BAER — Julius Baer Gruppe AG Share Price
Last trade - 00:00- CH₣10.52bn
- CH₣16.78bn
- CH₣4.09bn
- 19
- 44
- 60
- 32
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 10.16 | ||
| PEG Ratio (f) | 0.25 | ||
| EPS Growth (f) | 69.54% | ||
| Dividend Yield (f) | 5.32% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 1.71 | ||
| Price to Tang. Book | 2.93 | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | 2.57 | ||
| EV to EBITDA | 75.19 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 0.53% | ||
| Return on Equity | 7.29% | ||
| Operating Margin | 12.55% | ||
Financial Summary
| Year End 31st Dec | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | CH₣m | 3,609.2 | 3,856.4 | 4,136.3 | 4,097.3 | 4,094.4 | 3,922.14 | 4,152.75 | 2.53% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -25.69 | +58.81 | +28.31 | -5.51 | -53.68 | +115.09 | +16.4 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Julius Baer Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising private clients and independent asset managers. The Group has a global presence with approximately 50 locations in more than 25 countries and jurisdictions. Julius Baer Gruppe AG was established through spin off from Julius Baer Holding AG’s businesses into two independent entities, namely the Company, together with its subsidiaries, comprising Bank Julius Baer & Co Ltd as its principal operating entity, and GAM Holding, together with its subsidiaries, comprising GAM and the Julius Baer-branded asset management business, which includes the private label funds business that formerly was part of Julius Baer Holding Ltd’s Bank Julius Baer segment. The Group diversifies its operations into geographical segments, including Switzerland, rest of Europe, Americas, and Asia and Other Countries.
Directors
- Romeo Lacher NEC (61)
- Raymond Baer NEC (62)
- Philipp Rickenbacher CEO (50)
- Dieter Enkelmann CFO (61)
- Nic Dreckmann COO (46)
- Yves Bonzon CIN (52)
- Oliver Bartholet CRO (55)
- Nicolas de Skowronski EXB (48)
- Kong Eng Lee EXB (59)
- Yves Robert-Charrue EXB (48)
- Beatriz Sanchez EXB (65)
- Gilbert Achermann NID (57)
- Heinrich Baumann NID (69)
- Richard Campbell-Breeden NID (58)
- Ivo Furrer NID (63)
- Claire Giraut NID (64)
- Kathryn Shih NID (63)
- Eunice Zehnder-Lai NID (53)
- Olga Zoutendijk NID (59)
- Last Annual
- December 31st, 2023
- Last Interim
- December 31st, 2023
- Incorporated
- June 25th, 2009
- Public Since
- October 1st, 2009
- No. of Employees
- 6,667
- Sector
- Banking Services
- Industry
- Financials
- Exchange
- SIX Swiss Exchange
- Shares in Issue
- 204,815,603
- Address
- Bahnhofstrasse 36, ZUERICH, 8001
- Web
- https://www.juliusbaer.com/
- Phone
- +41 588881111
- Auditors
- KPMG AG
Latest News for BAER
Upcoming Events for BAER
Q1 2024 Julius Baer Gruppe AG Interim Management Statement Release
Half Year 2024 Julius Baer Gruppe AG Earnings Release
Half Year 2024 Julius Baer Gruppe AG Earnings Presentation
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FAQ
As of Today at 19:12 UTC, shares in Julius Baer Gruppe AG are trading at CH₣51.36. This share price information is delayed by 15 minutes.
Shares in Julius Baer Gruppe AG last closed at CH₣51.36 and the price had moved by -17.13% over the past 365 days. In terms of relative price strength the Julius Baer Gruppe AG share price has underperformed the FTSE Global All Cap Index by -23.56% over the past year.
The overall consensus recommendation for Julius Baer Gruppe AG is Buy. You can view the full broker recommendation list by unlocking its StockReport.
The Julius Baer Gruppe AG dividend yield is 5.06% based on the trailing twelve month period.
Last year, Julius Baer Gruppe AG paid a total dividend of CH₣2.60, and it currently has a trailing dividend yield of 5.06%.Looking ahead, shares in Julius Baer Gruppe AG are due to go ex-dividend on 2024-04-15 and the next dividend pay date is 2024-04-17.
Julius Baer Gruppe AG are due to go ex-dividend on 2024-04-15 and the next dividend pay date is 2024-04-17. The historic dividend yield on Julius Baer Gruppe AG shares is currently 5.06%.
To buy shares in Julius Baer Gruppe AG you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of CH₣51.36, shares in Julius Baer Gruppe AG had a market capitalisation of CH₣10.52bn.
Here are the trading details for Julius Baer Gruppe AG:
- Country of listing: Switzerland
- Exchange: SWX
- Ticker Symbol: BAER
Based on an overall assessment of its quality, value and momentum Julius Baer Gruppe AG is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Julius Baer Gruppe AG is CH₣58.75. That is 14.39% above the last closing price of CH₣51.36.
Analysts covering Julius Baer Gruppe AG currently have a consensus Earnings Per Share (EPS) forecast of CH₣4.83 for the next financial year.
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Julius Baer Gruppe AG. Over the past six months, its share price has underperformed the FTSE Global All Cap Index by -20.93%.
As of the last closing price of CH₣51.36, shares in Julius Baer Gruppe AG were trading -2.94% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Julius Baer Gruppe AG PE ratio based on its reported earnings over the past 12 months is 10.16. The shares last closed at CH₣51.36.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Julius Baer Gruppe AG's management team is headed by:
- Romeo Lacher - NEC
- Raymond Baer - NEC
- Philipp Rickenbacher - CEO
- Dieter Enkelmann - CFO
- Nic Dreckmann - COO
- Yves Bonzon - CIN
- Oliver Bartholet - CRO
- Nicolas de Skowronski - EXB
- Kong Eng Lee - EXB
- Yves Robert-Charrue - EXB
- Beatriz Sanchez - EXB
- Gilbert Achermann - NID
- Heinrich Baumann - NID
- Richard Campbell-Breeden - NID
- Ivo Furrer - NID
- Claire Giraut - NID
- Kathryn Shih - NID
- Eunice Zehnder-Lai - NID
- Olga Zoutendijk - NID