Valuation Julius Bär Gruppe AG

Stocks

Real-time Estimate Cboe Europe Other stock markets 01:58:54 10/07/2026 pm IST			5-day change	1st Jan Change
71.79 ^CHF	+0.24%		-1.51%	+15.22%

08/07	BofA: Julius Baer to See Recovery in Inflows for Rest of FY26; Price Objective, Forecasts Up	MT
08/07	Hong Kong Drops to Fourth in Julius Baer Global Lifestyle Index	MT

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	12,629	10,869	9,713	12,014	12,783	14,682	-	-
Change	-	-13.93%	-10.64%	23.7%	6.4%	14.85%	-	-
Enterprise Value (EV) ¹	14,099	16,505	15,953	12,014	29,825	31,558	31,671	31,670
Change	-	17.07%	-3.35%	-24.69%	148.24%	5.81%	0.36%	-0%
P/E	12.1x	11.8x	21.3x	11.8x	16.8x	12.2x	11.7x	10.4x
PBR	1.9x	1.77x	1.57x	1.76x	1.77x	1.93x	1.84x	1.77x
PEG	-	-1.19x	-0.4x	0x	-0.7x	0.2x	2.6x	0.8x
Capitalization / Revenue	3.27x	2.82x	3x	3.11x	3.31x	3.29x	3.16x	2.99x
EV / Revenue	3.65x	4.28x	4.92x	3.11x	7.72x	7.07x	6.82x	6.44x
EV / EBITDA	-	-	-	-	25.9x	118x	110x	-
EV / EBIT	10.1x	12.6x	13.5x	10.7x	26.9x	21.5x	21.5x	19.6x
EV / FCF	-	-	-	-	-	-	-	-
FCF Yield	-	-	-	-	-	-	-	-
Dividend per Share ²	2.6	2.6	2.6	2.6	2.6	2.887	3.113	3.491
Rate of return	4.25%	4.83%	5.51%	4.43%	4.17%	4.03%	4.35%	4.87%
EPS ²	5.06	4.56	2.21	4.98	3.72	5.849	6.113	6.904
Distribution rate	51.4%	57%	118%	52.2%	69.9%	49.4%	50.9%	50.6%
Net sales ¹	3,858	3,853	3,240	3,861	3,861	4,464	4,646	4,918
EBITDA ¹	-	-	-	-	1,150	268.3	288.2	-
EBIT ¹	1,396	1,313	1,182	1,122	1,109	1,469	1,472	1,613
Net income ¹	1,082	950	454	1,022	764	1,178	1,206	1,310
Net Debt ¹	1,469	5,636	6,240	-	17,042	16,876	16,989	16,988
Reference price ²	61.18	53.86	47.15	58.66	62.40	71.62	71.62	71.62
Nbr of stocks (in thousands)	2,06,427	2,01,809	2,06,002	2,04,816	2,04,858	2,04,996	-	-
Announcement Date	02/02/22	02/02/23	01/02/24	03/02/25	02/02/26	-	-	-

¹CHF in Million²CHF

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
JULIUS BÄR GRUPPE AG	12.24x	7.07x	117.63x	4.03%	1.82TCr
BANCA GENERALI S.P.A.	17.14x	-	-	4.51%	841.81Cr
EFG INTERNATIONAL AG	12.64x	-	-	4.51%	606.34Cr
Average	14.01x	7.07x	117.63x	4.35%	1.09TCr
Weighted average by Cap.	13.58x	7.07x	117.63x	4.24%