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Julius Baer Gruppe AG (Julius Baer Gruppe AG) PB Ratio : 1.69 (As of May. 05, 2024)


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What is Julius Baer Gruppe AG PB Ratio?

The PB Ratio, or Price-to-Book ratio, or Price/Book, is a financial ratio used to compare a company's market price to its Book Value per Share. As of today (2024-05-05), Julius Baer Gruppe AG's share price is $58.805. Julius Baer Gruppe AG's Book Value per Share for the quarter that ended in Dec. 2023 was $34.79. Hence, Julius Baer Gruppe AG's PB Ratio of today is 1.69.

The historical rank and industry rank for Julius Baer Gruppe AG's PB Ratio or its related term are showing as below:

JBARF' s PB Ratio Range Over the Past 10 Years
Min: 0.99   Med: 1.83   Max: 2.46
Current: 1.72

During the past 13 years, Julius Baer Gruppe AG's highest PB Ratio was 2.46. The lowest was 0.99. And the median was 1.83.

JBARF's PB Ratio is ranked worse than
85.31% of 1695 companies
in the Asset Management industry
Industry Median: 0.94 vs JBARF: 1.72

During the past 12 months, Julius Baer Gruppe AG's average Book Value Per Share Growth Rate was -1.10% per year. During the past 3 years, the average Book Value Per Share Growth Rate was 0.20% per year. During the past 5 years, the average Book Value Per Share Growth Rate was 1.90% per year. During the past 10 years, the average Book Value Per Share Growth Rate was 3.50% per year.

During the past 13 years, the highest 3-Year average Book Value Per Share Growth Rate of Julius Baer Gruppe AG was 7.70% per year. The lowest was -46.40% per year. And the median was 3.05% per year.

Back to Basics: PB Ratio


Julius Baer Gruppe AG PB Ratio Historical Data

The historical data trend for Julius Baer Gruppe AG's PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Julius Baer Gruppe AG PB Ratio Chart

Julius Baer Gruppe AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.77 1.70 1.89 1.79 1.63

Julius Baer Gruppe AG Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.89 1.61 1.79 1.92 1.63

Competitive Comparison of Julius Baer Gruppe AG's PB Ratio

For the Asset Management subindustry, Julius Baer Gruppe AG's PB Ratio, along with its competitors' market caps and PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Julius Baer Gruppe AG's PB Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's PB Ratio distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's PB Ratio falls into.



Julius Baer Gruppe AG PB Ratio Calculation

The PB Ratio, or Price-to-Book ratio, or Price/Book, is a financial ratio used to compare a company's market price to its Book Value per Share. It is a ratio widely used to value stocks.

Julius Baer Gruppe AG's PB Ratio for today is calculated as follows:

PB Ratio=Share Price/Book Value per Share (Q: Dec. 2023)
=58.805/34.785
=1.69

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

It can also be calculated from the numbers for the whole company:

A closely related ratio is called Price-to-Tangible-Book. The difference between Price-to-Tangible-Book and PB Ratio is that book value other than intangibles are used in the calculation.


Julius Baer Gruppe AG  (OTCPK:JBARF) PB Ratio Explanation

Unlike valuation ratios relative to the earning power such as PE Ratio, PE Ratio without NRI, PS Ratio, Price-to-Operating-Cash-Flow , or Price-to-Free-Cash-Flow, the PB Ratio measures the valuation of the stock relative to the underlying asset of the company.

The PB Ratio works the best for the businesses that earn most of their profit from their assets, e.g. banks and insurance companies.


Be Aware

Some businesses have very light assets, such as software companies or insurance agencies. The PB Ratio does not work well for these companies. Some companies even have negative equity, so the PB Ratio cannot be applied to them.


Julius Baer Gruppe AG PB Ratio Related Terms

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Julius Baer Gruppe AG (Julius Baer Gruppe AG) Business Description

Address
Bahnhofstrasse 36, Zurich, CHE, 8010
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the U.S. in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank in Switzerland and the third-largest Swiss private bank. Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.

Julius Baer Gruppe AG (Julius Baer Gruppe AG) Headlines

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