` Comparison: BAERE vs BLK - Alpha Spread

J
BAERE
vs
BLK

Over the past 12 months, BAERE has underperformed BLK, delivering a return of 0% compared to the BLK's +11% growth.

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BAERE
BLK
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Valuation Comparison

BAERE Intrinsic Value
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BLK Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
J
Julius Baer Gruppe AG
SIX:BAERE
62.8 CHF
BlackRock Inc
NYSE:BLK
1 078.43 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
BAERE, BLK

BAERE
BLK
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
J
Julius Baer Gruppe AG
Revenue
BlackRock Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
BAERE, BLK

BAERE
BLK
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
J
Julius Baer Gruppe AG
SIX:BAERE
FCF is not applicable for financial companies
BlackRock Inc
NYSE:BLK
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What is Free Cash Flow?

Gross Margin

BAERE
BLK
81.6%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
BlackRock Inc

Operating Margin

BAERE
BLK
29.8%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
BlackRock Inc

Net Margin

BAERE
17.4%
BLK
22.9%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
BlackRock Inc

FCF Margin

BAERE
BLK
16.2%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
BlackRock Inc

ROE

BAERE
10.9%
BLK
10.8%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
BlackRock Inc

ROA

BAERE
0.7%
BLK
3.7%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
BlackRock Inc

ROIC

BAERE
BLK
4.1%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
BlackRock Inc

ROCE

BAERE
BLK
5%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
BlackRock Inc

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
BAERE, BLK

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Performance Gap
BAERE, BLK

Performance Gap Between BAERE and BLK
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Performance By Year
BAERE, BLK

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BAERE
BLK
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