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Julius Baer Gruppe AG
Buy, Hold or Sell?

Let's analyse Julius Baer Gruppe AG together

PenkeI guess you are interested in Julius Baer Gruppe AG. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Julius Baer Gruppe AG. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Julius Baer Gruppe AG (30 sec.)










What can you expect buying and holding a share of Julius Baer Gruppe AG? (30 sec.)

How much money do you get?

How much money do you get?
CHF11.51
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
CHF29.97
Expected worth in 1 year
CHF29.08
How sure are you?
80.0%

+ What do you gain per year?

Total Gains per Share
CHF9.53
Return On Investment
18.3%

For what price can you sell your share?

Current Price per Share
CHF52.08
Expected price per share
CHF49.08 - CHF59.96
How sure are you?
50%

1. Valuation of Julius Baer Gruppe AG (5 min.)




Live pricePrice per Share (EOD)

CHF52.08

Intrinsic Value Per Share

CHF-235.58 - CHF90.80

Total Value Per Share

CHF-205.61 - CHF120.78

2. Growth of Julius Baer Gruppe AG (5 min.)




Is Julius Baer Gruppe AG growing?

Current yearPrevious yearGrowGrow %
How rich?$6.8b$6.9b-$139.7m-2.1%

How much money is Julius Baer Gruppe AG making?

Current yearPrevious yearGrowGrow %
Making money$501.5m$1b-$547.4m-109.2%
Net Profit Margin7.8%21.0%--

How much money comes from the company's main activities?

3. Financial Health of Julius Baer Gruppe AG (5 min.)




4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#33 / 763

Most Revenue
#7 / 763

Most Profit
#21 / 763

Most Efficient
#564 / 763

What can you expect buying and holding a share of Julius Baer Gruppe AG? (5 min.)

Welcome investor! Julius Baer Gruppe AG's management wants to use your money to grow the business. In return you get a share of Julius Baer Gruppe AG.

What can you expect buying and holding a share of Julius Baer Gruppe AG?

First you should know what it really means to hold a share of Julius Baer Gruppe AG. And how you can make/lose money.

Speculation

The Price per Share of Julius Baer Gruppe AG is CHF52.08. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Julius Baer Gruppe AG.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Julius Baer Gruppe AG, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is CHF29.97. Based on the TTM, the Book Value Change Per Share is CHF-0.22 per quarter. Based on the YOY, the Book Value Change Per Share is CHF-1.32 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is CHF2.60 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Julius Baer Gruppe AG.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 CHF% of Price per ShareCHF% of Price per ShareCHF% of Price per ShareCHF% of Price per ShareCHF% of Price per Share
Usd Eps2.444.7%2.444.7%5.049.7%3.807.3%3.196.1%
Usd Book Value Change Per Share-0.25-0.5%-0.25-0.5%-1.46-2.8%0.501.0%0.711.4%
Usd Dividend Per Share2.885.5%2.885.5%2.945.6%2.244.3%1.723.3%
Usd Total Gains Per Share2.635.1%2.635.1%1.482.8%2.745.3%2.444.7%
Usd Price Per Share52.09-52.09-59.50-58.13-54.95-
Price to Earnings Ratio21.36-21.36-11.82-16.86-24.40-
Price-to-Total Gains Ratio19.79-19.79-40.26-23.32-10.06-
Price to Book Ratio1.57-1.57-1.78-1.75-1.60-
Price-to-Total Gains Ratio19.79-19.79-40.26-23.32-10.06-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share57.532776
Number of shares17
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share2.882.24
Usd Book Value Change Per Share-0.250.50
Usd Total Gains Per Share2.632.74
Gains per Quarter (17 shares)44.7546.62
Gains per Year (17 shares)178.99186.47
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1196-1716915334176
2391-3334830568362
3587-50527458102548
4783-67706610135734
5978-83885763169920
61174-10010649162031106
71370-117124310682371292
81565-133142212212711478
91761-150160113733051664
101957-167178015263391850

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%19.00.00.0100.0%
Book Value Change Per Share0.01.00.00.0%1.02.00.033.3%3.02.00.060.0%6.04.00.060.0%10.09.00.052.6%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%19.00.00.0100.0%
Total Gains per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%8.02.00.080.0%15.04.00.078.9%

Fundamentals of Julius Baer Gruppe AG

About Julius Baer Gruppe AG

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company offers investment advisory and discretionary mandates; structured products, securities execution and advisory, private markets and fund offering; wealth planning, family office services; asset servicing, and lombard lending solutions. It also provides open product platform solutions. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Fundamental data was last updated by Penke on 2024-03-28 20:15:04.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a profit.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating very inefficient.
The company is efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is able to pay all its short-term debts.
The company is able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is just able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is underpriced.
Based on the earnings, the company is fair priced.
Based on how much money comes from the company's main activities, the company is cheap.

