Ratings Julius Bär Gruppe AG

Equities

BAER

CH0102484968

Market Closed - Swiss Exchange Other stock markets 11:31:51 2024-04-24 am EDT			5-day change	1st Jan Change
48.45 ^CHF	-1.60%		+1.13%	+2.76%

06:30am	Julius Bär Gruppe Plans New Office in Portugal in FY25	MT
02:01am	DIARY-Top Economic Events to June 27	RE

Summary

The company's Refinitiv ESG score, based on a ranking of the company relative to its industry, comes out particularly well.

Strengths

The company's profit outlook over the next few years is a strong asset.
Margins returned by the company are among the highest on the stock exchange list. Its core activity clears big profits.
The company's attractive earnings multiples are brought to light by a P/E ratio at 9.96 for the current year.
This company will be of major interest to investors in search of a high dividend stock.
Analysts covering this company mostly recommend stock overweighting or purchase.
Analyst opinion has improved significantly over the past four months.
Analysts' price targets are all relatively close, reflecting good visibility on the company's valuation.

Weaknesses

With an enterprise value anticipated at 4.13 times the sales for the current fiscal year, the company turns out to be overvalued.
For the last twelve months, the trend in sales revisions has been clearly going down, which emphasizes downgraded expectations from the analysts.
For the last 12 months, analysts have been regularly downgrading their EPS expectations. Analysts predict worse results for the company against their predictions a year ago.
Over the past twelve months, analysts' consensus has been significantly revised downwards.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Banks

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
JULIUS BÄR GRUPPE AG	+2.76%	10.86B		B+
BANCA GENERALI S.P.A.	+7.61%	4.41B		B
EFG INTERNATIONAL AG	-2.04%	3.49B		C+
EDMOND DE ROTHSCHILD (SUISSE) S.A.	+3.33%	1.33B	-	-
TRUXTON CORPORATION	-3.08%	184M	-	-
BANCA PROFILO S.P.A.	+9.36%	157M	-	-
PROVEN GROUP LIMITED	-8.17%	92.7M	-	-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

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Technical analysis

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MT Timing

LT Timing

RSI

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Unusual volumes