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 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	May 22, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Capitalization	13,960	12,783	12,014	9,713	10,869	12,629
Market Cap Growth	24.04%	6.40%	23.70%	-10.64%	-13.93%	15.13%
Last Close Price	68.10	59.79	53.24	40.63	44.54	47.99
PE Ratio	18.33	16.74	11.76	21.39	11.45	11.67
PS Ratio	3.71	3.40	3.11	3.00	2.82	3.27
PB Ratio	1.93	1.77	1.76	1.58	1.73	1.87
P/FCF Ratio	14.18	12.98	6.42	-	-	6.70
P/OCF Ratio	11.33	10.38	5.65	-	-	6.07
Debt / Equity Ratio	4.21	4.21	3.95	4.04	3.31	3.57
Debt / FCF Ratio	30.91	30.91	14.42	-	-	12.77
Net Debt / Equity Ratio	-1.39	-1.39	-1.73	-0.86	-2.19	-2.71
Net Debt / FCF Ratio	-10.19	-10.19	-6.31	4.54	6.93	-9.71
Return on Equity (ROE)	10.87%	10.87%	15.74%	7.28%	14.56%	16.43%
Return on Assets (ROA)	0.72%	0.72%	1.01%	0.45%	0.85%	0.96%
Earnings Yield	5.47%	5.97%	8.51%	4.67%	8.74%	8.57%
FCF Yield	7.05%	7.70%	15.58%	-12.03%	-18.31%	14.93%
Dividend Yield	3.82%	4.35%	4.88%	6.40%	5.84%	5.42%
Payout Ratio	70.13%	70.13%	52.40%	117.97%	58.35%	35.66%
Buyback Yield / Dilution	-0.05%	-0.05%	0.11%	1.29%	2.64%	0.98%
Total Shareholder Return	3.78%	4.29%	5.00%	7.69%	8.48%	6.40%

Source: S&P Global Market Intelligence. Banks template. Financial Sources.