Growth is the primary weakness (avg 0/100). Business quality is the relative bright spot.
Broad-market heuristics · Not a buy/sell signal
Valuation and growth
Valuation
Growth
Under 20x, reasonable relative to earnings
Under 20x cash flow, well covered
Below 2%, essentially flat
Below 2%, essentially flat
Business Quality & Capital Allocation
Roughly flat, no meaningful dilution
Net cash position, no leverage concern
Julius Baer (BAER.XSWX) quality: score, margins and returns
Julius Baer (BAER.XSWX) scores 41/100 on Intrinsiqq's quality score (a mixed business), a weighted blend of 6 metrics each scored 0 to 100. Every metric is computed from company filings; this is analysis, not investment advice.
Frequently asked
Is Julius Baer (BAER.XSWX) a high-quality business?+
Julius Baer scores 41 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which rates it a mixed business on these measures. Quality and price are separate questions: even a great business can be a poor investment if you overpay, so read this score alongside the valuation. The metric-by-metric breakdown is on this scorecard.
What does Julius Baer's quality score measure?+
Intrinsiqq's quality score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, change in share count, and balance-sheet strength, each computed from BAER.XSWX's company filings rather than opinion or sentiment. A higher score means a more durable, capital-efficient business; it is not a buy or sell signal. Open each metric on this page to see exactly where Julius Baer scores well and where it falls behind.
How profitable is Julius Baer?+
Julius Baer runs a net margin of about 18.7%. Revenue has grown at roughly 1.3% a year recently. High, stable margins usually point to pricing power and operating discipline. Margins are most telling next to growth and returns on capital, all of which feed this quality score. This is analysis from company filings, not investment advice.
Peers
Asset Management · Pick stocks to compare with BAER.XSWX
Held by ETFs
BAER.XSWX is in 100 US ETFs. The largest of them, with BAER.XSWX's weight in each:
Vanguard Total International Stock ETFVXUS0.04%of the fund
Vanguard FTSE Developed Markets ETFVEA0.06%of the fund
iShares Core MSCI EAFE ETFIEFA0.07%of the fund
Vanguard Total World Stock ETFVT0.02%of the fund
Vanguard FTSE All-World ex-US Index Fund ETF SharesVEU0.04%of the fund
iShares MSCI EAFE ETFEFA0.08%of the fund
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Data sourced from company filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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