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BAER Julius Bar Gruppe AG

SWX · CH · Financial Services · Asset Management · juliusbaer.com
73.06CHF+0.58%Mkt Cap: 17.06B $P/E: 13.11

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securit…

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Key Statistics

Company
Market Cap17.06B USD
Enterprise Value2.51B USD
Revenue (TTM)4.82B USD
Gross Profit4.82B USD
Net Income (TTM)871.61M USD
Revenue/Share20.56 CHF
Last Price73.06 CHF
Fiscal Year EndDec 2025
MR QuarterJun 2026
Employees7.7K
CountryCH
SectorFinancial Services
IndustryAsset Management
ISINUS48137C1080
Valuation
P/E (Trailing)13.11
P/E (Forward)11.66
PEG1.04
EV/EBITDA—
EV/Revenue0.52
P/S3.54
P/B2.03
EPS (TTM)5.54
EPS (Forward)6.23
52W Range
51.7680% of range78.22
52W High78.22 CHF
52W Low51.76 CHF
Profitability
Gross Margin0.00%
Oper. Margin38.97%
EBITDA Margin0.00%
Profit Margin18.74%
ROE10.57%
ROA0.71%
Growth
Revenue Growth25.70%
Earnings Growth127.50%
Cash Flow & Leverage
Operating CF1.41B USD
CapEx (TTM)282.24M USD
FCF Margin—
FCF Yield—
Net Debt-14.55B USD
Net Debt/EBITDA—
Balance Sheet
Debt/Equity0.59
Current Ratio—
Quick Ratio—
Book Value/Sh35.84 CHF
Cash/Share225.66 CHF
Dividends
Fwd Div Rate2.60 CHF
Trail. Div Rate2.60 CHF
Div. Yield3.58%
5Y Avg Yield4.41%
Payout Ratio46.93%
Ex-Div DateApr 13, 2026
Pay DateApr 16, 2025
Analyst Consensus
Rating2.1 (Buy)
Strong BuyBuyHoldSellStr. Sell
Target (Mean)75.62 CHF
Upside (mean)+3.5%
Target Range56.00 CHF – 87.00 CHF
56.00+3.5% to mean87.00
# Analysts17
Ownership
Shares Out.205.76M
Float205.01M
Insiders0.25%
Institutions65.92%
Technical
SMA 5073.75 (-0.9%)
SMA 20067.19 (+8.7%)
Beta0.87
S&P 52W Chg14.58%
Avg Vol (30d)474.22K
Avg Vol (10d)618.39K
Technical Indicators
RSI (14)49.7
MACD0.1895
MACD Signal0.4213
MACD Hist.-0.2318
BB Upper77.57 CHF
BB Middle73.69 CHF
BB Lower69.82 CHF
BB Width10.51%
ATR (14)2.117 CHF
Vol Ratio (20d)2.04x