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Overview
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Julius Baer Gruppe stock

BAER.SW
CH0102484968
A0YBDU

Price

50.90
Today +/-
-0.81
Today %
-1.48 %
P

Julius Baer Gruppe stock price

%
Weekly
Details

Price

Overview

The Quote Chart provides detailed and dynamic insights into the Julius Baer Gruppe stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Julius Baer Gruppe stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Julius Baer Gruppe stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Julius Baer Gruppe's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Julius Baer Gruppe Stock Price History

DateJulius Baer Gruppe Price
9/30/202450.90 undefined
9/27/202451.66 undefined
9/26/202450.70 undefined
9/25/202449.23 undefined
9/24/202448.87 undefined
9/23/202448.22 undefined
9/20/202448.60 undefined
9/19/202450.10 undefined
9/18/202449.24 undefined
9/17/202449.29 undefined
9/16/202447.10 undefined
9/13/202447.08 undefined
9/12/202446.58 undefined
9/11/202446.39 undefined
9/10/202446.78 undefined
9/9/202446.80 undefined
9/6/202446.32 undefined
9/5/202447.21 undefined
9/4/202447.00 undefined
9/3/202447.63 undefined
9/2/202449.11 undefined

Julius Baer Gruppe Revenue, EBIT, Net Income

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Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Julius Baer Gruppe, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Julius Baer Gruppe from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Julius Baer Gruppe’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Julius Baer Gruppe. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Julius Baer Gruppe’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Julius Baer Gruppe’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Julius Baer Gruppe’s growth potential.

Julius Baer Gruppe Revenue, EBIT and net profit per share

DateJulius Baer Gruppe RevenueJulius Baer Gruppe EBITJulius Baer Gruppe Net Income
2027e4.29 B undefined1.24 B undefined1.13 B undefined
2026e4.58 B undefined1.47 B undefined1.31 B undefined
2025e4.31 B undefined1.33 B undefined1.14 B undefined
2024e4.02 B undefined1.16 B undefined969.51 M undefined
20235.85 B undefined0 undefined454 M undefined
20224.52 B undefined1.3 B undefined949.6 M undefined
20210 undefined0 undefined1.08 B undefined
20200 undefined0 undefined698 M undefined
20190 undefined0 undefined464.8 M undefined
20180 undefined0 undefined735.4 M undefined
20170 undefined0 undefined704.7 M undefined
20160 undefined0 undefined619.4 M undefined
20150 undefined0 undefined121.2 M undefined
20142.95 B undefined0 undefined366.2 M undefined
20132.52 B undefined0 undefined187.53 M undefined
20122.14 B undefined0 undefined267.96 M undefined
20112.05 B undefined0 undefined257.92 M undefined
20102.08 B undefined0 undefined351.99 M undefined
20091.88 B undefined0 undefined388.7 M undefined
20082.52 B undefined0 undefined356.94 M undefined
20072.46 B undefined0 undefined393.73 M undefined
20061.95 B undefined0 undefined290.5 M undefined

Julius Baer Gruppe Income Statement, Balance Sheet, Cash Flow Statement

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  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)EBIT (B)EBIT MARGIN (%)NET INCOME (B)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
2006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e2027e
1.952.462.521.882.082.052.142.522.9500000004.525.854.024.314.584.29
-25.942.48-25.2210.20-1.254.3417.8716.98--------29.26-31.217.166.20-6.32
----------------85.21-----
00000000000000003.8500000
00000000000000001.301.161.331.471.24
----------------28.73-28.8230.8732.1528.99
0.290.390.360.390.350.260.270.190.370.120.620.70.740.460.71.080.950.450.971.141.311.13
-35.52-9.418.99-9.54-26.783.89-29.9695.72-66.94411.5713.734.40-36.8750.4355.01-12.29-52.16113.4417.6515.18-13.86
----------------------
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211.51211.51209.76211.56210.86207.62202.46214.24218.45218.6217.4216.9218217215214208.31205.640000
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Details

