Julius Baer

Valuation Analysis

About the Company

Julius Baer en bref

Julius Baer (BAER.SW) is currently trading at 70,88 CHF with a market capitalization of 12,7 Md €. The trailing P/E ratio stands at 12.79x, with a forward P/E of 11.42x. The 52-week range spans from 51,76 CHF to 75,42 CHF ; the current price is 6% below the yearly high. Year-over-year revenue growth stands at +25.7%. The net profit margin stands at 26.99%.

💰 Dividende

Julius Baer pays an annual dividend of 2,60 CHF per share, representing a yield of 3.67%. The payout ratio stands at 46.93%.

📊 Avis des analystes

17 analystes évaluent Julius Baer (BAER.SW) au consensus : Acheter. L'objectif de cours moyen est de 74,38 CHF , soit un potentiel de +4.94% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 56,00 CHF à 82,00 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 haussier

Top-line momentum is unusually strong with revenue expanding 25.7% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. Our valuation screen flags the stock as undervalued relative to its fundamentals — multiples are running below where the cash flow profile would normally justify.

Valorisation en contexte

The PEG ratio at 1 sits in the reasonable zone — the price tag is roughly aligned with the company's growth profile, neither punishing nor euphoric.

À surveiller

• The forward P/E of 11.42x is meaningfully below the trailing 12.79x — analysts expect earnings to step up; the next earnings release is the test.
• The dividend yield near 3.67% combined with a payout ratio of 46.93% leaves room for further hikes — a track record of consecutive raises is a strong income signal.

Thèse d'investissement : forces et faiblesses

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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