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BAERJulius Bär Gruppe AG
SWX · CH · Financial Services · Asset Management · juliusbaer.com
75.00CHF+0.27%Mkt Cap: 17.57B $P/E: 13.50

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 Cap17.57B $
Enterprise Value3.12B $
Revenue (TTM)4.82B $
Gross Profit4.82B $
Net Income (TTM)871.61M $
Revenue/Share23.46 USD
Last Price75.00 CHF
Fiscal Year EndDec 2025
MR QuarterJun 2026
Employees7.7K
CountryCH
SectorFinancial Services
IndustryAsset Management
ISINUS48137C1080
Valuation
P/E (Trailing)13.50
P/E (Forward)12.04
PEG1.07
EV/EBITDA—
EV/Revenue0.65
P/S3.64
P/B2.09
EPS (TTM)5.54
EPS (Forward)6.21
52W Range
51.7696% of range75.92
52W High75.92 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 $
CapEx (TTM)282.24M $
FCF Margin—
FCF Yield—
Net Debt-14.55B $
Net Debt/EBITDA—
Balance Sheet
Debt/Equity0.59
Current Ratio—
Quick Ratio—
Book Value/Sh35.84 CHF
Cash/Share225.66 CHF
Dividends
Fwd Div Rate2.600 CHF
Trail. Div Rate2.600 CHF
Div. Yield3.46%
5Y Avg Yield4.57%
Payout Ratio46.93%
Ex-Div DateApr 13, 2026
Pay DateApr 16, 2025
Analyst Consensus
Rating2.3 (Buy)
Strong BuyBuyHoldSellStr. Sell
Target (Mean)74.38 CHF
Upside (mean)-0.8%
Target Range56.00 CHF – 82.00 CHF
CHF56.00-0.8% to meanCHF82.00
# Analysts17
Ownership
Shares Out.205.76M
Float205.01M
Insiders0.25%
Institutions67.91%
Technical
SMA 5070.97 (+5.7%)
SMA 20064.70 (+15.9%)
Beta0.87
S&P 52W Chg19.97%
Avg Vol (30d)427.86K
Avg Vol (10d)342.68K
Technical Indicators
RSI (14)59.3
MACD1.2302
MACD Signal1.1933
MACD Hist.+0.0369
BB Upper77.57 CHF
BB Middle72.89 CHF
BB Lower68.21 CHF
BB Width12.85%
ATR (14)1.356 CHF
Vol Ratio (20d)0.50x