Julius Bär Gruppe AG Statistics
Total Valuation
JBAXY has a market cap or net worth of 13.96 billion.
| Market Cap | 13.96B |
| Enterprise Value | n/a |
Important Dates
The last earnings date was Tuesday, July 22, 2025.
| Earnings Date | Jul 22, 2025 |
| Ex-Dividend Date | Apr 15, 2025 |
Share Statistics
| Current Share Class | n/a |
| Shares Outstanding | n/a |
| Shares Change (YoY) | -0.02% |
| Shares Change (QoQ) | +0.06% |
| Owned by Insiders (%) | n/a |
| Owned by Institutions (%) | n/a |
| Float | 203.74M |
Valuation Ratios
The trailing PE ratio is 12.83 and the forward PE ratio is 12.31.
| PE Ratio | 12.83 |
| Forward PE | 12.31 |
| PS Ratio | 2.98 |
| PB Ratio | 1.65 |
| P/TBV Ratio | 2.68 |
| P/FCF Ratio | 2.68 |
| P/OCF Ratio | 2.53 |
| 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 | 7.20 |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is 13.41%.
| Return on Equity (ROE) | 13.41% |
| Return on Assets (ROA) | 0.84% |
| Return on Invested Capital (ROIC) | n/a |
| Return on Capital Employed (ROCE) | n/a |
| Revenue Per Employee | 638,824 |
| Profits Per Employee | 148,353 |
| Employee Count | 7,595 |
| Asset Turnover | n/a |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, JBAXY has paid 21.12 million in taxes.
| Income Tax | 21.12M |
| Effective Tax Rate | 1.90% |
Stock Price Statistics
The stock price has increased by +26.53% in the last 52 weeks. The beta is 1.00, so JBAXY's price volatility has been similar to the market average.
| Beta (5Y) | 1.00 |
| 52-Week Price Change | +26.53% |
| 50-Day Moving Average | 13.33 |
| 200-Day Moving Average | 13.10 |
| Relative Strength Index (RSI) | 50.47 |
| Average Volume (20 Days) | 218,443 |
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, JBAXY had revenue of 4.69 billion and earned 1.09 billion in profits. Earnings per share was 5.29.
| Revenue | 4.69B |
| Gross Profit | 4.69B |
| Operating Income | 1.30B |
| Pretax Income | 1.11B |
| Net Income | 1.09B |
| EBITDA | n/a |
| EBIT | n/a |
| Earnings Per Share (EPS) | 5.29 |
Balance Sheet
The company has 50.93 billion in cash and 37.59 billion in debt, giving a net cash position of 13.34 billion.
| Cash & Cash Equivalents | 50.93B |
| Total Debt | 37.59B |
| Net Cash | 13.34B |
| Net Cash Per Share | n/a |
| Equity (Book Value) | 8.47B |
| Book Value Per Share | 41.23 |
| Working Capital | -37.53B |
Cash Flow
In the last 12 months, operating cash flow was 5.52 billion and capital expenditures -300.90 million, giving a free cash flow of 5.22 billion.
| Operating Cash Flow | 5.52B |
| Capital Expenditures | -300.90M |
| Free Cash Flow | 5.22B |
| FCF Per Share | n/a |
Margins
| Gross Margin | n/a |
| Operating Margin | 27.66% |
| Pretax Margin | 23.68% |
| Profit Margin | 23.22% |
| EBITDA Margin | n/a |
| EBIT Margin | n/a |
| FCF Margin | 111.41% |
Dividends & Yields
This stock pays an annual dividend of 0.36, which amounts to a dividend yield of 2.70%.
| Dividend Per Share | 0.36 |
| Dividend Yield | 2.70% |
| Dividend Growth (YoY) | 13.94% |
| Years of Dividend Growth | n/a |
| Payout Ratio | 61.89% |
| Buyback Yield | 0.02% |
| Shareholder Yield | 2.72% |
| Earnings Yield | 7.79% |
| FCF Yield | 37.38% |
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 |