Financial Services
Live Price
Offline$85.87
+0.00% today
1Y Change
+22.84%
Window
Jun 30, 2025 → Jun 18, 2026
Coverage: 244 bars · Jun 30, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Julius Bär Gruppe AG (JBARF) is a Financial Services stock with a market cap of $13.14B and listed on OTC. The stock last traded around $85.87 and up 22.8% across the available one-year price window (Jun 30, 2025 → Jun 18, 2026). Baseline metrics include revenue growth of +52.0%, EPS growth of -25.2%, a dividend yield of 4.1%. What stands out right now is revenue +52.0%, EPS -25.2%, free cash flow -107.9% with operating margin 21.5% and ROIC 0.8%. The dividend matters to the case here, with a current yield around 4.1%. Valuation is more restrained than many high-expectation growth names at P/E 17.2 and price/sales 2.8. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines JBARF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
JBARF is 1.98 pts ahead over the shared 1Y window.
JBARF had 12.82 pts deeper max drawdown than SPY.
JBARF beat SPY in 1 of 2 calendar years shown and trailed in 1.
JBARF
+22.84%
Normalized return
SPY
+20.86%
S&P 500
Excess Return
+1.98 pts
Relative to SPY
JBARF Max Drawdown
-21.96%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for JBARF and SPY.
| Year | JBARF | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +4.71% | +6.71% | -2.00 pts | SPY |
| 2025 | +17.36% | +11.19% | +6.17 pts | JBARF |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
4.06%
Trailing 12M Payout
$2.12
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Apr 14, 2026 | Apr 14, 2026 | Apr 15, 2026 | $2.12 | $2.12 | Irregular |
| Apr 15, 2025 | Apr 15, 2025 | Apr 16, 2025 | $3.17 | $3.19 | Annual |
| Apr 15, 2024 | Apr 16, 2024 | Apr 17, 2024 | $2.85 | $2.85 | Annual |
| Apr 17, 2023 | Apr 18, 2023 | Apr 19, 2023 | $2.89 | $2.91 | Annual |
| Apr 14, 2022 | Apr 19, 2022 | Apr 20, 2022 | $1.59 | $2.78 | Annual |
| Apr 16, 2021 | Apr 19, 2021 | Apr 20, 2021 | $1.90 | $1.90 | Semi-Annual |
| Nov 4, 2020 | Nov 5, 2020 | Nov 6, 2020 | $0.82 | $0.82 | Semi-Annual |
| May 20, 2020 | May 22, 2020 | May 25, 2020 | $0.39 | $0.77 | Annual |
| Apr 12, 2019 | Apr 15, 2019 | Apr 16, 2019 | $1.50 | $1.50 | Annual |
| Apr 13, 2018 | Apr 16, 2018 | Apr 17, 2018 | $1.45 | $1.45 | Annual |
| Apr 18, 2017 | Apr 19, 2017 | Apr 20, 2017 | $1.20 | $1.20 | Annual |
| Apr 15, 2016 | — | Apr 19, 2016 | $1.14 | $1.14 | Annual |
| Apr 17, 2015 | — | Apr 21, 2015 | $1.05 | $1.05 | Annual |
| Apr 11, 2014 | Apr 15, 2014 | Apr 16, 2014 | $0.69 | $0.69 | Annual |
| Apr 12, 2013 | Apr 16, 2013 | Apr 17, 2013 | $0.65 | $0.65 | Annual |
| Apr 13, 2012 | Apr 17, 2012 | Apr 18, 2012 | $1.09 | $1.09 | Annual |
| Apr 11, 2011 | Apr 13, 2011 | Apr 14, 2011 | $0.66 | $0.66 | Annual |
| Apr 12, 2010 | Apr 15, 2010 | Apr 16, 2010 | $0.38 | $0.38 | Annual |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.