Julius Bär Gruppe AG (SWX: BAER)

Julius Bär Gruppe AG Ratios and Metrics

Market cap in millions CHF. Fiscal year is April - March.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Sep 4, 2024	Mar 31, 2024	Mar 31, 2023	Mar 31, 2022	Mar 31, 2021	Mar 31, 2020
Market Capitalization	9,755	12,503	8,512	11,503	16,747	7,000
Market Cap Growth	57.82%	46.89%	-26.00%	-31.31%	139.24%	8.20%
Last Close Price	47.63	80.76	52.22	66.58	94.44	39.37
PE Ratio	26.15	23.17	25.66	19.13	18.19	15.36
PS Ratio	3.10	3.23	2.05	2.28	3.38	2.44
PB Ratio	1.59	6.22	4.13	5.21	7.86	4.88
P/FCF Ratio	14.45	12.75	21.12	59.72	12.85	18.84
P/OCF Ratio	13.73	12.12	17.47	41.87	12.18	17.09
Debt / Equity Ratio	0.03	0.03	0.03	0.02	0.02	0.02
Debt / FCF Ratio	0.08	0.07	0.16	0.20	0.02	0.08
Asset Turnover	1.24	1.20	1.20	1.34	1.61	1.36
Inventory Turnover	4.91	4.54	3.47	4.02	6.52	7.03
Quick Ratio	1.89	1.94	1.75	1.45	1.44	1.60
Current Ratio	2.39	2.42	2.48	2.16	1.88	1.98
Return on Equity (ROE)	30.89%	27.26%	15.66%	27.66%	50.51%	33.74%
Return on Assets (ROA)	11.75%	10.42%	8.20%	11.99%	22.16%	8.61%
Return on Capital (ROIC)	18.09%	16.09%	13.06%	20.70%	37.79%	14.01%
Earnings Yield	3.82%	4.41%	3.91%	5.16%	5.33%	6.19%
FCF Yield	-18.38%	7.85%	4.74%	1.67%	7.78%	5.31%
Dividend Yield	5.46%	1.43%	2.03%	1.36%	0.95%	2.13%
Payout Ratio	143.13%	29.78%	43.52%	24.73%	15.49%	27.61%
Buyback Yield / Dilution	3.25%	3.38%	3.94%	0.79%	-1.41%	-0.25%
Total Shareholder Return	8.71%	4.81%	5.96%	2.15%	-0.47%	1.88%

Source: S&P Capital IQ. Banks template. Financial Sources.