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- Ticker
- BAER.SW
- Price
- 67.38
- Stock movement down
- -0.30 (-0.47%)
- Company name
- Julius Baer Gruppe AG
- Exchange
- (SW ,
- Currency
- CHF )
- Sector
- Financial Services >Asset Management
- Market cap
- 13.00B
- Ent value
- 83.50B
- Price/Sales
- 1.33
- Price/Book
- 1.93
- Div yield
- -
- Div growth
- -
- Growth years
- -
- FCF payout
- -
- Trailing P/E
- 10.48
- Forward P/E
- 12.12
- PEG
- -
- EPS growth
- 18.36%
- 1 year return (CAGR)
- 10.91%
- 3 year return (CAGR)
- 0.93%
- 5 year return (CAGR)
- 2.93%
- 10 year return (CAGR)
- 4.54%
Last updated: 2026-02-12
DIVIDENDS
BAER.SW does not pay dividends or no data was received
VALUATION
Valuation Ratios
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Valuation Ratios data
| Trailing P/E | 10.48 |
| Price to OCF | 2.07 |
| Price to FCF | 2.24 |
| Price to EBITDA | 30.63 |
| EV to EBITDA | 196.80 |
Valuation (Sales/Book Value)
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Valuation (Sales/Book Value) data
| Price to Sales | 1.33 |
| Price to Book | 1.93 |
| EV to Sales | 8.53 |
FINANCIALS
Per share
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Per share data
| Current share count | 204.86M |
| EPS (TTM) | 6.03 |
| FCF per share (TTM) | 28.28 |
Income statement
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Income statement data
| Revenue (TTM) | 9.79B |
| Gross profit (TTM) | 5.05B |
| Operating income (TTM) | 1.47B |
| Net income (TTM) | 1.24B |
| EPS (TTM) | 6.03 |
| EPS (1y forward) | 5.23 |
Margins
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Margins data
| Gross margin (TTM) | 51.62% |
| Operating margin (TTM) | 15.02% |
| Profit margin (TTM) | 12.67% |
Balance Sheet
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Balance Sheet data
| Cash | 27.47B |
| Net receivables | 0.00 |
| Total current assets | 0.00 |
| Goodwill | 0.00 |
| Intangible assets | 2.60B |
| Property, plant and equipment | 0.00 |
| Total assets | 104.72B |
| Accounts payable | 0.00 |
| Short/Current long term debt | 25.26B |
| Total current liabilities | 0.00 |
| Total liabilities | 97.98B |
| Shareholder's equity | 6.74B |
| Net tangible assets | 0.00 |
Cash flow
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Cash flow data
| Operating cash flow (TTM) | 6.29B |
| Capital expenditures (TTM) | 476.70M |
| Free cash flow (TTM) | 5.81B |
| Dividends paid (TTM) | 0.00 |
Financial returns
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Financial returns data
| Return on Equity | 18.40% |
| Return on Assets | 1.18% |
| Return on Invested Capital | 4.87% |
| Cash Return on Invested Capital | 22.82% |
STOCK INFORMATION
Stock chart
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Stock price data
| Open | 64.24 |
| Daily high | 65.14 |
| Daily low | 63.44 |
| Daily Volume | 589K |
| All-time high | 67.98 |
| 1y analyst estimate | 63.33 |
| Beta | 0.80 |
| EPS (TTM) | 6.03 |
| Dividend per share | 0.00 |
| Ex-div date | 14 Apr 2025 |
| Next earnings date | - |
Downside potential
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Downside potential data
| BAER.SW | S&P500 | |
| Current price drop from All-time high | -0.88% | -0.89% |
| Highest price drop | -61.39% | -56.47% |
| Date of highest drop | 18 Mar 2020 | 9 Mar 2009 |
| Avg drop from high | -17.47% | -10.86% |
| Avg time to new high | 49 days | 12 days |
| Max time to new high | 1052 days | 1805 days |
COMPANY DETAILS
Marketcap
13.00B
Marketcap category
Large-cap
Description
Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company provides investment advisory and discretionary mandates; structured products, securities execution and advisory, and private markets and fund offering; wealth planning, family office services; lombard and bespoke lending solutions. It also offers open product platform solutions. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.
Employees
7335
Website
Investor relations
-
SEC filings
CEO
Country
Switzerland
City
Stock type
-
CCC status
-
Dividend Frequency
-
EVENTS AND PRESENTATIONS
EventsPresentations
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UNDERSTAND THE BUSINESS
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COMPANY NEWS
All newsPress releases
New concerns about AI disruption roiled wealth-management stocks such as Charles Schwab and Raymond James on Tuesday, and dented shares in U.S. banks with large wealth businesses. On Wednesday, a simi...
February 11, 2026
Assets under management rose 5% to SFr521bn, supported by SFr 14.4bn in net new money.
February 3, 2026
The India-U.S. trade deal announced by President Donald Trump ignited a market rally in India, buoying equities and the rupee. The agreement to lower tariffs on India is the catalyst needed to revers...
February 3, 2026
ZURICH - February 2, 2026 (NEWMEDIAWIRE) - Julius Baer Group today announced that Richard Campbell-Breeden has decided not to seek re-election to the Board of Directors at the next Annual General Meet...
February 2, 2026
If you are wondering whether Julius Bär Gruppe shares still offer value at around CHF 65.34, it helps to step back and see how the current price lines up with what the business might reasonably be wor...
February 2, 2026
Julius Baer reported a sharp drop in profits for 2025 due to a series of previously flagged one-offs including credit write-downs and the sale of its Brazilian subsidiary.
February 2, 2026
Continuous gold futures are up by 2%, climbing to $4,862.3 in early trading. President Donald Trump will arrive in Davos later today for a showdown with European leaders, as his bid to seize Greenla...
January 21, 2026
Find insight on Canadian gold miners, Sandfire Resources, precious metals prices and more in the latest Market Talks covering basic materials.
January 12, 2026
The oil market seems "unbothered and unimpressed" by the recent U.S. intervention in Venezuela, Julius Baer's Norbert Rücker wrote in a research note. "Venezuela's oil exports are too small for a ful...
January 8, 2026
Julius Bär Gruppe (SWX:BAER) has quietly outperformed the Swiss market recently, with the stock up about 1 % over the week and roughly 7 % this month, catching investors attention. See our latest anal...
December 8, 2025
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