Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

LON/0QO6 stock hub

LON/0QO6 has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

12.9B

London Stock Exchange

Market data

Live price

Current market quote for this ticker.

Current price

LON/0QO6

In the news

Latest news · LON/0QO6

Recent company headlines from major financial publishers.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E12.8

P25 8.9P50 11.2P75 14.4

Trailing P/E18

P25 9.1P50 13P75 18.8

ROE10.9

P25 3.3P50 10.3P75 16

ROICn/a

P25 -0.8P50 6.7P75 14.6

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All LON/0QO6 market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

187

Groups with data

Currency

CHF

Showing 187 of 187 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Country	Switzerland
Country code	UK
Employees	7,390
Employees Change	-205%
Employees Change Percent	-2.7
Exchange	London Stock Exchange
Financial currency	CHF
First seen	2026-05-10
Industry	Asset Management
Isin	CH0102484968
Last refreshed	2026-05-10
Market cap	CHF 12.9B
Price	CHF 65.3
Price currency	CHF
Rev Per Employee	476,796.01x
Sector	Financials
Sic	6200
Symbol	lon/0QO6
Website	https://www.juliusbaer.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	5.55%
FCF yield	7.16%
Forward P/E	12.78x
P/B ratio	1.9x
P/E ratio	18.02x
P/S ratio	3.66x
PE Ratio10 Y	14.93x
PE Ratio3 Y	13.85x
PE Ratio5 Y	17.41x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
FCF margin	26.19%
Gross Profit	CHF 3.5B
Net Income	CHF 715.6M
Net Income Growth	-25.28%
Net Income Growth Q	-17.84%
Net Income Growth Years	1%
Net Income Growth3 Y	26.84%
Net Income Growth5 Y	-5.82%
Pretax Margin	24.93%
Profit Margin	20.31%
Profit Per Employee	CHF 96,833
Profitable Years	13
ROA	0.72
Roa5y	0.8
ROE	10.87
Roe5y	12.98

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	9.79%
Cagr1y	25.46%
Cagr3y	7.08%
Cagr5y	7.6%
Div CAGR10	11.84%
Div CAGR3	1.6%
Div CAGR5	4.06%
EPS Growth	-25.31
EPS Growth Q	-18.01
EPS Growth Years	1
EPS Growth3 Y	26.81
EPS Growth5 Y	-5.74
FCF Growth	-47.39%
OCF Growth	-42.04%
OCF Growth10 Y	-15.09%
Revenue Growth	-2.6x
Revenue Growth Q	1.77x
Revenue Growth Years	1x
Revenue Growth3 Y	6.03x
Revenue Growth5 Y	-1.32x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Assets	CHF 100.7B
Cash	CHF 37.9B
Debt	CHF 28.5B
Debt FCF	CHF 30.91
Equity	CHF 6.8B
Liabilities	CHF 93.9B
Net Cash	CHF 9.4B
Net Cash By Market Cap	CHF 72.95
Net Cash Growth	-15.04%
Net Debt Equity	CHF -1.39
Net Debt FCF	CHF -10.19
Tangible Book Value	CHF 4.3B
Tangible Book Value Per Share	CHF 20.98
WACC	2.78

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working Capital	CHF -26.1B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-0.05%
Dividend Growth	1.33%
Dividend Growth Years	1%
Dividend per share	CHF 2.45
Dividend Years	13
Dividend Yield	3.84%
Ex Div Date	2026-04-13
Last Dividend	CHF 2.45
Payout Frequency	Annual
Payout Ratio	70.13%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	154.48%
1Y total return	25.45%
200-day SMA	59.63
3Y total return	22.78%
50-day SMA	61.51
50-day SMA vs 200-day SMA	50over200
5Y total return	44.23%
All Time High	69.16
All Time High Change	-5.58%
All Time High Date	2026-01-19
All Time Low	24.35
All Time Low Change	168.17%
All Time Low Date	2020-03-18
ATR	2.04
Beta	0.85
Ch YTD	4.65
High	66.77
High52	69.16
High52 Date	2026-01-19
High52ch	-5.58%
Low	65
Low52	50.78
Low52 Date	2025-06-19
Low52ch	28.59%
Ma50ch	6.16%
Price vs 200-day SMA	9.51%
RSI	67.1
RSI Monthly	59.95
RSI Weekly	59.53
Sharpe ratio	0.92x
Sortino ratio	1.54
Total Return	3.79%
Tr YTD	9.2
Tr1m	13.42%
Tr1w	1.83%
Tr3m	2.17%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	CHF 1B
Operating margin	29.32

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	204,239,084%
Net Borrowing	388,020,225.1
Shares Insiders	0.37%
Shares Institutions	47.77%
Shares Qo Q	0.05%
Shares Yo Y	0.05%

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	CHF 922.8M
Average Volume	154,988.65x
Bv Per Share	33.04
CAPEX	CHF -231.7M
Ch10y	71.89
Ch1m	8.69
Ch1w	1.83
Ch1y	20.21
Ch3m	-2.09
Ch3y	5.77
Ch5y	12.99
Ch6m	20.13
Change	-1.72%
Change From Open	-0.09
Close	66.44
Days Gap	-1.63
Dollar Volume	5,977,953.8
Earnings Date	2026-07-21
EPS	CHF 3.48
F Score	4
FCF	CHF 922.8M
Financing CF	-176,157,387
Fiscal Year End	December
Founded	1,890
Goodwill	1,579,553,865.3
Graham Number	52.89093
Graham Upside	-19
Income Tax	CHF 162.9M
Investing CF	963,993,190
Is Primary Listing	0
Last Earnings Date	2026-03-16
Last Report Date	2025-12-31
Lynch Fair Value	CHF 18.12
Lynch Upside	-72.25
Ma150	60.61
Ma150ch	7.75%
Ma20	63.04
Ma20ch	3.59%
Net CF	1,889,850,181
Next Earnings Date	2026-07-21
Open	65.36
P FCF Ratio	13.97
P OCF Ratio	11.17
Payment Date	2026-04-15
Position In Range	16.95
Ppne	582,785,608.2
Price Date	2026-05-08
Ptbv Ratio	3
Relative Volume	0.6x
Revenue	3,523,522,544x
Tax By Revenue	4.62x
Tax Rate	18.54%
Tr6m	25.35%
Volume	91,546

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

LON/0QO6 dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.8%

$2.45 annual per share

Payout ratio

+70.1%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+4.1%

1 consecutive years of growth

Total shareholder yield

+3.8%

Next ex-dividend date: 2026-04-13

Performance

LON/0QO6 stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns LON/0QO6?

Insider, institutional, and short-interest positioning.

Institutional ownership

+47.8%

Share of float held by funds and institutions

Insider ownership

+0.4%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

+0.1%

Negative means the company is buying back shares.

Technical

LON/0QO6 momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

67.1

Neutral momentum band

Price vs 200-day MA

+9.5%

50/200-day relationship not available

Beta (5Y)

0.85

Moves roughly with the market

Sharpe ratio

0.92

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About LON/0QO6

Hub-level FAQ points readers to the deeper analysis pages.

What is the current lon/0QO6 stock rating?

lon/0QO6 is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full lon/0QO6 analysis?

The full report lives at /stocks/lon/0QO6/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for lon/0QO6?

The latest report frames lon/0QO6 around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the lon/0QO6 page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.