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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 : 7/10

vs
industry
vs
history
Cash-to-Debt No Debt
OTCPK:JBAXY's Cash-to-Debt is ranked higher than
90% of the 1592 Companies
in the Global Banks - Global industry.

( Industry Median: 2.23 vs. OTCPK:JBAXY: No Debt )
Ranked among companies with meaningful Cash-to-Debt only.
OTCPK:JBAXY' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.4  Med: 10.84 Max: No Debt
Current: No Debt
Equity-to-Asset 0.06
OTCPK:JBAXY's Equity-to-Asset is ranked lower than
89% of the 1591 Companies
in the Global Banks - Global industry.

( Industry Median: 0.10 vs. OTCPK:JBAXY: 0.06 )
Ranked among companies with meaningful Equity-to-Asset only.
OTCPK:JBAXY' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.06  Med: 0.08 Max: 0.22
Current: 0.06
0.06
0.22
Interest Coverage 4.51
OTCPK:JBAXY's Interest Coverage is ranked higher than
77% of the 1515 Companies
in the Global Banks - Global industry.

( Industry Median: 1.69 vs. OTCPK:JBAXY: 4.51 )
Ranked among companies with meaningful Interest Coverage only.
OTCPK:JBAXY' s Interest Coverage Range Over the Past 10 Years
Min: 0.72  Med: 3.24 Max: 6.77
Current: 4.51
0.72
6.77
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 % 26.76
OTCPK:JBAXY's Operating Margin % is ranked lower than
62% of the 1606 Companies
in the Global Banks - Global industry.

( Industry Median: 31.37 vs. OTCPK:JBAXY: 26.76 )
Ranked among companies with meaningful Operating Margin % only.
OTCPK:JBAXY' s Operating Margin % Range Over the Past 10 Years
Min: 5.17  Med: 21.95 Max: 36.12
Current: 26.76
5.17
36.12
Net Margin % 22.02
OTCPK:JBAXY's Net Margin % is ranked lower than
52% of the 1605 Companies
in the Global Banks - Global industry.

( Industry Median: 22.70 vs. OTCPK:JBAXY: 22.02 )
Ranked among companies with meaningful Net Margin % only.
OTCPK:JBAXY' s Net Margin % Range Over the Past 10 Years
Min: 4.51  Med: 17.54 Max: 27.27
Current: 22.02
4.51
27.27
ROE % 12.07
OTCPK:JBAXY's ROE % is ranked higher than
72% of the 1603 Companies
in the Global Banks - Global industry.

( Industry Median: 8.58 vs. OTCPK:JBAXY: 12.07 )
Ranked among companies with meaningful ROE % only.
OTCPK:JBAXY' s ROE % Range Over the Past 10 Years
Min: 2.36  Med: 7.14 Max: 14.15
Current: 12.07
2.36
14.15
ROA % 0.69
OTCPK:JBAXY's ROA % is ranked lower than
64% of the 1612 Companies
in the Global Banks - Global industry.

( Industry Median: 0.90 vs. OTCPK:JBAXY: 0.69 )
Ranked among companies with meaningful ROA % only.
OTCPK:JBAXY' s ROA % Range Over the Past 10 Years
Min: 0.15  Med: 0.61 Max: 2.27
Current: 0.69
0.15
2.27
3-Year Revenue Growth Rate 8.10
OTCPK:JBAXY's 3-Year Revenue Growth Rate is ranked higher than
68% of the 1354 Companies
in the Global Banks - Global industry.

( Industry Median: 4.20 vs. OTCPK:JBAXY: 8.10 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
OTCPK:JBAXY' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -32.7  Med: 4.5 Max: 12.9
Current: 8.1
-32.7
12.9
3-Year EBITDA Growth Rate 25.30
OTCPK:JBAXY's 3-Year EBITDA Growth Rate is ranked higher than
85% of the 1256 Companies
in the Global Banks - Global industry.

