SW · BAER.SW
Julius Bär Gruppe AG
- Sector
- Financial Services · Asset Management
- Headquarters
- Zurich 8010
- Website
- juliusbaer.com
Price · as of 2024-12-31
$64.10
Market cap 13.2B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $34.31 | -46.47% |
| Intrinsic Value(DCF) | $34.13 | -46.76% |
| Graham-Dodd Method(GD) | $10.71 | -83.29% |
| Graham Formula(GF) | $136.61 | +113.12% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2010 | $24.51 | $13.60 | $21.00 | $23.74 | $34.73 |
| 2011 | $23.85 | $75.54 | $6.74 | $18.01 | $7.25 |
| 2012 | $25.48 | $52.86 | $0.00 | $11.13 | $11.18 |
| 2013 | $26.42 | $67.98 | $0.00 | $12.04 | $28.55 |
| 2014 | $34.44 | $66.62 | $0.00 | $15.94 | $39.28 |
| 2015 | $29.70 | $27.66 | $0.00 | $2.16 | $7.58 |
| 2016 | $35.61 | $127.67 | $0.00 | $12.25 | $38.97 |
| 2017 | $44.45 | $63.99 | $0.00 | $14.97 | $69.94 |
| 2018 | $32.37 | $119.20 | $0.00 | $13.42 | $39.05 |
| 2019 | $22.34 | $43.15 | $0.00 | $6.69 | $18.24 |
| 2020 | $47.95 | $39.00 | $0.00 | $14.63 | $88.50 |
| 2021 | $43.40 | $40.68 | $0.00 | $21.30 | $66.27 |
| 2022 | $47.55 | $33.25 | $0.00 | $4.81 | $63.23 |
| 2023 | $45.07 | $35.98 | $0.00 | $0.00 | $0.00 |
| 2024 | $58.44 | $34.31 | $17.82 | $10.71 | $136.61 |
AI valuation
Our deep-learning model estimates Julius Bär Gruppe AG's (BAER.SW) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $34.31
- Current price
- $64.10
- AI upside
- -46.47%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$34.13
-46.76% upside
Graham-Dodd
$10.71
-83.29% upside
Graham Formula
$136.61
+113.12% upside
About Julius Bär Gruppe AG
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
- CEO
- Nic Dreckmann
- Employees
- 7.6K
- Beta
- 0.84
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($34.13 ÷ $64.10) − 1 = -46.76% (DCF, example).