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Sector: Services Financiers
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Julius Baer

BAER.SW Large Cap

Financial Services · Asset Management

Mis à jour: Jun 18, 2026, 22:21 UTC

66,38 CHF
+0.73% aujourd'hui
52W: 50,78 CHF – 68,70 CHF
52W Low: 50,78 CHF Position: 87.1% 52W High: 68,70 CHF

Price Chart

Indicateurs clés

P/E Ratio
17.89x
Cours/Bénéfice
Forward P/E
11.03x
P/E prévisionnel
P/S Ratio
3.62x
Cours/Ventes
EV/EBITDA
Valeur d'entreprise/EBITDA
Rend. dividende
3.92%
Rendement annuel du dividende
Cap. boursière
11,9 Md €
Capitalisation boursière
Croissance du CA
1.8%
Croissance du CA sur un an
Marge bénéficiaire
20.31%
Marge nette
ROE
10.87%
Rentabilité des capitaux propres
Beta
0.88
Sensibilité au marché
Positions vendeuses
% du flottant vendu à découvert
Volume moyen
543,495
Volume quotidien moyen

Valuation Analysis

Signal
Fair
vs. S&P 500 avg P/E (24.7x)
Analyst Consensus
Acheter
17 analysts
Avg. Price Target
69,35 CHF
+4.48% upside
Target Range
56,00 CHF – 78,00 CHF

About the Company

Sector: Financial Services Industry: Asset Management Country: Switzerland Employees: 7,390 Exchange: EBS

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

Points forts
  • Rentable avec une marge nette de 20.31%
  • Consensus des analystes : Buy
  • Rendement du dividende solide de 3.92%
Points faibles

Aucun signal d'alerte significatif dans les indicateurs actuels.

Aperçu technique

MM 50 jours
64,49 CHF
+2.93% vs. cours
MM 200 jours
60,96 CHF
+8.89% vs. cours
Sous le plus haut 52s
−3.4%
68,70 CHF
Au-dessus du plus bas 52s
+30.7%
50,78 CHF

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

Risque de marché (Bêta)
0.88 · Proche du marché
Évolue moins que le marché global

The data points to relatively defensive market behavior.

Trading Data

50-Day MA: 64,49 CHF
200-Day MA: 60,96 CHF
Volume: 360,659
Avg. Volume: 543,495
Short Ratio:
P/B Ratio: 1.88x
Debt/Equity:
Free Cash Flow:

💵 Dividend Info

Dividend Yield
3.92%
Annual Rate
2,60 CHF
Payout Ratio
70.08%

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