1.1. Profitability of Julius Baer Gruppe AG.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Julius Baer Gruppe AG earns for each CHF1 of revenue.

  • Above 10% is considered healthy but always compare Julius Baer Gruppe AG to the Asset Management industry mean.
  • A Net Profit Margin of 7.8% means that CHF0.08 for each CHF1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Julius Baer Gruppe AG:

  • The MRQ is 7.8%. The company is making a profit. +1
  • The TTM is 7.8%. The company is making a profit. +1
Trends
Current periodCompared to+/- 
MRQ7.8%TTM7.8%0.0%
TTM7.8%YOY21.0%-13.2%
TTM7.8%5Y17.0%-9.2%
5Y17.0%10Y17.0%+0.1%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ7.8%62.0%-54.2%
TTM7.8%63.5%-55.7%
YOY21.0%71.0%-50.0%
5Y17.0%62.9%-45.9%
10Y17.0%58.3%-41.3%
1.1.2. Return on Assets

Shows how efficient Julius Baer Gruppe AG is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Julius Baer Gruppe AG to the Asset Management industry mean.
  • 0.5% Return on Assets means that Julius Baer Gruppe AG generated CHF0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Julius Baer Gruppe AG:

  • The MRQ is 0.5%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.5%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.5%TTM0.5%0.0%
TTM0.5%YOY0.9%-0.4%
TTM0.5%5Y0.7%-0.2%
5Y0.7%10Y0.6%+0.1%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.5%0.8%-0.3%
TTM0.5%0.9%-0.4%
YOY0.9%1.0%-0.1%
5Y0.7%1.5%-0.8%
10Y0.6%2.1%-1.5%
1.1.3. Return on Equity

Shows how efficient Julius Baer Gruppe AG is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Julius Baer Gruppe AG to the Asset Management industry mean.
  • 7.4% Return on Equity means Julius Baer Gruppe AG generated CHF0.07 for each CHF1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Julius Baer Gruppe AG:

  • The MRQ is 7.4%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 7.4%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ7.4%TTM7.4%0.0%
TTM7.4%YOY15.1%-7.7%
TTM7.4%5Y11.4%-4.0%
5Y11.4%10Y10.2%+1.2%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ7.4%1.7%+5.7%
TTM7.4%2.0%+5.4%
YOY15.1%1.9%+13.2%
5Y11.4%2.6%+8.8%
10Y10.2%3.2%+7.0%

1.2. Operating Efficiency of Julius Baer Gruppe AG.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Julius Baer Gruppe AG is operating .

  • Measures how much profit Julius Baer Gruppe AG makes for each CHF1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Julius Baer Gruppe AG to the Asset Management industry mean.
  • An Operating Margin of -6.6% means the company generated CHF-0.07  for each CHF1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Julius Baer Gruppe AG:

  • The MRQ is -6.6%. The company is operating very inefficient. -2
  • The TTM is -6.6%. The company is operating very inefficient. -2
Trends
Current periodCompared to+/- 
MRQ-6.6%TTM-6.6%0.0%
TTM-6.6%YOY-10.9%+4.4%
TTM-6.6%5Y-5.9%-0.7%
5Y-5.9%10Y11.2%-17.1%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-6.6%80.3%-86.9%
TTM-6.6%62.8%-69.4%
YOY-10.9%70.7%-81.6%
5Y-5.9%55.7%-61.6%
10Y11.2%50.4%-39.2%
1.2.2. Operating Ratio

Measures how efficient Julius Baer Gruppe AG is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 0.70 means that the operating costs are CHF0.70 for each CHF1 in net sales.

Let's take a look of the Operating Ratio trends of Julius Baer Gruppe AG:

  • The MRQ is 0.700. The company is efficient in keeping operating costs low. +1
  • The TTM is 0.700. The company is efficient in keeping operating costs low. +1
Trends
Current periodCompared to+/- 
MRQ0.700TTM0.7000.000
TTM0.700YOY0.230+0.470
TTM0.7005Y0.455+0.245
5Y0.45510Y0.626-0.171
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.7000.420+0.280
TTM0.7000.445+0.255
YOY0.2300.335-0.105
5Y0.4550.430+0.025
10Y0.6260.483+0.143

1.3. Liquidity of Julius Baer Gruppe AG.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Julius Baer Gruppe AG is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 2.48 means the company has CHF2.48 in assets for each CHF1 in short-term debts.