( Industry Median: 6.40 vs. OTCPK:JBAXY: 25.30 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
OTCPK:JBAXY' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -24.8  Med: -9.5 Max: 25.3
Current: 25.3
-24.8
25.3
3-Year EPS without NRI Growth Rate 48.90
OTCPK:JBAXY's 3-Year EPS without NRI Growth Rate is ranked higher than
94% of the 1226 Companies
in the Global Banks - Global industry.

( Industry Median: 7.40 vs. OTCPK:JBAXY: 48.90 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
OTCPK:JBAXY' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -26  Med: -13 Max: 48.9
Current: 48.9
-26
48.9
GuruFocus has detected 4 Warning Signs with Julius Baer Gruppe AG $OTCPK:JBAXY.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» OTCPK:JBAXY's 10-Y Financials

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


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

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Business Description

Industry: Banks » Banks - Global    NAICS: 523930 
Compare:NAS:EWBC, OTCPK:NTIOF, OTCPK:AOZOY, OTCPK:NBGGY, OTCPK:EFGXY, NYSE:NTB, OTCPK:FANDY, OTCPK:AKBKF, OTCPK:GHDS, OTCPK:MLYBY, OTCPK:SVNLY, OTCPK:CSGKF, OTCPK:SCBFF, NYSE:CM, NYSE:RBS, OTCPK:BCLYF, NYSE:BMO, NYSE:SMFG, NYSE:BBVA, OTCPK:BCMXY » details
Traded in other countries:JGE.Germany, BAER.Switzerland, 0QO6.UK,
Headquarter Location:Switzerland
Julius Baer Gruppe AG is a private bank which is engaged in servicing and advising private clients as well as net interest income on financial instruments in Switzerland, Europe, Asia and South America.

Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and an asset manager from UBS. Julius Baer is currently the largest pure-play private bank in Switzerland and the third largest Swiss private bank. Its Merrill acquisition is complete and increased assets under management by 40%. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

Ratios

vs
industry
vs
history
PE Ratio 18.31
JBAXY's PE Ratio is ranked lower than
64% of the 1510 Companies
in the Global Banks - Global industry.

( Industry Median: 14.59 vs. JBAXY: 18.31 )
Ranked among companies with meaningful PE Ratio only.
JBAXY' s PE Ratio Range Over the Past 10 Years
Min: 15.74  Med: 27.74 Max: 89.13
Current: 18.31
15.74
89.13
Forward PE Ratio 13.64
JBAXY's Forward PE Ratio is ranked higher than
56% of the 839 Companies
in the Global Banks - Global industry.

( Industry Median: 13.93 vs. JBAXY: 13.64 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 18.31
JBAXY's PE Ratio without NRI is ranked lower than
64% of the 1477 Companies
in the Global Banks - Global industry.

( Industry Median: 14.63 vs. JBAXY: 18.31 )
Ranked among companies with meaningful PE Ratio without NRI only.
JBAXY' s PE Ratio without NRI Range Over the Past 10 Years
Min: 15.74  Med: 27.74 Max: 89.13
Current: 18.31
15.74
89.13
Price-to-Owner-Earnings 1.83
JBAXY's Price-to-Owner-Earnings is ranked higher than
91% of the 882 Companies
in the Global Banks - Global industry.

( Industry Median: 14.21 vs. JBAXY: 1.83 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
JBAXY' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 1.29  Med: 4.97 Max: 12.36
Current: 1.83
1.29
12.36
PB Ratio 2.08
JBAXY's PB Ratio is ranked lower than
84% of the 1611 Companies
in the Global Banks - Global industry.

( Industry Median: 1.20 vs. JBAXY: 2.08 )
Ranked among companies with meaningful PB Ratio only.
JBAXY' s PB Ratio Range Over the Past 10 Years
Min: 1.29  Med: 1.79 Max: 2.23
Current: 2.08
1.29
2.23
PS Ratio 4.01
JBAXY's PS Ratio is ranked lower than
59% of the 1586 Companies
in the Global Banks - Global industry.

