SWX/BAER (SWX/BAER)

SIX Swiss Exchange: SWX/BAER · CHF

CHF 70.1

+0.52 (+0.8%)· Recorded snapshot

Market cap	14.4B
Revenue (ttm)	4.2B
Net income (ttm)	1.1B
EPS (ttm)	CHF 5.55
Shares out	205.8M
P/E (trailing)	12.6x
P/E (forward)	11.3x
Dividend	CHF 2.60 (3.71%)
Volume	135,439
Beta	0.83

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): 12.6x
P/E (forward): 11.3x
Market cap: 14.4B

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-11-03 14:30 UTC

Forward P/E11.3

P25 n/aP50 n/aP75 n/a

Trailing P/E12.6

P25 n/aP50 n/aP75 n/a

ROE16.2

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

S&P 500-2.1%

Nasdaq Composite-6.8%

Dow Jones Industrial Average+1.0%

Russell 2000-0.4%

All SWX/BAER indicators

Market & fundamental data

Available fields

214

Groups with data

Currency

CHF

Showing 214 of 214 available metrics for this ticker.

Profile and market data

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

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	2026-05-10
Fiscal year end	December
Founded	1890
Industry	Asset Management
Is primary listing	Yes
ISIN number	CH0102484968
Last earnings date	2026-07-21
Last refreshed	2026-11-03
Market cap	CHF 14.4B
Next earnings date	2027-02-01
Price	CHF 70.08
Price currency	CHF
Sector	Financials
SIC code	6200
Stock price date	2026-11-03
Symbol	swx/BAER
Website	https://www.juliusbaer.com

Valuation

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

Metric	Value
Adjusted P/E ratio	12.6x
Average P/E ratio (10Y)	15.27x
Average P/E ratio (3Y)	16.6x
Average P/E ratio (5Y)	14.53x
Earnings yield	7.92%
FCF yield	33.99%
Forward P/E	11.29x
Graham number	66.88177
Graham upside	-3.24%
Industry forward P/E	14.04x
Industry P/E	15.01x
Lynch fair value	CHF 38.88
Lynch upside	-43.75%
P/B ratio	1.94x
P/E ratio	12.63x
P/FCF ratio	2.94x
P/OCF ratio	2.77x
P/S ratio	3.39x
PEG ratio	0.6x
Price / tangible book value	3.06x
Sector forward P/E	13.56x
Sector P/E	9.45x

Profitability

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

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%

Growth

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

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

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	CHF -293.3M
EPS	CHF 5.55
FCF per share	CHF 23.64
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

Financial strength

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

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	2.63%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	CHF -31.1B

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	-0.09%
Dividend growth	0%
Dividend growth (10Y)	8.98%
Dividend growth (3Y)	0%
Dividend growth (5Y)	0.79%
Dividend growth years	0
Dividend payment date	2026-04-15
Dividend payment years	17
Dividend payout frequency	Annual
Dividend per share	CHF 2.60
Dividend yield	3.71%
Ex-dividend date	2026-04-13
FCF payout ratio	11%
Last dividend	CHF 2.60
Payout ratio	46.96%
Shareholder yield	3.68%

Performance and technicals

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

Metric	Value
10Y price change	79.09%
10Y return CAGR	10.24%
10Y total return	164.93%
150-day SMA	CHF 69.39
15Y price change	109.52%
15Y return CAGR	8.76%
15Y total return	252.5%
1D price change	0.75%
1M price change	-4.24%
1M total return	-4.24%
1W price change	0.29%
1W total return	0.29%
1Y price change	28.34%
1Y return CAGR	33.96%
1Y total return	33.93%
20-day SMA	CHF 69.82
200-day SMA	CHF 67.81
3M price change	-1.86%
3M total return	-1.86%
3Y price change	28.06%
3Y return CAGR	14.11%
3Y total return	48.61%
50-day SMA	CHF 72.14
50-day SMA vs 200-day SMA	50over200
52-week high	CHF 78.22
52-week high date	2026-09-30
52-week low	CHF 53.08
52-week low date	2025-11-04
5Y price change	3.88%
5Y return CAGR	5.78%
5Y total return	32.42%
6M price change	8.52%
6M total return	8.52%
All-time high	CHF 78.22
All-time high date	2026-09-30
All-time low	CHF 24.32
All-time low date	2020-03-17
Average true range (ATR)	CHF 1.56
Average volume	395.3K
Beta (1Y)	0.65
Beta (2Y)	0.95
Beta (5Y)	0.83
Change from 52-week high	-10.41%
Change from 52-week low	32.03%
Change from all-time high	-11.07%
Change from all-time low	186.02%
Change from open	2.04%
Day's gap	-1.27%
Dollar volume	CHF 9.5M
High price	CHF 70.46
Low price	CHF 68.60
Monthly RSI	58.83
Open price	CHF 68.68
Position in 52-week range	79.57%
Previous close	CHF 69.56
Price vs 150-day SMA	0.24%
Price vs 20-day SMA	-0.38%
Price vs 200-day SMA	2.58%
Price vs 50-day SMA	-3.58%
Relative volume	0.34
RSI	45.89
Sharpe ratio	1.09
Sharpe ratio (3Y)	0.49
Sharpe ratio (5Y)	0.21
Sortino ratio	1.84
Sortino ratio (3Y)	0.85
Sortino ratio (5Y)	0.48
Volume	135.4K
Weekly RSI	49.76
YTD price change	11.47%
YTD total return	16.33%

Ownership and float

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

Metric	Value
Shares change (QoQ)	-0%
Shares change (YoY)	0.09%
Shares held by institutions	49.86%
Shares outstanding	205.8M

Deeper analysis on SWX/BAER

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Scorecard

Six-factor overlay and 9-category weighted scorecard.