Let's take a look of the Current Ratio trends of Julius Baer Gruppe AG:

  • The MRQ is 2.478. The company is able to pay all its short-term debts. +1
  • The TTM is 2.478. The company is able to pay all its short-term debts. +1
Trends
Current periodCompared to+/- 
MRQ2.478TTM2.4780.000
TTM2.478YOY3.915-1.437
TTM2.4785Y125.649-123.171
5Y125.64910Y152.995-27.346
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ2.4783.222-0.744
TTM2.4783.191-0.713
YOY3.9153.840+0.075
5Y125.6495.526+120.123
10Y152.9956.549+146.446
1.3.2. Quick Ratio

Measures if Julius Baer Gruppe AG is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Julius Baer Gruppe AG to the Asset Management industry mean.
  • A Quick Ratio of 1.45 means the company can pay off CHF1.45 for each CHF1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Julius Baer Gruppe AG:

  • The MRQ is 1.447. The company is able to pay all its short-term debts with the most liquid assets. +1
  • The TTM is 1.447. The company is able to pay all its short-term debts with the most liquid assets. +1
Trends
Current periodCompared to+/- 
MRQ1.447TTM1.4470.000
TTM1.447YOY2.502-1.055
TTM1.4475Y124.665-123.217
5Y124.66510Y152.503-27.838
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ1.4473.184-1.737
TTM1.4473.532-2.085
YOY2.5024.139-1.637
5Y124.6656.715+117.950
10Y152.5036.060+146.443

1.4. Solvency of Julius Baer Gruppe AG.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Julius Baer Gruppe AG assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Julius Baer Gruppe AG to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.94 means that Julius Baer Gruppe AG assets are financed with 93.6% credit (debt) and the remaining percentage (100% - 93.6%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Julius Baer Gruppe AG:

  • The MRQ is 0.936. The company is just able to pay all its debts by selling its assets.
  • The TTM is 0.936. The company is just able to pay all its debts by selling its assets.
Trends
Current periodCompared to+/- 
MRQ0.936TTM0.9360.000
TTM0.936YOY0.940-0.004
TTM0.9365Y0.940-0.004
5Y0.94010Y0.848+0.092
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9360.183+0.753
TTM0.9360.180+0.756
YOY0.9400.185+0.755
5Y0.9400.190+0.750
10Y0.8480.188+0.660
1.4.2. Debt to Equity Ratio

Measures if Julius Baer Gruppe AG is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Julius Baer Gruppe AG to the Asset Management industry mean.
  • A Debt to Equity ratio of 1,470.8% means that company has CHF14.71 debt for each CHF1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Julius Baer Gruppe AG:

  • The MRQ is 14.708. The company is unable to pay all its debts with equity. -1
  • The TTM is 14.708. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ14.708TTM14.7080.000
TTM14.708YOY15.803-1.094
TTM14.7085Y15.654-0.946
5Y15.65410Y14.213+1.441
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ14.7080.210+14.498
TTM14.7080.220+14.488
YOY15.8030.227+15.576
5Y15.6540.250+15.404
10Y14.2130.260+13.953

2. Market Valuation of Julius Baer Gruppe AG

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every CHF1 in earnings Julius Baer Gruppe AG generates.

  • Above 15 is considered overpriced but always compare Julius Baer Gruppe AG to the Asset Management industry mean.
  • A PE ratio of 21.36 means the investor is paying CHF21.36 for every CHF1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Julius Baer Gruppe AG:

  • The EOD is 23.589. Based on the earnings, the company is fair priced.
  • The MRQ is 21.356. Based on the earnings, the company is fair priced.
  • The TTM is 21.356. Based on the earnings, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD23.589MRQ21.356+2.233
MRQ21.356TTM21.3560.000
TTM21.356YOY11.815+9.541
TTM21.3565Y16.859+4.498
5Y16.85910Y24.398-7.540
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD23.5895.619+17.970
MRQ21.3565.505+15.851
TTM21.3565.667+15.689
YOY11.8153.801+8.014
5Y16.8595.342+11.517
10Y24.3987.598+16.800
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Julius Baer Gruppe AG:

  • The EOD is 5.249. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 4.752. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 4.752. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD5.249MRQ4.752+0.497
MRQ4.752TTM4.7520.000
TTM4.752YOY-5.638+10.389
TTM4.7525Y1.330+3.422
5Y1.33010Y-2.003+3.332
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD5.2494.635+0.614
MRQ4.7524.286+0.466
TTM4.7523.311+1.441
YOY-5.6382.052-7.690
5Y1.3302.207-0.877
10Y-2.0032.479-4.482
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Julius Baer Gruppe AG is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 1.57 means the investor is paying CHF1.57 for each CHF1 in book value.