( Industry Median: 3.40 vs. JBAXY: 4.01 )
Ranked among companies with meaningful PS Ratio only.
JBAXY' s PS Ratio Range Over the Past 10 Years
Min: 2.96  Med: 4.07 Max: 5.41
Current: 4.01
2.96
5.41
Price-to-Free-Cash-Flow 1.84
JBAXY's Price-to-Free-Cash-Flow is ranked higher than
86% of the 870 Companies
in the Global Banks - Global industry.

( Industry Median: 12.33 vs. JBAXY: 1.84 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
JBAXY' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 1.28  Med: 4.9 Max: 11.86
Current: 1.84
1.28
11.86
Price-to-Operating-Cash-Flow 1.79
JBAXY's Price-to-Operating-Cash-Flow is ranked higher than
85% of the 940 Companies
in the Global Banks - Global industry.

( Industry Median: 10.82 vs. JBAXY: 1.79 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
JBAXY' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 1.26  Med: 4.69 Max: 10.71
Current: 1.79
1.26
10.71
EV-to-EBIT -3.06
JBAXY's EV-to-EBIT is ranked lower than
99.99% of the 1668 Companies
in the Global Banks - Global industry.

( Industry Median: 12.52 vs. JBAXY: -3.06 )
Ranked among companies with meaningful EV-to-EBIT only.
JBAXY' s EV-to-EBIT Range Over the Past 10 Years
Min: -24.2  Med: -1.9 Max: 18.8
Current: -3.06
-24.2
18.8
EV-to-EBITDA -2.60
JBAXY's EV-to-EBITDA is ranked lower than
99.99% of the 1685 Companies
in the Global Banks - Global industry.

( Industry Median: 11.29 vs. JBAXY: -2.60 )
Ranked among companies with meaningful EV-to-EBITDA only.
JBAXY' s EV-to-EBITDA Range Over the Past 10 Years
Min: -16.2  Med: -1 Max: 13.8
Current: -2.6
-16.2
13.8
PEG Ratio 3.26
JBAXY's PEG Ratio is ranked lower than
78% of the 811 Companies
in the Global Banks - Global industry.

( Industry Median: 1.43 vs. JBAXY: 3.26 )
Ranked among companies with meaningful PEG Ratio only.
JBAXY' s PEG Ratio Range Over the Past 10 Years
Min: 2.96  Med: 3.19 Max: 3.32
Current: 3.26
2.96
3.32
Shiller PE Ratio 26.68
JBAXY's Shiller PE Ratio is ranked lower than
64% of the 479 Companies
in the Global Banks - Global industry.

( Industry Median: 20.93 vs. JBAXY: 26.68 )
Ranked among companies with meaningful Shiller PE Ratio only.
JBAXY' s Shiller PE Ratio Range Over the Past 10 Years
Min: 19.36  Med: 21.73 Max: 26.78
Current: 26.68
19.36
26.78

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 2.36
JBAXY's Dividend Yield % is ranked lower than
59% of the 2319 Companies
in the Global Banks - Global industry.

( Industry Median: 2.69 vs. JBAXY: 2.36 )
Ranked among companies with meaningful Dividend Yield % only.
JBAXY' s Dividend Yield % Range Over the Past 10 Years
Min: 0.91  Med: 1.67 Max: 3.02
Current: 2.36
0.91
3.02
Dividend Payout Ratio 0.39
JBAXY's Dividend Payout Ratio is ranked lower than
61% of the 1315 Companies
in the Global Banks - Global industry.

( Industry Median: 0.33 vs. JBAXY: 0.39 )
Ranked among companies with meaningful Dividend Payout Ratio only.
JBAXY' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.23  Med: 0.47 Max: 1.82
Current: 0.39
0.23
1.82
3-Year Dividend Growth Rate 22.40
JBAXY's 3-Year Dividend Growth Rate is ranked higher than
79% of the 768 Companies
in the Global Banks - Global industry.

( Industry Median: 7.20 vs. JBAXY: 22.40 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
JBAXY' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 0 Max: 22.4
Current: 22.4
0
22.4
Forward Dividend Yield % 2.39
JBAXY's Forward Dividend Yield % is ranked lower than
61% of the 2248 Companies
in the Global Banks - Global industry.

