Valuation Julius Bär Gruppe AG

Equities

Market Closed - Swiss Exchange Other stock markets 16:30:19 17/01/2025 GMT			5-day change	1st Jan Change
60.52 ^CHF	+1.51%		+2.93%	+3.17%

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

Data adjusted to current consolidation scope

Fiscal Period: December	2019	2020	2021	2022	2023	2024	2025	2026
Capitalization ¹	10,883	10,970	12,629	10,869	9,713	12,211	12,211	-
Change	-	0.8%	15.12%	-13.93%	-10.64%	25.72%	0%	-
Enterprise Value (EV) ¹	19,120	18,701	14,099	16,505	15,953	22,736	22,565	22,394
Change	-	-2.19%	-24.61%	17.07%	-3.35%	42.52%	-0.75%	-0.76%
P/E ratio	23.3x	15.8x	12.1x	11.8x	21.3x	13.2x	11.3x	9.77x
PBR	1.72x	1.71x	1.9x	1.77x	1.57x	1.85x	1.73x	1.66x
PEG	-	0.3x	0.2x	-1.19x	-0.4x	0x	0.7x	0.6x
Capitalization / Revenue	3.22x	3.06x	3.27x	2.82x	3x	3.11x	2.86x	2.69x
EV / Revenue	5.65x	5.22x	3.65x	4.28x	4.92x	5.78x	5.28x	4.92x
EV / EBITDA	-	-	-	-	-	-	-	-
EV / EBIT	20.9x	16.8x	10.1x	12.6x	13.5x	19.6x	16.8x	14.7x
EV / FCF	-	-	-	-	-	-	-	-
FCF Yield	-	-	-	-	-	-	-	-
Dividend per Share ²	1.5	1.75	2.6	2.6	2.6	2.669	2.752	3.182
Rate of return	3%	3.43%	4.25%	4.83%	5.51%	4.48%	4.62%	5.34%
EPS ²	2.14	3.23	5.06	4.56	2.21	4.508	5.253	6.101
Distribution rate	70.1%	54.2%	51.4%	57%	118%	59.2%	52.4%	52.1%
Net sales ¹	3,383	3,583	3,858	3,853	3,240	3,932	4,272	4,548
EBITDA	-	-	-	-	-	-	-	-
EBIT ¹	917	1,114	1,396	1,313	1,182	1,158	1,344	1,520
Net income ¹	465	698.6	1,082	950	454	929.3	1,075	1,218
Net Debt ¹	8,237	7,731	1,469	5,636	6,240	10,525	10,354	10,183
Reference price ²	49.93	51.00	61.18	53.86	47.15	59.62	59.62	59.62
Nbr of stocks (in thousands)	217,970	215,099	206,427	201,809	206,002	204,816	204,816	-
Announcement Date	03/02/20	01/02/21	02/02/22	02/02/23	01/02/24	-	-	-

¹CHF in Million²CHF

Estimates

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E ratio	EV / Sales	EV / EBITDA	Yield	Capi. ($)
JULIUS BÄR GRUPPE AG	13.23x	5.78x	-	+4.48%	13.4B
BANCA GENERALI S.P.A.	13.19x	-	-	+5.56%	5.62B
EFG INTERNATIONAL AG	13.32x	-	-	+4.58%	4.45B
Average	13.25x	5.78x	-	+4.87%	7.82B
Weighted average by Cap.	13.24x	5.78x	-	+4.76%