Keystats

Revenue and Growth

The Julius Baer Gruppe Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Julius Baer Gruppe is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (B)CURRENT ASSETS (B)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (B)INTANGIBLE ASSETS (B)GOODWILL (B)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (M)PROVISIONS (B)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (B)LONG-TERM DEBT PORTION (B)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (B)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
200620072008200920102011201220132014201520162017201820192020202120222023
                                   
000000000000000034.620
000000000000000000
000000000000000000
000000000000000000
00000000000000003.970
000000000000000038.580
287.78281.26332.2331.8371.9366.1359.59386.23382.68373.2373.8356.6352.8612.9580.5514.6607.7648.7
0000048.545.21102.6566.0190.329.428.248.123.321.228.928.37.8
00000000000000003.240
1.831.81.750.580.680.590.520.680.680.60.760.80.840.850.840.860.810.85
0001.121.121.121.121.451.681.712.072.072.092.021.791.81.721.72
5.190.651.543.4710.07578.215.0915.5915.2923.828.828.815.916.420.128.345.424.1
2.122.082.082.042.182.72.062.632.832.83.273.293.353.523.263.236.453.25
2.122.082.082.042.182.72.062.632.832.83.273.293.353.523.263.2345.033.25
                                   
5755754.134.134.134.134.334.484.484.54.54.54.54.54.54.44.34.1
1.761.863.74.314.580000000000000
1.050.940004.724.935.245.565.475.896.376.486.566.937.627.547.11
-0.76-27.03-191.2-84.36-81.78-201.33-204.71-103.89-165.9-340.9-302.1-270.2-130.8-184-350.9-365.6-472-593.1
00000-51.4291.2371.07108.5223.1000165.4244.6165.4-428.3-289.2
3.383.353.514.234.54.474.825.215.515.155.596.16.356.546.837.426.646.23
0000000000027.128.328.735.239.334.228
0.290.410.370.310.350.320.360.450.490.530.620.730.770.750.690.770.841.1
69.1579.8512.6611.1444.8319.6621.8859.63115.4565.6123277.5254.6263.6277.2373.7336.2337.6
0.010.040.230.250.24000000000000.345.87
3.383.4802.322.57000006.9910.2312.18.427.7112.3210.358.9
3.744.010.622.893.210.340.380.510.610.67.7311.2713.159.468.7113.511.916.24
00.622.511.621.593.973.95.525.465.422.673.383.17.037.184.994.215.02
80.1775.383.7485.76121.8983.8885.23142.78137.8641.677.859.974.968.874.584.565.656.8
0.80.740.70.91.013.832.361.763.683.672.82.512.133.223.863.573.813.75
0.881.433.292.612.727.886.357.429.289.125.555.955.310.3211.128.648.088.82
4.625.443.915.55.938.236.737.939.899.7213.2817.2218.4619.7719.8322.1419.9825.06
8.018.797.429.7410.4412.6911.5513.1415.3914.8718.8723.3224.8126.3226.6629.5626.6231.29
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Julius Baer Gruppe provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Julius Baer Gruppe's financial health and stability.

