Julius Bär Gruppe AG (JBAXY)
Full history for every metric is available with a Kvantra account
No price history available.
Key financial summary
Financials in CHF| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | CHF m | 3,583 | 3,997 | 4,299 | 3,240 | 3,897 | 5,656 | 6,036 | 5,477 |
| Operating profit | CHF m | 895 | 1,394 | ||||||
| Net profit | CHF m | 698 | 1,082 | 950 | 454 | 1,022 | 729 | 1,151 | 1,518 |
| EPS reported | CHF | 0.71 | 1.12 | ||||||
| Operating cashflow per share | CHF | 0.09 | 0.33 | ||||||
| Capex per share | CHF | 0.23 | 0.29 | ||||||
| FCF per share | CHF | -0.14 | 0.04 | ||||||
| Free cash flow | CHF m | -141 | 124 | ||||||
| Net debt | CHF m | -17,311 | 3,666 | ||||||
| Book value equity | CHF m | 7,236 | 7,349 | ||||||
| Book value per share | CHF | 7.04 | 7.15 | ||||||
| Number of shares | m | 1,027.57 | 1,027.76 | ||||||
| DPS (TTM paid) | CHF | 0.52 | 0.52 |
Financial summary
Financials in CHF| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 17.44 | - | ||||||
| P/B LTM | x | 1.76 | 1.73 | ||||||
| P/S LTM | x | 2.25 | 2.11 | ||||||
| P/FCF LTM | x | -90.37 | 102.82 | ||||||
| EV/EBITDA LTM | x | 13.87 | 8.93 | ||||||
| EV/Sales LTM | x | 2.42 | 3.02 | ||||||
| Earnings Yield LTM | % | +5.73% | +7.92% | ||||||
| FCF Yield | % | -1.11% | +0.97% | ||||||
| Quality | |||||||||
| ROE | % | +10.08% | +15.62% | ||||||
| ROIC | % | +0.68% | +0.98% | ||||||
| Operating margin | % | +15.83% | +23.04% | ||||||
| Gross margin | % | +67.65% | +74.71% | ||||||
| FCF/Sales | % | -2.49% | +0.71% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | -28.28% | +13.13% | ||||||
| Sales Growth YoY | % | +45.14% | +54.89% | ||||||
| Net Income Growth YoY | % | -28.64% | +12.63% | ||||||
| FCF Growth | % | - | -93.39% | ||||||
| Operating Profit Growth | % | -16.30% | +30.29% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +4.02% | +3.71% | ||||||
| Dividend Growth | % | -1.29% | -1.29% | ||||||
| Payout Ratio | % | +70.11% | +70.13% | ||||||
| FCF/Debt | x | -0.02 | 0.01 | ||||||
| Net Debt/EBITDA | x | 0.98 | 2.42 | ||||||
| EBIT/Net interest | x | 0.55 | 0.91 | ||||||
| Net debt/market cap | % | +62.11% | +77.42% | ||||||
| Net debt/Equity | x | -2.39 | 0.50 | ||||||
| Gross debt/equity | x | 1.14 | 1.51 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
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, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Julius Bär Gruppe AG (JBAXY)
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
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, securities execution and advisory, and private markets and fund offering; wealth planning, and family office services. It also offers open product platform services. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
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