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JBAXY
Stock ticker: OTC
AS OF
Dec 17 closing price
Price
$13.02
Change
-$0.13 (-0.99%)
Capitalization
14.48B

JBAXY stock forecast, quote, news & analysis

JBAXY
Daily Signalchanged days ago
Gain/Loss if bought
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A.I.Advisor
published price charts
A.I.Advisor
a Summary for JBAXY with price predictions
Dec 17, 2024

JBAXY saw its Stochastic Oscillator leaves the overbought zone

The Stochastic Oscillator for JBAXY moved out of overbought territory on December 13, 2024. This could be a bearish sign for the stock and investors may want to consider selling or taking a defensive position. A.I.dvisor looked at 62 similar instances where the indicator exited the overbought zone. In of the 62 cases the stock moved lower. This puts the odds of a downward move at .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for JBAXY moved out of overbought territory on December 12, 2024. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 35 similar instances where the indicator moved out of overbought territory. In of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Moving Average Convergence Divergence Histogram (MACD) for JBAXY turned negative on December 17, 2024. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 46 similar instances when the indicator turned negative. In of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where JBAXY declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on November 25, 2024. You may want to consider a long position or call options on JBAXY as a result. In of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

JBAXY moved above its 50-day moving average on November 21, 2024 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for JBAXY crossed bullishly above the 50-day moving average on November 26, 2024. This indicates that the trend has shifted higher and could be considered a buy signal. In of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where JBAXY advanced for three days, in of 304 cases, the price rose further within the following month. The odds of a continued upward trend are .

Fundamental Analysis (Ratings)

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.964) is normal, around the industry mean (2.751). P/E Ratio (13.245) is within average values for comparable stocks, (26.882). Projected Growth (PEG Ratio) (3.197) is also within normal values, averaging (3.172). Dividend Yield (0.042) settles around the average of (0.073) among similar stocks. P/S Ratio (3.247) is also within normal values, averaging (11.577).

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock better than average.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. JBAXY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

A.I.Advisor
published Dividends

JBAXY paid dividends on May 01, 2024

Julius Baer Group Ltd. JBAXY Stock Dividends
А dividend of $0.57 per share was paid with a record date of May 01, 2024, and an ex-dividend date of April 15, 2024. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ares Capital Corp (NASDAQ:ARCC), AMTD IDEA Group (NYSE:AMTD), WisdomTree (NYSE:WT).

Industry description

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.

Market Cap

The average market capitalization across the Investment Managers Industry is 5.91B. The market cap for tickers in the group ranges from 57 to 124.17B. BLK holds the highest valuation in this group at 124.17B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was -1%. For the same Industry, the average monthly price growth was 1%, and the average quarterly price growth was 9%. EATBF experienced the highest price growth at 51%, while LGCP experienced the biggest fall at -43%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was -4%. For the same stocks of the Industry, the average monthly volume growth was -48% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 40
P/E Growth Rating: 51
Price Growth Rating: 53
SMR Rating: 63
Profit Risk Rating: 73
Seasonality Score: 31 (-100 ... +100)
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JBAXY
Daily Signalchanged days ago
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published General Information

General Information

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
N/A
Address
Bahnhofstrasse 36
Phone
+41 588881111
Employees
6891
Web
https://www.juliusbaer.com