JBARF
Price
$58.80
Change
-$10.15 (-14.72%)
Updated
Apr 4 closing price
Capitalization
14.48B
JBAXY
Price
$11.59
Change
-$1.32 (-10.22%)
Updated
Apr 4 closing price
Capitalization
14.48B
46 days until earnings call
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JBARF vs JBAXY

Header iconJBARF vs JBAXY Comparison
Open Charts JBARF vs JBAXYBanner chart's image
Julius Baer Group
Price$58.80
Change-$10.15 (-14.72%)
Volume$431
Capitalization14.48B
Julius Baer Group
Price$11.59
Change-$1.32 (-10.22%)
Volume$133.53K
Capitalization14.48B
JBARF vs JBAXY Comparison Chart
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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JBARF vs. JBAXY commentary
Apr 06, 2025

To understand the difference between Julius Baer Group Ltd - Registered Shares (JBARF) vs. Julius Baer Group Ltd - ADR (JBAXY) it is enough to know the definitions of Registered Shares and ADR

Registered Shares - Registered shares are issued in the name of the exact shareholder and include his address and details recorded in the company's shareholder register. If the owner decides to sell shares, they must be re-registered under the name and address of the new owner. Shareholders receive dividends as well as other corporate communications directly from the company or its transfer agent.

ADR - American depositary receipt (ADR) is a certificate issued by a U.S. depositary bank representing a specified number of shares (often 1 share) of a foreign company's stock. ADRs are denominated in U.S. dollars and trade on U.S. stock markets and OTC depending on the ADRs classification.

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COMPARISON
Comparison
Apr 06, 2025
Stock price -- (JBARF: $58.81 vs. JBAXY: $11.59)
Brand notoriety: JBARF and JBAXY are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: JBARF: 24% vs. JBAXY: 113%
Market capitalization -- JBARF: $14.48B vs. JBAXY: $14.48B
JBARF [@Investment Managers] is valued at $14.48B. JBAXY’s [@Investment Managers] market capitalization is $14.48B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

JBARF’s FA Score shows that 3 FA rating(s) are green whileJBAXY’s FA Score has 3 green FA rating(s).

  • JBARF’s FA Score: 3 green, 2 red.
  • JBAXY’s FA Score: 3 green, 2 red.
According to our system of comparison, both JBARF and JBAXY are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

JBAXY’s TA Score shows that 6 TA indicator(s) are bullish.

  • JBAXY’s TA Score: 6 bullish, 4 bearish.

Price Growth

JBARF (@Investment Managers) experienced а -17.99% price change this week, while JBAXY (@Investment Managers) price change was -17.45% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -5.17%. For the same industry, the average monthly price growth was -5.94%, and the average quarterly price growth was -5.43%.

Reported Earning Dates

JBAXY is expected to report earnings on May 22, 2025.

Industries' Descriptions

@Investment Managers (-5.17% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
JBARF($14.5B) and JBAXY($14.5B) have the same market capitalization . JBAXY has higher P/E ratio than JBARF: JBAXY (13.25) vs JBARF (12.22). JBAXY YTD gains are higher at: -9.993 vs. JBARF (-11.843). JBAXY (3.87B) and JBARF (3.87B) have equivalent revenues.
JBARFJBAXYJBARF / JBAXY
Capitalization14.5B14.5B100%
EBITDAN/AN/A-
Gain YTD-11.843-9.993119%
P/E Ratio12.2213.2592%
Revenue3.87B3.87B100%
Total CashN/AN/A-
Total Debt17.3BN/A-
FUNDAMENTALS RATINGS
JBARF vs JBAXY: Fundamental Ratings
JBARF
JBAXY
OUTLOOK RATING
1..100
9156
VALUATION
overvalued / fair valued / undervalued
1..100
21
Undervalued
21
Undervalued
PROFIT vs RISK RATING
1..100
3330
SMR RATING
1..100
99
PRICE GROWTH RATING
1..100
6160
P/E GROWTH RATING
1..100
4141
SEASONALITY SCORE
1..100
n/a50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

JBARF's Valuation (21) in the null industry is in the same range as JBAXY (21). This means that JBARF’s stock grew similarly to JBAXY’s over the last 12 months.

JBAXY's Profit vs Risk Rating (30) in the null industry is in the same range as JBARF (33). This means that JBAXY’s stock grew similarly to JBARF’s over the last 12 months.

JBAXY's SMR Rating (9) in the null industry is in the same range as JBARF (9). This means that JBAXY’s stock grew similarly to JBARF’s over the last 12 months.

JBAXY's Price Growth Rating (60) in the null industry is in the same range as JBARF (61). This means that JBAXY’s stock grew similarly to JBARF’s over the last 12 months.

JBAXY's P/E Growth Rating (41) in the null industry is in the same range as JBARF (41). This means that JBAXY’s stock grew similarly to JBARF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JBAXY
RSI
ODDS (%)
Bullish Trend 2 days ago
85%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
67%
Momentum
ODDS (%)
Bearish Trend 2 days ago
51%
MACD
ODDS (%)
Bearish Trend 2 days ago
52%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
57%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
51%
Advances
ODDS (%)
Bullish Trend 19 days ago
64%
Declines
ODDS (%)
Bearish Trend 2 days ago
57%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
67%
Aroon
ODDS (%)
Bullish Trend 2 days ago
43%
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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JBARF and

Correlation & Price change

A.I.dvisor tells us that JBARF and JBAXY have been poorly correlated (+32% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that JBARF and JBAXY's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBARF
1D Price
Change %
JBARF100%
-14.73%
JBAXY - JBARF
32%
Poorly correlated
-10.22%
SSSS - JBARF
23%
Poorly correlated
-6.22%
JHG - JBARF
20%
Poorly correlated
-7.81%
HLNE - JBARF
20%
Poorly correlated
-3.71%
FNCSF - JBARF
20%
Poorly correlated
-9.34%
More

JBAXY and

Correlation & Price change

A.I.dvisor indicates that over the last year, JBAXY has been loosely correlated with APAM. These tickers have moved in lockstep 35% of the time. This A.I.-generated data suggests there is some statistical probability that if JBAXY jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JBAXY
1D Price
Change %
JBAXY100%
-10.22%
APAM - JBAXY
35%
Loosely correlated
-4.43%
BAM - JBAXY
35%
Loosely correlated
-6.01%
BLK - JBAXY
34%
Loosely correlated
-7.33%
JHG - JBAXY
32%
Poorly correlated
-7.81%
HLNE - JBAXY
32%
Poorly correlated
-3.71%
More