JBARF
Price
$71.67
Change
+$1.13 (+1.60%)
Updated
Sep 23 closing price
Capitalization
13.78B
JBAXY
Price
$13.32
Change
-$0.19 (-1.41%)
Updated
Sep 25 closing price
Capitalization
13.78B
59 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$71.67
Change+$1.13 (+1.60%)
Volume$455
Capitalization13.78B
Julius Baer Group
Price$13.32
Change-$0.19 (-1.41%)
Volume$64.98K
Capitalization13.78B
JBARF vs JBAXY Comparison Chart in %
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JBARF
Daily Signalchanged days ago
Gain/Loss if bought
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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JBARF vs. JBAXY commentary
Sep 26, 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
Sep 26, 2025
Stock price -- (JBARF: $71.67 vs. JBAXY: $13.32)
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: 62% vs. JBAXY: 64%
Market capitalization -- JBARF: $13.78B vs. JBAXY: $13.78B
JBARF [@Investment Managers] is valued at $13.78B. JBAXY’s [@Investment Managers] market capitalization is $13.78B. The market cap for tickers in the [@Investment Managers] industry ranges from $177.66B to $0. The average market capitalization across the [@Investment Managers] industry is $7.38B.

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 2 FA rating(s) are green whileJBAXY’s FA Score has 2 green FA rating(s).

  • JBARF’s FA Score: 2 green, 3 red.
  • JBAXY’s FA Score: 2 green, 3 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.

JBARF’s TA Score shows that 4 TA indicator(s) are bullish while JBAXY’s TA Score has 4 bullish TA indicator(s).

  • JBARF’s TA Score: 4 bullish, 6 bearish.
  • JBAXY’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, JBARF is a better buy in the short-term than JBAXY.

Price Growth

JBARF (@Investment Managers) experienced а +3.83% price change this week, while JBAXY (@Investment Managers) price change was -3.97% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.00%. For the same industry, the average monthly price growth was +1.60%, and the average quarterly price growth was +23.05%.

Reported Earning Dates

JBAXY is expected to report earnings on Nov 24, 2025.

Industries' Descriptions

@Investment Managers (-2.00% 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($13.8B) and JBAXY($13.8B) have the same market capitalization . JBARF has higher P/E ratio than JBAXY: JBARF (13.47) vs JBAXY (12.52). JBAXY YTD gains are higher at: 9.048 vs. JBARF (7.443). JBARF (3.92B) and JBAXY (3.92B) have identical debt. JBARF (3.89B) and JBAXY (3.89B) have equivalent revenues.
JBARFJBAXYJBARF / JBAXY
Capitalization13.8B13.8B100%
EBITDAN/AN/A-
Gain YTD7.4439.04882%
P/E Ratio13.4712.52108%
Revenue3.89B3.89B100%
Total CashN/AN/A-
Total Debt3.92B3.92B100%
FUNDAMENTALS RATINGS
JBARF vs JBAXY: Fundamental Ratings
JBARF
JBAXY
OUTLOOK RATING
1..100
8267
VALUATION
overvalued / fair valued / undervalued
1..100
23
Undervalued
21
Undervalued
PROFIT vs RISK RATING
1..100
4239
SMR RATING
1..100
2424
PRICE GROWTH RATING
1..100
5658
P/E GROWTH RATING
1..100
9495
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.

JBAXY's Valuation (21) in the null industry is in the same range as JBARF (23). This means that JBAXY’s stock grew similarly to JBARF’s over the last 12 months.

JBAXY's Profit vs Risk Rating (39) in the null industry is in the same range as JBARF (42). This means that JBAXY’s stock grew similarly to JBARF’s over the last 12 months.

JBAXY's SMR Rating (24) in the null industry is in the same range as JBARF (24). This means that JBAXY’s stock grew similarly to JBARF’s over the last 12 months.

JBARF's Price Growth Rating (56) in the null industry is in the same range as JBAXY (58). This means that JBARF’s stock grew similarly to JBAXY’s over the last 12 months.

JBARF's P/E Growth Rating (94) in the null industry is in the same range as JBAXY (95). This means that JBARF’s stock grew similarly to JBAXY’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JBARFJBAXY
RSI
ODDS (%)
Bullish Trend 2 days ago
50%
Bullish Trend 2 days ago
85%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
52%
Bullish Trend 2 days ago
70%
Momentum
ODDS (%)
Bearish Trend 2 days ago
43%
Bearish Trend 2 days ago
50%
MACD
ODDS (%)
Bearish Trend 2 days ago
36%
Bearish Trend 2 days ago
45%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
38%
Bearish Trend 2 days ago
55%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
39%
Bearish Trend 2 days ago
49%
Advances
ODDS (%)
Bullish Trend 4 days ago
61%
Bullish Trend 16 days ago
65%
Declines
ODDS (%)
Bearish Trend 9 days ago
42%
Bearish Trend 2 days ago
56%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
69%
Aroon
ODDS (%)
Bearish Trend 2 days ago
45%
Bearish Trend 2 days ago
53%
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JBARF
Daily Signalchanged days ago
Gain/Loss if bought
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JBAXY
Daily Signalchanged days ago
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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%
N/A
JBAXY - JBARF
32%
Poorly correlated
-1.41%
SSSS - JBARF
23%
Poorly correlated
-1.00%
JHG - JBARF
20%
Poorly correlated
+0.23%
HLNE - JBARF
20%
Poorly correlated
-2.19%
FNCSF - JBARF
20%
Poorly correlated
N/A
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%
-1.41%
APAM - JBAXY
35%
Loosely correlated
-0.99%
BAM - JBAXY
35%
Loosely correlated
-1.86%
BLK - JBAXY
34%
Loosely correlated
+1.71%
JHG - JBAXY
32%
Poorly correlated
+0.23%
HLNE - JBAXY
32%
Poorly correlated
-2.19%
More