Julius Bär Gruppe Future Growth

Future criteria checks 4/6

Julius Bär Gruppe is forecast to grow earnings and revenue by 22.5% and 11.4% per annum respectively. EPS is expected to grow by 23.7% per annum. Return on equity is forecast to be 15.7% in 3 years.

Key information

22.5%

Earnings growth rate

23.7%

EPS growth rate

Capital Markets earnings growth	19.0%
Revenue growth rate	11.4%
Future return on equity	15.7%
Analyst coverage	Good
Last updated	22 Nov 2024

Recent future growth updates

No updates

Recent updates

Earnings and Revenue Growth Forecasts

LSE:0QO6 - Analysts future estimates and past financials data (CHF Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	4,521	1,214	N/A	N/A	13
12/31/2025	4,238	1,075	N/A	N/A	14
12/31/2024	3,940	935	N/A	N/A	14
6/30/2024	3,155	374	-1,793	-1,556	N/A
3/31/2024	3,197	414	-1,481	-1,243	N/A
12/31/2023	3,240	454	-1,169	-929	N/A
9/30/2023	3,629	742	-2,773	-2,541	N/A
6/30/2023	4,018	1,031	-4,377	-4,152	N/A
3/31/2023	3,936	990	-3,184	-2,973	N/A
12/31/2022	3,853	950	-1,990	-1,793	N/A
9/30/2022	3,792	938	3,074	3,270	N/A
6/30/2022	3,730	927	8,137	8,333	N/A
3/31/2022	3,794	1,004	5,011	5,208	N/A
12/31/2021	3,858	1,082	1,885	2,082	N/A
9/30/2021	3,792	947	406	601	N/A
6/30/2021	3,725	813	-1,073	-880	N/A
3/31/2021	3,654	755	2,534	2,723	N/A
12/31/2020	3,583	698	6,142	6,327	N/A
9/30/2020	3,559	655	3,209	3,394	N/A
6/30/2020	3,535	613	276	462	N/A
3/31/2020	3,459	539	-4,392	-4,216	N/A
12/31/2019	3,383	465	-9,059	-8,894	N/A
9/30/2019	3,330	550	-5,094	-4,934	N/A
6/30/2019	3,278	635	-1,128	-974	N/A
3/31/2019	3,323	685	3,935	4,101	N/A
12/31/2018	3,368	735	8,999	9,176	N/A
9/30/2018	3,409	765	6,142	6,321	N/A
6/30/2018	3,449	795	3,284	3,466	N/A
3/31/2018	3,351	750	N/A	-4,014	N/A
12/31/2017	3,252	705	N/A	-11,495	N/A
9/30/2017	3,136	658	N/A	-5,845	N/A
6/30/2017	3,020	611	N/A	-196	N/A
3/31/2017	2,936	615	N/A	5,057	N/A
12/31/2016	2,852	619	N/A	10,309	N/A
9/30/2016	2,782	532	N/A	6,301	N/A
6/30/2016	2,711	444	N/A	2,293	N/A
3/31/2016	2,703	283	N/A	-170	N/A
12/31/2015	2,695	121	N/A	-2,633	N/A
9/30/2015	2,707	174	N/A	-553	N/A
6/30/2015	2,719	227	N/A	1,526	N/A
3/31/2015	2,633	297	N/A	597	N/A
12/31/2014	2,547	366	N/A	-332	N/A
9/30/2014	2,450	309	N/A	-5,578	N/A
6/30/2014	2,354	252	N/A	-10,825	N/A
3/31/2014	2,274	220	N/A	-5,829	N/A
12/31/2013	2,195	188	N/A	-834	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 0QO6's forecast earnings growth (22.5% per year) is above the savings rate (2.1%).

Earnings vs Market: 0QO6's earnings (22.5% per year) are forecast to grow faster than the UK market (14.6% per year).

High Growth Earnings: 0QO6's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: 0QO6's revenue (11.4% per year) is forecast to grow faster than the UK market (3.5% per year).

High Growth Revenue: 0QO6's revenue (11.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 0QO6's Return on Equity is forecast to be low in 3 years time (15.7%).

