Julius Bär Gruppe AG BAER.SW
Composite 59/100; the shares have moved about 26% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 36/100 — a moderate mark against it.
Valuation ranks 79/100 — a strong point in its favour. Momentum ranks 79/100 — a strong point in its favour. Quality ranks 56/100 — a slight point in its favour.
Growth ranks 36/100 — a moderate mark against it. Balance-sheet strength ranks 45/100 — a slight mark against it.
What the company does Julius Bär Gruppe AG is a Swiss-based wealth manager offering investment advisory, discretionary mandates, private markets, and family office services across Switzerland, Europe, the Americas, and Asia.
Key financials ROE is 16% and net margin 27%. Revenue grew 26% and EPS 128% year-over-year. Dividend yield is 4% with a 47% payout ratio.
Stock health SideraVia scores Quality 65, Growth 71, Valuation 77, and Income 89. Momentum is +29% over 12 months, with RSI at 48.
Price vs fair value The stock trades at a discount of 33.10% to our fair-value estimate of 93.27 and a discount of 6.11% to the 12-month target of 74.38. - Trading at a discount to fair value and target (Fair-value & Analyst View) - Recent partnership with Dubai DET may support investor flows (Private Banker International)
Looking forward Forward P/E of 11.3x and PEG of 0.87 suggest valuation support, while strong ROE and momentum metrics indicate operational strength.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.