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STOCK COMPARISON

Julius Baer Gruppe vs Fondul Proprietatea: Fair Value & Quality

Both stocks run through our valuation models. Here is how Julius Baer Gruppe (BAER) and Fondul Proprietatea (FP) compare, as of Aug 8, 2026.

As of Aug 8, 2026, Fair Value Calculator sees Julius Baer Gruppe as the less overvalued of the two: Julius Baer Gruppe trades at CHF 74.16 versus a fair value of CHF 49.36 (-33%), while Fondul Proprietatea trades at 0.61 versus 0.21 (-66%).
Julius Baer Gruppe
BAER.SW · CHF · Financials
-33%
upside to fair value
overvalued
PriceCHF 74.16
Fair ValueCHF 49.36
Quality62/100
Fondul Proprietatea
FP.RO · Financials
-66%
upside to fair value
overvalued
Price0.61
Fair Value0.21
Quality90/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Julius Baer GruppeFondul Proprietatea
Valuation
20.2×P/E (TTM)4.3×
5.04×P/S (TTM)0.81×
2.62×P/B0.16×
16.2×EV/EBITDA—
3.20×PEG—
3.5%Dividend yield6.9%
CHF 2.60Dividend per share0.04
Profitability
20%Net margin92%
34%Operating margin—
11%Return on equity20%
1%Return on assets11%
Growth
2%Revenue growth (YoY)524%
9.4%Avg. growth/yr (3Y)-45.0%
7.8%Avg. growth/yr (5Y)—
Balance & size
0.70×Debt / equity—
$19BMarket cap$387M
expensiveGrowth qualityweak

Fondul Proprietatea leads: 1 to 8 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Julius Baer Gruppeof which business quality 49 · market factors 75 Fondul Proprietateaof which business quality 87 · market factors 80
ProfitabilityMargins and returns on capital today
27
67
Quality GrowthAre margins and returns improving?
41
95
CashflowEarnings quality: real cash, not paper profit
58
100
Fin. StrengthBalance sheet, leverage, solvency risk
22
73
InvestmentDisciplined investing over empire-building
87
100
Low VolatilityCalm price path (market factor)
74
87
MomentumPrice trend over the last 3–12 months (market factor)
69
71
52W MomentumDistance to the 52-week high (market factor)
86
86
Net IssuanceBuybacks instead of dilution
84
100

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Julius Baer Gruppe

DCF ModelsCHF 66.93
Earnings-BasedCHF 40.51
Dividend DiscountCHF 45.78
MultiplesCHF 72.32
Asset-BasedCHF 23.62
Economic ProfitCHF 47.60
Growth EarningsCHF 68.95

13 of 17 models see the stock below the current price.

Fondul Proprietatea

DCF Models0.08
Earnings-Based0.47
Multiples0.13
Asset-Based0.05
Growth DCF0.08
Economic Profit0.11
Growth Earnings0.60

16 of 17 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Julius Baer Gruppe
Bear CHF 37.02Fair Value CHF 49.36Bull CHF 61.71
CHF 74.16 = current price (white tick)
Fondul Proprietatea
Bear 0.16Fair Value 0.21Bull 0.27
0.61 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Julius Baer Gruppe · Financials

Quality score62 · above median
Fair value upside-33% · below median

Fondul Proprietatea · Financials

Quality score90 · Top 25%
Fair value upside-66% · bottom 25%

Bottom line

As of Aug 8, 2026, Fair Value Calculator sees Julius Baer Gruppe as the less overvalued of the two: Julius Baer Gruppe trades at CHF 74.16 versus a fair value of CHF 49.36 (-33%), while Fondul Proprietatea trades at 0.61 versus 0.21 (-66%).

Fondul Proprietatea has the higher quality score (90/100).

See the full analysis →
Julius Baer Gruppe · Fondul Proprietatea

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.