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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 : 6/10

vs
industry
vs
history
Equity to Asset 0.07
JBAXY's Equity to Asset is ranked higher than
57% of the 2010 Companies
in the Global Banks - Global industry.

( Industry Median: 0.09 vs. JBAXY: 0.07 )
JBAXY' s 10-Year Equity to Asset Range
Min: 0.07   Max: 0.22
Current: 0.07

0.07
0.22
Interest Coverage 2.83
JBAXY's Interest Coverage is ranked higher than
82% of the 1837 Companies
in the Global Banks - Global industry.

( Industry Median: 1.30 vs. JBAXY: 2.83 )
JBAXY' s 10-Year Interest Coverage Range
Min: 0.72   Max: 6.77
Current: 2.83

0.72
6.77
F-Score: 3
Z-Score: 0.23
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 (%) 16.42
JBAXY's Operating margin (%) is ranked higher than
58% of the 2021 Companies
in the Global Banks - Global industry.

( Industry Median: 29.33 vs. JBAXY: 16.42 )
JBAXY' s 10-Year Operating margin (%) Range
Min: 11.6   Max: 36.12
Current: 16.42

11.6
36.12
Net-margin (%) 12.64
JBAXY's Net-margin (%) is ranked higher than
59% of the 2021 Companies
in the Global Banks - Global industry.

( Industry Median: 21.41 vs. JBAXY: 12.64 )
JBAXY' s 10-Year Net-margin (%) Range
Min: 8.54   Max: 27.27
Current: 12.64

8.54
27.27
ROE (%) 5.85
JBAXY's ROE (%) is ranked higher than
64% of the 2031 Companies
in the Global Banks - Global industry.

( Industry Median: 8.59 vs. JBAXY: 5.85 )
JBAXY' s 10-Year ROE (%) Range
Min: 3.85   Max: 14.15
Current: 5.85

3.85
14.15
ROA (%) 0.41
JBAXY's ROA (%) is ranked higher than
60% of the 2034 Companies
in the Global Banks - Global industry.

( Industry Median: 0.80 vs. JBAXY: 0.41 )
JBAXY' s 10-Year ROA (%) Range
Min: 0.29   Max: 2.27
Current: 0.41

0.29
2.27
ROC (Joel Greenblatt) (%) 99.61
JBAXY's ROC (Joel Greenblatt) (%) is ranked higher than
80% of the 2003 Companies
in the Global Banks - Global industry.

( Industry Median: 76.89 vs. JBAXY: 99.61 )
JBAXY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 68.27   Max: 521.59
Current: 99.61

68.27
521.59
Revenue Growth (%) 5.50
JBAXY's Revenue Growth (%) is ranked higher than
87% of the 1740 Companies
in the Global Banks - Global industry.

( Industry Median: 1.20 vs. JBAXY: 5.50 )
JBAXY' s 10-Year Revenue Growth (%) Range
Min: -32.7   Max: 5.5
Current: 5.5

-32.7
5.5
EBITDA Growth (%) -10.20
JBAXY's EBITDA Growth (%) is ranked higher than
59% of the 1563 Companies
in the Global Banks - Global industry.

( Industry Median: 6.60 vs. JBAXY: -10.20 )
JBAXY' s 10-Year EBITDA Growth (%) Range
Min: -24.8   Max: -4.1
Current: -10.2

-24.8
-4.1
EPS Growth (%) -19.90
JBAXY's EPS Growth (%) is ranked higher than
57% of the 1547 Companies
in the Global Banks - Global industry.

( Industry Median: 8.90 vs. JBAXY: -19.90 )
JBAXY' s 10-Year EPS Growth (%) Range
Min: -26.8   Max: -10.7
Current: -19.9

-26.8
-10.7
» JBAXY's 10-Y Financials

Financials


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

» Details

Guru Trades

JBAXY Guru Trades in

JBAXY Guru Trades in

Q2 2012

JBAXY Guru Trades in Q2 2012

Ken Fisher 361,155 sh (-2.2%)
» More
Q3 2012

JBAXY Guru Trades in Q3 2012

Ken Fisher Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with JBAXY

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ken Fisher 2012-09-30 Sold Out 0.01%$6.37 - $7.36 $ 9.0430%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 51.70
JBAXY's P/E(ttm) is ranked higher than
65% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 17.80 vs. JBAXY: 51.70 )
JBAXY' s 10-Year P/E(ttm) Range
Min: 11.4   Max: 56.56
Current: 51.7

11.4
56.56
P/B 1.90
JBAXY's P/B is ranked higher than
64% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 1.33 vs. JBAXY: 1.90 )
JBAXY' s 10-Year P/B Range
Min: 0.41   Max: 2.81
Current: 1.9

