Business Description
Julius Baer Gruppe AG
ISIN : CH0102484968
Share Class Description:
MEX:BAERN: Registered SharesTotal Employee Number:
7,390Compare
Compare
Traded in other countries / regions
BAER.Switzerland0QO6.UKJBAXY.USA1BAER.ItalyBAER.AustriaJGE.GermanyBAERN.Mexico IPO Date
2018-06-19Description
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 US 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 globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 2.76 | |||||
Equity-to-Asset | 0.07 | |||||
Debt-to-Equity | 0.59 | |||||
Debt-to-EBITDA | N/A |
N/A
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N/A
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Interest Coverage | N/A |
N/A
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N/A
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Piotroski F-Score | 4/9 | |||||
Beneish M-Score | -2.46 | |||||
WACC vs ROIC | ||||||
Growth Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 2.2 | |||||
3-Year EPS without NRI Growth Rate | -3.4 | |||||
3-Year Book Growth Rate | 5 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 20.57 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 8.28 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History |
|---|
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Payout Ratio | 0.62 | |||||
3-Year Average Share Buyback Ratio | 0.3 | |||||
Shareholder Yield % | 2.36 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 18.74 | |||||
FCF Margin % | 27.66 | |||||
OCF Margin % | 33.72 | |||||
ROE % | 11.02 | |||||
ROA % | 0.72 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 17.65 | |||||
Forward PE Ratio | 8.51 | |||||
PE Ratio without NRI | 15.41 | |||||
Shiller PE Ratio | 17.83 | |||||
Price-to-Owner-Earnings | 20.25 | |||||
PEG Ratio | 5.71 | |||||
PS Ratio | 3.3 | |||||
PB Ratio | 1.86 | |||||
Price-to-Tangible-Book | 2.92 | |||||
Price-to-Free-Cash-Flow | 13.63 | |||||
Price-to-Operating-Cash-Flow | 10.9 | |||||
EV-to-Forward-EBIT | 8.53 | |||||
EV-to-Revenue | 1.45 | |||||
EV-to-Forward-Revenue | 2.17 | |||||
EV-to-FCF | 5.98 | |||||
Price-to-GF-Value | 1.08 | |||||
Price-to-Projected-FCF | 3.39 | |||||
Price-to-DCF (Earnings Based) | 0.38 | |||||
Price-to-DCF (FCF Based) | 0.49 | |||||
Price-to-Median-PS-Value | 1.06 | |||||
Price-to-Graham-Number | 1.41 | |||||
FCF Yield % | 7.34 | |||||
Forward Rate of Return (Yacktman) % | 11.83 |
Julius Baer Gruppe AG Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Julius Baer Gruppe AG Stock Events
| Event | Date | Price (MXN) | ||
|---|---|---|---|---|
| Second quarter earnings conference call for 2026 | 2026-07-21 07:00 | In 27 days | ||
| Second quarter earnings results for 2026 | 2026-07-21 | In 26 days | ||
| CHF 2.600000 Cash Dividend | 2026-04-14 | 990.76 (+0.00%) | ||
| General meeting for 2026 | 2026-04-09 10:00 | 990.76 (+0.00%) | ||
| Annual report for 2025 | 2026-03-16 07:00 | 990.76 (+0.00%) | ||
| Fourth quarter earnings conference call for 2025 | 2026-02-02 08:30 | 990.76 (+0.00%) | ||
| Fourth quarter earnings results for 2025 | 2026-02-02 07:00 | 990.76 (+0.00%) | ||
| Second quarter earnings results for 2025 | 2025-07-22 07:00 | 990.76 (+0.00%) | ||
| Second quarter earnings conference call for 2025 | 2025-07-22 | 990.76 (+0.00%) | ||
| CHF 2.600000 Cash Dividend | 2025-04-15 | 990.76 (+0.00%) |
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Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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