Let's take a look of the Price to Book Ratio trends of Julius Baer Gruppe AG:

  • The EOD is 1.738. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.573. Based on the equity, the company is underpriced. +1
  • The TTM is 1.573. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.738MRQ1.573+0.164
MRQ1.573TTM1.5730.000
TTM1.573YOY1.784-0.211
TTM1.5735Y1.751-0.177
5Y1.75110Y1.601+0.149
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.7380.927+0.811
MRQ1.5730.911+0.662
TTM1.5730.910+0.663
YOY1.7840.983+0.801
5Y1.7511.008+0.743
10Y1.6011.157+0.444
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Julius Baer Gruppe AG compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share---0.222-0.2220%-1.322+496%0.451-149%0.645-134%
Book Value Per Share--29.97129.9710%30.193-1%30.0250%69.275-57%
Current Ratio--2.4782.4780%3.915-37%125.649-98%152.995-98%
Debt To Asset Ratio--0.9360.9360%0.9400%0.9400%0.848+10%
Debt To Equity Ratio--14.70814.7080%15.803-7%15.654-6%14.213+3%
Dividend Per Share--2.6052.6050%2.660-2%2.032+28%1.560+67%
Eps--2.2082.2080%4.559-52%3.442-36%2.891-24%
Free Cash Flow Per Share--9.9229.9220%-9.554+196%-0.800+108%-0.328+103%
Free Cash Flow To Equity Per Share--4.0114.0110%-12.599+414%-3.042+176%-0.229+106%
Gross Profit Margin---3.060-3.0600%0.803-481%0.074-4216%0.537-670%
Intrinsic Value_10Y_max--90.805--------
Intrinsic Value_10Y_min---235.579--------
Intrinsic Value_1Y_max--4.371--------
Intrinsic Value_1Y_min---6.617--------
Intrinsic Value_3Y_max--16.738--------
Intrinsic Value_3Y_min---34.715--------
Intrinsic Value_5Y_max--33.448--------
Intrinsic Value_5Y_min---78.853--------
Market Cap10651922400.000+9%9695722029.1009695722029.1000%11219790047.180-14%11161565734.074-13%10684480855.546-9%
Net Profit Margin--0.0780.0780%0.210-63%0.170-54%0.170-54%
Operating Margin---0.066-0.0660%-0.109+66%-0.059-10%0.112-159%
Operating Ratio--0.7000.7000%0.230+204%0.455+54%0.626+12%
Pb Ratio1.738+9%1.5731.5730%1.784-12%1.751-10%1.601-2%
Pe Ratio23.589+9%21.35621.3560%11.815+81%16.859+27%24.398-12%
Price Per Share52.080+9%47.15047.1500%53.860-12%52.624-10%49.743-5%
Price To Free Cash Flow Ratio5.249+9%4.7524.7520%-5.638+219%1.330+257%-2.003+142%
Price To Total Gains Ratio21.858+9%19.78919.7890%40.255-51%23.325-15%10.058+97%
Quick Ratio--1.4471.4470%2.502-42%124.665-99%152.503-99%
Return On Assets--0.0050.0050%0.009-48%0.007-31%0.006-23%
Return On Equity--0.0740.0740%0.151-51%0.114-35%0.102-28%
Total Gains Per Share--2.3832.3830%1.338+78%2.482-4%2.205+8%
Usd Book Value--6808487040.0006808487040.0000%6948231590.000-2%7030288706.000-3%16530273564.670-59%
Usd Book Value Change Per Share---0.245-0.2450%-1.460+496%0.498-149%0.713-134%
Usd Book Value Per Share--33.10933.1090%33.355-1%33.1690%76.528-57%
Usd Dividend Per Share--2.8772.8770%2.938-2%2.244+28%1.723+67%
Usd Eps--2.4392.4390%5.036-52%3.803-36%3.194-24%
Usd Free Cash Flow--2254029880.0002254029880.0000%-2198573940.000+198%-216963080.000+110%-87471361.170+104%
Usd Free Cash Flow Per Share--10.96110.9610%-10.554+196%-0.884+108%-0.362+103%
Usd Free Cash Flow To Equity Per Share--4.4314.4310%-13.918+414%-3.361+176%-0.253+106%
Usd Market Cap11767178675.280+9%10710864125.54710710864125.5470%12394502065.120-14%12330181666.432-13%11803146001.122-9%
Usd Price Per Share57.533+9%52.08752.0870%59.499-12%58.134-10%54.951-5%
Usd Profit--501533800.000501533800.0000%1049023120.000-52%806077496.000-38%684406279.880-27%
Usd Revenue--6457523850.0006457523850.0000%4996226690.000+29%4880100625.779+32%4058822236.950+59%
Usd Total Gains Per Share--2.6322.6320%1.478+78%2.742-4%2.436+8%
 EOD+4 -4MRQTTM+0 -0YOY+15 -215Y+12 -2410Y+14 -22

