` Comparison: BAERE vs BN - Alpha Spread

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BAERE
vs
BN

Over the past 12 months, BAERE has underperformed BN, delivering a return of 0% compared to the BN's +21% growth.

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BAERE
BN
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Valuation Comparison

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BAERE Intrinsic Value
132.24 CHF
Undervaluation 53%
Intrinsic Value
Price
BN Intrinsic Value
66.53 USD
Undervaluation 31%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
J
Julius Baer Gruppe AG
SIX:BAERE
62.8 CHF
Brookfield Corp
NYSE:BN
45.72 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
BAERE, BN

BAERE
BN
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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
Brookfield Corp
Revenue

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

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Profitability Comparison

Free Cash Flow
BAERE, BN

BAERE
BN
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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
Brookfield Corp
NYSE:BN
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What is Free Cash Flow?

Gross Margin

BAERE
BN
38%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
Brookfield Corp

Operating Margin

BAERE
BN
27.2%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
Brookfield Corp

Net Margin

BAERE
17.4%
BN
1.5%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Brookfield Corp

FCF Margin

BAERE
BN
-14.9%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
Brookfield Corp

ROE

BAERE
10.9%
BN
2.4%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Brookfield Corp

ROA

BAERE
0.7%
BN
0.2%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Brookfield Corp

ROIC

BAERE
BN
3.5%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
Brookfield Corp

ROCE

BAERE
BN
4.9%
LTM 3Y Avg 5Y Avg 10Y Avg
J
Julius Baer Gruppe AG
Not applicable for financial companies
Brookfield Corp

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
BAERE, BN

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Performance Gap
BAERE, BN

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BAERE
BN
Difference
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Performance By Year
BAERE, BN

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BAERE
BN
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Compare BAERE to other stocks
BLK
BlackRock Inc
More expensive
vs BAERE
BX
Blackstone Inc
More expensive
vs BAERE
NY1
Ninety One Ltd
N
More expensive
vs BAERE
KKR
KKR & Co Inc
More expensive
vs BAERE
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett