Julius Bär Gruppe AG Statistics
Total Valuation
JBAXY has a market cap or net worth of 13.73 billion.
| Market Cap | 13.73B |
| Enterprise Value | n/a |
Important Dates
The last earnings date was Monday, February 3, 2025.
| Earnings Date | Feb 3, 2025 |
| Ex-Dividend Date | Apr 15, 2025 |
Share Statistics
| Current Share Class | n/a |
| Shares Outstanding | n/a |
| Shares Change (YoY) | -0.11% |
| Shares Change (QoQ) | -0.08% |
| Owned by Insiders (%) | n/a |
| Owned by Institutions (%) | n/a |
| Float | 203.87M |
Valuation Ratios
The trailing PE ratio is 12.17.
| PE Ratio | 12.17 |
| Forward PE | n/a |
| PS Ratio | n/a |
| PB Ratio | n/a |
| P/TBV Ratio | 2.95 |
| P/FCF Ratio | n/a |
| P/OCF Ratio | n/a |
| 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 | 14.42 |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is 15.74%.
| Return on Equity (ROE) | 15.74% |
| Return on Assets (ROA) | 1.01% |
| Return on Invested Capital (ROIC) | n/a |
| Return on Capital Employed (ROCE) | n/a |
| Revenue Per Employee | 560,964 |
| Profits Per Employee | 148,508 |
| Employee Count | 7,595 |
| Asset Turnover | n/a |
| Inventory Turnover | n/a |
Taxes
| Income Tax | n/a |
| Effective Tax Rate | n/a |
Stock Price Statistics
The stock price has increased by +25.28% in the last 52 weeks. The beta is 1.16, so JBAXY's price volatility has been higher than the market average.
| Beta (5Y) | 1.16 |
| 52-Week Price Change | +25.28% |
| 50-Day Moving Average | 13.07 |
| 200-Day Moving Average | 12.15 |
| Relative Strength Index (RSI) | 54.84 |
| Average Volume (20 Days) | 117,843 |
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 4.26 billion and earned 1.13 billion in profits. Earnings per share was 5.49.
| Revenue | 4.26B |
| Gross Profit | 4.26B |
| Operating Income | 1.34B |
| Pretax Income | 1.16B |
| Net Income | 1.13B |
| EBITDA | n/a |
| EBIT | n/a |
| Earnings Per Share (EPS) | 5.49 |
Balance Sheet
The company has 42.83 billion in cash and 29.79 billion in debt, giving a net cash position of 13.04 billion.
| Cash & Cash Equivalents | 42.83B |
| Total Debt | 29.79B |
| Net Cash | 13.04B |
| Net Cash Per Share | n/a |
| Equity (Book Value) | 7.54B |
| Book Value Per Share | 36.78 |
| Working Capital | -38.44B |
Cash Flow
In the last 12 months, operating cash flow was 2.35 billion and capital expenditures -280.08 million, giving a free cash flow of 2.07 billion.
| Operating Cash Flow | 2.35B |
| Capital Expenditures | -280.08M |
| Free Cash Flow | 2.07B |
| FCF Per Share | n/a |
Margins
| Gross Margin | n/a |
| Operating Margin | 31.51% |
| Pretax Margin | 27.30% |
| Profit Margin | 26.47% |
| EBITDA Margin | n/a |
| EBIT Margin | n/a |
| FCF Margin | 48.49% |
Dividends & Yields
This stock pays an annual dividend of 0.32, which amounts to a dividend yield of 2.43%.
| Dividend Per Share | 0.32 |
| Dividend Yield | 2.43% |
| Dividend Growth (YoY) | -2.02% |
| Years of Dividend Growth | n/a |
| Payout Ratio | 52.40% |
| Buyback Yield | 0.11% |
| Shareholder Yield | 2.54% |
| Earnings Yield | 8.22% |
| FCF Yield | 15.05% |
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 | n/a |