JBARF (Julius Baer Gruppe AG) Debt-to-Equity : 0.58 (As of Jun. 2024)

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What is Julius Baer Gruppe AG Debt-to-Equity?

Julius Baer Gruppe AG's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Jun. 2024 was $0 Mil. Julius Baer Gruppe AG's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Jun. 2024 was $4,016 Mil. Julius Baer Gruppe AG's Total Stockholders Equity for the quarter that ended in Jun. 2024 was $6,905 Mil. Julius Baer Gruppe AG's debt to equity for the quarter that ended in Jun. 2024 was 0.58.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for Julius Baer Gruppe AG's Debt-to-Equity or its related term are showing as below:

JBARF' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.2 Med: 0.29 Max: 0.61
Current: 0.58

During the past 13 years, the highest Debt-to-Equity Ratio of Julius Baer Gruppe AG was 0.61. The lowest was 0.20. And the median was 0.29.

JBARF's Debt-to-Equity is ranked worse than
76.8% of 974 companies
in the Asset Management industry
Industry Median: 0.2 vs JBARF: 0.58

Julius Baer Gruppe AG Debt-to-Equity Historical Data

The historical data trend for Julius Baer Gruppe AG's Debt-to-Equity 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 Debt-to-Equity Chart

Julius Baer Gruppe AG Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Debt-to-Equity

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0.35

0.27

0.42

0.48

0.61

Julius Baer Gruppe AG Semi-Annual Data
	Dec14	Jun15	Dec15	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24
Debt-to-Equity	Get a 7-Day Free Trial															0.46	0.48	0.49	0.61	0.58

Competitive Comparison of Julius Baer Gruppe AG's Debt-to-Equity

For the Asset Management subindustry, Julius Baer Gruppe AG's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity 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 Debt-to-Equity Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Julius Baer Gruppe AG's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where Julius Baer Gruppe AG's Debt-to-Equity falls into.

Julius Baer Gruppe AG Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

Julius Baer Gruppe AG's Debt to Equity Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Debt to Equity	=	Total Debt			/	Total Stockholders Equity
	=	(Short-Term Debt & Capital Lease Obligation	+	Long-Term Debt & Capital Lease Obligation)	/	Total Stockholders Equity
	=	(0	+	4311.17)	/	7124.537
	=	0.61

Julius Baer Gruppe AG's Debt to Equity Ratio for the quarter that ended in Jun. 2024 is calculated as

Debt to Equity	=	Total Debt			/	Total Stockholders Equity
	=	(Short-Term Debt & Capital Lease Obligation	+	Long-Term Debt & Capital Lease Obligation)	/	Total Stockholders Equity
	=	(0	+	4016.111)	/	6904.677
	=	0.58

Julius Baer Gruppe AG (OTCPK:JBARF) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.

Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.

Julius Baer Gruppe AG Debt-to-Equity Related Terms

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Julius Baer Gruppe AG Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Julius Baer Gruppe AG (OTCPK:JBARF) » Definitions » Debt-to-Equity

Comparable Companies

Traded in Other Exchanges

JBAXY:USA BAERz:UK 0QO6:UK JGE1:Germany BAER:Switzerland

Address

Bahnhofstrasse 36, Zurich, CHE, 8010

Website

https://www.juliusbaer.com

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.