Stock JGE JULIUS BÄR GRUPPE AG
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Financials Julius Bär Gruppe AG Deutsche Boerse AG

Equities

JGE

CH0102484968

Banks

Market Closed - Deutsche Boerse AG
Other stock markets
 12:35:00 28/06/2019 pm IST 		5-day change 1st Jan Change
38.36 EUR +0.87% Intraday chart for Julius Bär Gruppe AG -.--% -.--%
05/07 Swiss Equities Slide as European Political Jitters Resurface MT
05/07 HSBC's German Wealth Management Unit Draws Interest From BNP Paribas, UBS MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 10,883 10,970 12,629 10,869 9,713 10,671 - -
Enterprise Value (EV) 1 19,120 18,701 14,099 16,505 15,953 16,941 16,779 16,616
P/E ratio 23.3 x 15.8 x 12.1 x 11.8 x 21.3 x 10.7 x 9.11 x 8.26 x
Yield 3% 3.43% 4.25% 4.83% 5.51% 5.12% 5.7% 6.26%
Capitalization / Revenue 3.22 x 3.06 x 3.27 x 2.82 x 3 x 2.66 x 2.5 x 2.38 x
EV / Revenue 5.65 x 5.22 x 3.65 x 4.28 x 4.92 x 4.22 x 3.93 x 3.7 x
EV / EBITDA - - - - - - - -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Price to Book 1.72 x 1.71 x 1.9 x 1.77 x 1.57 x 1.65 x 1.54 x 1.43 x
Nbr of stocks (in thousands) 2,17,970 2,15,099 2,06,427 2,01,809 2,06,002 2,04,816 - -
Reference price 2 49.93 51.00 61.18 53.86 47.15 52.10 52.10 52.10
Announcement Date 03/02/20 01/02/21 02/02/22 02/02/23 01/02/24 - - -
1CHF in Million2CHF
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 3,383 3,583 3,858 3,853 3,240 4,011 4,269 4,487
EBITDA - - - - - - - -
EBIT 1 917 1,114 1,396 1,313 1,182 1,198 1,364 1,455
Operating Margin 27.11% 31.09% 36.18% 34.08% 36.49% 29.86% 31.95% 32.42%
Earnings before Tax (EBT) 1 566 845.9 1,259 1,083 513.8 1,181 1,374 1,478
Net income 1 465 698.6 1,082 950 454 980.5 1,127 1,204
Net margin 13.75% 19.5% 28.05% 24.66% 14.01% 24.45% 26.39% 26.82%
EPS 2 2.140 3.230 5.060 4.560 2.210 4.877 5.721 6.309
Free Cash Flow - - - - - - - -
FCF margin - - - - - - - -
FCF Conversion (EBITDA) - - - - - - - -
FCF Conversion (Net income) - - - - - - - -
Dividend per Share 2 1.500 1.750 2.600 2.600 2.600 2.668 2.969 3.264
Announcement Date 03/02/20 01/02/21 02/02/22 02/02/23 01/02/24 - - -
1CHF in Million2CHF
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2019 S2 2020 S1 2020 S2 2021 S1 2021 S2 2022 S1 2022 S2 2023 S1 2023 S2 2024 S1
Net sales 1 1,684 1,851 1,732 1,993 1,865 1,865 1,988 2,029 1,210 1,987
EBITDA 536.3 - - - - - - - - -
EBIT - - 497.5 - - - - - - -
Operating Margin - - 28.72% - - - - - - -
Earnings before Tax (EBT) 148 - - - - - - - - -
Net income 1 122 491 207.6 - - - - 531.8 - 501
Net margin 7.24% 26.53% 11.99% - - - - 26.21% - 25.21%
EPS 0.5600 - 0.9600 2.810 - - - - - -
Dividend per Share - - - - - - - - - -
Announcement Date 03/02/20 20/07/20 01/02/21 21/07/21 02/02/22 25/07/22 02/02/23 24/07/23 01/02/24 -
1CHF in Million
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 8,237 7,731 1,469 5,636 6,240 6,270 6,108 5,946
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow - - - - - - - -
ROE (net income / shareholders' equity) 12.6% 15.2% 17.4% 16.1% 15.2% 16.1% 17.8% 18.3%
ROA (Net income/ Total Assets) 0.75% 0.9% 1.01% 0.95% 0.94% 0.97% 0.99% 0.98%
Assets 1 61,712 77,236 1,06,769 1,00,423 48,504 1,01,321 1,13,724 1,22,606
Book Value Per Share 2 29.10 29.90 32.20 30.40 30.10 31.60 33.80 36.30
Cash Flow per Share - 5.730 6.620 6.490 - - - -
Capex - - - - - - - -
Capex / Sales - - - - - - - -
Announcement Date 03/02/20 01/02/21 02/02/22 02/02/23 01/02/24 - - -
1CHF in Million2CHF
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Julius Bär Gruppe AG

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
52.1 CHF
Average target price
61.42 CHF
Spread / Average Target
+17.89%
Consensus

EPS Revisions

Estimates Revisions

Quarterly revenue - Rate of surprise

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