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Also traded in: Germany, Switzerland, UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash to Debt No Debt
JBAXY's Cash to Debt is ranked higher than
90% of the 1599 Companies
in the Global Banks - Global industry.

( Industry Median: 1.98 vs. JBAXY: No Debt )
Ranked among companies with meaningful Cash to Debt only.
JBAXY' s Cash to Debt Range Over the Past 10 Years
Min: 0.4  Med: 11.1 Max: No Debt
Current: No Debt
Equity to Asset 0.06
JBAXY's Equity to Asset is ranked lower than
89% of the 1608 Companies
in the Global Banks - Global industry.

( Industry Median: 0.10 vs. JBAXY: 0.06 )
Ranked among companies with meaningful Equity to Asset only.
JBAXY' s Equity to Asset Range Over the Past 10 Years
Min: 0.06  Med: 0.07 Max: 0.1
Current: 0.06
0.06
0.1
Interest Coverage 3.45
JBAXY's Interest Coverage is ranked higher than
71% of the 1529 Companies
in the Global Banks - Global industry.

( Industry Median: 1.67 vs. JBAXY: 3.45 )
Ranked among companies with meaningful Interest Coverage only.
JBAXY' s Interest Coverage Range Over the Past 10 Years
Min: 0.72  Med: 2.95 Max: 6.77
Current: 3.45
0.72
6.77
F-Score: 1
M-Score: -2.42
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 19.38
JBAXY's Operating margin (%) is ranked lower than
76% of the 1621 Companies
in the Global Banks - Global industry.

( Industry Median: 30.83 vs. JBAXY: 19.38 )
Ranked among companies with meaningful Operating margin (%) only.
JBAXY' s Operating margin (%) Range Over the Past 10 Years
Min: 5.15  Med: 21.95 Max: 36.12
Current: 19.38
5.15
36.12
Net-margin (%) 16.38
JBAXY's Net-margin (%) is ranked lower than
69% of the 1619 Companies
in the Global Banks - Global industry.

( Industry Median: 22.44 vs. JBAXY: 16.38 )
Ranked among companies with meaningful Net-margin (%) only.
JBAXY' s Net-margin (%) Range Over the Past 10 Years
Min: 4.5  Med: 17.54 Max: 27.27
Current: 16.38
4.5
27.27
ROE (%) 8.91
JBAXY's ROE (%) is ranked higher than
53% of the 1619 Companies
in the Global Banks - Global industry.

( Industry Median: 8.54 vs. JBAXY: 8.91 )
Ranked among companies with meaningful ROE (%) only.
JBAXY' s ROE (%) Range Over the Past 10 Years
Min: 2.36  Med: 7.14 Max: 14.15
Current: 8.91
2.36
14.15
ROA (%) 0.53
JBAXY's ROA (%) is ranked lower than
71% of the 1627 Companies
in the Global Banks - Global industry.

( Industry Median: 0.89 vs. JBAXY: 0.53 )
Ranked among companies with meaningful ROA (%) only.
JBAXY' s ROA (%) Range Over the Past 10 Years
Min: 0.15  Med: 0.66 Max: 2.27
Current: 0.53
0.15
2.27
Revenue Growth (3Y)(%) 12.90
JBAXY's Revenue Growth (3Y)(%) is ranked higher than
80% of the 1340 Companies
in the Global Banks - Global industry.

( Industry Median: 3.30 vs. JBAXY: 12.90 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
JBAXY' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -32.7  Med: 2.5 Max: 12.9
Current: 12.9
-32.7
12.9
EBITDA Growth (3Y)(%) -13.40
JBAXY's EBITDA Growth (3Y)(%) is ranked lower than
88% of the 1229 Companies
in the Global Banks - Global industry.

( Industry Median: 5.90 vs. JBAXY: -13.40 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
JBAXY' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -24.8  Med: -11.85 Max: 9.1
Current: -13.4
-24.8
9.1
EPS Growth (3Y)(%) -25.30
JBAXY's EPS Growth (3Y)(%) is ranked lower than
91% of the 1204 Companies
in the Global Banks - Global industry.

