Julius Bär Gruppe AG (BAER)

Basic

  • Market Cap

    CHF 9,426.64M

  • EV

    —

  • Shares Out

    206M

  • Revenue

    CHF 4,017.8M

  • Employees

    6,891

Margins

  • Gross

    —

  • EBITDA

    —

  • Operating

    —

  • Pre-Tax

    29.95%

  • Net

    25.66%

  • FCF

    -108.94%

Returns (5Yr Avg)

  • ROA

    —

  • ROE

    12.4%

  • ROCE

    —

  • ROIC

    1.36%

Valuation (TTM)

  • P/E

    —

  • P/B

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • EV/FCF

    —

  • EV/Gross Profit

    —

Valuation (NTM)

  • Price Target

    CHF 60.52

  • P/E

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • EV/FCF

    —

Per Share

  • Rev

    CHF 19.47

  • Earnings (Dil)

    CHF 4.99

  • FCF

    -CHF 21.21

  • Book Value

    CHF 30.36

Growth (CAGR)

  • Rev 3Yr

    4.36%

  • Rev 5Yr

    3.1%

  • Rev 10Yr

    —

  • Dil EPS 3Yr

    20.93%

  • Dil EPS 5Yr

    6.44%

  • Dil EPS 10Yr

    —

  • Rev Fwd 2Yr

    2.62%

  • EBITDA Fwd 2Yr

    —

  • EPS Fwd 2Yr

    2.37%

  • EPS LT Growth Est

    6.07%

Dividends

  • Yield

    —

  • Payout

    52.04%

  • DPS

    CHF 2.6

  • DPS Growth 3Yr

    20.12%

  • DPS Growth 5Yr

    13.18%

  • DPS Growth 10Yr

    15.79%

  • DPS Growth Fwd 2Yr

    2.78%

Select a metric from the list below to chart it

Dec '13
Dec '15
Dec '17
Dec '19
Dec '21
LTM
Metric
Dec '13
Dec '14
Dec '15
Dec '16
Dec '17
Dec '18
Dec '19
Dec '20
Dec '21
Dec '22
LTM

Interest Income On Loans

1,199.5

1,293.1

825.2

758.6

1,248.3

2,023.5

Interest Income On Investments

—

—

—

—

—

—

Interest Income, Total

1,199.5

1,293.1

825.2

758.6

1,248.3

2,023.5

Interest On Deposits

394.1

500.9

203.5

131.6

425.4

1,077.9

Interest Expense, Total

394.1

500.9

203.5

131.6

425.4

1,077.9

Net Interest Income

805.4

792.2

621.7

627.0

822.9

945.6

Income From Trading Activities

—

—

—

—

—

—

Gain (Loss) on Sale of Assets

—

—

—

—

—

—

Gain (Loss) on Sale of Invest. & Securities

-11.0

9.9

15.9

9.4

2.1

2.1

Income (Loss) on Equity Invest.

1.9

0.7

—

—

—

—

Total Other Non Interest Income

2,574.5

2,589.2

2,981.0

3,223.3

3,044.4

3,076.9

Non Interest Income, Total

2,565.4

2,599.8

2,996.9

3,232.7

3,046.5

3,079.0

Revenues Before Provison For Loan Losses

3,370.8

3,392.0

3,618.6

3,859.7

3,869.4

4,024.6

Provision For Loan Losses

3.0

9.2

35.5

1.8

16.0

6.8

Total Revenues

3,367.8

3,382.8

3,583.1

3,857.9

3,853.4

4,017.8

Total Revenues % Chg.

3.6%

0.4%

5.9%

7.7%

-0.1%

7.7%

Salaries And Other Employee Benefits

1,543.0

1,518.1

1,486.8

1,567.4

1,597.2

1,630.1

Amort. of Goodwill & Intang. Assets

124.1

145.9

131.2

141.4

185.8

178.4

Occupancy Expense

38.5

100.0

100.5

95.7

93.7

98.2

Selling General & Admin Expenses, Total

766.9

929.9

769.1

775.9

863.4

877.6

Total Other Non Interest Expense

-0.1

-0.1

—

—

—

0.1

Non Interest Expense, Total

2,472.4

2,693.8

2,487.6

2,580.4

2,740.1

2,784.4

EBT, Excl. Unusual Items

895.4

689.0

1,095.5

1,277.5

1,113.3

1,233.4

Restructuring Charges

—

-19.0

-31.0

—

—

—

Total Merger & Related Restructuring Charges

—

—

-19.3

—

—

—

Impairment of Goodwill

—

-99.2

-179.0

—

—

—

Asset Writedown

-1.5

-4.6

-20.3

-18.7

-30.2

-30.2

EBT, Incl. Unusual Items

893.9

566.2

845.9

1,258.8

1,083.1

1,203.2

Income Tax Expense

158.6

101.2

147.3

176.1

134.0

173.0

Earnings From Continuing Operations

735.3

465.0

698.6

1,082.7

949.1

1,030.2

Minority Interest

0.1

-0.2

-0.6

-0.7

0.5

0.6

Net Income

735.4

464.8

698.0

1,082.0

949.6

1,030.8

Net Income to Common Incl Extra Items

735.4

464.8

698.0

1,082.0

949.6

1,030.8

Net Income to Common Excl. Extra Items

735.4

464.8

698.0

1,082.0

949.6

1,030.8

Total Shares Outstanding

218.0

216.9

215.0

209.2

206.6

205.9

Weighted Avg. Shares Outstanding

218.0

217.0

215.0

214.0

208.3

206.3

Weighted Avg. Shares Outstanding Dil

218.0

217.0

216.1

214.0

208.3

206.3

EPS

3.4

2.1

3.2

5.1

4.6

5.0

EPS Diluted

3.4

2.1

3.2

5.1

4.6

5.0