Julius Bär Gruppe AG (SWX:BAER)
Switzerland · Delayed Price · Currency is CHF 75.64
+0.22 (0.29%)
Aug 11, 2026, 5:31 PM CET
Julius Bär Gruppe AG Ratios and Metrics
Market cap in millions CHF. Fiscal year is January - December.
Millions CHF. Fiscal year is Jan - Dec.
Total Valuation
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Aug '26 Aug 11, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
| 15,564 | 12,792 | 12,017 | 9,657 | 11,128 | 12,801 | |
Market Cap Growth | 32.41% | 6.45% | 24.44% | -13.22% | -13.07% | 16.73% |
Enterprise Value | - | 25,279 | 19,370 | 12,051 | 12,318 | 9,348 |
Last Close Price | 75.64 | 62.40 | 58.66 | 47.15 | 53.86 | 61.18 |
Price Ratios
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Aug '26 Aug 11, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
PE Ratio | 13.64 | 16.82 | 11.80 | 21.33 | 11.81 | 12.09 |
Forward PE | 12.36 | 12.63 | 11.35 | 9.34 | 9.82 | 11.20 |
PEG Ratio | 0.66 | 1.32 | 0.41 | 1.54 | 1.02 | 1.06 |
PS Ratio | 3.68 | 3.40 | 3.11 | 2.98 | 2.89 | 3.32 |
PB Ratio | 2.11 | 1.77 | 1.76 | 1.57 | 1.77 | 1.90 |
P/TBV Ratio | 3.33 | 2.79 | 2.86 | 2.70 | 2.99 | 3.21 |
P/FCF Ratio | 3.20 | 12.99 | 6.42 | - | - | 6.79 |
P/OCF Ratio | 3.02 | 10.38 | 5.65 | - | - | 6.15 |
EV Ratios
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Aug '26 Aug 11, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
EV/Sales Ratio | - | 6.72 | 5.02 | 3.72 | 3.20 | 2.42 |
EV/EBITDA Ratio | - | 21.29 | 14.91 | 15.89 | 8.85 | 6.17 |
EV/EBIT Ratio | - | 26.96 | 18.37 | 23.45 | 11.37 | 7.43 |
EV/FCF Ratio | - | 25.67 | 10.35 | - | - | 4.96 |
Financial Efficiency
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Aug '26 Aug 11, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Debt / Equity Ratio | 3.78 | 3.36 | 3.09 | 2.58 | 2.74 | 3.11 |
Debt / EBITDA Ratio | 17.12 | 20.45 | 16.25 | 20.99 | 12.35 | 13.84 |
Debt / FCF Ratio | 5.73 | 24.66 | 11.28 | - | - | 11.12 |
Net Debt / Equity Ratio | 1.76 | 1.73 | 1.08 | 0.39 | 0.19 | -0.51 |
Net Debt / EBITDA Ratio | 7.98 | 10.51 | 5.66 | 3.15 | 0.85 | -2.29 |
Net Debt / FCF Ratio | 2.67 | 12.68 | 3.93 | -2.05 | -0.60 | -1.84 |
Asset Turnover | 0.04 | 0.04 | 0.04 | 0.03 | 0.03 | 0.03 |
Quick Ratio | 0.17 | 0.15 | 0.17 | 0.18 | 0.19 | 0.27 |
Current Ratio | 1.03 | 1.04 | 0.99 | 0.91 | 0.93 | 1.00 |
Return on Equity (ROE) | 15.62% | 10.87% | 15.74% | 7.28% | 14.56% | 16.43% |
Return on Assets (ROA) | 1.02% | 0.72% | 1.01% | 0.45% | 0.86% | 0.96% |
Return on Invested Capital (ROIC) | 5.60% | 4.51% | 8.99% | 5.66% | 17.64% | 28.71% |
Return on Capital Employed (ROCE) | 4.77% | 3.61% | 4.80% | 2.47% | 4.73% | 5.42% |
Yields
Fiscal Year | Current | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
Period Ending | Aug '26 Aug 11, 2026 | Dec '25 Dec 31, 2025 | Dec '24 Dec 31, 2024 | Dec '23 Dec 31, 2023 | Dec '22 Dec 31, 2022 | Dec '21 Dec 31, 2021 |
Earnings Yield | 7.33% | 5.95% | 8.47% | 4.69% | 8.47% | 8.27% |
FCF Yield | 31.26% | 7.70% | 15.58% | - | - | 14.73% |
Dividend Yield | 3.45% | 4.18% | 4.45% | 5.52% | 4.94% | 2.95% |
Payout Ratio | 46.96% | 70.13% | 52.40% | 117.97% | 58.35% | 35.66% |
Buyback Yield / Dilution | -0.09% | -0.05% | 0.11% | 1.29% | 2.64% | 0.49% |
Total Shareholder Return | 3.36% | 4.12% | 4.56% | 6.81% | 7.58% | 3.43% |