3.2. Fundamental Score

Let's check the fundamental score of Julius Baer Gruppe AG based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1523.589
Price to Book Ratio (EOD)Between0-11.738
Net Profit Margin (MRQ)Greater than00.078
Operating Margin (MRQ)Greater than0-0.066
Quick Ratio (MRQ)Greater than11.447
Current Ratio (MRQ)Greater than12.478
Debt to Asset Ratio (MRQ)Less than10.936
Debt to Equity Ratio (MRQ)Less than114.708
Return on Equity (MRQ)Greater than0.150.074
Return on Assets (MRQ)Greater than0.050.005
Total4/10 (40.0%)

3.3. Technical Score

Let's check the technical score of Julius Baer Gruppe AG based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5067.225
Ma 20Greater thanMa 5050.260
Ma 50Greater thanMa 10048.433
Ma 100Greater thanMa 20048.136
OpenGreater thanClose52.260
Total4/5 (80.0%)



Latest Balance Sheet

Balance Sheet of 2023-12-31. All numbers in thousands.

Summary
Total Assets96,786,300
Total Liabilities90,623,100
Total Stockholder Equity6,161,300
 As reported
Total Liabilities 90,623,100
Total Stockholder Equity+ 6,161,300
Total Assets = 96,786,300

Assets

Total Assets96,786,300
Total Current Assets27,770,800
Long-term Assets69,015,500
Total Current Assets
Cash And Cash Equivalents 16,220,300
Total Current Assets  (as reported)27,770,800
Total Current Assets  (calculated)16,220,300
+/- 11,550,500
Long-term Assets
Property Plant Equipment 648,700
Goodwill 1,715,900
Intangible Assets 849,200
Long-term Assets Other 65,769,900
Long-term Assets  (as reported)69,015,500
Long-term Assets  (calculated)68,983,700
+/- 31,800

Liabilities & Shareholders' Equity

Total Current Liabilities11,206,000
Long-term Liabilities79,417,100
Total Stockholder Equity6,161,300
Total Current Liabilities
Short-term Debt 311,200
Accounts payable 5,901,100
Other Current Liabilities 4,993,700
Total Current Liabilities  (as reported)11,206,000
Total Current Liabilities  (calculated)11,206,000
+/-0
Long-term Liabilities
Long-term Liabilities  (as reported)79,417,100
Long-term Liabilities  (calculated)0
+/- 79,417,100
Total Stockholder Equity
Common Stock4,100
Retained Earnings 7,106,200
Accumulated Other Comprehensive Income -882,400
Other Stockholders Equity -66,600
Total Stockholder Equity (as reported)6,161,300
Total Stockholder Equity (calculated)6,161,300
+/-0
Other
Cash and Short Term Investments 16,220,300
Common Stock Shares Outstanding 205,636
Liabilities and Stockholders Equity 96,786,300
Net Debt -10,168,200
Net Working Capital 16,564,800
Short Long Term Debt Total 6,052,100



Balance Sheet

All numbers in thousands.