Assets

Julius Baer Gruppe's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Julius Baer Gruppe must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Julius Baer Gruppe after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Julius Baer Gruppe's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (B)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (B)NON-CASH ITEM (M)PAID INTEREST (B)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (B)CASH FLOW FROM OTHER INVESTING ACTIVITIES (B)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (B)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (B)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (B)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
200620072008200920102011201220132014201520162017201820192020202120222023
0.290.390.360.390.350.260.270.190.370.120.620.720.740.470.71.080.950.45
109106115121160177169193209220141160165350432256309244
-4616-13-5-2-22-3-608-1830-26-4-129-10
-0.451.36.730.91-3.874.440.3-1.32-1.04-3.059.39-12.628.04-9.894.980.47-3.27-1.78
109921181081078410599139131144269206205223282212158
0000000.090.0800.1200.190.450.750.320.090.522.6
848315410061887339511257899143121145105135102
0.061.97.341.51-3.264.960.84-0.83-0.33-2.6310.31-11.59.18-8.96.332.08-1.79-0.93
-34-66-103-67-97-88-81-132-82-106-173-171-177-165-186-197-196-239
-0.24-0.06-0.28-1.77-2.25-1.13-2.246.68-0.13-1.580.134.05-2.361.82-1.160.26-4.5-1.69
-0.20.01-0.18-1.7-2.15-1.04-2.166.82-0.05-1.470.34.22-2.181.98-0.980.45-4.31-1.45
000000000000000000
1.530.75-20.870.160.58-0.071.62-0.180.110.060.53-0.270.39-0.351.20.150.85
010073-39-1-302286-52-51-90-92-66-112-104-124-443-226-232
1.380.35-1.991.070.080.150.021.44-0.37-0.21-0.290.19-0.8-0.05-0.810.37-0.630.08
0013090-10-30-1-12-6-108-2-3-3-10
-150-500-72-72-83-124-196-130-133-224-246-269-313-336-332-386-554-535
1.182.185.320.8-5.134.06-1.357.37-1.04-4.1610.14-7.086.01-7.064.52.74-6.89-2.69
241,8327,2351,443-3,3524,870761-966-414-2,73910,136-11,6668,999-9,0606,1411,885-1,990.2-1,168.7
000000000000000000

Julius Baer Gruppe stock margins

The Julius Baer Gruppe margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Julius Baer Gruppe. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Julius Baer Gruppe.
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Gross margin
EBIT margin
Profit margin
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Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Julius Baer Gruppe's sales revenue. A higher gross margin percentage indicates that the Julius Baer Gruppe retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Julius Baer Gruppe's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Julius Baer Gruppe's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Julius Baer Gruppe's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Julius Baer Gruppe. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Julius Baer Gruppe's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Julius Baer Gruppe Margin History

Julius Baer Gruppe Gross marginJulius Baer Gruppe Profit marginJulius Baer Gruppe EBIT marginJulius Baer Gruppe Profit margin
2027e85.2 %28.99 %26.4 %
2026e85.2 %32.15 %28.7 %
2025e85.2 %30.87 %26.48 %
2024e85.2 %28.82 %24.11 %
202385.2 %0 %7.77 %
202285.2 %28.72 %21 %
202185.2 %0 %0 %
202085.2 %0 %0 %
201985.2 %0 %0 %
201885.2 %0 %0 %
201785.2 %0 %0 %
201685.2 %0 %0 %
201585.2 %0 %0 %
201485.2 %0 %12.42 %
201385.2 %0 %7.44 %
201285.2 %0 %12.53 %
201185.2 %0 %12.58 %
201085.2 %0 %16.96 %
200985.2 %0 %20.63 %
200885.2 %0 %14.18 %
200785.2 %0 %16.02 %
200685.2 %0 %14.89 %

Julius Baer Gruppe Stock Sales Revenue, EBIT, Earnings per Share

The Julius Baer Gruppe earnings per share therefore indicates how much revenue Julius Baer Gruppe has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
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Sales per Share
EBIT per share
Earnings per Share
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Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Julius Baer Gruppe earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Julius Baer Gruppe's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Julius Baer Gruppe’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Julius Baer Gruppe's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Julius Baer Gruppe Revenue, EBIT and net profit per share

DateJulius Baer Gruppe Sales per ShareJulius Baer Gruppe EBIT per shareJulius Baer Gruppe Earnings per Share
2027e20.93 undefined0 undefined5.53 undefined
2026e22.34 undefined0 undefined6.41 undefined
2025e21.04 undefined0 undefined5.57 undefined
2024e19.63 undefined0 undefined4.73 undefined
202328.43 undefined0 undefined2.21 undefined
202221.71 undefined6.24 undefined4.56 undefined
20210 undefined0 undefined5.06 undefined
20200 undefined0 undefined3.25 undefined
20190 undefined0 undefined2.14 undefined
20180 undefined0 undefined3.37 undefined
20170 undefined0 undefined3.25 undefined
20160 undefined0 undefined2.85 undefined
20150 undefined0 undefined0.55 undefined
201413.5 undefined0 undefined1.68 undefined
201311.76 undefined0 undefined0.88 undefined
201210.56 undefined0 undefined1.32 undefined
20119.87 undefined0 undefined1.24 undefined
20109.84 undefined0 undefined1.67 undefined
20098.9 undefined0 undefined1.84 undefined
200812 undefined0 undefined1.7 undefined
200711.62 undefined0 undefined1.86 undefined
20069.23 undefined0 undefined1.37 undefined