( Industry Median: 7.40 vs. JBAXY: -25.30 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
JBAXY' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -26.1  Med: -13.7 Max: 10.7
Current: -25.3
-26.1
10.7
GuruFocus has detected 6 Warning Signs with Julius Baer Gruppe AG $JBAXY.
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» JBAXY's 10-Y Financials

Financials (Next Earnings Date: Est. 2017-07-25)


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

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Business Description

Industry: Banks » Banks - Global    NAICS: 523930 
Compare:NAS:EWBC, OTCPK:NTIOF, OTCPK:MLYNF, OTCPK:NBGGY, NYSE:NTB, OTCPK:GHDS, OTCPK:FANDY, OTCPK:SVNLY, OTCPK:SCBFF, NYSE:RBS, NYSE:CS, NYSE:CM, NYSE:RY/PT, NYSE:BBVA, NYSE:BMO, OTCPK:BCLYF, NYSE:SMFG, OTCPK:INGVF, OTCPK:NABZY, NYSE:UBS » details
Traded in other countries:JGE.Germany, BAER.Switzerland, 0QO6.UK,
Julius Baer Gruppe AG is a private bank which is engaged in servicing and advising private clients. It offers asset management, financial planning, portfolio management, wealth management, client reporting and research recommendations.

Julius Baer Gruppe AG is a private banking group. It is engaged in servicing and advising private clients and independent asset managers in Switzerland and Europe. The Company offers asset management, financial planning, portfolio management, wealth management, client reporting, research recommendations, mortgage and other lending, foreign exchange, securities trading, custody and execution services. The Company has its presence in approximately 50 locations in more than 25 countries and jurisdictions. The Company also provides foreign exchange and securities trading services, accounting and reporting, account consolidation and insurance solutions. The Company has diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.

Ratios

vs
industry
vs
history
P/E(ttm) 23.30
JBAXY's P/E(ttm) is ranked lower than
82% of the 1490 Companies
in the Global Banks - Global industry.

( Industry Median: 14.41 vs. JBAXY: 23.30 )
Ranked among companies with meaningful P/E(ttm) only.
JBAXY' s P/E(ttm) Range Over the Past 10 Years
Min: 16.05  Med: 31.22 Max: 99.82
Current: 23.3
16.05
99.82
Forward P/E 14.14
JBAXY's Forward P/E is ranked higher than
61% of the 360 Companies
in the Global Banks - Global industry.

( Industry Median: 15.55 vs. JBAXY: 14.14 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 23.30
JBAXY's PE(NRI) is ranked lower than
82% of the 1487 Companies
in the Global Banks - Global industry.

( Industry Median: 14.49 vs. JBAXY: 23.30 )
Ranked among companies with meaningful PE(NRI) only.
JBAXY' s PE(NRI) Range Over the Past 10 Years
Min: 16.05  Med: 31.22 Max: 99.82
Current: 23.3
16.05
99.82
P/B 2.01
JBAXY's P/B is ranked lower than
85% of the 1602 Companies
in the Global Banks - Global industry.

( Industry Median: 1.16 vs. JBAXY: 2.01 )
Ranked among companies with meaningful P/B only.
JBAXY' s P/B Range Over the Past 10 Years
Min: 1.01  Med: 1.86 Max: 10.3
Current: 2.01
1.01
10.3
P/S 3.84
JBAXY's P/S is ranked lower than
61% of the 1580 Companies
in the Global Banks - Global industry.

( Industry Median: 3.43 vs. JBAXY: 3.84 )
Ranked among companies with meaningful P/S only.
JBAXY' s P/S Range Over the Past 10 Years
Min: 2.96  Med: 4.35 Max: 20.92
Current: 3.84
2.96
20.92
EV-to-EBIT -11.40
JBAXY's EV-to-EBIT is ranked lower than
99.99% of the 1210 Companies
in the Global Banks - Global industry.

( Industry Median: 12.67 vs. JBAXY: -11.40 )
Ranked among companies with meaningful EV-to-EBIT only.
JBAXY' s EV-to-EBIT Range Over the Past 10 Years
Min: -24.2  Med: 9.55 Max: 72.7
Current: -11.4
-24.2
72.7
EV-to-EBITDA -4.42
JBAXY's EV-to-EBITDA is ranked lower than
99.99% of the 1217 Companies
in the Global Banks - Global industry.

( Industry Median: 11.34 vs. JBAXY: -4.42 )
Ranked among companies with meaningful EV-to-EBITDA only.
JBAXY' s EV-to-EBITDA Range Over the Past 10 Years
Min: -16.2  Med: 6.55 Max: 58
Current: -4.42
-16.2
58
Shiller P/E 23.81
JBAXY's Shiller P/E is ranked lower than
59% of the 483 Companies
in the Global Banks - Global industry.

( Industry Median: 9999.00 vs. JBAXY: 23.81 )
Ranked among companies with meaningful Shiller P/E only.
JBAXY' s Shiller P/E Range Over the Past 10 Years
Min: 19.07  Med: 20.84 Max: 24.63
Current: 23.81
19.07
24.63

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.51
JBAXY's Dividend Yield is ranked lower than
55% of the 2346 Companies
in the Global Banks - Global industry.

