Valuation Julius Bär Gruppe AG

Equities

Market Closed - Swiss Exchange Other stock markets 16:30:56 22/04/2026 BST			5-day change	1st Jan Change
63.22 ^CHF	-0.57%		+2.96%	+1.31%

04-21	European Midday Briefing : Stocks Stabilize as Middle East Uncertainty Reigns	DJ
04-20	Barclays Upgrades Julius Baer to Overweight, Boosts PT	MT

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Capitalization ¹	12,629	10,869	9,713	12,014	12,783	12,960	-	-
Change	-	-13.93%	-10.64%	23.7%	6.4%	1.38%	-	-
Enterprise Value (EV) ¹	14,099	16,505	15,953	12,014	29,825	29,836	29,949	29,948
Change	-	17.07%	-3.35%	-24.69%	148.24%	0.04%	0.38%	-0%
P/E ratio	12.1x	11.8x	21.3x	11.8x	16.8x	12x	10.7x	9.34x
PBR	1.9x	1.77x	1.57x	1.76x	1.77x	1.73x	1.63x	1.55x
PEG	-	-1.19x	-0.4x	0x	-0.7x	0.3x	0.9x	0.6x
Capitalization / Revenue	3.27x	2.82x	3x	3.11x	3.31x	3.02x	2.85x	2.66x
EV / Revenue	3.65x	4.28x	4.92x	3.11x	7.72x	6.96x	6.58x	6.15x
EV / EBITDA	-	-	-	-	25.9x	277x	259x	-
EV / EBIT	10.1x	12.6x	13.5x	10.7x	26.9x	22.5x	20.9x	19x
EV / FCF	-	-	-	-	-	-	-	-
FCF Yield	-	-	-	-	-	-	-	-
Dividend per Share ²	2.6	2.6	2.6	2.6	2.6	2.726	3.061	3.46
Rate of return	4.25%	4.83%	5.51%	4.43%	4.17%	4.31%	4.84%	5.47%
EPS ²	5.06	4.56	2.21	4.98	3.72	5.25	5.907	6.771
Distribution rate	51.4%	57%	118%	52.2%	69.9%	51.9%	51.8%	51.1%
Net sales ¹	3,858	3,853	3,240	3,861	3,861	4,284	4,554	4,872
EBITDA ¹	-	-	-	-	1,150	107.7	115.4	-
EBIT ¹	1,396	1,313	1,182	1,122	1,109	1,328	1,430	1,577
Net income ¹	1,082	950	454	1,022	764	1,063	1,160	1,283
Net Debt ¹	1,469	5,636	6,240	-	17,042	16,876	16,989	16,988
Reference price ²	61.18	53.86	47.15	58.66	62.40	63.22	63.22	63.22
Nbr of stocks (in thousands)	206,427	201,809	206,002	204,816	204,858	204,996	-	-
Announcement Date	02/02/22	02/02/23	01/02/24	03/02/25	02/02/26	-	-	-

¹CHF in Million²CHF

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
JULIUS BÄR GRUPPE AG	12.11x	6.98x	277.73x	4.29%	16.7B
BANCA GENERALI S.P.A.	15.63x	-	-	5.16%	7.54B
EFG INTERNATIONAL AG	14.01x	-	-	4.07%	6.73B
Average	13.92x	6.98x	277.73x	4.51%	10.32B
Weighted average by Cap.	13.38x	6.98x	277.73x	4.45%