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Julius Baer Group (MX:BAERN)
:BAERN

Julius Baer Group Ltd (BAERN) Stock Statistics & Valuation Metrics

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Total Valuation

Julius Baer Group Ltd has a market cap or net worth of $308.74B. The enterprise value is $18.03K.
Market Cap$308.74B
Enterprise Value$18.03K

Share Statistics

Julius Baer Group Ltd has 206,001,790 shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding206,001,790
Owned by Insiders
Owned by Institutions<0.01%

Financial Efficiency

Julius Baer Group Ltd’s return on equity (ROE) is 0.11 and return on invested capital (ROIC) is 0.71%.
Return on Equity (ROE)0.11
Return on Assets (ROA)<0.01
Return on Invested Capital (ROIC)0.71%
Return on Capital Employed (ROCE)<0.01
Revenue Per Employee801.45K
Profits Per Employee103.34K
Employee Count7,390
Asset Turnover0.06
Inventory Turnover0.00

Valuation Ratios

The current PE Ratio of Julius Baer Group Ltd is 12.7. Julius Baer Group Ltd’s PEG ratio is -0.67.
PE Ratio12.7
PS Ratio2.17
PB Ratio1.77
Price to Fair Value1.77
Price to FCF-86.94
Price to Operating Cash Flow42.11
PEG Ratio-0.67

Income Statement

In the last 12 months, Julius Baer Group Ltd had revenue of 5.92B and earned 763.70M in profits. Earnings per share was 3.72.
Revenue5.92B
Gross Profit4.01B
Operating Income937.60M
Pretax Income937.60M
Net Income763.70M
EBITDA1.03B
Earnings Per Share (EPS)3.72

Cash Flow

In the last 12 months, operating cash flow was 336.10M and capital expenditures -293.30M, giving a free cash flow of 42.80M billion.
Operating Cash Flow336.10M
Free Cash Flow42.80M
Free Cash Flow per Share0.21

Dividends & Yields

Julius Baer Group Ltd pays an annual dividend of ―, resulting in a dividend yield of ―
Dividend Per Share
Dividend Yield
Payout RatioN/A
Free Cash Flow Yield
Earnings Yield

Stock Price Statistics

Beta0.05
52-Week Price Change0.00%
50-Day Moving Average
200-Day Moving Average
Relative Strength Index (RSI)
Average Volume (3m)0.00

Important Dates

Julius Baer Group Ltd upcoming earnings date is Feb 4, 2027, Before Open (Confirmed).
Last Earnings DateJul 21, 2026
Next Earnings DateFeb 4, 2027
Ex-Dividend Date

Financial Position

Julius Baer Group Ltd as a current ratio of 57.54, with Debt / Equity ratio of 151.30%
Current Ratio57.54
Quick Ratio57.54
Debt to Market Cap0.62
Net Debt to EBITDA0.94
Interest Coverage Ratio0.55

Taxes

In the past 12 months, Julius Baer Group Ltd has paid 173.80M in taxes.
Income Tax173.80M
Effective Tax Rate0.19

Enterprise Valuation

Julius Baer Group Ltd EV to EBITDA ratio is 13.34, with an EV/FCF ratio of -93.51.
EV to Sales2.33
EV to EBITDA13.34
EV to Free Cash Flow-93.51
EV to Operating Cash Flow138.20

Balance Sheet

Julius Baer Group Ltd has $7.48B in cash and marketable securities with $11.16B in debt, giving a net cash position of -$3.68B billion.
Cash & Marketable Securities$7.48B
Total Debt$11.16B
Net Cash-$3.68B
Net Cash Per Share-$17.86
Tangible Book Value Per Share$22.35

Margins

Gross margin is 74.71%, with operating margin of 15.83%, and net profit margin of 12.89%.
Gross Margin74.71%
Operating Margin15.83%
Pretax Margin15.83%
Net Profit Margin12.89%
EBITDA Margin17.46%
EBIT Margin15.83%

Analyst Forecast

The average price target for Julius Baer Group Ltd is $1,597.37, which is 11.43% higher than the current price. The consensus rating is Moderate Buy
Price Target$1,597.37
Price Target Upside― Downside
Analyst ConsensusModerate Buy
Analyst Count7
Revenue Growth Forecast-0.85%
EPS Growth Forecast31.21%

Scores

Smart ScoreN/A
AI Score