Julius Baer Group (JBAXY) Stock Statistics & Valuation Metrics

Julius Baer Group has a market cap or net worth of $17.52B. The enterprise value is $22.35B.

Market Cap

$17.52B

Enterprise Value

$22.35B

Julius Baer Group has 1,030,008,900 shares outstanding. The number of shares has decreased by -2.65% in one year.

Shares Outstanding

1,030,008,900

Owned by Insiders

―

Owned by Institutions

0.03%

Julius Baer Group’s return on equity (ROE) is 0.10 and return on invested capital (ROIC) is 0.68%.

Return on Equity (ROE)

0.10

Return on Assets (ROA)

0.01

Return on Invested Capital (ROIC)

0.68%

Return on Capital Employed (ROCE)

0.01

Revenue Per Employee

765.42K

Profits Per Employee

98.70K

Employee Count

7,390

Asset Turnover

0.05

Inventory Turnover

0.00

The current PE Ratio of Julius Baer Group is 12.89. Julius Baer Group’s PEG ratio is 0.41.

PE Ratio

12.89

PS Ratio

2.46

PB Ratio

1.99

Price to FCF

344.03

Price to Operating Cash Flow

43.76

PEG Ratio

0.41

In the last 12 months, Julius Baer Group had revenue of 5.66B and earned 729.37M in profits. Earnings per share was 0.71.

Revenue

5.66B

Gross Profit

3.83B

Operating Income

895.45M

Pretax Income

895.45M

Net Income

729.37M

EBITDA

1.15B

Earnings Per Share (EPS)

0.71

In the last 12 months, operating cash flow was 426.74M and capital expenditures -302.92M, giving a free cash flow of 123.82M billion.

Operating Cash Flow

426.74M

Free Cash Flow

123.82M

Free Cash Flow per Share

0.04

Julius Baer Group pays an annual dividend of $0.66, resulting in a dividend yield of 3.81%

Dividend Per Share

$0.66

Dividend Yield

3.81%

Payout Ratio

47.90%

Free Cash Flow Yield

0.29%

Earnings Yield

7.75%

Beta

0.89

52-Week Price Change

31.92%

50-Day Moving Average

17.58

200-Day Moving Average

16.83

Relative Strength Index (RSI)

57.10

Average Volume (3m)

38.36K

Julius Baer Group upcoming earnings date is Feb 04, 2027, TBA (Not Confirmed).

Last Earnings Date

Jul 21, 2026

Next Earnings Date

Feb 04, 2027

Ex-Dividend Date

Apr 14, 2026

Julius Baer Group as a current ratio of 57.54, with Debt / Equity ratio of 113.53%

Current Ratio

57.54

Quick Ratio

57.54

Debt to Market Cap

0.62

Net Debt to EBITDA

0.85

Interest Coverage Ratio

0.55

In the past 12 months, Julius Baer Group has paid 165.99M in taxes.

Income Tax

165.99M

Effective Tax Rate

0.19

Julius Baer Group EV to EBITDA ratio is 12.09, with an EV/FCF ratio of 429.99.

EV to Sales

3.07

EV to EBITDA

12.09

EV to Free Cash Flow

429.99

EV to Operating Cash Flow

54.76

Julius Baer Group has $7.45B in cash and marketable securities with $11.12B in debt, giving a net cash position of -$3.67B billion.

Cash & Marketable Securities

$7.45B

Total Debt

$11.12B

Net Cash

-$3.67B

Net Cash Per Share

-$3.56

Tangible Book Value Per Share

$4.53

Gross margin is 74.71%, with operating margin of 23.04%, and net profit margin of 19.03%.

Gross Margin

74.71%

Operating Margin

23.04%

Pretax Margin

23.04%

Net Profit Margin

19.03%

EBITDA Margin

25.39%

EBIT Margin

23.04%

The average price target for Julius Baer Group is ―, which is 11.43% higher than the current price. The consensus rating is ―

Price Target

―

Price Target Upside

―

Analyst Consensus

―

Analyst Count

―

Revenue Growth Forecast

9.01%

EPS Growth Forecast

44.33%

Smart Score

5

AI Score

58