( Industry Median: 2.73 vs. JBAXY: 2.39 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 3.73
JBAXY's 5-Year Yield-on-Cost % is ranked higher than
54% of the 2649 Companies
in the Global Banks - Global industry.

( Industry Median: 3.31 vs. JBAXY: 3.73 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
JBAXY' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.44  Med: 2.64 Max: 4.78
Current: 3.73
1.44
4.78
3-Year Average Share Buyback Ratio -0.10
JBAXY's 3-Year Average Share Buyback Ratio is ranked higher than
72% of the 1042 Companies
in the Global Banks - Global industry.

( Industry Median: -1.80 vs. JBAXY: -0.10 )
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: -53.9  Med: -0.9 Max: 1.5
Current: -0.1
-53.9
1.5

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 4.52
JBAXY's Price-to-Tangible-Book is ranked lower than
96% of the 1576 Companies
in the Global Banks - Global industry.

( Industry Median: 1.27 vs. JBAXY: 4.52 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
JBAXY' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 2.29  Med: 3.28 Max: 4.54
Current: 4.52
2.29
4.54
Price-to-Intrinsic-Value-Projected-FCF 0.57
JBAXY's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
73% of the 869 Companies
in the Global Banks - Global industry.

( Industry Median: 0.78 vs. JBAXY: 0.57 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
JBAXY' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.25  Med: 0.46 Max: 11.5
Current: 0.57
0.25
11.5
Price-to-Median-PS-Value 0.98
JBAXY's Price-to-Median-PS-Value is ranked higher than
77% of the 1462 Companies
in the Global Banks - Global industry.

( Industry Median: 1.14 vs. JBAXY: 0.98 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
JBAXY' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.86  Med: 1 Max: 1.24
Current: 0.98
0.86
1.24
Price-to-Peter-Lynch-Fair-Value 3.44
JBAXY's Price-to-Peter-Lynch-Fair-Value is ranked lower than
92% of the 426 Companies
in the Global Banks - Global industry.

( Industry Median: 1.17 vs. JBAXY: 3.44 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
JBAXY' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 3  Med: 3 Max: 3.45
Current: 3.44
3
3.45
Price-to-Graham-Number 1.92
JBAXY's Price-to-Graham-Number is ranked lower than
93% of the 1364 Companies
in the Global Banks - Global industry.

( Industry Median: 0.96 vs. JBAXY: 1.92 )
Ranked among companies with meaningful Price-to-Graham-Number only.
JBAXY' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 1.58  Med: 1.96 Max: 4
Current: 1.92
1.58
4
Earnings Yield (Greenblatt) % -32.83
JBAXY's Earnings Yield (Greenblatt) % is ranked lower than
92% of the 2207 Companies
in the Global Banks - Global industry.

( Industry Median: 5.95 vs. JBAXY: -32.83 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
JBAXY' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -33.46  Med: 9.65 Max: 2024.7
Current: -32.83
-33.46
2024.7
Forward Rate of Return (Yacktman) % 17.47
JBAXY's Forward Rate of Return (Yacktman) % is ranked higher than
65% of the 890 Companies
in the Global Banks - Global industry.

( Industry Median: 11.45 vs. JBAXY: 17.47 )
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: -9.2  Med: 16.3 Max: 66.2
Current: 17.47
-9.2
66.2

More Statistics

Revenue (TTM) (Mil) $2,831
EPS (TTM) $ 0.57
Beta1.31
Short Percentage of Float0.00%
52-Week Range $7.27 - 10.39
Shares Outstanding (Mil)1,087.31

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 3,145 3,303 3,527
EPS ($) 0.73 0.79 0.85
EPS without NRI ($) 0.73 0.79 0.85
EPS Growth Rate
(Future 3Y To 5Y Estimate)
13.60%
Dividends per Share ($) 0.28 0.32 0.36
» 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 
Investment Gurus' Favorite European Financials of Q4 Apr 01 2015 
Oakmark Commentary - Why We Like Select European Financials Apr 01 2015 

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