67.94CHF+1.95%Mkt Cap: 13.93B CHFP/E: 18.31Last update: 2026-05-13
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, securit…
Industry Peers
Asset Managementloading…
Indicators:|
Key Statistics
Valuation
P/E (Trailing)18.31
P/E (Forward)11.21
PEG3.15
P/B1.92
P/S3.69
EV/EBITDA—
EV/Revenue1.03
EPS (TTM)3.71
EPS (Forward)6.05
Cash Flow & Leverage
FCF Yield—
FCF Margin—
Operating CF1.23B CHF
CapEx (TTM)247.30M CHF
Net Debt/EBITDA—
Net Debt-10.04B CHF
Technical
SMA 5061.56 (+10.4%)
SMA 20060.06 (+13.1%)
Beta0.89
S&P 52W Chg24.23%
Avg Vol (30d)463.78K
Avg Vol (10d)416.09K
Technical Indicators
RSI (14)71.3
MACD1.5722
MACD Signal1.1304
MACD Hist.+0.4418
BB Upper68.02 CHF
BB Middle63.95 CHF
BB Lower59.89 CHF
BB Width12.72%
ATR (14)1.492 CHF
Vol Ratio (20d)1.34x
52W Range
50.7896% of range68.60
52W High68.60 CHF
52W Low50.78 CHF
Profitability
Gross Margin0.00%
EBITDA Margin0.00%
Profit Margin18.74%
Oper. Margin33.80%
ROE10.57%
ROA0.71%
Revenue Growth1.80%
Earnings Growth-18.00%
Balance Sheet
Debt/Equity0.59
Current Ratio—
Quick Ratio—
Book Value/Sh35.26 CHF
Cash/Share197.47 CHF
Dividends
Fwd Div Rate2.600 CHF
Trail. Div Rate2.600 CHF
Div. Yield3.84%
5Y Avg Yield4.59%
Payout Ratio70.08%
Ex-Div DateApr 13, 2026
Pay DateApr 16, 2025
Ownership
Shares Out.205.00M
Float204.24M
Insiders0.25%
Institutions66.55%
Analyst Consensus
Rating2.5 (Buy)
Target (Mean)68.29 CHF
Target Range56.00 CHF – 78.00 CHF
# Analysts17
Company
Market Cap13.93B CHF
Enterprise Value3.86B CHF
Revenue (TTM)3.76B CHF
Gross Profit3.76B CHF
Net Income (TTM)763.70M CHF
Revenue/Share18.30 CHF
Fiscal Year EndDec 2025
MR QuarterDec 2025
Employees7.4K
Last Price67.94 CHF
CountryCH
SectorFinancial Services
IndustryAsset Management
ISINUS48137C1080