Julius Bär (BAER.SW) Financial Analysis & Valuation | Quarter Chart
Company facts
Reported company information and share structure.
| Market Cap | $19.10B | Exchange | SIX |
| Sector | Financial Services | Industry | Asset Management |
| Country | CH | CEO | Stefan Rolf Bollinger |
| IPO Date | 1995-04-03 | CAGR | 7.09% |
| Employees | 7,675 | Website | www.juliusbaer.com |
| Div. Yield | 1.62% | Payout Ratio | 47% |
| Buy Back Yield | 0.38% | Total Yield | 2% |
Key metrics
Reported fundamentals and market-derived technical indicators.
| EV | $23.39B | P/E | 20.17 | Forward P/E | 12.11 | PEG | 0.11 |
| P/S | 5.53 | P/B | 4.51 | P/CF | 98.1 | P/FCF | 771.22 |
| Sales | $13.33B | Sales 1Y | 6.89% | Sales 3Y | 47.55% | Sales 5Y | 100.72% |
| EPS | $4.6 | EPS 1Y | 43.32% | EPS 3Y | 69.74% | EPS 5Y | 216.88% |
| Sales QoQ | 7.54% | EPS QoQ | 43.42% | Sales QoQ Avg | 21.18% | EPS QoQ Avg | 19.91% |
| Gross Margin | 74.71% | Operating Margin | 23.04% | Profit Margin | 19.03% | ROCE | 1.19% |
| ROA | 1% | ROE | 16% | Altman Z Score | 0.39 | Piotroski Score | 7 |
| Current Ratio | 20.89 | Quick Ratio | 20.89 | Cash Ratio | 20.89 | Op. CF Ratio | 3.03 |
| Debt/Equity | 1.51 | Debt/Assets | 0.1 | Lt Debt/Equity | 1.46 | Lt Debt/Cap. | 0.59 |
| Intrst Cov. | 0.91 | Inventory Turnover | — | Asset Turnover | 0.05 | Receivables Turnover | — |
| Enterprise Value | $23.39B | P/E Ratio | 20.17 |
| Forward P/E | 12.11 | PEG Ratio | 0.11 |
| P/S Ratio | 5.53 | P/B Ratio | 4.51 |
| P/CF Ratio | 98.1 | P/FCF Ratio | 771.22 |
| EPS | $4.6 | EPS Growth 1Y | 43.32% |
| EPS Growth 3Y | 69.74% | EPS Growth 5Y | 216.88% |
| Revenue Growth 1Y | 6.89% | Gross Margin | 0.75% |
| Operating Margin | 0.23% | Profit Margin | 0.19% |
| ROE | 0.16% | ROA | 0.01% |
| ROCE | 0.01% | Current Ratio | 20.89 |
| Quick Ratio | 20.89 | Cash Ratio | 20.89 |
| Debt/Equity | 1.51 | Interest Coverage | 0.91 |
| Altman Z Score | 0.39 | Piotroski Score | 7 |
Julius Bär (BAER.SW) valuation & financials
Julius Bär (BAER.SW) has a market capitalization of 19.10B CHF and trades at a price-to-earnings ratio of 20.2. It operates in the Financial Services sector (Asset Management).
Julius Bär's revenue grew +6.9% over the last year.
Julius Bär's next earnings report is scheduled for July 21, 2026; analysts estimate EPS of 3.87 CHF. Check the earnings calendar to see all companies reporting this week.
Julius Bär (BAER.SW) — frequently asked questions
When does Julius Bär (BAER.SW) report earnings next?
Julius Bär is expected to report earnings on July 21, 2026. Analysts estimate EPS of 3.87 CHF.
What is Julius Bär's market cap?
Julius Bär (BAER.SW) has a market capitalization of 19.10B CHF.
What is BAER.SW's P/E ratio?
Julius Bär trades at a price-to-earnings ratio of 20.2, with trailing twelve-month EPS of 4.60 CHF.
How fast is Julius Bär growing?
Julius Bär's revenue grew +6.9% over the last year.
Compare with other Financial Services companies: Berkshire Hathaway (BRK-B) · JPMorgan Chase (JPM) · Visa (V) · Mastercard (MA) · Bank of America (BAC) · ICBC (1398.HK)