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Julius Bär Gruppe DB:JGE1 Stock Report

Last Price

€10.40

Market Cap

€10.9b

7D

2.0%

1Y

-12.6%

Updated

25 Mar, 2024

Data

Company Financials +

JGE1 Stock Overview

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally.

JGE1 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance2/6
Financial Health4/6
Dividends5/6

Julius Bär Gruppe AG Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Julius Bär Gruppe
Historical stock prices
Current Share PriceCHF10.40
52 Week HighCHF13.00
52 Week LowCHF8.75
Beta1.29
1 Month Change6.67%
3 Month Change6.67%
1 Year Change-12.61%
3 Year Change-9.89%
5 Year Changen/a
Change since IPO32.47%

Recent News & Updates

Recent updates

Shareholder Returns

JGE1DE Capital MarketsDE Market
7D2.0%2.6%1.6%
1Y-12.6%21.0%6.4%

Return vs Industry: JGE1 underperformed the German Capital Markets industry which returned 20.5% over the past year.

Return vs Market: JGE1 underperformed the German Market which returned 6.4% over the past year.

Price Volatility

Is JGE1's price volatile compared to industry and market?
JGE1 volatility
JGE1 Average Weekly Movement4.9%
Capital Markets Industry Average Movement4.2%
Market Average Movement4.8%
10% most volatile stocks in DE Market10.2%
10% least volatile stocks in DE Market2.4%

Stable Share Price: JGE1 has not had significant price volatility in the past 3 months.

Volatility Over Time: JGE1's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18907,425Nic Dreckmannhttps://www.juliusbaer.com

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, the Americas, Asia, and internationally. The company offers investment advisory and discretionary mandates; structured products, securities execution and advisory, private markets and fund offering; wealth planning, family office services; asset servicing, and lombard lending solutions. It also provides open product platform solutions.

Julius Bär Gruppe AG Fundamentals Summary

How do Julius Bär Gruppe's earnings and revenue compare to its market cap?
JGE1 fundamental statistics
Market cap€10.88b
Earnings (TTM)€465.85m
Revenue (TTM)€3.32b

23.4x

P/E Ratio

3.3x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JGE1 income statement (TTM)
RevenueCHF3.24b
Cost of RevenueCHF0
Gross ProfitCHF3.24b
Other ExpensesCHF2.79b
EarningsCHF454.00m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

Jul 25, 2024

Earnings per share (EPS)2.22
Gross Margin100.00%
Net Profit Margin14.01%
Debt/Equity Ratio398.3%

How did JGE1 perform over the long term?

See historical performance and comparison

Dividends

5.0%

Current Dividend Yield

118%

Payout Ratio

Does JGE1 pay a reliable dividends?

See JGE1 dividend history and benchmarks
When do you need to buy JGE1 by to receive an upcoming dividend?
Julius Bär Gruppe dividend dates
Ex Dividend DateApr 15 2024
Dividend Pay DateMay 01 2024
Days until Ex dividend20 days
Days until Dividend pay date36 days

Does JGE1 pay a reliable dividends?

See JGE1 dividend history and benchmarks
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