1. Finance

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    Financial conglomerates
Julius Baer Gruppe AG

Julius Baer Gruppe AG

77.90
EUR
-1.34
(-1.69%)
13.72BMarket Cap
Julius Baer Gruppe AG
MIL:1BAER
(Euronext Milan)

Recent

price

77.90

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
CHF
8.51
8.45
8.65
10.2
11.55
12.3
12.94
14.99
15.47
15.63
16.84
18.06
18.6
18.81
18.97
19.83
- -
Revenue per Share
1.67
1.24
1.33
0.88
1.68
0.55
2.85
3.25
3.37
2.14
3.25
5.06
4.56
2.21
4.98
3.72
- -
Basic EPS, GAAP
-15.9
23.46
3.77
-4.51
-1.9
-12.53
46.62
-53.79
41.29
-41.75
28.56
8.81
-9.55
-5.68
9.11
4.79
- -
Free Cash Flow per Basic Share
0.39
0.6
0.97
0.61
0.61
1.02
1.13
1.24
1.44
1.55
1.54
1.8
2.66
2.6
2.61
2.61
- -
Dividend per Share
21.25
20.59
21.93
23.09
24.28
22.58
24.51
26.73
27.71
28.59
29.88
32.19
30.43
30.08
33.33
35.26
35.26
Book Value per Share
12.72
12.15
14.29
13.34
13.51
11.98
11.48
13.55
14.26
15.33
17.62
19.47
18.16
17.56
20.55
22.39
22.39
Tangible Book Value per Share
211
208
202
214
218
219
217
217
218
217
215
214
208
206
205
206
220
Basic Weighted Avg Shares
1,794
1,754
1,747
2,186
2,523
2,689
2,813
3,251
3,372
3,392
3,621
3,865
3,874
3,867
3,897
4,076
- -
Sales/Revenue/Turnover
24.2
- -
21.39
11.65
18.64
5.16
26.75
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
160
178
170
192
209
219
141
161
164
350
431
256
310
245
245
250
- -
Depreciation Expense
353
258
268
188
366
121
619
705
735
465
698
1,082
950
454
1,022
764
- -
Net Income, GAAP
18.76
19.03
21.56
26.24
21.86
11.74
17.33
19.24
17.74
17.87
17.41
13.99
12.37
11.74
3.03
18.54
- -
Effective Tax Rate (%)
19.66
14.71
15.34
8.58
14.52
4.51
22.02
21.68
21.81
13.7
19.27
27.99
24.51
11.74
26.23
18.74
- -
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
240
476
746
725
1,060
1,153
1,214
1,777
1,503
2,166
1,739
2,849
2,987
3,728
4,058
4,289
4,289
LT Debt
4,484
4,168
4,698
5,039
5,338
4,942
5,354
5,854
6,042
6,189
6,434
6,743
6,290
6,163
6,829
7,230
7,230
Total Equity
7.65
- -
5.79
3.39
6.05
1.95
9.68
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
7.71
5.5
5.3
3.34
6
1.92
9.74
9.77
9.69
5.84
8.44
12.17
10.07
4.74
9.84
6.82
- -
Return on Capital (%)
8.14
5.97
6.05
3.85
7.06
2.36
12.07
12.64
12.4
7.61
11.07
16.44
14.58
7.29
15.74
10.87
- -
Return on Common Equity (%)

Capital Structure

CHF

•

in mil. unless spec.
Dec'24
Jun'25
Dec'25
ST Debt
- -
- -
- -
LT Borrowings
- -
- -
- -
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
205
205
205
Market Capitalization
- -
11,004
12,771

Working Capital

CHF

•

in mil. unless spec.
Dec'24
Jun'25
Dec'25
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
13,783
13,196
11,820
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
- -
- -
- -
ST Debt
- -
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

CHF

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
4%
2.55%
5.87%
Free Cash Flow
-185.45%
-124.75%
-47.39%
Net Income, GAAP
53.3%
18.09%
-25.28%
Sales/Revenue/Turnover
4.34%
2.43%
4.58%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

CHF

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
3,867
2024
- -
- -
- -
- -
3,897
2025
- -
- -
- -
- -
4,076

Quarterly Earnings Per Share

CHF

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
2.21
2024
- -
- -
- -
- -
4.98
2025
- -
- -
- -
- -
3.72

Quarterly Dividends Per Share

CHF

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
2.6
2024
- -
- -
- -
- -
2.61
2025
- -
- -
- -
- -
2.61
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Business

Company News

Company News APIChatGPT

  • youtube.com

    Julius Baer CIO: Balance AI bets with 'anti-AI' trade

  • reuters.com

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    Julius Bär Gruppe AG (JBAXY) Q2 2026 Earnings Call Transcript

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    Julius Baer brings in $3.8 bln in net new money, missing forecasts

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    Exclusive: Swiss bank Julius Baer initiates search to replace its CFO, sources say

  • youtube.com

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    Julius Baer CEO tops highest pay at UBS

  • reuters.com

    Julius Baer CEO calls for Swiss public register of rogue bankers to protect reputation

  • seekingalpha.com

    Julius Bär Gruppe AG (JBAXY) Q4 2025 Earnings Call Transcript

  • wsj.com

    Julius Baer Posts Expected Drop in Profit

  • reuters.com

    Julius Baer reports net profit of $988 million for 2025

  • wsj.com

    Julius Baer Draws Line Under Credit Review as Bank Posts Record Client Assets

  • reuters.com

    Julius Baer announces further loan loss allowances of $184 million

  • reuters.com

    Julius Baer to replace Swiss IT system with Temenos product, sources say

  • reuters.com

    Julius Baer faces credit losses from insolvent Degag Group, report says

  • seekingalpha.com

    Julius Bär Gruppe AG (JBAXY) H1 2025 Earnings Conference Call Transcript

  • reuters.com

    Julius Baer posts net profit of $370 million

  • wsj.com

    Julius Baer Sets Midterm Targets