Stock JBAXY JULIUS BÄR GRUPPE AG
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Financials Julius Bär Gruppe AG OTC Markets

Equities

JBAXY

US48137C1080

Banks

Market Closed - OTC Markets
Other stock markets
 15:59:59 2024-05-24 EDT 		5-day change 1st Jan Change
12.01 USD -0.99% Intraday chart for Julius Bär Gruppe AG +0.59% +7.57%
05-24 News Highlights : Top Financial Services News of the Day - Friday at 4 PM ET DJ
05-24 Julius Baer, EFG stopped takeover talks after initial approach, sources say RE

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 10,883 10,970 12,629 10,869 9,713 11,441 - -
Enterprise Value (EV) 1 19,120 18,701 14,099 16,505 15,953 17,711 17,549 17,387
P/E ratio 23.3 x 15.8 x 12.1 x 11.8 x 21.3 x 11.4 x 9.79 x 8.87 x
Yield 3% 3.43% 4.25% 4.83% 5.51% 4.78% 5.32% 5.84%
Capitalization / Revenue 3.22 x 3.06 x 3.27 x 2.82 x 3 x 2.85 x 2.68 x 2.55 x
EV / Revenue 5.65 x 5.22 x 3.65 x 4.28 x 4.92 x 4.41 x 4.11 x 3.88 x
EV / EBITDA - - - - - - - -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Price to Book 1.72 x 1.71 x 1.9 x 1.77 x 1.57 x 1.76 x 1.65 x 1.53 x
Nbr of stocks (in thousands) 217,970 215,099 206,427 201,809 206,002 204,816 - -
Reference price 2 49.93 51.00 61.18 53.86 47.15 55.86 55.86 55.86
Announcement Date 20-02-03 21-02-01 22-02-02 23-02-02 24-02-01 - - -
1CHF in Million2CHF
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 3,383 3,583 3,858 3,853 3,240 4,014 4,271 4,480
EBITDA - - - - - - - -
EBIT 1 917 1,114 1,396 1,313 1,182 1,086 1,258 1,509
Operating Margin 27.11% 31.09% 36.18% 34.08% 36.49% 27.06% 29.46% 33.68%
Earnings before Tax (EBT) 1 566 845.9 1,259 1,083 513.8 1,188 1,370 1,474
Net income 1 465 698.6 1,082 950 454 986.6 1,127 1,198
Net margin 13.75% 19.5% 28.05% 24.66% 14.01% 24.58% 26.39% 26.75%
EPS 2 2.140 3.230 5.060 4.560 2.210 4.903 5.706 6.296
Free Cash Flow - - - - - - - -
FCF margin - - - - - - - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) - - - - - - - -
Dividend per Share 2 1.500 1.750 2.600 2.600 2.600 2.668 2.973 3.261
Announcement Date 20-02-03 21-02-01 22-02-02 23-02-02 24-02-01 - - -
1CHF in Million2CHF
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2019 S2 2020 S1 2020 S2 2021 S1 2021 S2 2022 S1 2022 S2 2023 S1 2023 S2
Net sales 1 1,684 1,851 1,732 1,993 1,865 1,865 1,988 2,029 1,210
EBITDA 536.3 - - - - - - - -
EBIT - - 497.5 - - - - - -
Operating Margin - - 28.72% - - - - - -
Earnings before Tax (EBT) 148 - - - - - - - -
Net income 122 491 207.6 - - - - 531.8 -
Net margin 7.24% 26.53% 11.99% - - - - 26.21% -
EPS 0.5600 - 0.9600 2.810 - - - - -
Dividend per Share - - - - - - - - -
Announcement Date 20-02-03 20-07-20 21-02-01 21-07-21 22-02-02 22-07-25 23-02-02 23-07-24 24-02-01
1CHF in Million
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 8,237 7,731 1,469 5,636 6,240 6,270 6,108 5,946
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow - - - - - - - -
ROE (net income / shareholders' equity) 12.6% 15.2% 17.4% 16.1% 15.2% 16.1% 17.6% 18.1%
ROA (Net income/ Total Assets) 0.75% 0.9% 1.01% 0.95% 0.94% 0.97% 0.99% 0.98%
Assets 1 61,712 77,236 106,769 100,423 48,504 102,203 114,075 122,420
Book Value Per Share 2 29.10 29.90 32.20 30.40 30.10 31.70 33.90 36.40
Cash Flow per Share - 5.730 6.620 6.490 - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 20-02-03 21-02-01 22-02-02 23-02-02 24-02-01 - - -
1CHF in Million2CHF
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Julius Bär Gruppe AG

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
55.86 CHF
Average target price
61.55 CHF
Spread / Average Target
+10.19%
Consensus

EPS Revisions

Estimates Revisions

Quarterly revenue - Rate of surprise

Company calendar

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