Business Description
Julius Baer Gruppe AG
ISIN : US48137C1080
Share Class Description:
FRA:JGE1: ADRDescription
Julius Baer was founded in 1890 and expanded significantly in 2005 when it acquired three Swiss private banks and Global Asset Management from its far larger Swiss rival, UBS. In 2009, Baer spun off GAM as a separately listed firm. The acquisition of Merrill Lynch's wealth management operations outside of the US in 2012 increased Baer's assets under management by 40% and increased its footprint outside of Europe. Julius Baer is currently the largest pure-play private bank globally Baer provides private banking services principally to individuals in Switzerland and Europe and increasingly in Asia and other emerging markets.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 3.91 | |||||
| Equity-to-Asset | 0.06 | |||||
| Debt-to-Equity | 0.58 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 4/9 | |||||
| Beneish M-Score | -2.52 | |||||
| WACC vs ROIC | ||||||
Growth Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 3.7 | |||||
| 3-Year EPS without NRI Growth Rate | -11.9 | |||||
| 3-Year Book Growth Rate | 0.2 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 38.84 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 5.25 |
Momentum Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 34.41 | |||||
| 9-Day RSI | 49.74 | |||||
| 14-Day RSI | 56.13 | |||||
| 6-1 Month Momentum % | 3.85 | |||||
| 12-1 Month Momentum % | 1.89 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 4.76 | |||||
| Dividend Payout Ratio | 1.39 | |||||
| 3-Year Dividend Growth Rate | 20.1 | |||||
| Forward Dividend Yield % | 4.76 | |||||
| 5-Year Yield-on-Cost % | 9.57 | |||||
| 3-Year Average Share Buyback Ratio | 1.6 | |||||
| Shareholder Yield % | 0.08 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 9.87 | |||||
| FCF Margin % | -49.26 | |||||
| ROE % | 6.04 | |||||
| ROA % | 0.38 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 29.67 | |||||
| Forward PE Ratio | 9.67 | |||||
| PE Ratio without NRI | 29.04 | |||||
| Shiller PE Ratio | 17.97 | |||||
| PEG Ratio | 15.28 | |||||
| PS Ratio | 2.95 | |||||
| PB Ratio | 1.8 | |||||
| Price-to-Tangible-Book | 3.1 | |||||
| EV-to-Forward-EBIT | 8.53 | |||||
| EV-to-Revenue | 0.18 | |||||
| EV-to-Forward-Revenue | 2.15 | |||||
| EV-to-FCF | -0.39 | |||||
| Price-to-DCF (Earnings Based) | 0.88 | |||||
| Price-to-Median-PS-Value | 0.85 | |||||
| Price-to-Graham-Number | 2 | |||||
| FCF Yield % | -16.13 | |||||
| Forward Rate of Return (Yacktman) % | 8.59 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Julius Baer Gruppe AG Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil €) | 3,979.618 | ||
| EPS (TTM) (€) | 0.379 | ||
| Beta | 1.29 | ||
| Volatility % | 24.37 | ||
| 14-Day RSI | 56.13 | ||
| 14-Day ATR (€) | 0.14479 | ||
| 20-Day SMA (€) | 11.24 | ||
| 12-1 Month Momentum % | 1.89 | ||
| 52-Week Range (€) | 8.75 - 11.6 | ||
| Shares Outstanding (Mil) | 1,024.08 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Julius Baer Gruppe AG Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Julius Baer Gruppe AG Stock Events
| Event | Date | Price(€) | ||
|---|---|---|---|---|
| No Event Data | ||||
Julius Baer Gruppe AG Frequently Asked Questions
What is Julius Baer Gruppe AG(FRA:JGE1)'s stock price today?
The current price of FRA:JGE1 is €11.20. The 52 week high of FRA:JGE1 is €11.60 and 52 week low is €8.75.
When is next earnings date of Julius Baer Gruppe AG(FRA:JGE1)?
The next earnings date of Julius Baer Gruppe AG(FRA:JGE1) is 2024-11-29 Est..
Does Julius Baer Gruppe AG(FRA:JGE1) pay dividends? If so, how much?
The Dividend Yield %  of Julius Baer Gruppe AG(FRA:JGE1) is 4.76% (As of Today), Highest Dividend Payout Ratio of Julius Baer Gruppe AG(FRA:JGE1) was 1.82. The lowest was 0.35. And the median was 0.46. The  Forward Dividend Yield % of Julius Baer Gruppe AG(FRA:JGE1) is 4.76%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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