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Sector
Asset Management
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, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
www.juliusbaer.comNo one on the platform currently holds BAER.SW.
No tracked institution reports a position in BAER.SW as of their last filing.
No one on the platform has traded BAER.SW yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 9.3% | — | — | — | ||
| Rev. Growth % | 52.0% | 7.8% | ||||
| Profit Margin % | 12.9% | 19.9% | 19.6% | |||
| Free Cash Flow Margin % | -2.5% | 10.1% | 0.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.4B | +15.2% | $6.00 | $5.17–$6.35 | — | 12 |
| 2027 | $4.6B | +3.5% | $6.22 | $5.78–$7.14 | — | 12 |
| 2028 | $4.9B | +5.7% | $7.02 | $6.31–$7.91 | — | 9 |
| 2029 | $5.2B | +7.7% | $7.35 | $7.00–$7.67 | — | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-21 | $3.21 | $3.30 | +2.8% |
| 2026-02-02 | $1.85 | $2.29 | +23.8% |
| 2025-07-22 | $2.00 | $1.99 | -0.5% |
| 2025-05-21 | $2.25 | $2.86 | +27.1% |
| 2024-07-25 | $2.28 | $2.16 | -5.3% |
| 2024-05-23 | $2.25 | $2.86 | +27.1% |
| 2024-02-01 | $1.61 | $2.58 | +60.2% |
| 2023-07-24 | $1.57 |
| $0.83 |
| -47.1% |
| +1.27% |
| $1.6B |
| — |
| HELN.SWHelvetia Holding AG | $197.20 | -2.18% | $10.4B | — |
| PEHN.SWPrivate Equity Holding AG | $61.40 | +0.33% | $149M | — |
Source: Financial Modeling Prep · peers by sector/industry