Julius Bär Gruppe (JBAXY) Stock Price, News & Analysis

Company Overview

Julius Bär Gruppe AG is a Swiss private banking group headquartered in Zurich. Founded in 1890, the company focuses on wealth management for private clients, entrepreneurs, family offices and external asset managers rather than on mass-market retail banking or investment banking.

Its services include investment advice and portfolio management, wealth planning, financing and lending, foreign exchange, and other banking and capital-markets solutions. Julius Baer also provides access to investment products and structured solutions designed to support clients’ long-term wealth preservation and growth objectives.

The group serves clients through a global network covering Switzerland, Europe, the Americas, Asia and selected markets in the Middle East. Julius Baer Gruppe AG is listed on the SIX Swiss Exchange, while its American depositary receipts trade over the counter in the United States.

Key Stats

• Today's Range: $17.10 to $17.27
• 50-Day Range: $16.82 to $18.78
• 52-Week Range: $13.07 to $18.93
• Volume: 62,491 shs
• Average Volume: 104,670 shs
• Market Capitalization: N/A
• P/E Ratio: 64.31
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: Moderate Buy

Julius Bär Gruppe Stock Analysis - MarketRank™

Julius Bär Gruppe scored higher than 16% of companies evaluated by MarketBeat. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.4 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Julius Bär Gruppe has received a consensus rating of Moderate Buy. The company's average rating score is 2.75, and is based on 2 strong buy ratings, no buy ratings, 1 hold rating, and 1 sell rating.

Amount of Analyst Coverage

Julius Bär Gruppe has received no research coverage in the past 90 days.

Earnings and Valuation

• Score: 0.0 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Julius Bär Gruppe is 64.24, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 38.95.

Price to Earnings Ratio vs. Sector

The P/E ratio of Julius Bär Gruppe is 64.24, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 24.94.

Short Interest

• Score: 4.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

Short Interest Ratio / Days to Cover

Julius Bär Gruppe has a short interest ratio ("days to cover") of 0.51, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Julius Bär Gruppe has recently decreased by 65.63%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: Weak

Dividend Yield

Julius Bär Gruppe does not currently pay a dividend.

Dividend Growth

Julius Bär Gruppe does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Julius Bär Gruppe is 134.33%. Payout ratios above 75% are not desirable because they may not be sustainable.

News and Social Media

• Score: 2.4 / 5
• News Sentiment: N/A

News Sentiment

Julius Bär Gruppe has a news sentiment score of 0.87. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.69 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 1 news article for Julius Bär Gruppe this week, compared to 1 article on an average week.

Company Ownership

• Score: 0.0 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Julius Bär Gruppe insiders have not sold or bought any company stock.

Percentage Held by Institutions

1.18% of the stock of Julius Bär Gruppe is held by institutions.

Industry, Sector and Symbol

• Stock Exchange: OTCMKTS
• Sector: Finance
• Industry: Capital Markets
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: OTCMKTS:JBAXY
• Previous Symbol: NASDAQ:JBAXY
• CIK: 1475011
• Web: www.juliusbaer.com
• Phone: (158) 888-1111
• Fax: N/A
• Employees: 7,390
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): N/A
• Trailing P/E Ratio: 64.28
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: N/A
• Price / Sales: N/A
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: N/A
• Free Float: N/A
• Market Cap: N/A
• Optionable: Not Optionable
• Beta: N/A