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XSWXBAER
Market cap13bUSD
Dec 20, Last price  
57.62CHF
1D
0.31%
1Q
18.56%
Jan 2017
27.39%
IPO
60.71%
Name

Julius Baer Gruppe AG

Chart & Performance

D1W1MN
XSWX:BAER chart
P/E
25.99
P/S
2.02
EPS
2.22
Div Yield, %
4.54%
Shrs. gr., 5y
-1.16%
Rev. gr., 5y
11.66%
Revenues
3.24b
-28.37%
1,504,357,0002,837,904,0003,446,455,0002,938,569,0001,586,127,0001,794,380,0001,752,687,0001,746,685,0002,194,733,0002,546,600,0002,694,500,0002,852,300,0003,252,300,0003,367,800,0003,382,800,0004,059,800,0004,267,899,9994,522,700,0003,239,500,000
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
3,439,509,0001,549,986,0003,239,866,0007,679,025,0001,509,959,000-3,255,282,0004,957,739,000841,967,000-833,516,000-331,700,000-2,633,100,00010,308,900,000-11,494,600,0009,176,200,000-8,894,500,000-1,641,100,000320,600,0001,912,800,000-929,100,000
Dividend
Apr 15, 20242.6 CHF/sh
Earnings
Jan 30, 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
FYFYFYFYFYFYFYFYFYFY
2023‑122022‑122021‑122020‑122019‑122018‑122017‑122016‑122015‑122014‑12
Income
Revenues
3,239,500
-28.37%
4,522,700
5.97%
4,267,900
5.13%
Cost of revenue
5,009,700
742,000
651,800
Unusual Expense (Income)
NOPBT
(1,770,200)
3,780,700
3,616,100
NOPBT Margin
83.59%
84.73%
Operating Taxes
60,300
133,900
176,000
Tax Rate
3.54%
4.87%
NOPAT
(1,830,500)
3,646,800
3,440,100
Net income
454,000
-52.19%
949,600
-12.24%
1,082,000
55.01%
Dividends
(535,600)
(554,100)
(385,800)
Dividend yield
5.52%
4.94%
2.95%
Proceeds from repurchase of equity
(232,000)
(226,300)
4,468,000
BB yield
2.39%
2.02%
-34.13%
Debt
Debt current
311,200
3,151,200
4,453,800
Long-term debt
5,740,900
2,769,100
2,612,400
Deferred revenue
71,579,400
78,954,000
Other long-term liabilities
77,337,700
16,929,200
19,210,500
Net debt
(10,176,000)
(13,020,300)
(18,779,700)
Cash flow
Cash from operating activities
(929,100)
1,912,800
320,600
CAPEX
(239,600)
(196,700)
(196,800)
Cash from investing activities
(1,694,400)
(5,368,800)
764,600
Cash from financing activities
79,300
(3,475,600)
1,624,100
FCF
6,564,600
4,826,600
(1,162,200)
Balance
Cash
16,220,300
18,912,300
25,799,800
Long term investments
7,800
28,300
46,100
Excess cash
16,066,125
18,714,465
25,632,505
Stockholders' equity
6,229,800
6,642,600
7,429,200
Invested Capital
79,661,700
93,450,500
103,966,500
ROIC
3.69%
3.41%
ROCE
3.77%
3.24%
EV
Common stock shares outstanding
205,636
208,314
213,972
Price
47.15
-12.46%
53.86
-11.96%
61.18
19.96%
Market cap
9,695,722
-13.58%
11,219,790
-14.29%
13,090,807
19.38%
EV
(478,378)
(1,798,010)
(5,679,893)
EBITDA
(1,534,200)
4,060,200
3,853,200
EV/EBITDA
0.31
Interest
1,751,300
76,400
61,200
Interest/NOPBT
2.02%
1.69%