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Julius Baer Group Ltd (JBAXY)

Julius Baer Group Ltd, through its depositary receipt listed on OTC Markets under the symbols JBAX.Y and OTC-JBAXY, provides investors with exposure to the underlying Swiss financial group. Julius Baer Gruppe AG is a wealth management firm serving clients in Switzerland, Europe, the Americas, Asia, and other international markets. Its services include investment advisory and discretionary mandates, securities execution and advisory, structured products, private markets and fund solutions, wealth planning, family office services, and an open product platform. Founded in 1890 and headquartered in Zurich, Switzerland, the group operates within the capital markets segment of the financials sector.


Stock Summary Fair Value Profitability & Growth Quality & Risk Events & Dividends Market Outlook FAQ

Jump directly to the stock analysis sections supported by the latest available data.

Data update note: Fair value and stock analysis metrics are updated after regular market sessions when new data becomes available.
Ticker Fair Value Fair Value Upside/Downside Fair Value Rating Analyst Price Target Analyst Target Upside/Downside Analyst Target Rating Overall Financial Health Dividend Yield Next Earnings Date P/E Ratio Price-to-Book Ratio Price-to-Sales Ratio Market Cap Total Debt / Total Capital Free Float / Shares Outstanding Altman Z-Score Payout Ratio Free Cash Flow / Net Income
OTC-JBAX.Y
$20.44
17.0% Upside
Fair
$19.50
11.6% Upside
Fair
Good
2.0%
November 23, 2026
13.0x
2.0x
3.5x
17.987 B
69.7%
99.6%
1.8
47.0%
426.5%
Valuation • Fair Value

Julius Baer Group Ltd (OTC-JBAX.Y) Fair Value by Valuation Model

Review the available estimates for Julius Baer Group Ltd (OTC-JBAX.Y), including Ben Graham Formula Value, DDM Fair Value, Comps Fair Value.

Primary Valuation Read

Fair Value

$20.44

Estimated upside of 17.0% versus the current market price.

Fair Value Confidence

Med

Confidence level for the primary fair value estimate.

Ben Graham Formula Value

$15.24

Classic Ben Graham valuation formula reference.

DDM Fair Value

$32.62

Dividend discount model valuation reference.

Comps Fair Value

$16.38

Comparable-company valuation reference.

Analyst Price Target

$19.50

Analysts imply upside of 11.6%.

How to read these valuation models

Use the 6 available valuation references for Julius Baer Group Ltd (OTC-JBAX.Y) as analytical inputs, not a standalone conclusion. Valuation methods can differ because they rely on different assumptions, time horizons and financial inputs; compare the estimates with the current price and the company’s financial quality.

Profitability • Growth

Profitability & Growth for Julius Baer Group Ltd (OTC-JBAX.Y)

Review the profitability and growth indicators currently supported by the latest data.

Revenue

5.231 B

Current operating scale indicator.

Revenue Forecast

5.469 B

Forward revenue estimate.

EBITDA

0 K

Current operating profitability reference.

EBITDA Forecast

325.5 M

Forward operating profitability estimate.

How to read profitability and growth

This section helps investors review Julius Baer Group Ltd (OTC-JBAX.Y) from an operating perspective by combining current scale, forward revenue expectations and EBITDA-related profitability measures.

Quality • Risk

Quality & Financial Risk for Julius Baer Group Ltd (OTC-JBAX.Y)

Review the financial quality and risk indicators currently supported by the latest data.

Financial Health

Good

Positive financial-health read.

Piotroski Score

5

Mid-range quality score.

Altman Z-Score

1.8

Intermediate risk zone.

FCF / Net Income

426.5%

Cash conversion quality indicator.

How to read quality and risk

This section combines quality, balance-sheet and accounting-risk indicators for Julius Baer Group Ltd (OTC-JBAX.Y). Read the metrics together: no single score is a complete investment conclusion, but the combined view can highlight financial strength, earnings quality and areas that may deserve closer review.

Events • Dividends

Upcoming Events & Dividends for Julius Baer Group Ltd (OTC-JBAX.Y)

Track the upcoming dates and dividend metrics currently supported by the latest data.

