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Julius Bär Gruppe AG BAER.SW

CH · SIX Swiss Exchange · XSWX · stock · Financial Services · website

Julius Bär Gruppe AG statistics & valuation

Market capCHF 15.4B
P / E20.2×
P / S3.8×
P / B2.1×
P / FCF15.7×
Dividend yield3.47%
Net margin18.7%
Return on equity10.6%
FCF margin24.2%
Net cashCHF 7.5B
Enterprise value USD$9.7B
Graham number -27.8%CHF 54.15

Multiples are price-derived and refreshed daily; everything else from the latest financial reports. The Graham number is Benjamin Graham's rough maximum fair value (CHF 54.15); a green figure means the price is below it.

Profitability & efficiency

Net margin (%)
24.50% 11.70% 26.20% 18.70% 2022202320242025
Gross margin (%)
2022202320242025
Operating margin (%)
2022202320242025
Return on equity (%)
15.10% 7.40% 15.00% 10.60% 2022202320242025
Shares outstanding
205.8M 205.8M 205.8M 205.8M 2022202320242025
Net debt (CHF )
-CHF 13.05B -CHF 9.82B -CHF 9.72B -CHF 7.53B 2022202320242025
Share buybacks (CHF )
CHF 226.3M 2022202320242025
Return on assets (%)
0.90% 0.50% 1.00% 0.70% 2022202320242025
Free cash flow margin (%)
-51.40% -30.20% 48.00% 24.20% 2022202320242025
Debt / equity (×)
0.48× 0.61× 0.59× 0.59× 2022202320242025
EPS (CHF )
CHF 4.56 CHF 2.21 CHF 4.97 CHF 3.71 2022202320242025

Margins and returns computed from annual filings. Falling shares outstanding = buybacks; rising = dilution. Net debt = debt − cash (negative = net cash).

P / E vs its own history

Julius Bär Gruppe AG trades at about 20.2× earnings — above its 10-year norm (10-year range 12.8×–21.4×, median 17.4×).

12.8× 21.4×

Shaded band = 10-year range (12.8×–21.4×); dot = today's 20.2×.

Historical P/E = month-end price near each fiscal year-end ÷ that year's EPS. A read on whether the stock is cheap or dear relative to how it has typically been valued — not a forecast.

Key ratios (by fiscal year)

RatioFY2025FY2024FY2023FY2022
Net margin18.7%26.2%11.7%24.5%
FCF margin24.2%48.0%-30.2%-51.4%
Return on assets0.7%1.0%0.5%0.9%
Return on equity10.6%15.0%7.4%15.1%

Computed from company filings · CH · as of 2025-12-31. Figures in CHF. Facts plus Stocktoria's own computed scores — not investment advice.