Valuation Julius Bär Gruppe AG

Equities

Real-time Estimate Cboe Europe Other stock markets 11:00:16 08/12/2025 GMT			5-day change	1st Jan Change
58.32 ^CHF	+0.59%		+1.57%	-0.65%

12-03	Nomura Holdings, Inc. Appoints Rahul Bhandari as Desk Head for the Global South Asia and Southeast Asia Markets	CI
11-27	European banks face pressure risk if Ukraine conflict ends

Data adjusted to current consolidation scope

Fiscal Period: December	2020	2021	2022	2023	2024	2025	2026	2027
Capitalization ¹	10,970	12,629	10,869	9,713	12,014	11,878	-	-
Change	-	15.12%	-13.93%	-10.64%	23.7%	-1.14%	-	-
Enterprise Value (EV) ¹	18,701	14,099	16,505	15,953	12,014	28,324	28,153	27,982
Change	-	-24.61%	17.07%	-3.35%	-24.69%	135.75%	-0.6%	-0.61%
P/E ratio	15.8x	12.1x	11.8x	21.3x	11.8x	18.4x	11x	9.91x
PBR	1.71x	1.9x	1.77x	1.57x	1.76x	1.7x	1.61x	1.51x
PEG	-	0.2x	-1.19x	-0.4x	0x	-0.5x	0.2x	0.9x
Capitalization / Revenue	3.06x	3.27x	2.82x	3x	3.11x	3.08x	2.78x	2.62x
EV / Revenue	5.22x	3.65x	4.28x	4.92x	3.11x	7.35x	6.6x	6.17x
EV / EBITDA	-	-	-	-	-	-	-	-
EV / EBIT	16.8x	10.1x	12.6x	13.5x	10.7x	26.5x	21.4x	20.1x
EV / FCF	-	-	-	-	-	-	-	-
FCF Yield	-	-	-	-	-	-	-	-
Dividend per Share ²	1.75	2.6	2.6	2.6	2.6	2.6	2.701	3.05
Rate of return	3.43%	4.25%	4.83%	5.51%	4.43%	4.48%	4.66%	5.26%
EPS ²	3.23	5.06	4.56	2.21	4.98	3.145	5.276	5.848
Distribution rate	54.2%	51.4%	57%	118%	52.2%	82.7%	51.2%	52.2%
Net sales ¹	3,583	3,858	3,853	3,240	3,861	3,852	4,266	4,536
EBITDA	-	-	-	-	-	-	-	-
EBIT ¹	1,114	1,396	1,313	1,182	1,122	1,070	1,317	1,396
Net income ¹	698.6	1,082	950	454	1,022	702.1	1,065	1,138
Net Debt ¹	7,731	1,469	5,636	6,240	-	16,447	16,276	16,105
Reference price ²	51.00	61.18	53.86	47.15	58.66	57.98	57.98	57.98
Nbr of stocks (in thousands)	215,099	206,427	201,809	206,002	204,816	204,858	-	-
Announcement Date	01/02/21	02/02/22	02/02/23	01/02/24	03/02/25	-	-	-

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	18.44x	7.35x	-	4.48%	14.75B
BANCA GENERALI S.P.A.	15.14x	-	-	4.94%	7.24B
EFG INTERNATIONAL AG	14.86x	-	-	3.61%	6.92B
Average	16.14x	7.35x		4.34%	9.64B
Weighted average by Cap.	16.75x	7.35x		4.39%