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Equity
Julius Baer Gruppe AG(0QO6)
GBP --+0.00%
Reward52Moderate
Risk53Moderate
75%Data
Strong 27% profit margin · 5.8% dividend yield · Revenue growing 26% YoY
0QO6
+0.0 · +0.00%
GBP · LSE
Julius Baer Gruppe AG |
Dividend King
Market Cap:9.82Bn
ⓘ
Reward Rating
52
Moderate
Reward Assessment
75% data coverage
Bottom 50% of stocksView factors
ⓘ
Risk Rating
53
Moderate
Risk Assessment
5 metrics flaggedView details

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on 0QO6 to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for 0QO6, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Julius Baer Gruppe AG?

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

0QO6 · Verdict

Moderate reward · elevated risk

0QO6 has limited near-term tailwinds — cash flow and balance sheet weigh on the model output.

Based on 88% data coverage

0QO6 · Verdict

What’s working & what to watch

Watchouts 2

  • Cash flow37/100

    -2% free-cash-flow margin

  • Balance sheet41/100

    Interest covered 0.6×

Model-based scoring. For information only — not financial advice.

What is Julius Baer Gruppe AG?

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. The company is listed on the LSE in UK, with a market capitalisation of 9.82B, and a P/E ratio of 0.1x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Risk profile appears balanced versus broad market conditions.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (52)

The scoring profile indicates limited reward potential at this time, with profitability and growth offering the most support. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorN/A
IndustryN/A
Market Cap9.82B
P/E Ratio0.0893
Dividend Yield5.75%
Beta0.867
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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