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SWX/BAERE (SWX/BAERE)

SIX Swiss Exchange: SWX/BAERE · CHF

CHF 69.6

+0.62 (+0.9%)· Recorded snapshot

Market cap	14.3B
Revenue (ttm)	4.2B
Net income (ttm)	1.1B
EPS (ttm)	CHF 5.55
P/E (trailing)	12.4x
P/E (forward)	11.5x
Volume	34,000
Beta	1.47

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 4.2B
Net income (ttm): 1.1B
EPS (ttm): CHF 5.55
P/E (trailing): 12.4x
P/E (forward): 11.5x
Market cap: 14.3B

Metric	Value
Amount currency	CHF
Country	Switzerland
Country code	CH
Earnings date	2027-02-01
Employees	7,675
Employees change	285
Employees growth	3.86%
Exchange	SIX Swiss Exchange
Financial currency	CHF
Financial report date	2026-06-30
First seen	2026-11-03
Fiscal year end	December
Founded	1890
Industry	Asset Management
Is primary listing	No
ISIN number	CH0126645776
Last refreshed	2026-11-03
Market cap	CHF 14.3B
Next earnings date	2027-02-01
Price	CHF 69.62
Price currency	CHF
Sector	Financials
SIC code	6200
Stock price date	2026-11-02
Symbol	swx/BAERE
Website	https://www.juliusbaer.com

Metric

Value

Amount currency

CHF

Country

Switzerland

Country code

Earnings date

2027-02-01

Employees

7,675

Employees change

285

Employees growth

3.86%

Exchange

SIX Swiss Exchange

Financial currency

CHF

Financial report date

2026-06-30

First seen

2026-11-03

Fiscal year end

December

Founded

1890

Industry

Asset Management

Is primary listing

ISIN number

CH0126645776

Last refreshed

2026-11-03

Market cap

CHF 14.3B

Next earnings date

2027-02-01

Price

CHF 69.62

Price currency

CHF

Sector

Financials

SIC code

6200

Stock price date

2026-11-02

Symbol

swx/BAERE

Website

https://www.juliusbaer.com

Metric	Value
Average P/E ratio (10Y)	15.27x
Average P/E ratio (3Y)	16.6x
Average P/E ratio (5Y)	14.53x
Earnings yield	8.04%
FCF yield	33.99%
Forward P/E	11.45x
Graham number	66.32896
Graham upside	-3.87%
Industry forward P/E	14.04x
Industry P/E	15.01x
Lynch fair value	CHF 38.54
Lynch upside	-44.15%
P/B ratio	1.94x
P/E ratio	12.44x
P/FCF ratio	2.94x
P/OCF ratio	2.77x
P/S ratio	3.39x
Price / tangible book value	3.06x
Sector forward P/E	13.48x
Sector P/E	9.41x

Metric

Value

Average P/E ratio (10Y)

15.27x

Average P/E ratio (3Y)

16.6x

Average P/E ratio (5Y)

14.53x

Earnings yield

8.04%

FCF yield

33.99%

Forward P/E

11.45x

Graham number

66.32896

Graham upside

-3.87%

Industry forward P/E

14.04x

Industry P/E

15.01x

Lynch fair value

CHF 38.54

Lynch upside

-44.15%

P/B ratio

1.94x

P/E ratio

12.44x

P/FCF ratio

2.94x

P/OCF ratio

2.77x

P/S ratio

3.39x

Price / tangible book value

3.06x

Sector forward P/E

13.48x

Sector P/E

9.41x

Metric	Value
Effective tax rate	17.37%
FCF margin	115.11%
Operating margin	36.58%
Pretax margin	32.68%
Profit margin	26.99%
Profit per employee	CHF 148,612
Profitable quarters	5
Profitable years	21
Revenue per employee	CHF 550,632
ROA	1.03%
ROA (5Y)	0.8%
ROE	16.17%
ROE (5Y)	12.98%
Tax / revenue	5.68%

Metric

Value

Effective tax rate

17.37%

FCF margin

115.11%

Operating margin

36.58%

Pretax margin

32.68%

Profit margin

26.99%

Profit per employee

CHF 148,612

Profitable quarters

Profitable years

Revenue per employee

CHF 550,632

ROA

1.03%

ROA (5Y)

