Julius Bär Gruppe AG Financials

Market Capitalization CHF11.08 Billion as of July 1, 2025

Valuations Metrics as of Jul. 4, 2025

Trailing PE	10.88
Forward PE	10.07
Price to Sales TTM	CHF2.87
Price to Book MRQ	CHF1.62
Enterprise to Revenue	-0.21
Enterprise to EBITDA

Financial Reports as of Dec. 31, 2024

Financials

Fiscal Year Ends	2024-12-31
Most Recent Quarter	2024-12-31
Profit Margin	26.47%
Operating Margin	30.65%
Return on Assets TTM	1.01%
Return on Equity TTM	15.74%

Income Statement

Revenue TTM	CHF3,860,800,000
Revenue per Share TTM	CHF18.80
Quarterly Revenue Growth	58.30%
Gross Profit TTM	CHF3,860,800,000
EBITDA	CHF0
Net Income to Common TTM	CHF1,022,099,968
Diluted EPS TTM	CHF4.97
Quarterly Earnings Growth YoY	%

Balance Sheet

Total Cash MRQ	CHF38,814,998,528
Total Cash per Share MRQ	CHF189.47
Total Debt MRQ	CHF
Total Debt to Equity MRQ	3.95
Current Ratio MRQ
Book Value per Share MRQ	CHF33.33

Cash Flow

Operating Cash Flow TTM	CHF2,125,799,936
Levered Free Cash Flow TTM	CHF1,022,100,000

BAER Stock Info as of Jul. 4, 2025

Stock Statistics

Shares Outstanding	204,858,092
Float Shares	203,735,470
Avg 10 Volume	547,604
Avg 30 Volume	None
Shares Short	None
Short Ratio
Short % of Shares	%
% Held by Insiders	0.37%
% Held by Institutions	67.07%

Stock Price Summary

Beta	1.00
Fifty Two Week Low	CHF43.75
Fifty Two Week High	CHF65.04
Fifty Two Week Change	2.40%
Day 50 MA	CHF53.78
Day 200 MA	CHF56.12

Dividends and Splits

Forward Annual Dividend Rate	CHF10.40
Forward Annual Dividend Yield	19.48%
Trailing Annual Dividend Rate	CHF2.60
Trailing Annual Dividend Yield	4.87%
Payout Ratio	52.31%
Dividend Date	2025-04-16
Ex Dividend Date	2025-04-14
Last Split Factor
Last Split Date