Julius Baer Gruppe business model

The Julius Baer Group AG is a Swiss private bank specializing in wealth management. It was founded in 1890 and is now one of the leading banks in this sector. The bank is headquartered in Zurich and has branches in various parts of the world. Julius Baer Gruppe is one of the most popular companies on Eulerpool.com.

Julius Baer Gruppe SWOT Analysis

Strengths

Julius Baer Gruppe AG is a leading financial institution with a strong global presence and a long history of expertise in wealth management.

The company has a robust and loyal client base, comprising high-net-worth individuals and institutional investors.

Julius Baer has a well-established brand reputation for offering personalized and innovative financial solutions to its clients.

Weaknesses

Julius Baer Gruppe AG heavily relies on the performance of global financial markets, making it susceptible to market fluctuations and economic downturns.

The company's dependence on a few key markets and currencies exposes it to geopolitical risks and exchange rate fluctuations.

Limited product diversification compared to some competitors, focusing mainly on wealth management services rather than a broader range of financial services.

Opportunities

The growing demand for wealth management services, particularly in emerging markets, presents an opportunity for Julius Baer to expand its client base.

Strategic partnerships and acquisitions can provide Julius Baer with access to new markets and innovative technologies, enhancing its competitive advantage.

The company can capitalize on the increasing trend towards sustainable and socially responsible investing by offering tailored products in this segment.

Threats

Intense competition in the financial industry poses a threat to Julius Baer's market share and profitability.

Regulatory changes and compliance requirements can increase operating costs and impact the company's business operations.

Global economic uncertainties and volatile financial markets can adversely affect Julius Baer's financial performance and client confidence.

Julius Baer Gruppe Eulerpool Fair Value

Details

Fair Value

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Julius Baer Gruppe historical P/E ratio, EBIT multiple, and P/S ratio

Julius Baer Gruppe shares outstanding

The number of shares was Julius Baer Gruppe in 2023 — This indicates how many shares 205.636 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Number of stocks
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Julius Baer Gruppe earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Julius Baer Gruppe's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Julius Baer Gruppe’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Julius Baer Gruppe's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Julius Baer Gruppe dividend history and estimates

In 2023, Julius Baer Gruppe paid a dividend amounting to 2.6 CHF. Dividend means that Julius Baer Gruppe distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
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Dividend

Dividend Overview

The dividend per year chart for Julius Baer Gruppe provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Julius Baer Gruppe’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Julius Baer Gruppe's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Julius Baer Gruppe Dividend History

DateJulius Baer Gruppe Dividend
2027e2.85 undefined
2026e2.86 undefined
2025e2.83 undefined
2024e2.86 undefined
20232.6 undefined
20222.6 undefined
20210.64 undefined
20200.75 undefined
20191.5 undefined
20181.4 undefined
20171.2 undefined
20161.1 undefined
20151 undefined
20140.6 undefined
20130.6 undefined
20120.39 undefined
20110.59 undefined
20100.39 undefined

Julius Baer Gruppe dividend payout ratio

In 2023, Julius Baer Gruppe had a payout ratio of 30.96%. The payout ratio indicates the percentage of the company's profits that Julius Baer Gruppe distributes as dividends.
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Payout ratio
Details

Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Julius Baer Gruppe represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Julius Baer Gruppe could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Julius Baer Gruppe's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Julius Baer Gruppe Payout Ratio History

DateJulius Baer Gruppe Payout ratio
2027e36.35 %
2026e35 %
2025e40.51 %
2024e33.54 %
202330.96 %
202257.02 %
202112.65 %
202023.22 %
201970.42 %
201841.42 %
201736.92 %
201638.6 %
2015181.82 %
201435.71 %
201369.77 %
201229.6 %
201147.27 %
201023.4 %
200930.96 %
200830.96 %
200730.96 %
200630.96 %
Unfortunately, there are currently no price targets and forecasts available for Julius Baer Gruppe.

Julius Baer Gruppe latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20242.45 2.23  (-8.91 %)2024 Q2
12/31/20231.57 -0.34  (-121.6 %)2023 Q4
6/30/20232.76 2.63  (-4.85 %)2023 Q2
12/31/20222.56 2.77  (8.19 %)2022 Q4
6/30/20222.3 2.27  (-1.09 %)2022 Q2
12/31/20212.49 2.38  (-4.37 %)2021 Q4
6/30/20213.09 2.81  (-8.93 %)2021 Q2
12/31/20202.05 2.01  (-2.09 %)2020 Q4
6/30/20202.53 2.43  (-3.94 %)2020 Q2
12/31/20191.89 1.73  (-8.45 %)2019 Q4
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Eulerpool ESG Scorecard© for the Julius Baer Gruppe stock

Eulerpool World ESG Rating (EESG©)

69/ 100

🌱 Environment

73

👫 Social

61

🏛️ Governance

74

Environment

Scope 1 - Direct Emissions
2,736
Scope 2 - Indirect emissions from purchased energy
4,143
Scope 3 - Indirect emissions within the value chain
9,126
Total CO₂ emissions
6,879
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees42.7
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Julius Baer Gruppe shareholders

%
Name
Stocks
Change
Date
5.51071 % BlackRock Institutional Trust Company, N.A.11,286,80801/30/2024
5.09023 % T. Rowe Price Associates, Inc.10,425,592-233,9861/30/2024
5.01632 % UBS Asset Management (Switzerland)10,274,21701/30/2024
2.98945 % The Vanguard Group, Inc.6,122,8622,9243/31/2024
10.90926 % MFS Investment Management22,343,89301/30/2024
1.91002 % Davis Selected Advisers, L.P.3,912,027-124,6903/31/2024
1.69952 % Zürcher Kantonalbank (Asset Management)3,480,887-33,6183/31/2024
1.58285 % BlackRock Advisors (UK) Limited3,241,927-13,8773/31/2024
1.55155 % Harris Associates L.P.3,177,816-4,3003/31/2024
1.43571 % Norges Bank Investment Management (NBIM)2,940,553-3,721,51212/31/2023
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Julius Baer Gruppe Executives and Management Board

Mr. Philipp Rickenbacher50
Julius Baer Gruppe Chief Executive Officer, Member of the Executive Board
Compensation 6.03 M
Mr. Romeo Lacher63
Julius Baer Gruppe Independent Chairman of the Board
Compensation 1.09 M
Mr. Richard Campbell-Breeden61
Julius Baer Gruppe Non-Executive Independent Director
Compensation 381,000
Ms. Olga Zoutendijk61
Julius Baer Gruppe Non-Executive Independent Director
Compensation 337,000
Mr. David Nicol68
Julius Baer Gruppe Non-Executive Independent Director
Compensation 307,000
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Julius Baer Gruppe Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
SupplierCustomer-0,28-0,79-0,38-0,690,35
SupplierCustomer-0,05-0,56-0,79-0,81-0,64
SupplierCustomer0,470,070,880,910,910,93
SupplierCustomer0,47-0,240,680,520,300,67
SupplierCustomer0,370,02-0,480,550,72-
SupplierCustomer0,14-0,08-0,160,760,700,20
SupplierCustomer-0,01-0,240,370,880,860,57
SupplierCustomer-0,07-0,240,420,15-0,370,68
SupplierCustomer-0,180,04-0,090,780,760,24
SupplierCustomer-0,23-0,21-0,51-0,64-0,54-
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Most common questions regarding Julius Baer Gruppe

What values and corporate philosophy does Julius Baer Gruppe represent?

