Financial Services
Julius Bär Gruppe AG(JBAXY)
Live Price
Offline$16.45
+1.17% today
1Y Change
+25.99%
Window
Jun 25, 2025 → Jun 23, 2026
- Market Cap
- $13.14B
- Revenue Growth
- +45.1%
- EPS Growth
- -29.0%
- Dividend Yield
- 4.1%
Coverage: 250 bars · Jun 25, 2025 → Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Julius Bär Gruppe AG (JBAXY) is a Financial Services stock with a market cap of $13.14B and listed on OTC. The stock last traded around $16.45 and up 26.0% across the available one-year price window (Jun 25, 2025 → Jun 23, 2026). Baseline metrics include revenue growth of +45.1%, EPS growth of -29.0%, a dividend yield of 4.1%. What stands out right now is revenue +45.1%, EPS -29.0%, free cash flow -107.5% 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 JBAXY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+45.1% vs +3.4% peer median
Operating Margin
Above sector median
+21.5% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Feb 2, 2026 with an EPS surprise of +26.9% and a revenue surprise of +4.5%.
The operating picture looks softer than before
Revenue is at +45.1% and EPS is at -29.0%, with operating margin around 21.5%.
The next real check-in already has a date
The next earnings event is scheduled for Jul 21, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +2.7% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Δ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Feb 2, 2026 | +26.9% | +2.7% | +5.3% | -3.2% |
2025 Jul 22, 2025 | -27.6% | +2.2% | -2.7% | +3.2% |
2025 May 21, 2025 | +519.8% | +2.4% | +5.4% | +9.6% |
Benchmark Edge
JBAXY vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
JBAXY
—
Normalized return
SPY
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S&P 500
Excess Return
--
Relative to SPY
JBAXY Max Drawdown
-21.11%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for JBAXY and SPY.
Company Overview
Julius Bär Gruppe AG
Other OTC
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.
- Leadership
- Stefan Bollinger
- IPO Date
- Apr 26, 2010
- Employees
- 7.6k
- Street Address
- Bahnhofstrasse 36
- Mailing
- Zurich, 8010
- Region
- Zurich, CH
- Reporting Currency
- USD
- Investor Line
- 41 58 888 1111
- Last Updated
- Apr 30, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 17.2
- EV/EBITDA
- 13.6
- Price/Sales
- 2.8
- Price/Book
- 1.8
Growth
- Revenue
- +45.1%
- EPS
- -29.0%
- Free Cash Flow
- -107.5%
Profitability
- Gross Margin
- 82.9%
- Operating Margin
- 21.5%
- Net Margin
- 16.3%
- ROE
- 10.9%
- ROIC
- 0.8%
Balance Sheet
- Debt/Equity
- 1.14
- Current Ratio
- 16.53
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.