Valuation: Julius Bär Gruppe AG

Capitalization 12.09B 13.71B 13.05B 10.76B 19.42B 1,163B 21.52B 151B 55.58B 478B 51.47B 50.36B 2,085B P/E ratio 2024 *
13.1x
P/E ratio 2025 * 11.2x
Enterprise value 22.62B 25.64B 24.41B 20.12B 36.31B 2,176B 40.24B 282B 104B 894B 96.27B 94.19B 3,899B EV / Sales 2024 *
5.76x
EV / Sales 2025 * 5.26x
Free-Float
98.95%
Yield 2024 *
4.51%
Yield 2025 * 4.66%
More valuation ratios * Estimated data
Dynamic Chart
1 day-0.34%
1 week+2.00%
Current month+1.27%
1 month+6.49%
3 months+26.21%
6 months+15.13%
Current year+25.22%
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1 week
57.80
Extreme 57.8
59.46
1 month
51.44
Extreme 51.44
59.46
Current year
43.75
Extreme 43.75
59.46
1 year
43.75
Extreme 43.75
59.46
3 years
40.99
Extreme 40.99
64.70
5 years
24.32
Extreme 24.32
67.50
10 years
24.32
Extreme 24.32
67.50
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Director TitleAgeSince
Chief Executive Officer 50 2024-01-31
Director of Finance/CFO 48 2022-06-30
Chief Investment Officer 59 2019-12-31
Manager TitleAgeSince
Director/Board Member 62 2017-12-31
Chairman 64 2019-04-09
Director/Board Member 57 2019-04-09
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Change 5d. change 1-year change 3-years change Capi. ($)
-0.34%+2.00%+29.02%-0.27%13.71B
0.00%+0.63%+33.87%+14.75%5.33B
+0.49%+2.00%+16.35%+86.87%4.2B
-.--%-.--% - - 1.33B
+0.13%+2.53%+29.31%0.00%215M
0.00%+5.34%-8.98%-12.59%130M
+3.12%-5.03%-8.97%-47.77%92.06M
Average +0.49%+1.85%+15.10%+6.83% 3.57B
Weighted average by Cap. -0.09%+1.61%+27.51%+18.31%
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Financials

2024 *2025 *
Net sales 3.93B 4.45B 4.24B 3.49B 6.31B 378B 6.99B 48.92B 18.06B 155B 16.72B 16.36B 677B 4.26B 4.83B 4.6B 3.79B 6.85B 410B 7.59B 53.09B 19.6B 168B 18.15B 17.76B 735B
Net income 928M 1.05B 1B 825M 1.49B 89.27B 1.65B 11.55B 4.27B 36.66B 3.95B 3.86B 160B 1.07B 1.21B 1.15B 951M 1.72B 103B 1.9B 13.32B 4.92B 42.25B 4.55B 4.45B 184B
Net Debt 10.52B 11.93B 11.36B 9.36B 16.9B 1,013B 18.73B 131B 48.38B 416B 44.8B 43.83B 1,814B 10.35B 11.74B 11.17B 9.21B 16.62B 996B 18.42B 129B 47.59B 409B 44.07B 43.12B 1,785B
More financial data * Estimated data
Logo Julius Bär Gruppe AG
Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AG’s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltd’s Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.
Employees
7,484
Sector
Banks
More about the company
Date Price Change Volume
24-12-10 59.04 CHF -0.34% 418,096
24-12-09 59.24 CHF +0.89% 321,028
24-12-06 58.72 CHF +0.82% 373,831
24-12-05 58.24 CHF +0.55% 365,902
24-12-04 57.92 CHF +0.07% 545,997

Delayed Quote Swiss Exchange, December 10, 2024 at 11:30 am EST

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Trading Rating
Investor Rating
ESG Refinitiv
B+
surperformance-ratings-light-chart JULIUS-BAR-GRUPPE-AGMore Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
59.04CHF
Average target price
61.18CHF
Spread / Average Target
+3.62%
Consensus

Quarterly revenue - Rate of surprise