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Julius Baer Gruppe AG

SIX • Financial Services • Asset Management • Quote as of 10/30/2026
Julius Baer Gruppe AG stock price and volume chart

Company Profile

IndustryAsset Management
SectorFinancial Services
ExchangeSIX
Market Capitalization14,107 mln
Float204 mln
Earnings Date02/02/2027

EPS

5.54
Strong

P / E

12.45
Fair value

Piotroski F-Score

4 / 9
Borderline

1-Year Forecast

76.74
Modest upside

Relative Strength

28 / 100
Underperforming

Debt / Equity

1.51
High leverage

Business Description

Founded in Zurich in 1890, Julius Bär Gruppe AG is a global wealth management firm serving clients across Switzerland, Europe, the Americas, Asia, and beyond. The company helps individuals and families grow and protect their assets through personalized investment advice, managed portfolios, and access to a wide range of financial products. It also supports clients with estate planning, family office services, and connections to private markets and investment funds.

Key Fundamentals

EPS5.54
P/E12.45
ROE16.04
RPS20.56
ROIC1.27
ROA1.04
Interest Cover0.91
EBITDA, mln1,788
EV / EBITDA10.89
EV / EBIT12.63
Revenue, mln4,641
EV / Revenue4.19

Quote Details

Last 69.00
Change -0.7 (-1%)
Open 69.70
Volume 502,923
Turnover 34,701,688
Average Volume 440,540

Financial Ratios

Pre-Tax Profit Margin30
Leverage Ratio15.81
Current Ratio20.89
Price / Book2.07
Price / Tangible Book3.27
Price / Cash Flow41.93
Price / Free Cash Flow355
Debt / Equity1.51
Price / Sales3.29
PEG Ratio5.15

Financial Strength

Piotroski F-Score 4 / 9
Price to Intrinsic Value1.43
Price to Graham Number1.39
1-Year Target Price76.74
Shiller PE Ratio20.21

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week 1.89% 81 / 100   
1 Month -3.12% 33 / 100   
2 Months -2.24% 29 / 100   
6 Months 8.05% 63 / 100   
1 Year 35.91% 88 / 100   



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