JBAXY
Price
$14.28
Change
+$0.09 (+0.63%)
Updated
Sep 5 closing price
Capitalization
14.51B
79 days until earnings call
LBGUF
Price
$45.79
Change
+$1.58 (+3.57%)
Updated
Apr 7 closing price
Capitalization
12.54B
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JBAXY vs LBGUF

Header iconJBAXY vs LBGUF Comparison
Open Charts JBAXY vs LBGUFBanner chart's image
Julius Baer Group
Price$14.28
Change+$0.09 (+0.63%)
Volume$23.94K
Capitalization14.51B
LE Lundbergfoeretagen AB
Price$45.79
Change+$1.58 (+3.57%)
Volume$200
Capitalization12.54B
JBAXY vs LBGUF Comparison Chart in %
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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JBAXY vs. LBGUF commentary
Sep 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JBAXY is a StrongBuy and LBGUF is a Hold.

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COMPARISON
Comparison
Sep 07, 2025
Stock price -- (JBAXY: $14.28 vs. LBGUF: $45.79)
Brand notoriety: JBAXY and LBGUF are both not notable
JBAXY represents the Investment Managers, while LBGUF is part of the Industrial Conglomerates industry
Current volume relative to the 65-day Moving Average: JBAXY: 14% vs. LBGUF: 100%
Market capitalization -- JBAXY: $14.51B vs. LBGUF: $12.54B
JBAXY [@Investment Managers] is valued at $14.51B. LBGUF’s [@Industrial Conglomerates] market capitalization is $12.54B. The market cap for tickers in the [@Investment Managers] industry ranges from $170.21B to $0. The market cap for tickers in the [@Industrial Conglomerates] industry ranges from $136.03B to $0. The average market capitalization across the [@Investment Managers] industry is $7.49B. The average market capitalization across the [@Industrial Conglomerates] industry is $14.1B.

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).

JBAXY’s FA Score shows that 3 FA rating(s) are green whileLBGUF’s FA Score has 1 green FA rating(s).

  • JBAXY’s FA Score: 3 green, 2 red.
  • LBGUF’s FA Score: 1 green, 4 red.
According to our system of comparison, JBAXY is a better buy in the long-term than LBGUF.

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 3 TA indicator(s) are bullish.

  • JBAXY’s TA Score: 3 bullish, 4 bearish.

Price Growth

JBAXY (@Investment Managers) experienced а -0.70% price change this week, while LBGUF (@Industrial Conglomerates) price change was 0.00% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.75%, and the average quarterly price growth was +21.27%.

The average weekly price growth across all stocks in the @Industrial Conglomerates industry was -0.57%. For the same industry, the average monthly price growth was +3.98%, and the average quarterly price growth was +10.97%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (-0.32% 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.

@Industrial Conglomerates (-0.57% weekly)

Industrial Conglomerates specialize in numerous types of products, most of which comprise industrial goods, while some also go towards meeting household needs. Honeywell (makes engineering services and aerospace systems), United Technologies Corporation(manufactures aircraft engines, aerospace systems, HVAC, elevators and escalators, fire and security, building systems, and industrial products, among others), 3M (over 60,000 products under several world-renowned brands, including adhesives, abrasives, laminates, passive fire protection, personal protective equipment, window films, paint protection films, dental and orthodontic products, electrical & electronic connecting and insulating materials, medical products, car-care products, electronic circuits, healthcare software and optical films).

SUMMARIES
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FUNDAMENTALS
Fundamentals
JBAXY($14.5B) has a higher market cap than LBGUF($12.5B). LBGUF has higher P/E ratio than JBAXY: LBGUF (21.07) vs JBAXY (13.63). JBAXY YTD gains are higher at: 16.899 vs. LBGUF (-13.775). JBAXY has less debt than LBGUF: JBAXY (3.92B) vs LBGUF (20.6B). LBGUF has higher revenues than JBAXY: LBGUF (31.7B) vs JBAXY (3.89B).
JBAXYLBGUFJBAXY / LBGUF
Capitalization14.5B12.5B116%
EBITDAN/A11.2B-
Gain YTD16.899-13.775-123%
P/E Ratio13.6321.0765%
Revenue3.89B31.7B12%
Total CashN/A1.28B-
Total Debt3.92B20.6B19%
FUNDAMENTALS RATINGS
JBAXY vs LBGUF: Fundamental Ratings
JBAXY
LBGUF
OUTLOOK RATING
1..100
8647
VALUATION
overvalued / fair valued / undervalued
1..100
15
Undervalued
37
Fair valued
PROFIT vs RISK RATING
1..100
32100
SMR RATING
1..100
2497
PRICE GROWTH RATING
1..100
4859
P/E GROWTH RATING
1..100
9420
SEASONALITY SCORE
1..100
5030

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 (15) in the null industry is in the same range as LBGUF (37). This means that JBAXY’s stock grew similarly to LBGUF’s over the last 12 months.

JBAXY's Profit vs Risk Rating (32) in the null industry is significantly better than the same rating for LBGUF (100). This means that JBAXY’s stock grew significantly faster than LBGUF’s over the last 12 months.

JBAXY's SMR Rating (24) in the null industry is significantly better than the same rating for LBGUF (97). This means that JBAXY’s stock grew significantly faster than LBGUF’s over the last 12 months.

JBAXY's Price Growth Rating (48) in the null industry is in the same range as LBGUF (59). This means that JBAXY’s stock grew similarly to LBGUF’s over the last 12 months.

LBGUF's P/E Growth Rating (20) in the null industry is significantly better than the same rating for JBAXY (94). This means that LBGUF’s stock grew significantly faster than JBAXY’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
JBAXYLBGUF
RSI
ODDS (%)
Bearish Trend 2 days ago
60%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
61%
N/A
Momentum
ODDS (%)
Bearish Trend 2 days ago
46%
N/A
MACD
ODDS (%)
Bearish Trend 2 days ago
49%
N/A
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
55%
Bullish Trend 2 days ago
11%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
52%
Bullish Trend 2 days ago
10%
Advances
ODDS (%)
Bullish Trend 2 days ago
64%
N/A
Declines
ODDS (%)
Bearish Trend 4 days ago
56%
N/A
BollingerBands
ODDS (%)
N/A
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
43%
N/A
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JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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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%
+0.60%
APAM - JBAXY
35%
Loosely correlated
-1.47%
BAM - JBAXY
35%
Loosely correlated
-1.25%
BLK - JBAXY
34%
Loosely correlated
-0.40%
JHG - JBAXY
32%
Poorly correlated
-1.82%
HLNE - JBAXY
32%
Poorly correlated
-0.63%
More

LBGUF and

Correlation & Price change

A.I.dvisor indicates that over the last year, LBGUF has been loosely correlated with GMPXF. These tickers have moved in lockstep 42% of the time. This A.I.-generated data suggests there is some statistical probability that if LBGUF jumps, then GMPXF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LBGUF
1D Price
Change %
LBGUF100%
N/A
GMPXF - LBGUF
42%
Loosely correlated
N/A
KKR - LBGUF
22%
Poorly correlated
-1.33%
BAM - LBGUF
21%
Poorly correlated
-1.25%
JBARF - LBGUF
2%
Poorly correlated
N/A
JBAXY - LBGUF
1%
Poorly correlated
+0.60%
More