Julius Baer
BAER.SW Large CapFinancial Services · Asset Management
Mis à jour: Jun 18, 2026, 22:21 UTC
Price Chart
Indicateurs clés
Valuation Analysis
About the Company
Julius Baer en bref
Julius Baer (BAER.SW) is currently trading at 66,38 CHF with a market capitalization of 11,9 Md €. The trailing P/E ratio stands at 17.89x, with a forward P/E of 11.03x. The 52-week range spans from 50,78 CHF to 68,70 CHF ; the current price is 3.4% below the yearly high. Year-over-year revenue growth stands at +1.8%. The net profit margin stands at 20.31%.
💰 Dividende
Julius Baer pays an annual dividend of 2,60 CHF per share, representing a yield of 3.92%. The payout ratio stands at 70.08%.
📊 Avis des analystes
17 analystes évaluent Julius Baer (BAER.SW) au consensus : Acheter. L'objectif de cours moyen est de 69,35 CHF , soit un potentiel de +4.48% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 56,00 CHF à 78,00 CHF .
Julius Baer : la thèse d'investissement en détail
Julius Baer (BAER.SW) operates in the Financial Services — specifically Asset Management — and is headquartered in Switzerland. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.
Le scénario baissier
Revenue growth has slowed to just 1.8%, which is below nominal GDP — the business is no longer outgrowing the broader economy.
À surveiller
- The forward P/E of 11.03x is meaningfully below the trailing 17.89x — analysts expect earnings to step up; the next earnings release is the test.
Thèse d'investissement : forces et faiblesses
- Rentable avec une marge nette de 20.31%
- Consensus des analystes : Buy
- Rendement du dividende solide de 3.92%
Aucun signal d'alerte significatif dans les indicateurs actuels.
Aperçu technique
Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).
Profil de risque
The data points to relatively defensive market behavior.
Trading Data
💵 Dividend Info
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