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Julius Bär Gruppe AG (BAER) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Julius Bär Gruppe AG

BAERMarket cap $17BPrice $84.1

Country🇨🇭Switzerland

SectorFinancials

IndustryCapital Markets

Manages wealth for the world's richest clients, overseeing over 470 billion Swiss francs in assets. This pure-play private bank survived a 2023 credit scandal that wiped out a chunk of its client trust — and is still fighting to win it back.

In Bastion Portfolios?

52W Return+32%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%5

Revenue Forecast

Rev CAGR (1y)+13%7

Rev CAGR (3y)+9%6

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+55%9

EPS Growth Y+2-1%3

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin0%7

Net Income Margin27%9

Free Cash Flow Margin115%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE16%7

ROA1%3

Earnings Stability44

GEAR+STRONG77

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)128

P/E Ratio (Forward 3y)117

P/BV2.07

EV Multiples

EV/EBITDA Fwd08

EV/EBIT Fwd08

Yield

Free Cash Flow Yield0.0%8

Dividend Yield3.7%8

Momentum

Short term

1 month return-8%3

3 month return-3%5

YTD return+17%7

Mid term

Price vs 52wHigh90%8

1 year return+30%8

Long term

3 year return+38%5

5 year return+41%5

Risk Shield

Price Risk

Beta0.94

Volatility27%8

Free Cash Flow

Free Cash Flow Margin115%10

Free Cash Flow Yield0.0%8

Quality

ROCE4%3

Earnings Stability44

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

BAERJulius Bär Gruppe

Revenue FY25$4.7B

GROWTH RATING↗

AVERAGE57 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+13%7

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+55%9

EPS growth, FY27E-1%3

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 4%/yr over the last 3 years and is set to grow 9%/yr from here.

WATCH

A mid-pack grower, ahead of 57% of companies worldwide.

Revenue is set to grow 9%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 9%/yr). One year dips: EPS falls 1% in year 2.

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up. The one thing to watch: the earnings path has a down year.

03Price Momentum

Is the market behind it right now?

BAERJulius Bär Gruppe

Total return Current157%

Price return Current89.4%

MOMENTUM RATING↗

AVERAGE53 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-3%5

YTD return+17%7

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+30%8

3-year return+38%5

5-year return+41%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 30% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+17%).

WATCH

Average long-term results. Multi-year returns are middling (+38% over three years and +41% over five), roughly average for the market.

Returns sit at the market level over three months (-3%).

WEAKNESSES

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Julius Bär. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
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02Growth

Is it actually growing, and how fast?

BAERJulius Bär Gruppe

Revenue FY25$4.7B

GROWTH RATING↗

AVERAGE57 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+13%7

Revenue, next 3Y, CAGR+9%6

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+55%9

EPS growth, FY27E-1%3

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 4%/yr over the last 3 years and is set to grow 9%/yr from here.

WATCH

A mid-pack grower, ahead of 57% of companies worldwide.

Revenue is set to grow 9%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 9%/yr). One year dips: EPS falls 1% in year 2.

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A middle-of-the-pack grower that's speeding up. The one thing to watch: the earnings path has a down year.

03Price Momentum

Is the market behind it right now?

BAERJulius Bär Gruppe

Total return Current157%

Price return Current89.4%

MOMENTUM RATING↗

AVERAGE53 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-3%5

YTD return+17%7

MID & LONG-TERM▾SCORE

% of 52-week high90%8

1-year return+30%8

3-year return+38%5

5-year return+41%5

MOMENTUM ASSESSMENT

STRENGTHS

It's up 30% over the past year, but 10% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+17%).

WATCH

Average long-term results. Multi-year returns are middling (+38% over three years and +41% over five), roughly average for the market.

Returns sit at the market level over three months (-3%).

WEAKNESSES

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Julius Bär. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community