Julius Baer Group Ltd

Company Profile

Julius Baer Group Ltd had its IPO on under the ticker symbol JBAXY.

The company operates in the Financial Services sector and Asset Management industry. Julius Baer Group Ltd has a staff strength of 6,891 employees.

Stock update

Shares of Julius Baer Group Ltd opened at $13.26 at the start of the last trading session i.e. 2023-09-12.

The stocks traded within a range of $13.21 - $13.32, and closed at $13.29.

This is a +1.53% increase from the previous day's closing price.

A total volume of 19,953 shares were traded at the close of the day’s session.

In the last one week, shares of Julius Baer Group Ltd have slipped by -3.84%.

Julius Baer Group Ltd's Key Ratios

Julius Baer Group Ltd has a market cap of $13.63 billion, indicating a price to book ratio of 1.8805 and a price to sales ratio of 3.1941.

In the last 12-months Julius Baer Group Ltd’s revenue was $4.02 billion with a gross profit of $3.85 billion and an EBITDA of $0. The EBITDA ratio measures Julius Baer Group Ltd's overall financial performance and is widely used to measure its profitability.

In the trailing 12-month period, Julius Baer Group Ltd’s operating margin was 35.14% while its return on assets stood at 0.95% with a return of equity of 16.7%.

In Q2, Julius Baer Group Ltd’s quarterly earnings growth was a positive 20.2% while revenue growth was a positive 8.8%.

Julius Baer Group Ltd’s PE and PEG Ratio

Forward PE

9.6246

Trailing PE

11.8661

PEG

3.1972

Its diluted EPS in the last 12-months stands at $1.12 per share while it has a forward price to earnings multiple of 9.6246 and a PEG multiple of 3.1972. A low price to earnings ratio can mean the stock is attractively valued while a high ratio suggests the stock may be overvalued.

The PEG on the other hand provides a broader view compared to the P/E ratio and gives greater insight into Julius Baer Group Ltd’s profitability.

Julius Baer Group Ltd stock is trading at a EV to sales ratio of 0 and a EV to EBITDA ratio of 0. Its price to sales ratio in the trailing 12-months stood at 3.1941.

Julius Baer Group Ltd stock pays annual dividends of $2.6 per share, indicating a yield of 4.42% and a payout ratio of 48.47%.

Balance sheet and cash flow metrics

Total Assets

$100.21 billion

Total Liabilities

$0

Operating Cash Flow

$-1815450000.00

Capital Expenditure

$46.90 million

Dividend Payout Ratio

48.47%

Julius Baer Group Ltd ended 2024 with $100.21 billion in total assets and $0 in total liabilities. Its intangible assets were valued at $100.21 billion while shareholder equity stood at $6.25 billion.

Julius Baer Group Ltd ended 2024 with $0 in deferred long-term liabilities, $0 in other current liabilities, 4100000.00 in common stock, $7.19 billion in retained earnings and $0 in goodwill. Its cash balance stood at $16.45 billion and cash and short-term investments were $16.45 billion. The company’s total short-term debt was $0 while long-term debt stood at $0.

Julius Baer Group Ltd’s total current assets stands at $17.20 billion while long-term investments were $27.71 billion and short-term investments were $0. Its net receivables were $752.70 million compared to accounts payable of $0 and inventory worth $0.

In 2024, Julius Baer Group Ltd's operating cash flow was $-1815450000.00 while its capital expenditure stood at $46.90 million.

Comparatively, Julius Baer Group Ltd paid $0.48 in dividends in 2024.

Other key metrics

Current Trading Price

$13.29

52-Week High

$14.52

52-Week Low

$8.0562

Analyst Target Price

$

Julius Baer Group Ltd stock is currently trading at $13.29 per share. It touched a 52-week high of $14.52 and a 52-week low of $14.52. Analysts tracking the stock have a 12-month average target price of $.

Its 50-day moving average was $13.42 and 200-day moving average was $12.74 The short ratio stood at 0 indicating a short percent outstanding of 0%.

Around 0% of the company’s stock are held by insiders while 4.6% are held by institutions.