Julius Baer Gruppe stock
BAER.SWSIXJulius Baer Gruppe AG, Financial ServicesISIN CH0102484968
73Score 73 out of 100, Strong
Price and trend
81 / 100
Price history
+23% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 5.6% above it.
Since December 2025 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 64).
The price is 6.5% below its 52-week high. Largest decline in 20 years: 80% (October 2007 to March 2009).
Chart figures for advanced users
- SMA 50$86.12
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$81.89
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)64
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$67.02
- The lowest closing price of the last twelve months.
- Resistance$92.50
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Julius Baer Gruppe AG belongs to the Asset Management industry (Switzerland) and, with a market value of $17.8B, is number 21 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $5.08B (up 139% year on year) and earnings of $920.26M (down 25.3%).
- For fiscal 2026, analysts expect on average revenue of $5.39B (up 6.1%) and adjusted earnings per share of $7.25.
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- MEQIRI Score 73 out of 100 (Strong): rank 289 of 976 in Financial Services, median 68.
- The P/E is 12.9 (Asset Management median 14, own median of recent years 15.8).
- Our model puts fair value at $121.78, with the price 29% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 15.6% over the last 12 months.Profitability 71
- Below fair valuePrice 29% below the fair value of $121.78.Valuation 87
- Consistently profitableProfit in all 10 fiscal years from 2016 to 2025.Fundamentals 89
Weaknesses
- Margin fallingOperating margin 22.2%, average of the prior years 33.7% (to 2024).
Its standout strengths are fundamentals and valuation.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 72 to 73.
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among stocks ranked 101 to 1,000.
From 2016 to 2025, 9 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What lowers it
- solid fundamentals
Valuation
Valuation signal
Significantly undervaluedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $93.68 and expensive above $173.97 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $149.97 (excess return model) and $93.59 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is below both.
Calculated with a cost of equity of 5.6%. At 6.6% the fair value would be $109.28, at 4.6% it would be $140.53.
Valuation metrics
Half from the excess return model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Jun 2026, revenue rose 22.2% on the twelve months before. Revenue has grown solidly since 2006, at about 3% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 22%, net 18%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net 25%.
Debt & balance sheet
Fiscal 2025For banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- No date announced.
- Last reported
- 21 Jul 2026EPS reported $3.98 (expected $3.87)above expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $7.25−0.4%
- Revenue
- $5.39B+0.3%
- Earnings per share
- $7.45−0.9%
- Revenue
- $5.57B+0.1%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: −5.0%Guidance that net new money in 2026 will be below 2025 was reiterated, with continued headwind into 2027; tax rate guidance of 18% to 20% unchanged.
“Our forward tax guidance for the current strategic cycle is unchanged at between 18% and 20% and takes into account the currently expected impact of the implementation of the OECD minimum tax rate in different jurisdictions.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 21 Jul 2026 (fiscal Q2 2026), read by AI.
What happened at Julius Baer Gruppe
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 73
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- AmundiAMUN.PA $21.96B74
- Partners Group HoldingPGHN.SW $21.23B78
- TPGTPG $18.79B73
- Franklin ResourcesBEN $18.44B61
- Pershing SquarePS $17.81B31
- Jio Financial ServicesJIOFIN.NS $16.25B50
- Blue Owl CapitalOWL $15.93B49
- Corebridge FinancialCRBG $15.84B73
ETFs that hold Julius Baer Gruppe
Held by 91 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares STOXX Europe 600 Financial Services UCITS ETF (DE)EXH2 | 2.74% | 0.46% | €97.77M |
| Xtrackers SLI UCITS ETF 1DDXS0 | 1.43% | 0.25% | €581.42M |
| Amundi DJ Switzerland Titans 30 UCITS ETF DistC030 | 1.05% | 0.25% | €237.76M |
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| UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD disUBUM | 0.93% | 0.30% | €237.98M |
| Deka MSCI Europe MC UCITS ETFEL43 | 0.72% | 0.36% | €67.17M |
| iShares MSCI Europe Financials Sector UCITS ETFESIF | 0.52% | 0.18% | €661.4M |
| State Street SPDR MSCI Europe Financials UCITS ETFSPYZ | 0.52% | 0.18% | €825.78M |
| iShares Ageing Population UCITS ETF2B77 | 0.50% | 0.40% | €807M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 11 Nov 2026 ($1 = CHF 0.8299)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 30 Oct 2026)
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.