Germany · Delayed Price · Currency is EUR Julius Bär Gruppe AG Statistics
Total Valuation
FRA:JGE1 has a market cap or net worth of EUR 14.80 billion.
| Market Cap | 14.80B |
| Enterprise Value | n/a |
Important Dates
The last earnings date was Monday, February 2, 2026.
| Earnings Date | Feb 2, 2026 |
| Ex-Dividend Date | Apr 15, 2025 |
Share Statistics
| Current Share Class | n/a |
| Shares Outstanding | n/a |
| Shares Change (YoY) | +0.05% |
| Shares Change (QoQ) | +0.05% |
| Owned by Insiders (%) | 0.37% |
| Owned by Institutions (%) | 50.73% |
| Float | 204.24M |
Valuation Ratios
The trailing PE ratio is 18.04 and the forward PE ratio is 12.61.
| PE Ratio | 18.04 |
| Forward PE | 12.61 |
| PS Ratio | 3.66 |
| PB Ratio | 1.91 |
| P/TBV Ratio | 3.00 |
| P/FCF Ratio | 13.99 |
| P/OCF Ratio | 11.18 |
| PEG Ratio | n/a |
Enterprise Valuation
| EV / Earnings | n/a |
| EV / Sales | n/a |
| EV / EBITDA | n/a |
| EV / EBIT | n/a |
| EV / FCF | n/a |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | n/a |
| Debt / EBITDA | n/a |
| Debt / FCF | 30.91 |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is 10.87%.
| Return on Equity (ROE) | 10.87% |
| Return on Assets (ROA) | 0.72% |
| Return on Invested Capital (ROIC) | n/a |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | n/a |
| Revenue Per Employee | 546,551 |
| Profits Per Employee | 110,999 |
| Employee Count | 7,390 |
| Asset Turnover | n/a |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, FRA:JGE1 has paid 186.68 million in taxes.
| Income Tax | 186.68M |
| Effective Tax Rate | 18.54% |
Stock Price Statistics
The stock price has increased by +16.53% in the last 52 weeks.
| Beta (5Y) | n/a |
| 52-Week Price Change | +16.53% |
| 50-Day Moving Average | 13.62 |
| 200-Day Moving Average | 12.11 |
| Relative Strength Index (RSI) | 54.95 |
| Average Volume (20 Days) | n/a |
Short Selling Information
| Short Interest | n/a |
| Short Previous Month | n/a |
| Short % of Shares Out | n/a |
| Short % of Float | n/a |
| Short Ratio (days to cover) | n/a |
Income Statement
In the last 12 months, FRA:JGE1 had revenue of EUR 4.04 billion and earned 820.28 million in profits. Earnings per share was 3.99.
| Revenue | 4.04B |
| Gross Profit | 4.04B |
| Operating Income | 1.18B |
| Pretax Income | 1.01B |
| Net Income | 820.28M |
| EBITDA | n/a |
| EBIT | n/a |
| Earnings Per Share (EPS) | 3.99 |
Balance Sheet
The company has 43.48 billion in cash and 32.70 billion in debt, with a net cash position of 10.78 billion.
| Cash & Cash Equivalents | 43.48B |
| Total Debt | 32.70B |
| Net Cash | 10.78B |
| Net Cash Per Share | n/a |
| Equity (Book Value) | 7.77B |
| Book Value Per Share | 37.87 |
| Working Capital | -29.88B |
Cash Flow
In the last 12 months, operating cash flow was 1.32 billion and capital expenditures -265.62 million, giving a free cash flow of 1.06 billion.
| Operating Cash Flow | 1.32B |
| Capital Expenditures | -265.62M |
| Free Cash Flow | 1.06B |
| FCF Per Share | n/a |
Margins
| Gross Margin | n/a |
| Operating Margin | 29.32% |
| Pretax Margin | 24.93% |
| Profit Margin | 20.31% |
| EBITDA Margin | n/a |
| EBIT Margin | n/a |
| FCF Margin | 26.19% |
Dividends & Yields
This stock pays an annual dividend of 0.32, which amounts to a dividend yield of 2.33%.
| Dividend Per Share | 0.32 |
| Dividend Yield | 2.33% |
| Dividend Growth (YoY) | 6.70% |
| Years of Dividend Growth | 2 |
| Payout Ratio | 70.13% |
| Buyback Yield | -0.05% |
| Shareholder Yield | 2.27% |
| Earnings Yield | 5.54% |
| FCF Yield | 7.15% |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
| Lynch Upside | |
| Graham Number | |
| Graham Upside |
Stock Splits
This stock does not have any record of stock splits.
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
| Altman Z-Score | n/a |
| Piotroski F-Score | 4 |