Julius Bär Gruppe AG

BATS-CHIXE:BAERz Stock Report

Market Cap: CHF 12.0b

Julius Bär Gruppe Past Earnings Performance

Past criteria checks 2/6

Julius Bär Gruppe has been growing earnings at an average annual rate of 2.5%, while the Capital Markets industry saw earnings growing at 8% annually. Revenues have been growing at an average rate of 0.6% per year. Julius Bär Gruppe's return on equity is 6.1%, and it has net margins of 11.9%.

Key information

2.5%

Earnings growth rate

3.6%

EPS growth rate

Capital Markets Industry Growth16.3%
Revenue growth rate0.6%
Return on equity6.1%
Net Margin11.9%
Next Earnings Update03 Feb 2025

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

BATS-CHIXE:BAERz Revenue, expenses and earnings (CHF Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 243,1553742,5870
31 Mar 243,1974142,5860
31 Dec 233,2404542,5840
30 Sep 233,6297422,5950
30 Jun 234,0181,0312,6060
31 Mar 233,9369902,5800
31 Dec 223,8539502,5540
30 Sep 223,7929382,5280
30 Jun 223,7309272,5010
31 Mar 223,7941,0042,4700
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

Quality Earnings: BAERz has high quality earnings.

Growing Profit Margin: BAERz's current net profit margins (11.9%) are lower than last year (25.7%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: BAERz's earnings have grown by 2.5% per year over the past 5 years.

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

Earnings vs Industry: BAERz had negative earnings growth (-63.7%) over the past year, making it difficult to compare to the Capital Markets industry average (8.4%).

Return on Equity

High ROE: BAERz's Return on Equity (6.1%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/29 04:09
End of Day Share Price 2024/12/27 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Julius Bär Gruppe AG is covered by 41 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Tomasz GrzelakBaader Helvea Equity Research
Joachim MathaBank am Bellevue