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Recommendation

Final action, action steps, opportunity, and biggest risk.

→

Perspectives

Growth, value, and income investor reads.

→

Frequently asked questions

About this SWX/BAER report

Is a complete SWX/BAER research report available?

No complete published report is available for swx/BAER (SWX/BAER) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Market cap

14.4B

Revenue (ttm)

4.2B

Net income (ttm)

1.1B

EPS (ttm)

CHF 5.55

Shares out

205.8M

P/E (trailing)

12.6x

P/E (forward)

11.3x

Dividend

CHF 2.60 (3.71%)

Volume

135,439

Beta

0.83

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

2026-05-10

Fiscal year end

December

Founded

1890

Industry

Asset Management

Is primary listing

Yes

ISIN number

CH0102484968

Last earnings date

2026-07-21

Last refreshed

2026-11-03

Market cap

CHF 14.4B

Next earnings date

2027-02-01

Price

CHF 70.08

Price currency

CHF

Sector

Financials

SIC code

6200

Stock price date

2026-11-03

Symbol

swx/BAER

Website

https://www.juliusbaer.com

Metric

Value

Adjusted P/E ratio

12.6x

Average P/E ratio (10Y)

15.27x

Average P/E ratio (3Y)

16.6x

Average P/E ratio (5Y)

14.53x

Earnings yield

7.92%

FCF yield

33.99%

Forward P/E

11.29x

Graham number

66.88177

Graham upside

-3.24%

Industry forward P/E

14.04x

Industry P/E

15.01x

Lynch fair value

CHF 38.88

Lynch upside

-43.75%

P/B ratio

1.94x

P/E ratio

12.63x

P/FCF ratio

2.94x

P/OCF ratio

2.77x

P/S ratio

3.39x

PEG ratio

0.6x

Price / tangible book value

3.06x

Sector forward P/E

13.56x

Sector P/E

9.45x

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

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

FCF per share

CHF 23.64

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

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

2.63%

Metric

Value

Working capital

CHF -31.1B

Metric

Value

Buyback yield / dilution

-0.09%

Dividend growth

Dividend growth (10Y)

8.98%

Dividend growth (3Y)

Dividend growth (5Y)

0.79%

Dividend growth years

Dividend payment date

2026-04-15

Dividend payment years

Dividend payout frequency

Annual

Dividend per share

CHF 2.60

Dividend yield

3.71%

Ex-dividend date

2026-04-13

FCF payout ratio

11%

Last dividend

CHF 2.60

Payout ratio

46.96%

Shareholder yield

3.68%

Metric

Value

10Y price change

79.09%

10Y return CAGR

10.24%

10Y total return

164.93%

150-day SMA

CHF 69.39

15Y price change

109.52%

15Y return CAGR

8.76%

15Y total return

252.5%

1D price change

0.75%

1M price change

-4.24%

1M total return

-4.24%

1W price change

0.29%

1W total return

0.29%

1Y price change

28.34%

1Y return CAGR

33.96%

1Y total return

33.93%

20-day SMA

CHF 69.82

200-day SMA

CHF 67.81

3M price change

-1.86%

3M total return

-1.86%

3Y price change

28.06%

3Y return CAGR

14.11%

3Y total return

48.61%

50-day SMA

CHF 72.14

50-day SMA vs 200-day SMA

50over200

52-week high

CHF 78.22

52-week high date

2026-09-30

52-week low

CHF 53.08

52-week low date

2025-11-04

5Y price change

3.88%

5Y return CAGR

5.78%

5Y total return

32.42%

6M price change

8.52%

6M total return

8.52%

All-time high

CHF 78.22

All-time high date

2026-09-30

All-time low

CHF 24.32

All-time low date

2020-03-17

Average true range (ATR)

CHF 1.56

Average volume

395.3K

Beta (1Y)

0.65

Beta (2Y)

0.95

Beta (5Y)

0.83

Change from 52-week high

-10.41%

Change from 52-week low

32.03%

Change from all-time high

-11.07%

Change from all-time low

186.02%

Change from open

2.04%

Day's gap

-1.27%

Dollar volume

CHF 9.5M

High price

CHF 70.46

Low price

CHF 68.60

Monthly RSI

58.83

Open price

CHF 68.68

Position in 52-week range

79.57%

Previous close

CHF 69.56

Price vs 150-day SMA

0.24%

Price vs 20-day SMA

-0.38%

Price vs 200-day SMA

2.58%

Price vs 50-day SMA

-3.58%

Relative volume

0.34

RSI

45.89

Sharpe ratio

1.09

Sharpe ratio (3Y)

0.49

Sharpe ratio (5Y)

0.21

Sortino ratio

1.84

Sortino ratio (3Y)

0.85

Sortino ratio (5Y)

0.48

Volume

135.4K

Weekly RSI

49.76

YTD price change

11.47%

YTD total return

16.33%

Metric

Value

Shares change (QoQ)

-0%

Shares change (YoY)

0.09%

Shares held by institutions

49.86%

Shares outstanding

205.8M

SWX/BAER (SWX/BAER)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/BAER

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/BAER 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/BAER

Frequently asked questions

SWX/BAER (SWX/BAER)

Price

Financial snapshot

Fair-value bridge

Latest news · SWX/BAER

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SWX/BAER 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/BAER

Frequently asked questions