Julius Bär Gruppe AG BAER.SW

Name: BAER.SW quality scores
Creator: Stocktoria
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CH · SIX Swiss Exchange · XSWX · stock · Financial Services · website

Julius Bär Gruppe AG (BAER.SW) earns a Piotroski F-score of 5/9 (mixed financial health). It pays a dividend yielding 3.74% (safety: stretched). FY2025 revenue was $4.1B at a 18.7% net margin.

5/9

Piotroski F — financial health

—

Altman Z″ — distress risk

70.1%

Dividend payout · stretched

$69.80 as of 2026-06-01 · +30.1% 1y

$53.64$69.8052-wk

Price from month-end closes (Yahoo) — for reference, not real-time.

Market capCHF 14.3B

P / E18.7×

Dividend yield3.74%

Net margin18.7%

Return on equity10.6%

Revenue trend · last 4y · up

How it ranks in Financial Services · percentile among 50 companies

Piotroski Fstronger than 44%

Net marginstronger than 49%

Return on equitystronger than 35%

Revenue growthstronger than 54%

Percentile vs other Financial Services companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.

Piotroski F breakdown · 5/9 tests passed

Positive return on assets
Positive operating cash flow
Rising ROA
Cash flow exceeds net income
Lower long-term debt
Rising current ratio
No share dilution
Rising gross margin
Rising asset turnover

FAQ

Is BAER.SW financially healthy?

Julius Bär Gruppe AG's Piotroski F-score is 5/9 (8–9 is excellent, 0–3 weak).

Does BAER.SW pay a dividend, and is it safe?

Yes. Julius Bär Gruppe AG pays a dividend yielding about 3.74% with a 70.1% payout ratio, rated “stretched” for safety.

How profitable is BAER.SW?

In FY2025, Julius Bär Gruppe AG had a net margin of 18.7% and a return on equity of 10.6%.

Source: company filings via Yahoo Finance · CH · as of 2025-12-31. Figures in CHF; non-US fundamentals are aggregated by Yahoo (shorter history); facts plus Stocktoria's own computed scores — not investment advice.