Julius Bär Gruppe Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Recent updates

High number of new directors

First half 2024 earnings released: EPS: CHF2.20 (vs CHF2.58 in 1H 2023)

Julius Bär Gruppe AG to Report Fiscal Year 2024 Final Results on Mar 17, 2025

Julius Baer Hires Urs Brudermann as Group Head Thailand

BNP Paribas, UBS Reportedly Show Interest in HSBC’s German Wealth Unit

Kenny Choy Joins as Team Head at Julius Baer

Julius Baer Announces Executive Changes

Upcoming dividend of CHF2.60 per share

Full year 2023 earnings released: EPS: CHF2.21 (vs CHF4.56 in FY 2022)

Julius Baer Appoints Malcolm Tay as Group Head of South-East Asia

Julius Baer Group Ltd. Announces Board Changes

New minor risk - Profit margin trend

Julius Baer Group Ltd Proposes Ordinary Dividend for the Financial Year 2023, Payable on April 17, 2024

Julius Bär Gruppe AG to Report First Half, 2024 Results on Jul 25, 2024

Investor sentiment deteriorates as stock falls 15%

Julius Baer Promotes Kunal Sumaya to Market Head Global NRI (Non-Resident Indians), Effective 1 January 2024

Anima Holding SpA (BIT:ANIM) agreed to acquire Kairos Partners SGR SpA from Julius Bär Gruppe AG (SWX:BAER) and other shareholders for €25 million.

Anima Holding SpA (BIT:ANIM) agreed to acquire Kairos Partners SGR SpA from Kairos Investment Management SpA, Julius Bär Gruppe AG (SWX:BAER) and other shareholders for €25 million.

Julius Baer Appoints Rahul Malhotra to the Newly Restructured Executive Board

Julius Baer Announces Management Changes

Julius Baer Appoints Ricccardo Corzani as Head of A New Group and New Market Head for Italy

Now 21% undervalued after recent price drop

First half 2023 earnings released: EPS: CHF2.58 (vs CHF2.15 in 1H 2022)

Julius Bär Gruppe AG, Annual General Meeting, Apr 11, 2024

New minor risk - Shareholder dilution

Now 22% undervalued after recent price drop

Julius Bär Gruppe AG to Report 10 Months 2023 Results on Nov 20, 2023

Now 20% undervalued

Upcoming dividend of CHF2.60 per share at 4.2% yield

Investor sentiment deteriorates as stock falls 15%

Now 22% undervalued

Now 20% undervalued

Full year 2022 earnings released: EPS: CHF4.56 (vs CHF5.06 in FY 2021)

Julius Bär Gruppe AG to Report First Half, 2023 Results on Jul 24, 2023

Julius Bär Gruppe AG to Report First Half, 2023 Results on Jul 24, 2023

Now 20% undervalued after recent price drop

Now 23% undervalued

Now 20% undervalued after recent price drop

First half 2022 earnings released

Julius Bär Gruppe AG to Report Fiscal Year 2022 Final Results on Mar 20, 2023

Julius Baer India Appoints Umang Papneja as Chief Executive Officer

Julius Bär Gruppe AG Appoints Luigi Vignola to the Executive Board

Management of Fransad Gestion SA acquired Fransad Gestion SA from Julius Bär Gruppe AG (SWX:BAER).

An unknown buyer acquired Fransad Gestion SA from Julius Bär Gruppe AG (SWX:BAER).

High number of new directors

High number of new directors

Julius Bär Gruppe AG Elects Tomas Varela Muia as New Independent Member of the Board of Directors

Upcoming dividend of CHF2.60 per share

Investor sentiment deteriorated over the past week

Full year 2021 earnings: Revenues in line with analyst expectations

Julius Bär Gruppe AG (SWX:BAER) announces an Equity Buyback for CHF 400 million worth of its shares.

Julius Baer Group Ltd. Proposes Dividend for the Full Year 2021, Payable on 20 April 2022

Head Global India & Developed Markets Torsten Linke has left the company

First half 2021 earnings released: EPS CHF2.81 (vs CHF2.28 in 1H 2020)

Independent Vice Chairman of the Board Charles Gerald Stonehill has left the company

Upcoming dividend of CHF1.75 per share

New 90-day high: CHF56.21

Julius Bär Gruppe AG Announces That Charles Stonehill, Chairman Has Decided Not to Stand for Re-Election

Full year 2020 earnings released: EPS CHF3.25 (vs CHF2.14 in FY 2019)

Revenue beats expectations

Julius Bär Gruppe AG to Report First Half, 2021 Results on Jul 20, 2021

New 90-day high: CHF55.48

New 90-day high: CHF54.24

Julius Baer Reaches Agreement to Resolve FIFA Matter in the US

New 90-day high: CHF44.66

The unknown buyers acquired 30% stake in Kairòs Investment Management SpA from Julius Bär Gruppe AG (SWX:BAER).

New 90-day high: CHF44.15

Julius Bär Gruppe AG to Report Fiscal Year 2020 Final Results on Mar 22, 2021

Julius Baer Announces Resignation of Christian Meissner as the Board of Directors

New 90-day low: CHF38.32

Julius Bär Gruppe AG to Report Fiscal Year 2020 Results on Feb 05, 2021

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts

Future Return on Equity