 Trend2023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-312015-12-312014-12-312013-12-312012-12-312011-12-312010-12-312009-12-312008-12-312007-12-312006-12-312005-12-31
> Total Assets 
28,648,377
35,992,949
46,933,033
46,239,997
42,728,969
46,286,601
52,928,656
54,867,739
72,522,122
82,233,804
84,115,500
96,207,200
97,917,600
102,898,300
102,035,200
109,137,000
116,305,800
105,643,700
96,786,300
96,786,300105,643,700116,305,800109,137,000102,035,200102,898,30097,917,60096,207,20084,115,50082,233,80472,522,12254,867,73952,928,65646,286,60142,728,96946,239,99746,933,03335,992,94928,648,377
   > Total Current Assets 
7,275,446
10,258,515
12,249,218
10,850,251
9,412,999
7,707,930
14,289,579
15,818,216
21,969,563
20,456,487
16,453,000
25,316,400
19,526,100
25,495,500
17,621,700
32,543,200
39,960,700
32,497,200
27,770,800
27,770,80032,497,20039,960,70032,543,20017,621,70025,495,50019,526,10025,316,40016,453,00020,456,48721,969,56315,818,21614,289,5797,707,9309,412,99910,850,25112,249,21810,258,5157,275,446
       Cash And Cash Equivalents 
483,553
220,885
162,542
1,987,643
2,814,818
1,121,310
4,241,500
15,606,039
21,697,402
20,124,568
16,086,800
24,989,200
19,171,800
25,081,700
17,195,600
23,062,800
25,799,800
18,912,300
16,220,300
16,220,30018,912,30025,799,80023,062,80017,195,60025,081,70019,171,80024,989,20016,086,80020,124,56821,697,40215,606,0394,241,5001,121,3102,814,8181,987,643162,542220,885483,553
       Net Receivables 
6,791,893
10,037,630
12,086,676
8,862,608
6,598,181
6,586,620
10,048,079
212,177
272,161
331,919
366,200
327,200
354,300
413,800
426,100
392,300
479,100
1,858,000
0
01,858,000479,100392,300426,100413,800354,300327,200366,200331,919272,161212,17710,048,0796,586,6206,598,1818,862,60812,086,67610,037,6306,791,893
       Other Current Assets 
0
0
0
0
0
0
0
0
0
0
326,900
282,800
329,600
48,639,200
52,033,100
32,543,200
39,960,700
32,497,200
27,770,800
27,770,80032,497,20039,960,70032,543,20052,033,10048,639,200329,600282,800326,9000000000000
   > Long-term Assets 
14,882,157
18,085,590
21,676,914
25,069,983
22,606,636
23,525,896
21,323,634
19,144,272
22,847,998
27,957,791
30,722,500
32,108,100
30,495,500
28,763,600
32,380,400
76,593,800
76,345,100
73,146,500
69,015,500
69,015,50073,146,50076,345,10076,593,80032,380,40028,763,60030,495,50032,108,10030,722,50027,957,79122,847,99819,144,27221,323,63423,525,89622,606,63625,069,98321,676,91418,085,59014,882,157
       Property Plant Equipment 
334,524
355,156
355,589
363,581
331,922
371,803
366,103
359,592
386,233
382,678
373,200
373,800
356,600
352,800
612,900
580,500
514,600
607,700
648,700
648,700607,700514,600580,500612,900352,800356,600373,800373,200382,678386,233359,592366,103371,803331,922363,581355,589355,156334,524
       Goodwill 
0
0
0
0
0
0
0
1,118,600
1,446,900
1,680,300
1,712,500
2,071,300
2,073,000
2,092,900
2,017,700
1,793,400
1,800,900
1,722,100
1,715,900
1,715,9001,722,1001,800,9001,793,4002,017,7002,092,9002,073,0002,071,3001,712,5001,680,3001,446,9001,118,6000000000
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
14,561,700
28,900,000
27,266,500
25,478,600
28,901,400
30,079,300
30,388,100
33,459,400
0
033,459,40030,388,10030,079,30028,901,40025,478,60027,266,50028,900,00014,561,7000000000000
       Intangible Assets 
4,987,787
4,818,958
4,704,359
4,579,798
1,705,318
1,797,777
1,706,895
516,935
680,044
683,624
603,900
763,000
799,400
839,300
848,400
2,637,400
2,660,700
2,536,200
849,200
849,2002,536,2002,660,7002,637,400848,400839,300799,400763,000603,900683,624680,044516,9351,706,8951,797,7771,705,3184,579,7984,704,3594,818,9584,987,787
       Earning Assets 
0
0
0
0
0
0
0
0
0
0
0
26,179,700
25,275,600
23,302,000
28,907,200
30,086,700
30,395,200
0
0
0030,395,20030,086,70028,907,20023,302,00025,275,60026,179,70000000000000
       Other Assets 
6,490,774
7,648,844
13,006,901
10,319,763
10,709,334
15,052,775
17,315,443
19,905,251
27,704,561
33,819,526
36,940,000
38,782,700
47,896,000
48,639,200
52,033,100
53,535,900
57,816,500
51,143,800
77,352,300
77,352,30051,143,80057,816,50053,535,90052,033,10048,639,20047,896,00038,782,70036,940,00033,819,52627,704,56119,905,25117,315,44315,052,77510,709,33410,319,76313,006,9017,648,8446,490,774
> Total Liabilities 
22,441,100
29,129,001
40,503,975
39,666,905
38,537,178
41,802,554
48,618,443
49,993,693
67,483,570
76,896,043
79,173,500
90,853,400
1,777,000
96,856,500
95,845,800
102,702,800
109,562,400
99,354,000
90,623,100
90,623,10099,354,000109,562,400102,702,80095,845,80096,856,5001,777,00090,853,40079,173,50076,896,04367,483,57049,993,69348,618,44341,802,55438,537,17839,666,90540,503,97529,129,00122,441,100
   > Total Current Liabilities 
0
0
0
0
0
0
0
0
0
0
68,513,100
80,849,100
78,220,500
28,300
28,700
9,662,900
8,905,700
8,300,000
11,206,000
11,206,0008,300,0008,905,7009,662,90028,70028,30078,220,50080,849,10068,513,1000000000000
       Short-term Debt 
0
0
0
0
0
0
0
0
0
0
0
304,800
287,300
6,892,200
8,305,900
5,223,300
4,453,800
3,151,200
311,200
311,2003,151,2004,453,8005,223,3008,305,9006,892,200287,300304,80000000000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
304,800
287,300
6,892,200
8,305,900
0
0
0
0
00008,305,9006,892,200287,300304,80000000000000
       Accounts payable 
0
0
0
0
0
0
0
0
0
0
64,781,400
67,495,200
67,663,900
28,300
28,700
35,200
39,300
373,800
5,901,100
5,901,100373,80039,30035,20028,70028,30067,663,90067,495,20064,781,4000000000000
       Other Current Liabilities 
0
0
0
0
0
0
0
0
0
0
810,100
293,100
376,500
-28,300
-28,700
4,404,400
4,412,600
4,775,000
4,993,700
4,993,7004,775,0004,412,6004,404,400-28,700-28,300376,500293,100810,1000000000000
   > Long-term Liabilities 
22,441,100
29,129,001
40,503,975
39,666,905
38,537,178
41,802,554
48,618,443
49,993,693
67,483,570
76,896,043
79,173,500
90,853,400
1,777,000
1,503,400
2,165,900
93,039,900
100,656,700
91,054,000
79,417,100
79,417,10091,054,000100,656,70093,039,9002,165,9001,503,4001,777,00090,853,40079,173,50076,896,04367,483,57049,993,69348,618,44341,802,55438,537,17839,666,90540,503,97529,129,00122,441,100
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
2,669,100
3,379,400
3,103,700
7,029,600
7,182,500
4,985,700
3,917,000
0
03,917,0004,985,7007,182,5007,029,6003,103,7003,379,4002,669,10000000000000
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
572,700
424,800
351,000
340,600
366,200
458,400
327,600
243,500
0
0243,500327,600458,400366,200340,600351,000424,800572,7000000000000
> Total Stockholder Equity
6,207,132
6,863,803
6,428,913
6,571,677
4,190,052
4,481,806
4,308,273
4,871,761
5,037,917
5,328,666
4,935,600
5,330,200
5,824,500
6,039,900
6,180,200
6,425,600
6,734,400
6,287,200
6,161,300
6,161,3006,287,2006,734,4006,425,6006,180,2006,039,9005,824,5005,330,2004,935,6005,328,6665,037,9174,871,7614,308,2734,481,8064,190,0526,571,6776,428,9136,863,8036,207,132
   Common Stock
11,163
11,163
11,163
10,552
4,133
4,133
4,133
4,334
4,476
4,476
4,500
4,500
4,500
4,500
4,500
4,500
4,400
4,300
4,100
4,1004,3004,4004,5004,5004,5004,5004,5004,5004,4764,4764,3344,1334,1334,13310,55211,16311,16311,163
   Retained Earnings 
1,325,278
1,961,509
2,810,198
2,238,715
4,312,902
4,581,923
4,717,195
4,961,505
5,235,764
5,560,295
5,467,800
5,840,400
6,306,000
6,474,700
6,557,400
6,931,900
7,615,800
7,536,000
7,106,200
7,106,2007,536,0007,615,8006,931,9006,557,4006,474,7006,306,0005,840,4005,467,8005,560,2955,235,7644,961,5054,717,1954,581,9234,312,9022,238,7152,810,1981,961,5091,325,278
   Capital Surplus 0000000000000000000
   Treasury Stock00-685,800-404,700-363,200-308,900-276,100-263,10000000000000
   Other Stockholders Equity 
4,870,691
4,891,131
3,607,552
4,322,410
-126,983
-104,250
-413,055
-94,078
-202,323
-236,105
-536,700
-514,700
-486,000
-439,300
-381,700
-404,700
-685,800
-352,900
-66,600
-66,600-352,900-685,800-404,700-381,700-439,300-486,000-514,700-536,700-236,105-202,323-94,078-413,055-104,250-126,9834,322,4103,607,5524,891,1314,870,691



