Ratings Julius Bär Gruppe AG

Equities

BAER

CH0102484968

Market Closed - Swiss Exchange Other stock markets 16:31:59 30/04/2024 BST			5-day change	1st Jan Change
49.61 ^CHF	+0.02%		+2.90%	+5.22%

04-30	DIARY-Top Economic Events to June 27	RE
04-29	DIARY-Top Economic Events to June 27	RE

Summary

The company's Refinitiv ESG score, based on a ranking of the company relative to its industry, comes out particularly well.

Strengths

The company's profit outlook over the next few years is a strong asset.
The group's activity appears highly profitable thanks to its outperforming net margins.
The company's attractive earnings multiples are brought to light by a P/E ratio at 10.19 for the current year.
The company is one of the best yield companies with high dividend expectations.
Analysts covering this company mostly recommend stock overweighting or purchase.
The opinion of analysts covering the stock has improved over the past four months.
Analysts' price targets are all relatively close, reflecting good visibility on the company's valuation.

Weaknesses

The company's enterprise value to sales, at 4.2 times its current sales, is high.
For the last twelve months, sales expectations have been significantly downgraded, which means that less important sales volumes are expected for the current fiscal year over the previous period.
For the last 12 months, analysts have been regularly downgrading their EPS expectations. Analysts predict worse results for the company against their predictions a year ago.
Over the past twelve months, analysts' opinions have been revised negatively.

Ratings chart - Surperformance

Chart ESG Refinitiv

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes