Julius Baer Gruppe AG

CH

BAER

Financials

10.55 ₽

Current price

Strong sell
10.55 ₽

Target price 00%

Ranks rating

76

  • Position in sub-industry

    883 / 943

  • Position in country

    422 / 449

  • Return on Assets, %

    0.4

    1.4

  • Net income margin, %

    -4.4

    20.2

  • EBITDA margin, %

    0.4

    29

  • Debt to Equity, %

    315.9

    6.5

  • Intangible assets and goodwill, %

    2.6

    0

  • Revenue CAGR 3Y, %

    46.4

    9.5

  • P/E

    23.3

    13

  • P/BV

    1.7

    0.9

  • P/S

    4

    4.5

  • EV/S

    6.5

    5.2

  • EV/EBITDA

    19.4

    6.3

  • Average Analyst recommendation

    Hold

    Hold

  • Average upside forecasts, %

    14.2

    14.1

  • Forward P/E

    10.1

    10.8

  • Dividend Yield, %

    5.3

    4.9

  • Forward Dividend Yield, %

    5.4

    4.2

  • Expected dividend per share

    0.6

    0.8

  • Payout Ratio, %

    117.2

    36.7

  • Dividend Ex Date

    2024-04-15

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Competitors

Ranks

  • Ameriprise Financial Inc

    00%

  • EFG International AG

    00%

  • Partners Group Holding AG

    00%

  • KKR & Co Inc

    00%

  • VZ Holding AG

    00%

  • BlackRock Inc

    00%

  • Vontobel Holding AG

    00%

  • HBM Healthcare Investments AG

    00%

  • Blackstone Inc

    00%

  • Julius Baer Gruppe AG

    00%

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Company information

  • Country

    Switzerland

  • Sector

    Financials

  • Industry group

    Financial Services

  • Industry

    Capital Markets

  • Sub-sector

    Financials

  • Capitalization (millions of $)

    11629.2

  • Ticker

    JBAXY.PK

  • ISIN

    US48137C1080

  • IPO date

    2009-10-01

  • Availability on Russian exchanges

    No

  • Reporting for

    2024-02-01

  • Date fact. publication of reports

    2023-12-31

Company Description

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.