Balance Sheet

All numbers in thousands.




Cash Flow

Currency in CHF. All numbers in thousands.




Income Statement

All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue5,845,500
Cost of Revenue-3,053,700
Gross Profit2,791,8002,791,800
 
Operating Income (+$)
Gross Profit2,791,800
Operating Expense-1,038,600
Operating Income663,7001,753,200
 
Operating Expense (+$)
Research Development0
Selling General Administrative732,600
Selling And Marketing Expenses1,843,300
Operating Expense1,038,6002,575,900
 
Net Interest Income (+$)
Interest Income0
Interest Expense-110,300
Other Finance Cost-110,300
Net Interest Income0
 
Pretax Income (+$)
Operating Income663,700
Net Interest Income0
Other Non-Operating Income Expenses0
Income Before Tax (EBT)513,800149,900
EBIT - interestExpense = -495,700
514,400
564,300
Interest Expense110,300
Earnings Before Interest and Taxes (EBIT)-385,400624,100
Earnings Before Interest and Taxes (EBITDA)-149,400
 
After tax Income (+$)
Income Before Tax513,800
Tax Provision-0
Net Income From Continuing Ops0513,800
Net Income454,000
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses5,303,100
Total Other Income/Expenses Net513,8000
 

Technical Analysis of Julius Baer Gruppe AG
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Julius Baer Gruppe AG. The general trend of Julius Baer Gruppe AG is BULLISH with 14.3% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Julius Baer Gruppe AG's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (14.3%) Bearish trend (-14.3%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Julius Baer Gruppe AG.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: 56.02 < 56.20 < 59.96.

