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Julius Baer Gruppe AG BAER

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Stock XSWX Rating as of
CHF 71.52 +1.20 (1.71%)
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As of Delayed Price Closed

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Julius Baer: Regulator Closes Private Debt Investigation, Clearing the Path for Buybacks

Johann Scholtz

The strong secular trend where very wealthy individuals grow their wealth ahead of the growth in global GDP remains in place. The demand for bespoke financial planning and wealth management services will continue to be strong. However, we anticipate that fee margins will remain under pressure as competition increases with many financial services firms expanding their presence in the wealth management market.

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Price vs Fair Value

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BAER is trading at a LOCK|ML#xH^# premium.
Price
CHF 71.52
Fair Value
wy
Uncertainty
LOCK|dn&w
1-Star Price
LOCK|f.>mD
5-Star Price
LOCK|.!H
Economic Moat
LOCK|!%
Capital Allocation
LOCK|Zg>%qq

Bulls Say, Bears Say

Bulls

Julius Baer is the largest publicly listed pure-play private bank. Its growth prospects and profitability are not diluted by other slow-growing, unprofitable, or more risky business units. Most other listed private banks' shares suffer from low liquidity and are much smaller.

Bears

Wealth management is becoming a crowded space with multiple new entrants that are putting pressure on margins.

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News

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Trading Information

Previous Close Price
CHF 70.32
Day Range
CHF 70.26–72.00
52-Week Range
CHF 54.30–78.22
Bid/Ask
CHF 70.00 / CHF 72.00
Shares Outstanding
205.76M
Market Cap
CHF 14.72B
Volume/Avg
516,698 / 432,430

Key Statistics

Price/Earnings (Normalized)
11.77
Price/Sales
3.32
Dividend Yield (Trailing)
3.64%
Dividend Yield (Forward)
3.64%
Dividend Payment Schedule
Apr
Total Yield
4.12%

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
Mid Core
Total Number of Employees
7,675
Website
https://www.juliusbaer.com

Competitors

Valuation

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Metric
BAER
UBS
DWS
Price/Earnings (Normalized)
11.7714.3012.82
Price/Book Value
2.001.681.82
Price/Sales
3.323.002.66
Price/Cash Flow
9.185.9915.80
Price/Earnings
BAER
UBS
DWS

Financial Strength

Metric
BAER
UBS
DWS
Quick Ratio
——0.52
Current Ratio
——0.52
Interest Coverage
———
Quick Ratio
BAER
UBS
DWS

Profitability

Metric
BAER
UBS
DWS
Return on Assets (Normalized)
1.04%0.77%7.05%
Return on Equity (Normalized)
16.06%14.13%11.24%
Return on Invested Capital (Normalized)
——10.96%
Return on Assets
BAER
UBS
DWS

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LOCK|KT@ln>x<LOCK|?<$189B
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LOCK|^@RLKhLOCK|$$q$$90B
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LOCK|?zshc<LOCK|xZ<r&$86B
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LOCK|J<%GX%>LOCK|<FJ?$72B
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LOCK|!JlXPb#LOCK|Jl$47B
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LOCK|L<%m!^LOCK|G&?D%$45B
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LOCK|zF$$>^LOCK|&<?g$32B
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LOCK|!X$Zbkb@LOCK|#s$32B
Ares Management Corp Ordinary Shares - Class A
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LOCK|XS@XJ>CLOCK|P$FSF$32B

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