Company Overview

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.

  • Name

    Julius Bär Gruppe AG

  • CEO

    Mr. Nic Dreckmann

  • Website

    www.juliusbaer.com

  • Sector

    Capital Markets

  • Year Founded

    1890

Profile

  • Market Cap

    CHF 9,487.06M

  • EV

  • Shares Out

    204.82M

  • Revenue

    CHF 3,154.7M

  • Employees

    7,484

Margins

  • Gross

  • EBITDA

  • Operating

  • Pre-Tax

    13.39%

  • Net

    11.86%

  • FCF

    -56.85%

Returns (5Yr Avg)

  • ROA

    0.69%

  • ROTA

    17.04%

  • ROE

    11.77%

  • ROCE

  • ROIC

    1.28%

Valuation (TTM)

  • P/E

  • P/B

  • EV/Sales

  • EV/EBITDA

  • P/FCF

  • EV/Gross Profit

Valuation (NTM)

  • Price Target

    CHF 58.01

  • P/E

  • PEG

  • EV/Sales

  • EV/EBITDA

  • P/FCF

Financial Health

  • Cash

  • Net Debt

    -CHF 7,917M

  • Debt/Equity

  • EBIT/Interest

Growth (CAGR)

  • Rev 3Yr

    -5.39%

  • Rev 5Yr

    -0.76%

  • Rev 10Yr

  • Dil EPS 3Yr

    -21.51%

  • Dil EPS 5Yr

    -8.95%

  • Dil EPS 10Yr

    4.54%

  • Rev Fwd 2Yr

    14.52%

  • EBITDA Fwd 2Yr

  • EPS Fwd 2Yr

    8.95%

  • EPS LT Growth Est

    36.12%

Dividends

  • Yield

  • Payout

    142.73%

  • DPS

    CHF 2.6

  • DPS Growth 3Yr

    14.11%

  • DPS Growth 5Yr

    11.63%

  • DPS Growth 10Yr

    15.79%

  • DPS Growth Fwd 2Yr

    3.95%

SWX:BAER