Julius Bär Gruppe AG (SWX:BAER)

Julius Bär Gruppe AG Ratios and Metrics

Market cap in millions CHF. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Sep 12, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	11,820	12,014	9,713	10,869	12,629	10,970
Market Cap Growth	6.88%	23.70%	-10.64%	-13.93%	15.13%	0.80%
Last Close Price	57.70	55.56	42.40	46.48	50.08	40.55
PE Ratio	13.71	11.76	21.39	11.45	11.67	15.72
PS Ratio	3.17	3.11	3.00	2.82	3.27	3.06
PB Ratio	1.75	1.76	1.58	1.73	1.87	1.71
P/FCF Ratio	2.85	6.42	-	-	6.70	1.79
P/OCF Ratio	2.69	5.65	-	-	6.07	1.73
Debt / Equity Ratio	4.44	3.95	4.04	3.31	3.57	3.50
Debt / FCF Ratio	7.20	14.42	-	-	12.77	3.67
Return on Equity (ROE)	13.41%	15.74%	7.28%	14.56%	16.43%	11.07%
Return on Assets (ROA)	0.84%	1.01%	0.45%	0.85%	0.96%	0.66%
Earnings Yield	7.32%	8.51%	4.67%	8.74%	8.57%	6.36%
FCF Yield	35.12%	15.58%	-12.03%	-18.31%	14.93%	55.99%
Dividend Yield	4.48%	4.68%	6.13%	5.59%	5.19%	4.32%
Payout Ratio	61.89%	52.40%	117.97%	58.35%	35.66%	47.54%
Buyback Yield / Dilution	0.02%	0.11%	1.29%	2.64%	0.98%	0.42%
Total Shareholder Return	4.50%	4.79%	7.42%	8.24%	6.17%	4.74%

Updated Jun 30, 2025. Source: S&P Global Market Intelligence. Banks template. Financial Sources.