTOR
5-Star Price
INVESTOR
Economic Moat
INVESTOR
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Morningstar Quantitative ratings for equities (denoted on this page by) are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies withratings 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. Click here for more on how to use these ratings.
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Company Profile JBARF
Business Description
Julius Baer Gruppe AG was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management, or GAM, from its far larger Swiss rival, UBS. In 2009 Baer spun off GAM as a separately listed firm. 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.
Morningstar analysts hand-select direct competitors or comparable companies to provide context on the strength and durability of JBARF’s competitive advantage.
Julius Baer Gruppe AG
PINX: JBARF
| UBS Group AG
XSWX: UBSG
| |
Price
| 62.23 | 18.32 |
Currency
| USD | USD |
Change
| −$1.52 (2.38%) | +$0.05 (0.27%) |
Market Cap
| 12.37 Bil | 55.90 Bil |
Industry
| Asset Management | Banks - Diversified |
Sector
|
Financial Services
|
Financial Services
|
* Trading data in this section is delayed by at least 15 minutes.
FAQs for Julius Baer Gruppe AG Stock
Yes. JBARF has a forward dividend yield of 5.20%.
See
JBARF’s full dividends and stock split history
on the Dividend tab.
Dividend yield allows investors, particularly those interested in dividend-paying stocks,
to compare the relationship between a stock’s price and how it rewards stockholders through dividends.
The formula for calculating dividend yield is to divide the annual dividend paid per share by the stock price.
Learn more about dividend yield.
JBARF’s market cap is 12.37 Bil.
Market capitalization is calculated by taking a company’s share price and multiplying it by the total number of shares.
It’s often used to measure a company’s size. In the Morningstar Style Box, large-cap names account for the
largest 70% of U.S. stocks, mid-cap names account for the largest 70–90%, and small-cap names are the remaining 10% of companies.
Learn more about market capitalization.
JBARF’s stock style is Mid Core.
Style is an investment factor that has a meaningful impact on investment risk and returns.
Style is calculated by combining value and growth scores, which are first individually calculated.
High-growth stocks tend to represent the technology, healthcare, and communications sectors. They rarely distribute dividends to shareholders, opting for reinvestment in their businesses. More value-oriented stocks tend to represent financial services, utilities, and energy stocks. These are established companies that reliably pay dividends.
Learn more about style.
JBARF’s price/sales is 3.20.
Price/sales represents the amount an investor is willing to pay for a dollar generated from
a particular company’s sales or revenues.
JBARF’s price/forward earnings is 13.03.
Forward P/E gives some indication of how cheap or expensive a stock is compared with consensus earnings estimates.
The lower the Forward P/E, the cheaper the stock.
JBARF’s price/book is 1.90.
Price/book ratio can tell investors approximately how much they’re paying for a company’s assets,
based on historical, rather than current, valuations. Historical valuations generally do not reflect
a company’s current market value. Value investors frequently look for companies that have low price/book ratios.
See JBARF’s valuation ratios compared to the Market Index.
JBARF’s beta can be found in Trading Information at the top of this page.
A stock’s beta measures how closely tied its price movements have been to the performance of the overall market.
Compare JBARF’s historical performance against its industry peers and the overall market.