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XSWX
BAER
Market cap14bUSD
Mar 27, Last price  
63.00CHF
1D
-1.59%
1Q
7.44%
Jan 2017
39.29%
IPO
75.72%
Name

Julius Baer Gruppe AG

Chart & Performance

D1W1MN
P/E
28.43
P/S
3.98
EPS
2.22
Div Yield, %
4.13%
Shrs. gr., 5y
-1.16%
Rev. gr., 5y
-0.77%
Revenues
3.24b
-16.37%
1,504,357,0002,837,904,0003,446,455,0002,938,569,0001,586,127,0001,794,380,0001,752,687,0001,746,685,0002,185,840,0002,530,098,0002,688,200,0002,812,900,0003,250,600,0003,371,700,0003,392,000,0003,621,300,0003,865,200,0003,873,700,0003,239,500,000
Net income
454m
-52.19%
144,811,000672,411,000939,821,000661,538,000389,298,000352,769,000258,137,000297,357,000187,526,000366,204,000121,200,000619,400,000704,800,000735,400,000464,800,000698,000,0001,082,000,000949,600,000454,000,000
CFO
-929m
L-48.20%
3,439,509,0001,549,986,0003,239,866,0007,679,025,0001,509,959,000-3,255,282,0004,957,739,000841,967,000-833,516,000-331,661,000-2,633,100,0006,182,900,000-11,494,600,0009,176,200,000-8,894,500,0006,327,400,0002,081,900,000-1,793,500,000-929,100,000
Dividend
Apr 14, 20252.6 CHF/sh
Earnings
Apr 11, 2025

Profile

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
URL
https://www.juliusbaer.com/
IPO date
Oct 01, 2009
Employees
6,891
Domiciled in
CH
Incorporated in
CH

Valuation

Title
CHF in thousands, except ratios and share amounts
FYFYFYFYFYFYFYFYFY
2023‑122022‑122021‑122020‑122019‑122018‑122017‑122016‑122015‑12
Income
Revenues
3,239,500
-16.37%
3,873,700
0.22%
Cost of revenue
5,009,700
534,600
Unusual Expense (Income)
NOPBT
(1,770,200)
3,339,100
NOPBT Margin
86.20%
Operating Taxes
60,300
134,000
Tax Rate
4.01%
NOPAT
(1,830,500)
3,205,100
Net income
454,000
-52.19%
949,600
-12.24%
Dividends
(535,600)
(554,100)
Dividend yield
5.52%
0.99%
Proceeds from repurchase of equity
(232,000)
(226,300)
BB yield
2.39%
0.40%
Debt
Debt current
Long-term debt
5,740,900
2,986,800
Deferred revenue
52,660,100
Other long-term liabilities
(58,138,700)
(2,952,600)
Net debt
(43,667,200)
(46,511,200)
Cash flow
Cash from operating activities
(929,100)
(1,793,500)
CAPEX
(239,600)
(196,700)
Cash from investing activities
(1,694,400)
(4,503,800)
Cash from financing activities
79,300
(634,300)
FCF
(351,100)
1,709,000
Balance
Cash
16,220,300
16,038,600
Long term investments
33,187,800
33,459,400
Excess cash
49,246,125
49,304,315
Stockholders' equity
6,229,800
7,542,800
Invested Capital
90,499,700
97,764,700
ROIC
3.11%
ROCE
3.17%
EV
Common stock shares outstanding
205,636
1,041,570
Price
47.15
-12.46%
53.86
-11.96%
Market cap
9,695,722
-82.72%
56,098,951
-14.29%
EV
(33,969,578)
9,590,251
EBITDA
(1,525,400)
3,648,700
EV/EBITDA
22.27
2.63
Interest
1,751,300
425,400
Interest/NOPBT
12.74%