The bearish price targets are: 51.94 > 51.36 > 49.08.

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Julius Baer Gruppe AG Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Julius Baer Gruppe AG. The current mas is .

The long score for the Moving Averages is 8/14.
The longshort score for the Moving Averages is 2/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 < MA 200: The MA 20 is lower than the MA 200. -1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 < MA 200: The MA 50 is lower than the MA 200. -1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 < MA 200: The MA 100 is lower than the MA 200. -1
  • MA 200 trending down: The MA 200 is trending down. -1
  • Close < MA 200: The price is below the MA 200. -1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Julius Baer Gruppe AG Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Julius Baer Gruppe AG. The current macd is 1.08639441.

The long score for the Moving Average Convergence/Divergence (MACD) is 4/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 4/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Julius Baer Gruppe AG price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Julius Baer Gruppe AG. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Julius Baer Gruppe AG price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Julius Baer Gruppe AG Daily Moving Average Convergence/Divergence (MACD) ChartJulius Baer Gruppe AG Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Julius Baer Gruppe AG. The current adx is 25.65.

The long score for the Directional Movement Index (DMI) is 4/7.
The longshort score for the Directional Movement Index (DMI) is 4/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Julius Baer Gruppe AG shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bullish trend. The ADX is trending up, so the bullish trend is strengthening.
Julius Baer Gruppe AG Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Julius Baer Gruppe AG. The current sar is 50.34.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Julius Baer Gruppe AG Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Julius Baer Gruppe AG. The current rsi is 67.23. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 3/13.
The longshort score for the Relative Strength Index (RSI) is 2/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending down: The RSI is trending down. -1
Julius Baer Gruppe AG Daily Relative Strength Index (RSI) ChartJulius Baer Gruppe AG Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Julius Baer Gruppe AG. The current phase is Overbought in bull market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 0/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Julius Baer Gruppe AG price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
Julius Baer Gruppe AG Daily Stochastic Oscillator ChartJulius Baer Gruppe AG Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Julius Baer Gruppe AG. The current cci is 100.23.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Julius Baer Gruppe AG Daily Commodity Channel Index (CCI) ChartJulius Baer Gruppe AG Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Julius Baer Gruppe AG. The current cmo is 40.96.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Julius Baer Gruppe AG Daily Chande Momentum Oscillator (CMO) ChartJulius Baer Gruppe AG Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Julius Baer Gruppe AG. The current willr is -16.20111732.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Julius Baer Gruppe AG Daily Williams %R ChartJulius Baer Gruppe AG Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Julius Baer Gruppe AG.

Julius Baer Gruppe AG Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Julius Baer Gruppe AG. The current atr is 0.94109171.

Julius Baer Gruppe AG Daily Average True Range (ATR) ChartJulius Baer Gruppe AG Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Julius Baer Gruppe AG. The current obv is 146,811.

Julius Baer Gruppe AG Daily On-Balance Volume (OBV) ChartJulius Baer Gruppe AG Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Julius Baer Gruppe AG. The current mfi is 53.97.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
Julius Baer Gruppe AG Daily Money Flow Index (MFI) ChartJulius Baer Gruppe AG Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Julius Baer Gruppe AG.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-07MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-09RSI LONG ENTRY SHORT CLOSE30 crossover to upside
2023-11-10STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-13SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-14MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-15DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-17STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-20DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-21MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2023-11-27STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-28ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-29STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-30STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-04STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-05RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-08MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2023-12-12STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-13STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-14SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-18STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-20STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-21STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-27STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-28STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-29STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-03DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-04STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-08STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-09DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-10SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-11STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-16STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-17MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-18STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-23STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-01-25STOCH SHORT EXITThe %K line crosses above the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-01-26MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-30WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-31STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-01CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-02-05STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-06SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-07MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-02-08STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-12CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-13STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-14MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-15CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-19STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-21STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-23STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-26MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-02-28DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-29DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-01CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-05STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-06MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-07SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-08CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-14RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-21STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-25STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-26STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-27STOCH LONG EXITThe %K line crosses below the %D line.

6.3. Candlestick Patterns

Julius Baer Gruppe AG Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Julius Baer Gruppe AG based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5067.225
Ma 20Greater thanMa 5050.260
Ma 50Greater thanMa 10048.433
Ma 100Greater thanMa 20048.136
OpenGreater thanClose52.260
Total4/5 (80.0%)
Penke

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