0.8%

ROE

16.17%

ROE (5Y)

12.98%

Tax / revenue

5.68%

Metric	Value
EPS growth	31.74%
EPS growth (Q)	127.51%
EPS growth (QoQ)	43.78%
EPS growth 10Y	10.58%
EPS growth 3Y	3.58%
EPS growth 5Y	8.04%
EPS growth quarters	1
EPS growth years	0
FCF growth	17.18%
FCF growth (Q)	76.61%
Net income growth	31.8%
Net income growth (Q)	127.63%
Net income growth (QoQ)	43.51%
Net income growth 3Y	3.43%
Net income growth 5Y	7.01%
Net income growth quarters	1
Net income growth years	0
OCF growth	17.47%
OCF growth (Q)	75.95%
OCF growth 10Y	8.44%
Revenue growth	13.41%
Revenue growth (Q)	25.73%
Revenue growth (QoQ)	16.7%
Revenue growth 10Y	4.54%
Revenue growth 3Y	1.7%
Revenue growth 5Y	2.55%
Revenue growth quarters	1
Revenue growth years	2

Metric

Value

EPS growth

31.74%

EPS growth (Q)

127.51%

EPS growth (QoQ)

43.78%

EPS growth 10Y

10.58%

EPS growth 3Y

3.58%

EPS growth 5Y

8.04%

EPS growth quarters

EPS growth years

FCF growth

17.18%

FCF growth (Q)

76.61%

Net income growth

31.8%

Net income growth (Q)

127.63%

Net income growth (QoQ)

43.51%

Net income growth 3Y

3.43%

Net income growth 5Y

7.01%

Net income growth quarters

Net income growth years

OCF growth

17.47%

OCF growth (Q)

75.95%

OCF growth 10Y

8.44%

Revenue growth

13.41%

Revenue growth (Q)

25.73%

Revenue growth (QoQ)

16.7%

Revenue growth 10Y

4.54%

Revenue growth 3Y

1.7%

Revenue growth 5Y

2.55%

Revenue growth quarters

Revenue growth years

Metric	Value
Capital expenditures	CHF -293.3M
EPS	CHF 5.55
Financing cash flow	CHF 58.6M
Free cash flow	CHF 4.9B
Gross profit	CHF 4.2B
Income taxes	CHF 239.9M
Investing cash flow	CHF -1.8B
Net borrowing	CHF 665.6M
Net cash flow	CHF 3.4B
Net income	CHF 1.1B
Operating income	CHF 1.5B
Revenue	CHF 4.2B

Metric

Value

Capital expenditures

CHF -293.3M

EPS

CHF 5.55

Financing cash flow

CHF 58.6M

Free cash flow

CHF 4.9B

Gross profit

CHF 4.2B

Income taxes

CHF 239.9M

Investing cash flow

CHF -1.8B

Net borrowing

CHF 665.6M

Net cash flow

CHF 3.4B

Net income

CHF 1.1B

Operating income

CHF 1.5B

Revenue

CHF 4.2B

Metric	Value
Book value per share	CHF 35.84
Debt / equity	4.57
Debt / FCF	6.92
Net cash (debt)	CHF 12.7B
Net cash / market cap	89.07%
Net cash growth	20.2%
Net debt / equity	-1.73
Net debt / FCF	-2.62
Piotroski F-Score	4
Property, plant and equipment	CHF 617.7M
Shareholders' equity	CHF 7.4B
Tangible book value	CHF 4.7B
Tangible book value per share	CHF 22.71
Total assets	CHF 116.6B
Total cash	CHF 46.4B
Total debt	CHF 33.7B
Total liabilities	CHF 109.2B
WACC	3.68%

Metric

Value

Book value per share

CHF 35.84

Debt / equity

4.57

Debt / FCF

6.92

Net cash (debt)

