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Equity
JBAXY
+0.0 · +0.00%
USD · PINK

Julius Baer Group Ltd(JBAXY) Stock Analysis | Financial Services

USD --+0.00%
Reward56Moderate
Risk44Moderate
75%Data
Strong 20% profit margin · 15.7% dividend yield
Dividend King
Market Cap:17.21Bn
ⓘ
Reward Rating
56
Moderate
Reward Assessment
75% data coverage
Bottom 50% of stocksView factors
ⓘ
Risk Rating
44
Moderate
Risk Assessment
2 metrics flaggedView details

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on JBAXY to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for JBAXY, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $17.66.

What is Julius Baer Group Ltd?

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

JBAXY · Verdict

Solid reward · moderate risk

JBAXY stands out on profitability and valuation, but watch the growth signal.

Based on 88% data coverage

JBAXY · Verdict

What’s working & what to watch

Strengths 3

  • Profitability84/100

    26% net margin · 11% ROE

  • Valuation80/100

    P/E 12.4× · PEG 3.13

  • Cash flow79/100

    48% free-cash-flow margin

Watchouts 1

  • Growth37/100

    Rev +0.3% CAGR · earnings -1.9%

Model-based scoring. For information only — not financial advice.

What is Julius Baer Group Ltd?

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, family office services; lombard and bespoke lending solutions. The company is listed on the PINK in USA, operating in the Financial Services sector, with a market capitalisation of 17.21B, and a P/E ratio of 15.4x.

Financial Highlights

Investment Breakdown

Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Risk profile appears balanced versus broad market conditions.
Valuation
Currently trading below intrinsic value estimates, suggesting upside potential.

OpenBook Logo Analysis

Reward: Moderate (56)

The scoring profile indicates moderate reward potential, with profitability and valuation as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap17.21B
P/E Ratio15.4128
Dividend Yield15.70%
Beta0.845
Insider Activity
12M windowNo data
No insider activity data available for this ticker.
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