JULIUS BÄR GRUPPE AG |
Real-time Estimate
Other stock markets
|
5-day change | 1st Jan Change | ||
| 60.88 CHF | -0.13% |
|
+4.89% | +3.75% |
| 01-07 | Easing Inflation Boosts Swiss Equities; Julius Baer Group Shares Rise | MT |
| 01-07 | Julius Baer: sale of wealth management business in Brazil | CF |
Projected Income Statement: Julius Bär Gruppe AG
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 3,383 | 3,583 | 3,858 | 3,853 | 3,240 | 3,934 | 4,270 | 4,539 |
| Change | - | 5.91% | 7.67% | -0.12% | -15.92% | 21.44% | 8.54% | 6.3% |
| EBITDA | - | - | - | - | - | - | - | - |
| Change | - | - | - | - | - | - | - | - |
| EBIT 1 | 917 | 1,114 | 1,396 | 1,313 | 1,182 | 1,158 | 1,344 | 1,520 |
| Change | - | 21.49% | 25.27% | -5.92% | -9.98% | -2.07% | 16.16% | 13.03% |
| Interest Paid | - | - | - | - | - | - | - | - |
| Earnings before Tax (EBT) 1 | 566 | 845.9 | 1,259 | 1,083 | 513.8 | 1,107 | 1,320 | 1,510 |
| Change | - | 49.45% | 48.8% | -13.96% | -52.56% | 115.54% | 19.24% | 14.36% |
| Net income 1 | 465 | 698.6 | 1,082 | 950 | 454 | 928.8 | 1,079 | 1,233 |
| Change | - | 50.24% | 54.88% | -12.2% | -52.21% | 104.58% | 16.16% | 14.27% |
| Announcement Date | 03/02/20 | 01/02/21 | 02/02/22 | 02/02/23 | 01/02/24 | - | - | - |
1CHF in Million
Estimates
Forecast Balance Sheet: Julius Bär Gruppe AG
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 8,237 | 7,731 | 1,469 | 5,636 | 6,240 | 10,525 | 10,354 | 10,183 |
| Change | - | -6.14% | -81% | 283.66% | 10.72% | 68.66% | -1.62% | -1.65% |
| Announcement Date | 03/02/20 | 01/02/21 | 02/02/22 | 02/02/23 | 01/02/24 | - | - | - |
1CHF in Million
Estimates
Cash Flow Forecast: Julius Bär Gruppe AG
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| CAPEX 1 | 177.1 | 164.7 | 185.5 | 196.8 | 196.7 | 239.6 |
| Change | - | -7% | 12.63% | 6.09% | -0.05% | 21.81% |
| Free Cash Flow (FCF) 1 | - | - | - | - | - | - |
| Change | - | - | - | - | - | - |
| Announcement Date | 04/02/19 | 03/02/20 | 01/02/21 | 02/02/22 | 20/03/23 | 18/03/24 |
1CHF in Million
Estimates
Forecast Financial Ratios: Julius Bär Gruppe AG
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
Profitability | ||||||||
| EBITDA Margin (%) | - | - | - | - | - | - | - | - |
| EBIT Margin (%) | 27.11% | 31.09% | 36.18% | 34.08% | 36.49% | 29.42% | 31.49% | 33.48% |
| EBT Margin (%) | 16.73% | 23.61% | 32.63% | 28.11% | 15.86% | 28.15% | 30.92% | 33.27% |
| Net margin (%) | 13.75% | 19.5% | 28.05% | 24.66% | 14.01% | 23.61% | 25.27% | 27.16% |
| FCF margin (%) | - | - | - | - | - | - | - | - |
| FCF / Net Income (%) | - | - | - | - | - | - | - | - |
Profitability | ||||||||
| ROA | 0.75% | 0.9% | 1.01% | 0.95% | 0.94% | 0.94% | 1.02% | 1.06% |
| ROE | 12.62% | 15.15% | 17.36% | 16.13% | 15.21% | 14.61% | 16.14% | 17.32% |
Financial Health | ||||||||
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Debt / Free cash flow | - | - | - | - | - | - | - | - |
Capital Intensity | ||||||||
| CAPEX / Current Assets (%) | - | - | - | - | - | - | - | - |
| CAPEX / EBITDA (%) | - | - | - | - | - | - | - | - |
| CAPEX / FCF (%) | - | - | - | - | - | - | - | - |
Items per share | ||||||||
| Cash flow per share 1 | - | 5.73 | 6.621 | 6.492 | - | - | - | - |
| Change | - | - | 15.55% | -1.95% | - | - | - | - |
| Dividend per Share 1 | 1.5 | 1.75 | 2.6 | 2.6 | 2.6 | 2.669 | 2.739 | 3.16 |
| Change | - | 16.67% | 48.57% | 0% | 0% | 2.66% | 2.62% | 15.36% |
| Book Value Per Share 1 | 29.1 | 29.88 | 32.19 | 30.43 | 30.08 | 32.23 | 34.39 | 35.81 |
| Change | - | 2.69% | 7.7% | -5.45% | -1.15% | 7.13% | 6.72% | 4.12% |
| EPS 1 | 2.14 | 3.23 | 5.06 | 4.56 | 2.21 | 4.5 | 5.258 | 6.134 |
| Change | - | 50.93% | 56.66% | -9.88% | -51.54% | 103.64% | 16.82% | 16.67% |
| Nbr of stocks (in thousands) | 217,970 | 215,099 | 206,427 | 201,809 | 206,002 | 204,816 | 204,816 | 204,816 |
| Announcement Date | 03/02/20 | 01/02/21 | 02/02/22 | 02/02/23 | 01/02/24 | - | - | - |
1CHF
Estimates
| 2024 * | 2025 * | |
|---|---|---|
| P/E ratio | 13.5x | 11.6x |
| PBR | 1.89x | 1.77x |
| EV / Sales | 5.85x | 5.35x |
| Yield | 4.38% | 4.49% |
More valuation ratios
* Estimated data
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
60.96CHF
Average target price
63.57CHF
Spread / Average Target
+4.28%
Quarterly revenue - Rate of surprise
- Stock Market
- Equities
- BAER Stock
- Financials Julius Bär Gruppe AG
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