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Julius Bär Gruppe Past Earnings Performance

Past criteria checks 2/6

Julius Bär Gruppe has been growing earnings at an average annual rate of 8.3%, while the Capital Markets industry saw earnings growing at 11.3% annually. Revenues have been growing at an average rate of 3.4% per year. Julius Bär Gruppe's return on equity is 15.1%, and it has net margins of 24.6%.

Key information

8.3%

Earnings growth rate

9.1%

EPS growth rate

Capital Markets Industry Growth10.7%
Revenue growth rate3.4%
Return on equity15.1%
Net Margin24.6%
Next Earnings Update24 Jul 2023

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Julius Bär Gruppe makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

SWX:BAERE Revenue, expenses and earnings (CHF Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Dec 223,8539502,5540
30 Sep 223,7929382,5280
30 Jun 223,7309272,4680
31 Mar 223,7941,0042,4370
31 Dec 213,8581,0822,4390
30 Sep 213,7929472,4160
30 Jun 213,7258132,3920
31 Mar 213,6547552,3740
31 Dec 203,5836982,3560
30 Sep 203,5596552,4570
30 Jun 203,5356132,5580
31 Mar 203,4595392,5530
31 Dec 193,3834652,5480
30 Sep 193,3305502,4430
30 Jun 193,2786352,3370
31 Mar 193,3236852,3430
31 Dec 183,3687352,3480
30 Sep 183,4097652,3410
30 Jun 183,4497952,3340
31 Mar 183,3517502,2910
31 Dec 173,2527052,2480
30 Sep 173,1366582,2010
30 Jun 173,0206112,1550
31 Mar 172,9366152,0760
31 Dec 162,8526191,9970
30 Sep 162,7825322,0220
30 Jun 162,7114442,0480
31 Mar 162,7032832,2230
31 Dec 152,6951212,3990
30 Sep 152,7071742,3350
30 Jun 152,7192272,2700
31 Mar 152,6332972,0850
31 Dec 142,5473661,8990
30 Sep 142,4503091,8690
30 Jun 142,3542521,8390
31 Mar 142,2742201,8080
31 Dec 132,1951881,7760
30 Sep 132,0732041,6460
30 Jun 131,9512201,5150
31 Mar 131,8442441,3870
31 Dec 121,7372681,2580
30 Sep 121,7282701,3190
30 Jun 121,7182731,3800

Quality Earnings: BAERE has high quality earnings.

Growing Profit Margin: BAERE's current net profit margins (24.6%) are lower than last year (28%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: BAERE's earnings have grown by 8.3% per year over the past 5 years.

Accelerating Growth: BAERE's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: BAERE had negative earnings growth (-12.2%) over the past year, making it difficult to compare to the Capital Markets industry average (-17.3%).


Return on Equity

High ROE: BAERE's Return on Equity (15.1%) is considered low.


Return on Assets


Return on Capital Employed


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