( Industry Median: 2.65 vs. JBAXY: 2.51 )
Ranked among companies with meaningful Dividend Yield only.
JBAXY' s Dividend Yield Range Over the Past 10 Years
Min: 0.91  Med: 1.48 Max: 3.02
Current: 2.51
0.91
3.02
Dividend Payout 0.54
JBAXY's Dividend Payout is ranked lower than
80% of the 1313 Companies
in the Global Banks - Global industry.

( Industry Median: 0.32 vs. JBAXY: 0.54 )
Ranked among companies with meaningful Dividend Payout only.
JBAXY' s Dividend Payout Range Over the Past 10 Years
Min: 0.23  Med: 0.47 Max: 0.74
Current: 0.54
0.23
0.74
Dividend Growth (3y) -100.00
JBAXY's Dividend Growth (3y) is ranked lower than
97% of the 728 Companies
in the Global Banks - Global industry.

( Industry Median: 8.40 vs. JBAXY: -100.00 )
Ranked among companies with meaningful Dividend Growth (3y) only.
JBAXY' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 0  Med: 0 Max: 15.3
Current: -100
0
15.3
Forward Dividend Yield 2.42
JBAXY's Forward Dividend Yield is ranked lower than
58% of the 2244 Companies
in the Global Banks - Global industry.

( Industry Median: 2.84 vs. JBAXY: 2.42 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 2.51
JBAXY's Yield on cost (5-Year) is ranked lower than
65% of the 2639 Companies
in the Global Banks - Global industry.

( Industry Median: 3.36 vs. JBAXY: 2.51 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
JBAXY' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 0.91  Med: 1.48 Max: 3.02
Current: 2.51
0.91
3.02
3-Year Average Share Buyback Ratio -0.30
JBAXY's 3-Year Average Share Buyback Ratio is ranked higher than
68% of the 1039 Companies
in the Global Banks - Global industry.

( Industry Median: -2.10 vs. JBAXY: -0.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
JBAXY' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -55.1  Med: -0.9 Max: 1.5
Current: -0.3
-55.1
1.5

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 4.39
JBAXY's Price/Tangible Book is ranked lower than
97% of the 1595 Companies
in the Global Banks - Global industry.

( Industry Median: 1.23 vs. JBAXY: 4.39 )
Ranked among companies with meaningful Price/Tangible Book only.
JBAXY' s Price/Tangible Book Range Over the Past 10 Years
Min: 2.11  Med: 3.11 Max: 21.12
Current: 4.39
2.11
21.12
Price/Graham Number 2.13
JBAXY's Price/Graham Number is ranked lower than
96% of the 1405 Companies
in the Global Banks - Global industry.

( Industry Median: 0.95 vs. JBAXY: 2.13 )
Ranked among companies with meaningful Price/Graham Number only.
JBAXY' s Price/Graham Number Range Over the Past 10 Years
Min: 1.38  Med: 1.89 Max: 4
Current: 2.13
1.38
4
Earnings Yield (Greenblatt) (%) -8.80
JBAXY's Earnings Yield (Greenblatt) (%) is ranked lower than
85% of the 1598 Companies
in the Global Banks - Global industry.

( Industry Median: 5.70 vs. JBAXY: -8.80 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
JBAXY' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: -8.8  Med: 6.55 Max: 277
Current: -8.8
-8.8
277
Forward Rate of Return (Yacktman) (%) -9.02
JBAXY's Forward Rate of Return (Yacktman) (%) is ranked lower than
87% of the 867 Companies
in the Global Banks - Global industry.

( Industry Median: 11.21 vs. JBAXY: -9.02 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
JBAXY' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -9.7  Med: 15.6 Max: 66.2
Current: -9.02
-9.7
66.2

More Statistics

Revenue (TTM) (Mil) $2,762
EPS (TTM) $ 0.42
Beta1.23
Short Percentage of Float0.00%
52-Week Range $7.27 - 9.58
Shares Outstanding (Mil)1,092.70

Analyst Estimate

Dec16 Dec17 Dec18
Revenue (Mil $) 2,678 2,793 2,977
EPS ($) 0.62 0.66 0.73
EPS w/o NRI ($) 0.62 0.66 0.73
EPS Growth Rate
(3Y to 5Y Estimate)
51.70%
Dividends Per Share ($) 0.26 0.29 0.33
» More Articles for JBAXY

Headlines

Articles On GuruFocus.com
David Herro's Oakmark International Small Cap Fund Second Quarter 2015 Commentary Jul 09 2015 
David Herro Comments on Julius Baer Gruppe AG Jul 09 2015 
David Herro's Oakmark International Small Cap Fund Second Quarter 2015 Commentary Jul 08 2015 
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Oakmark Commentary - Why We Like Select European Financials Apr 01 2015 

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