CHF 12.7B

Net cash / market cap

89.07%

Net cash growth

20.2%

Net debt / equity

-1.73

Net debt / FCF

-2.62

Piotroski F-Score

Property, plant and equipment

CHF 617.7M

Shareholders' equity

CHF 7.4B

Tangible book value

CHF 4.7B

Tangible book value per share

CHF 22.71

Total assets

CHF 116.6B

Total cash

CHF 46.4B

Total debt

CHF 33.7B

Total liabilities

CHF 109.2B

WACC

3.68%

Metric	Value
Working capital	CHF -31.1B

Metric

Value

Working capital

CHF -31.1B

Metric	Value
Buyback yield / dilution	-0.09%
Payout ratio	46.96%
Shareholder yield	-0.09%

Metric

Value

Buyback yield / dilution

-0.09%

Payout ratio

46.96%

Shareholder yield

-0.09%

Metric	Value
150-day SMA	CHF 52.82
15Y price change	116.89%
15Y return CAGR	5.3%
15Y total return	116.89%
1D price change	0.9%
1W price change	0.9%
1W total return	0.9%
20-day SMA	CHF 62.70
200-day SMA	CHF 51.21
50-day SMA	CHF 59.48
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 70.08
52-week high date	2026-11-02
52-week low	CHF 69.00
52-week low date	2026-10-30
5Y price change	4.16%
5Y return CAGR	0.82%
5Y total return	4.16%
All-time high	CHF 70.08
All-time high date	2026-11-02
All-time low	CHF 24.76
All-time low date	2020-03-17
Average true range (ATR)	CHF 1.26
Average volume	46.8K
Beta (5Y)	1.47
Change from 52-week high	-0.66%
Change from 52-week low	0.9%
Change from all-time high	-0.66%
Change from all-time low	181.18%
Change from open	0.67%
Day's gap	0.23%
Dollar volume	CHF 2.4M
High price	CHF 70.08
Low price	CHF 69.10
Monthly RSI	66.04
Open price	CHF 69.16
Position in 52-week range	53.06%
Previous close	CHF 69.00
Price vs 150-day SMA	31.82%
Price vs 20-day SMA	11.04%
Price vs 200-day SMA	35.95%
Price vs 50-day SMA	17.04%
Relative volume	0.73
RSI	83.87
Sharpe ratio	1.12
Sharpe ratio (3Y)	0.33
Sortino ratio	1.83
Sortino ratio (3Y)	1.19
Volume	34K
Weekly RSI	76.45

Metric

Value

150-day SMA

CHF 52.82

15Y price change

116.89%

15Y return CAGR

5.3%

15Y total return

116.89%

1D price change

0.9%

1W price change

0.9%

1W total return

0.9%

20-day SMA

CHF 62.70

200-day SMA

CHF 51.21

50-day SMA

CHF 59.48

50-day SMA vs 200-day SMA

50over200

52-week high

CHF 70.08

52-week high date

2026-11-02

52-week low

CHF 69.00

52-week low date

2026-10-30

5Y price change

4.16%

5Y return CAGR

0.82%

5Y total return

4.16%

All-time high

CHF 70.08

All-time high date

2026-11-02

All-time low

CHF 24.76

All-time low date

2020-03-17

Average true range (ATR)

CHF 1.26

Average volume

46.8K

Beta (5Y)

1.47

Change from 52-week high

-0.66%

Change from 52-week low

0.9%

Change from all-time high

-0.66%

Change from all-time low

181.18%

Change from open

0.67%

Day's gap

0.23%

Dollar volume

CHF 2.4M

High price

CHF 70.08

Low price

CHF 69.10

Monthly RSI

66.04

Open price

CHF 69.16

Position in 52-week range

53.06%

Previous close

CHF 69.00

Price vs 150-day SMA

31.82%

Price vs 20-day SMA

11.04%

Price vs 200-day SMA

35.95%

Price vs 50-day SMA

17.04%

Relative volume

0.73

RSI

83.87

Sharpe ratio

1.12

Sharpe ratio (3Y)

0.33

Sortino ratio

1.83

Sortino ratio (3Y)

1.19

Volume

34K

Weekly RSI

76.45

Metric	Value
Shares change (QoQ)	-0%
Shares change (YoY)	0.09%
Shares held by institutions	49.86%

Metric

Value

Shares change (QoQ)

-0%

Shares change (YoY)

0.09%

Shares held by institutions

49.86%

SWX/BAERE (SWX/BAERE)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/BAERE

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/BAERE indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SWX/BAERE

Frequently asked questions