Next Earnings Date

November 23, 2026

Days to Earnings

62

Dividend Yield

2.0%

Current income yield reference.

Payout Ratio

47.0%

Dividend payout reference.

How to read events and dividends

This section helps investors track time-sensitive items for Julius Baer Group Ltd (OTC-JBAX.Y), including the next earnings date and dividend-related milestones. These items can matter for short-term volatility, income planning and event-driven positioning.

Stock Forecast • Technical Outlook

Julius Baer Group Ltd (OTC-JBAX.Y) Stock Forecast & Technical Outlook

Review Julius Baer Group Ltd (OTC-JBAX.Y) across multiple technical time frames, alongside analyst recommendation data, to form a faster read on market positioning and near-term sentiment.

Technical Signals by Time Frame

Switch between time frames to review the current technical signal for the stock.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 15-minute • intraday
Strong Sell

The 15-minute technical read for Julius Baer Group Ltd (OTC-JBAX.Y) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 1-hour • short-term
Strong Sell

The 1-hour technical read for Julius Baer Group Ltd (OTC-JBAX.Y) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: daily • daily
Strong Sell

The daily technical read for Julius Baer Group Ltd (OTC-JBAX.Y) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: weekly • weekly
Neutral

The weekly technical read for Julius Baer Group Ltd (OTC-JBAX.Y) is currently Neutral. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: monthly • monthly
Strong Buy

The monthly technical read for Julius Baer Group Ltd (OTC-JBAX.Y) is currently Strong Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Analyst Consensus for Julius Baer Group Ltd (OTC-JBAX.Y)

A consolidated view of buy, hold and sell recommendations based on the currently available analyst data.

Strong Sell Sell Neutral Buy Strong Buy
Consolidated analyst recommendation mix
Strong Buy

Based on the available recommendation mix, Julius Baer Group Ltd (OTC-JBAX.Y) has a Strong Buy consensus, with 1 buy, 0 hold and 0 sell recommendations in the current data set.

Buy 1
Hold 0
Sell 0
FAQ • Fast Investor Answers

Julius Baer Group Ltd (OTC-JBAX.Y) Stock FAQ

Data-supported answers about Julius Baer Group Ltd (OTC-JBAX.Y), including explicit coverage status where a reliable valuation estimate is not currently available.

Fair Value
$20.44
Estimated upside 17.0%
Valuation Rating
Undervalued
Estimated upside of 17.0%
Analyst Target
$19.50
Implied upside 11.6%
Financial Health
Good
Current financial-health read

The current fair value estimate for Julius Baer Group Ltd (OTC-JBAX.Y) is $20.44. This implies an estimated upside of 17.0% versus the current market price.

Based on the current fair value estimate, the stock appears undervalued, with estimated upside of 17.0% versus the current market price.

The available analyst price target for Julius Baer Group Ltd (OTC-JBAX.Y) is $19.50. The analyst target implies estimated upside of 11.6%.

The current financial health read for Julius Baer Group Ltd (OTC-JBAX.Y) is Good. This should be reviewed alongside valuation, profitability, debt and cash-flow quality metrics.

The next earnings date currently listed for Julius Baer Group Ltd (OTC-JBAX.Y) is November 23, 2026.

Based on the current data, dividend yield is 2.0%.

The current P/E ratio listed for Julius Baer Group Ltd (OTC-JBAX.Y) is 13.0x. Use it together with growth, margins and sector comparisons rather than as a standalone valuation signal.

The current market capitalization listed for Julius Baer Group Ltd is 17.987 B.

The ticker symbol for Julius Baer Group Ltd is OTC-JBAX.Y, and the stock is listed on OTC Markets.

Julius Baer Group Ltd (OTC-JBAX.Y) is listed on OTC Markets.

The current debt-to-total-capital ratio listed for Julius Baer Group Ltd is 69.7%, which helps investors evaluate the company’s financing structure and leverage profile.

The free float listed for Julius Baer Group Ltd is 99.6%. Free float helps investors understand how much of the share base is available for public trading.

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