Julius Baer Gruppe AG represents a strong set of values and a distinctive corporate philosophy. The company is dedicated to providing exceptional financial services, focusing on personalized wealth management solutions for its clients. Julius Baer Gruppe AG places a high emphasis on integrity, professionalism, and trust in their dealings. With a commitment to long-term relationships, they strive to deliver innovative and comprehensive financial solutions tailored to individual needs. By combining extensive expertise with a global perspective, Julius Baer Gruppe AG aims to create sustainable value for their clients while adhering to the highest standards of ethics and responsibility.

In which countries and regions is Julius Baer Gruppe primarily present?

Julius Baer Gruppe AG is primarily present in Switzerland, with its headquarters located in Zurich. As one of the leading Swiss private banking groups, the company also has a strong presence in other key financial centers worldwide. Julius Baer serves clients globally, with a particular focus on Europe, the Asia-Pacific region, and the Middle East. With a network of offices spanning over 25 countries, including major cities such as Geneva, Singapore, Dubai, and Hong Kong, Julius Baer Gruppe AG offers its high-net-worth clients a comprehensive range of advisory and wealth management services.

What significant milestones has the company Julius Baer Gruppe achieved?

Julius Baer Gruppe AG has achieved several significant milestones in its history. The company has successfully established itself as a leading Swiss private banking group since its foundation in 1890. Over the years, Julius Baer has expanded its global presence, with a strong focus on wealth management services. The company has consistently delivered strong financial results and has been recognized for its outstanding client service. Julius Baer has also made strategic acquisitions and partnerships to further enhance its market position. With a rich heritage and commitment to excellence, Julius Baer Gruppe AG continues to be a trusted name in the financial industry.

What is the history and background of the company Julius Baer Gruppe?

Julius Baer Gruppe AG is a renowned Swiss private banking group with a rich history and solid background. Established in 1890, the company has grown into a global leader in wealth management services. Julius Baer prides itself on providing exceptional financial solutions and personalized advice to high-net-worth individuals and institutional clients. With a strong focus on client satisfaction and long-term relationships, Julius Baer has expanded its presence across key international financial centers. Combining traditional values with innovative strategies, the company continues to adapt and thrive in the ever-evolving financial landscape, earning its reputation as a trusted partner in wealth management.

Who are the main competitors of Julius Baer Gruppe in the market?

The main competitors of Julius Baer Gruppe AG in the market are Credit Suisse Group AG, UBS Group AG, and Swissquote Group Holding Ltd.

In which industries is Julius Baer Gruppe primarily active?

Julius Baer Gruppe AG is primarily active in the financial services industry. With its headquarters in Switzerland, the company offers a wide range of private banking and wealth management services. As one of the leading global wealth managers, Julius Baer caters to high-net-worth individuals and families, providing investment advice, asset management, and financial solutions. Its expertise and focus within the financial services sector position Julius Baer Gruppe AG as a trusted partner for clients seeking personalized and comprehensive wealth management services.

What is the business model of Julius Baer Gruppe?

The business model of Julius Baer Gruppe AG focuses on providing comprehensive wealth management services. As a leading Swiss private banking group, Julius Baer offers a range of financial solutions tailored to meet the individual needs of its clients. The company is committed to preserving and growing its clients' wealth over the long term by offering personalized investment advice, portfolio management, and access to a wide range of investment products. Julius Baer's strong expertise in global financial markets, combined with its client-centric approach, has positioned it as a trusted partner for individuals and institutions seeking to achieve their financial goals.

What is the P/E ratio of Julius Baer Gruppe 2024?

The Julius Baer Gruppe P/E ratio is 10.8.

What is the P/S ratio of Julius Baer Gruppe 2024?

The Julius Baer Gruppe P/S ratio is 2.6.

What is the AlleAktien quality score of Julius Baer Gruppe?

The AlleAktien quality score for Julius Baer Gruppe is 4/10.

What is the revenue of Julius Baer Gruppe 2024?

The expected Julius Baer Gruppe revenue is 4.02 B CHF.

How high is the profit of Julius Baer Gruppe 2024?

