Valuation: Julius Bär Gruppe AG

Capitalization 1.35TCr 1.73TCr 1.47TCr 1.27TCr 2.37TCr 1,63500Cr 2.39TCr 16TCr 6.23TCr 78TCr 6.51TCr 6.37TCr 2,71400Cr P/E ratio 2026 *
12.5x
P/E ratio 2027 * 11.1x
Enterprise value 3.04TCr 3.9TCr 3.32TCr 2.87TCr 5.32TCr 3,67900Cr 5.39TCr 36TCr 14TCr 1,76600Cr 15TCr 14TCr 6,10700Cr EV / Sales 2026 *
7.07x
EV / Sales 2027 * 6.68x
Free-Float
98.95%
Yield 2026 *
4.16%
Yield 2027 * 4.66%
1 day+0.77%
1 week+3.67%
Current month+3.12%
1 month+7.51%
3 months-2.56%
6 months+18.04%
Current year+5.93%
1 week 63.34
Extreme 63.34
66.92
1 month 58.84
Extreme 58.84
66.92
Current year 54.3
Extreme 54.3
68.6
1 year 50.78
Extreme 50.78
68.6
3 years 42.98
Extreme 42.98
68.6
5 years 40.99
Extreme 40.99
68.6
10 years 24.32
Extreme 24.32
68.6
Manager TitleAgeSince
Chief Executive Officer - 09/01/2025
Director of Finance/CFO 50 01/07/2022
Compliance Officer 54 01/02/2026
Director TitleAgeSince
Director/Board Member 59 10/04/2019
Director/Board Member 68 01/09/2020
Director/Board Member 66 12/04/2022
Change 5d. change 1-year change 3-years change Capi.($)
+0.71%+3.67%+19.57%+5.56% 1.73TCr
+0.35%+5.17%+1.42%+87.75% 761.54Cr
-0.41%+2.31%+30.34%+95.13% 650.24Cr
-2.51%-2.94%-1.44%-18.91% 14Cr
+1.89%+6.93%+35.00%+55.40% 6.36Cr
-6.78%-10.57%-34.41%-58.12% 5.61Cr
Average -1.16%+1.08%+8.42%+27.80% 528.74Cr
Weighted average by Cap. +0.35%+2.11%+17.26%+43.52%

Financials

2026 *2027 *
Net sales 429.38Cr 551.95Cr 468.94Cr 405.46Cr 752.8Cr 52TCr 761.53Cr 5.09TCr 1.98TCr 25TCr 2.07TCr 2.03TCr 86TCr 456.17Cr 586.39Cr 498.19Cr 430.76Cr 799.76Cr 55TCr 809.04Cr 5.41TCr 2.11TCr 27TCr 2.2TCr 2.15TCr 92TCr
Net income 106.33Cr 136.69Cr 116.13Cr 100.41Cr 186.43Cr 13TCr 188.59Cr 1.26TCr 491.08Cr 6.18TCr 512.72Cr 502.09Cr 21TCr 115.96Cr 149.06Cr 126.64Cr 109.5Cr 203.3Cr 14TCr 205.66Cr 1.37TCr 535.52Cr 6.74TCr 559.12Cr 547.52Cr 23TCr
Net Debt 1.69TCr 2.17TCr 1.84TCr 1.59TCr 2.96TCr 2,04500Cr 2.99TCr 20TCr 7.79TCr 98TCr 8.14TCr 7.97TCr 3,39400Cr 1.7TCr 2.18TCr 1.86TCr 1.6TCr 2.98TCr 2,05800Cr 3.01TCr 20TCr 7.85TCr 99TCr 8.19TCr 8.02TCr 3,41700Cr
Logo Julius Bär Gruppe AG
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.
Employees
7,390
Sector
Banks
Date Price Change Volume
08/26/08 66.14 CHF +0.49% 26,622
07/26/07 65.82 CHF -0.30% 3,13,100
06/26/06 66.02 CHF +3.38% 6,92,349
05/26/05 63.86 CHF +0.16% 3,68,896
04/26/04 63.76 CHF -0.53% 2,71,630
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
65.82CHF
Average target price
67.74CHF
Spread / Average Target
+2.91%

Quarterly revenue - Rate of surprise