JGE fundamentals
Key facts
Market capitalization12.75 BEUR
Basic EPS (TTM)5.30EUR
Founded—
CEOStefan Rolf Bollinger
Websitejuliusbaer.com
About
Julius Bär Gruppe AG engages in the provision of private banking services. Its services include discretionary mandates, investment advisory, open product and service platform, financial market services, investor services, financing, and wealth planning. The company was founded by Raymond Julius Baer in 2009 and is headquartered in Zurich, Switzerland.
Valuation
Fundamental metrics to determine fair value of the stock
Growth and Profitability
Company’s recent performance and margins
−20%
0%
20%
40%
60%
H2 '22
H1 '23
H2 '23
H1 '24
H2 '24
−1.10 B
0.00
1.10 B
2.20 B
3.30 B
Total revenue
Net income
Net margin %
Total revenue
Int. expense & PCL
Non-int. expense
Op income
Unusual income/ expense
Pretax income
Taxes & Other
Net income
−1.60 B
−800.00 M
0.00
800.00 M
1.60 B
Total revenue
Int. & Non-int. expenses
Op income
Expenses & adjustments
Net income
−500.00 M
0.00
500.00 M
1.00 B
1.50 B
Revenue breakdown
Revenue streams and regions a business earns money from
Estimates
Revenue and Earnings forecasts and estimates accuracy
Dividends
Dividend yield, history and sustainability
Financial health
Financial position and solvency of the company
Loans and customer deposits
H2 '22
H1 '23
H2 '23
H1 '24
H2 '24
−30.00 B
0.00
30.00 B
60.00 B
90.00 B
Net loans
Total deposits
Loan loss allowances