0.41
2.81
P/S 4.30
JBAXY's P/S is ranked higher than
68% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 3.56 vs. JBAXY: 4.30 )
JBAXY' s 10-Year P/S Range
Min: 1.68   Max: 13.22
Current: 4.3

1.68
13.22
EV-to-EBIT 39.99
JBAXY's EV-to-EBIT is ranked higher than
62% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 19.47 vs. JBAXY: 39.99 )
JBAXY' s 10-Year EV-to-EBIT Range
Min: 8.7   Max: 41.1
Current: 39.99

8.7
41.1
Shiller P/E 29.10
JBAXY's Shiller P/E is ranked higher than
80% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 9999.00 vs. JBAXY: 29.10 )
JBAXY' s 10-Year Shiller P/E Range
Min: 12.2   Max: 29.54
Current: 29.1

12.2
29.54

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.30
JBAXY's Dividend Yield is ranked lower than
71% of the 1876 Companies
in the Global Banks - Global industry.

( Industry Median: 2.32 vs. JBAXY: 1.30 )
JBAXY' s 10-Year Dividend Yield Range
Min: 0.91   Max: 3.02
Current: 1.3

0.91
3.02
Dividend Payout 0.38
JBAXY's Dividend Payout is ranked higher than
73% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 0.61 vs. JBAXY: 0.38 )
JBAXY' s 10-Year Dividend Payout Range
Min: 0.23   Max: 0.74
Current: 0.38

0.23
0.74
Dividend growth (3y) 15.30
JBAXY's Dividend growth (3y) is ranked higher than
87% of the 1127 Companies
in the Global Banks - Global industry.

( Industry Median: 5.50 vs. JBAXY: 15.30 )
JBAXY' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 15.3
Current: 15.3

0
15.3
Yield on cost (5-Year) 1.30
JBAXY's Yield on cost (5-Year) is ranked lower than
71% of the 1889 Companies
in the Global Banks - Global industry.

( Industry Median: 2.53 vs. JBAXY: 1.30 )
JBAXY' s 10-Year Yield on cost (5-Year) Range
Min: 0.91   Max: 3.02
Current: 1.3

0.91
3.02
Share Buyback Rate -1.30
JBAXY's Share Buyback Rate is ranked higher than
75% of the 1472 Companies
in the Global Banks - Global industry.

( Industry Median: -1.80 vs. JBAXY: -1.30 )
JBAXY' s 10-Year Share Buyback Rate Range
Min: 2.2   Max: -53.5
Current: -1.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 3.30
JBAXY's Price/Tangible Book is ranked higher than
62% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 1.58 vs. JBAXY: 3.30 )
JBAXY' s 10-Year Price/Tangible Book Range
Min: 2.11   Max: 3.64
Current: 3.3

2.11
3.64
Price/DCF (Projected) 0.48
JBAXY's Price/DCF (Projected) is ranked higher than
92% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 5.09 vs. JBAXY: 0.48 )
JBAXY' s 10-Year Price/DCF (Projected) Range
Min: 0.25   Max: 0.46
Current: 0.48

0.25
0.46
Price/Median PS Value 1.06
JBAXY's Price/Median PS Value is ranked higher than
81% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 1.21 vs. JBAXY: 1.06 )
JBAXY' s 10-Year Price/Median PS Value Range
Min: 0.42   Max: 1.24
Current: 1.06

0.42
1.24
Price/Graham Number 2.74
JBAXY's Price/Graham Number is ranked higher than
65% of the 2636 Companies
in the Global Banks - Global industry.

( Industry Median: 1.15 vs. JBAXY: 2.74 )
JBAXY' s 10-Year Price/Graham Number Range
Min: 1.29   Max: 2.65
Current: 2.74

1.29
2.65
Earnings Yield (Greenblatt) 2.50
JBAXY's Earnings Yield (Greenblatt) is ranked higher than
57% of the 1996 Companies
in the Global Banks - Global industry.

( Industry Median: 6.60 vs. JBAXY: 2.50 )
JBAXY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.4   Max: 11.5
Current: 2.5

2.4
11.5
Forward Rate of Return (Yacktman) -1.35
JBAXY's Forward Rate of Return (Yacktman) is ranked higher than
57% of the 1246 Companies
in the Global Banks - Global industry.

( Industry Median: 14.25 vs. JBAXY: -1.35 )
JBAXY' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -1.5   Max: 65.3
Current: -1.35

-1.5
65.3

Business Description

Industry: Banks » Banks - Global
Compare: » details
Traded in other countries:BAER.Switzerland, JGE.Germany, 0QO6.UK,
Julius Baer Gruppe AG is a private banking group. It is engaged in servicing and advising private clients and independent asset managers primarily 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 a global presence with 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.

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