Stock BAER JULIUS BÄR GRUPPE AG
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Financials Julius Bär Gruppe AG

Equities

BAER

CH0102484968

Banks

Real-time Estimate Cboe Europe
Other stock markets
 07:08:00 2024-06-12 am EDT 		5-day change 1st Jan Change
51.49 CHF +0.45% Intraday chart for Julius Bär Gruppe AG -5.26% +9.31%
Jun. 06 Shares in Swiss bank EFG jump on renewed takeover speculation RE
Jun. 04 Copper dips below $10,000 as consolidation continues RE

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 10,883 10,970 12,629 10,869 9,713 10,499 - -
Enterprise Value (EV) 1 19,120 18,701 14,099 16,505 15,953 16,769 16,607 16,444
P/E ratio 23.3 x 15.8 x 12.1 x 11.8 x 21.3 x 10.5 x 8.96 x 8.13 x
Yield 3% 3.43% 4.25% 4.83% 5.51% 5.21% 5.8% 6.37%
Capitalization / Revenue 3.22 x 3.06 x 3.27 x 2.82 x 3 x 2.61 x 2.45 x 2.34 x
EV / Revenue 5.65 x 5.22 x 3.65 x 4.28 x 4.92 x 4.17 x 3.88 x 3.67 x
EV / EBITDA - - - - - - - -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Price to Book 1.72 x 1.71 x 1.9 x 1.77 x 1.57 x 1.62 x 1.51 x 1.41 x
Nbr of stocks (in thousands) 217,970 215,099 206,427 201,809 206,002 204,816 - -
Reference price 2 49.93 51.00 61.18 53.86 47.15 51.26 51.26 51.26
Announcement Date 2/3/20 2/1/21 2/2/22 2/2/23 2/1/24 - - -
1CHF in Million2CHF
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 3,383 3,583 3,858 3,853 3,240 4,018 4,278 4,487
EBITDA - - - - - - - -
EBIT 1 917 1,114 1,396 1,313 1,182 1,196 1,362 1,452
Operating Margin 27.11% 31.09% 36.18% 34.08% 36.49% 29.75% 31.82% 32.37%
Earnings before Tax (EBT) 1 566 845.9 1,259 1,083 513.8 1,181 1,374 1,478
Net income 1 465 698.6 1,082 950 454 982.1 1,131 1,202
Net margin 13.75% 19.5% 28.05% 24.66% 14.01% 24.44% 26.43% 26.8%
EPS 2 2.140 3.230 5.060 4.560 2.210 4.877 5.719 6.307
Free Cash Flow - - - - - - - -
FCF margin - - - - - - - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) - - - - - - - -
Dividend per Share 2 1.500 1.750 2.600 2.600 2.600 2.673 2.974 3.264
Announcement Date 2/3/20 2/1/21 2/2/22 2/2/23 2/1/24 - - -
1CHF in Million2CHF
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2019 S2 2020 S1 2020 S2 2021 S1 2021 S2 2022 S1 2022 S2 2023 S1 2023 S2
Net sales 1 1,684 1,851 1,732 1,993 1,865 1,865 1,988 2,029 1,210
EBITDA 536.3 - - - - - - - -
EBIT - - 497.5 - - - - - -
Operating Margin - - 28.72% - - - - - -
Earnings before Tax (EBT) 148 - - - - - - - -
Net income 122 491 207.6 - - - - 531.8 -
Net margin 7.24% 26.53% 11.99% - - - - 26.21% -
EPS 0.5600 - 0.9600 2.810 - - - - -
Dividend per Share - - - - - - - - -
Announcement Date 2/3/20 7/20/20 2/1/21 7/21/21 2/2/22 7/25/22 2/2/23 7/24/23 2/1/24
1CHF in Million
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 8,237 7,731 1,469 5,636 6,240 6,270 6,108 5,946
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow - - - - - - - -
ROE (net income / shareholders' equity) 12.6% 15.2% 17.4% 16.1% 15.2% 16.1% 17.6% 18.1%
ROA (Net income/ Total Assets) 0.75% 0.9% 1.01% 0.95% 0.94% 0.97% 0.99% 0.98%
Assets 1 61,712 77,236 106,769 100,423 48,504 101,736 114,458 122,801
Book Value Per Share 2 29.10 29.90 32.20 30.40 30.10 31.70 33.90 36.40
Cash Flow per Share - 5.730 6.620 6.490 - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 2/3/20 2/1/21 2/2/22 2/2/23 2/1/24 - - -
1CHF in Million2CHF
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Julius Bär Gruppe AG

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
51.26 CHF
Average target price
61.56 CHF
Spread / Average Target
+20.10%
Consensus

EPS Revisions

Estimates Revisions

Quarterly revenue - Rate of surprise

Company calendar

Sector Private Banks

1st Jan change Capi.
JULIUS BÄR GRUPPE AG Stock Julius Bär Gruppe AG
+9.52% 11.68B
BANCA GENERALI S.P.A. Stock Banca Generali S.p.A.
+13.14% 4.64B
EFG INTERNATIONAL AG Stock EFG International AG
+19.81% 4.36B
EDMOND DE ROTHSCHILD (SUISSE) S.A. Stock Edmond de Rothschild (Suisse) S.A.
+3.33% 1.33B
TRUXTON CORPORATION Stock Truxton Corporation
-2.31% 185M
BANCA PROFILO S.P.A. Stock Banca Profilo S.p.A.
+4.93% 149M
PROVEN GROUP LIMITED Stock PROVEN Group Limited
-17.85% 96.3M
Private Banks
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