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Julius Bär Gruppe AG (SWX:BAER)
Switzerland flag Switzerland · Delayed Price · Currency is CHF
75.22
-0.84 (-1.10%)
Aug 31, 2026, 5:31 PM CET

Julius Bär Gruppe AG Ratios and Metrics

Millions CHF. Fiscal year is Jan - Dec.

Total Valuation

Fiscal Year
CurrentFY 2025FY 2024FY 2023FY 2022FY 2021
Period Ending
Aug '26 Dec '25 Dec '24 Dec '23 Dec '22 Dec '21
Market Capitalization
15,47812,78312,0149,71310,86912,629
Market Cap Growth
28.53%6.40%23.70%-10.64%-13.93%15.13%
Last Close Price
75.2259.7953.2440.6344.5447.99

Price Ratios

Fiscal Year
CurrentFY 2025FY 2024FY 2023FY 2022FY 2021
Period Ending
Aug '26 Dec '25 Dec '24 Dec '23 Dec '22 Dec '21
PE Ratio
13.5616.7411.7621.3911.4511.67
PS Ratio
3.663.403.113.002.823.27
PB Ratio
2.101.771.761.581.731.87
P/FCF Ratio
3.1812.986.42--6.70
P/OCF Ratio
3.0010.385.65--6.07

Financial Efficiency

Fiscal Year
CurrentFY 2025FY 2024FY 2023FY 2022FY 2021
Period Ending
Aug '26 Dec '25 Dec '24 Dec '23 Dec '22 Dec '21
Debt / Equity Ratio
4.574.213.954.043.313.57
Debt / FCF Ratio
6.9230.9114.42--12.77
Net Debt / Equity Ratio
-1.73-1.39-1.73-0.86-2.19-2.71
Net Debt / FCF Ratio
-2.62-10.19-6.314.546.93-9.71
Return on Equity (ROE)
16.17%10.87%15.74%7.28%14.56%16.43%
Return on Assets (ROA)
1.03%0.72%1.01%0.45%0.85%0.96%

Yields

Fiscal Year
CurrentFY 2025FY 2024FY 2023FY 2022FY 2021
Period Ending
Aug '26 Dec '25 Dec '24 Dec '23 Dec '22 Dec '21
Earnings Yield
7.37%5.97%8.51%4.67%8.74%8.57%
FCF Yield
31.43%7.70%15.58%-12.03%-18.31%14.93%
Dividend Yield
3.46%4.35%4.88%6.40%5.84%5.42%
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%0.98%
Total Shareholder Return
3.37%4.29%5.00%7.69%8.48%6.40%