VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Julius Baer Gruppe AG vs IDEX Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Julius Baer Gruppe AG

BAER · SIX Swiss Exchange

Market cap (USD)$13.9B
SectorFinancials
CountryCH
Data as of2025-12-30
Moat score
59/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Julius Baer Gruppe AG's moat claims, evidence, and risks.

View BAER analysis

IDEX Corporation

IEX · New York Stock Exchange

Market cap (USD)$13.4B
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
58/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into IDEX Corporation's moat claims, evidence, and risks.

View IEX analysis

Comparison highlights

  • Moat score gap: Julius Baer Gruppe AG leads (59 / 100 vs 58 / 100 for IDEX Corporation).
  • Segment focus: Julius Baer Gruppe AG has 1 segment (100% in Wealth Management (Private Banking)); IDEX Corporation has 3 segments (39.6% in Health & Science Technologies (HST)).
  • Moat breadth: Julius Baer Gruppe AG has 5 moat types across 4 domains; IDEX Corporation has 7 across 3.

Primary market context

Julius Baer Gruppe AG

Wealth Management (Private Banking)

Market

Private banking and wealth management services

Geography

Global (focus: Switzerland, Europe, Asia)

Customer

High-net-worth and ultra-high-net-worth individuals

Role

Wealth manager / private bank (advisory + discretionary mandates)

Revenue share

100%

IDEX Corporation

Health & Science Technologies (HST)

Market

Precision fluidics, optics/photonics, microfluidics, sealing solutions, pneumatic components, and process technologies for life science/diagnostics, semiconductor, aerospace/defense, and industrial markets

Geography

Global

Customer

Life science & diagnostic instrument OEMs, semiconductor/industrial OEMs, specialty industrial customers

Role

Component/subsystem supplier and specialty equipment provider

Revenue share

39.6%

Side-by-side metrics

Julius Baer Gruppe AG
IDEX Corporation
Ticker / Exchange
BAER - SIX Swiss Exchange
IEX - New York Stock Exchange
Market cap (USD)
$13.9B
$13.4B
Sector
Financials
Industrials
HQ country
CH
US
Primary segment
Wealth Management (Private Banking)
Health & Science Technologies (HST)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
59 / 100
58 / 100
Moat domains
Demand, Supply, Legal, Financial
Demand, Supply, Legal
Last update
2025-12-30
2025-12-23

Moat coverage

Shared moat types

Brand Trust

Julius Baer Gruppe AG strengths

Service Field NetworkSwitching Costs GeneralCompliance AdvantageCost Of Capital Advantage

IDEX Corporation strengths

Design In QualificationData Workflow LockinInstalled Base ConsumablesLearning Curve YieldIP Choke PointProcurement Inertia

Segment mix

Julius Baer Gruppe AG segments

Full profile >

Wealth Management (Private Banking)

Competitive

100%

IDEX Corporation segments

Full profile >

Fluid & Metering Technologies (FMT)

Competitive

37.7%

Health & Science Technologies (HST)

Competitive

39.6%

Fire & Safety/Diversified Products (FSDP)

Competitive

22.7%

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.