The expected Julius Baer Gruppe profit is 969.51 M CHF.

What is the business model of Julius Baer Gruppe

The Julius Baer Group AG is a global private banking group headquartered in Zurich, Switzerland. It offers a wide range of services from wealth management to investment advice, primarily for wealthy private clients in Europe. The bank is divided into three main business areas: Watchmaking, International Private Banking, and Asset Management. The Watchmaking division focuses on traditional Swiss watchmaking craftsmanship and specializes in producing high-quality watches and timepieces. The International Private Banking division offers a variety of services to clients holding wealth ranging from CHF 1 million to CHF 500 million, including credit facilities, financing and investment advice, investment management, as well as wealth and estate planning. The Asset Management division provides specialized asset management services for private and institutional clients worldwide, including portfolio management, investment funds, structured products, and hedge funds. Julius Baer Group AG offers a wide range of products to meet the specific needs of each customer, including traditional banking services such as credit and deposit accounts, as well as specialized investment products such as hedge funds and private equity services. The bank also emphasizes the integration of technology into its business practices to provide an additional level of customer service and adaptability. This includes offering digital services such as online portfolios and a mobile investment app that provides customers with access to their portfolios, real-time information, and analysis tools. Julius Baer also places great importance on adhering to the highest ethical and professional standards and has established a number of internal and external committees to ensure compliance with the strictest rules and regulations. The bank operates internationally and has offices in Europe, Asia, and Latin America. In summary, the business model of Julius Baer Group AG encompasses a wide range of specialized financial services for wealthy private clients, institutional investors, and affluent retail clients worldwide. The bank offers a variety of products and services, including traditional banking services, investment products, and digital solutions tailored to the specific needs of each customer. Ensuring the highest ethical and professional standards is a central concern for the bank.

What is the Julius Baer Gruppe dividend?

Julius Baer Gruppe pays a dividend of 2.6 CHF distributed over 1 payouts per year.

How often does Julius Baer Gruppe pay dividends?

Julius Baer Gruppe pays out a dividend 1 times a year.

What is the Julius Baer Gruppe ISIN?

The ISIN of Julius Baer Gruppe is CH0102484968.

What is the Julius Baer Gruppe WKN?

The WKN of Julius Baer Gruppe is A0YBDU.

What is the Julius Baer Gruppe ticker?

The ticker of Julius Baer Gruppe is BAER.SW.

How much dividend does Julius Baer Gruppe pay?

Over the past 12 months, Julius Baer Gruppe paid a dividend of 2.6 CHF . This corresponds to a dividend yield of about 5.11 %. For the coming 12 months, Julius Baer Gruppe is expected to pay a dividend of 2.83 CHF.

What is the dividend yield of Julius Baer Gruppe?

The current dividend yield of Julius Baer Gruppe is 5.11 %.

When does Julius Baer Gruppe pay dividends?

Julius Baer Gruppe pays a quarterly dividend. This is distributed in the months of May, May, May, May.

How secure is the dividend of Julius Baer Gruppe?

Julius Baer Gruppe paid dividends every year for the past 18 years.

What is the dividend of Julius Baer Gruppe?

For the upcoming 12 months, dividends amounting to 2.83 CHF are expected. This corresponds to a dividend yield of 5.57 %.

In which sector is Julius Baer Gruppe located?

Julius Baer Gruppe is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Julius Baer Gruppe kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Julius Baer Gruppe from 4/17/2024 amounting to 2.6 CHF, you needed to have the stock in your portfolio before the ex-date on 4/15/2024.

When did Julius Baer Gruppe pay the last dividend?

The last dividend was paid out on 4/17/2024.

What was the dividend of Julius Baer Gruppe in the year 2023?

In the year 2023, Julius Baer Gruppe distributed 2.6 CHF as dividends.

In which currency does Julius Baer Gruppe pay out the dividend?

The dividends of Julius Baer Gruppe are distributed in CHF.

All fundamentals about Julius Baer Gruppe

Our stock analysis for Julius Baer Gruppe Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Julius Baer Gruppe Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.