Julius Financial Statements From 2010 to 2026

Stocks . Switzerland . 
Stock . Julius Baer Gruppe
BAER Stock  CHF 59.40  -1.32  -2.17%   
Julius Baer's financial data, evaluated systematically across multiple reporting periods, helps investors build conviction on its valuation and risk profile. Key indicators are shown below:
 Gross Profit
3.8 B
 Profit Margin
0.2031
 Market Capitalization
12.4 B
 Enterprise Value Revenue
0.7775
 Revenue
3.8 B
Historical data for Julius Baer Gruppe includes one hundred twenty fundamental ratios that support both standalone and comparative evaluation. Screening Julius Baer's last-minute metrics against historical benchmarks between 2010 and 2026 supports a more informed view of the company's direction for few more years. As of the most recent trading session, Enterprise Value is projected to grow to approximately 3.3 B, whereas Market Cap is moving lower toward slightly above 11.6 B.
Total Revenue is demonstrating a developing positively trend compared to prior periods. Previously, Total Revenue was valued at 4.48 Billion. As of the most recent trading session, Operating Profit Margin is projected to grow to 0.34, whereas Gross Profit is moving lower toward slightly above 3.1 B.

Julius Baer Total Revenue

3.18 Billion
This statements view for Julius Baer organizes long-term performance signals with capital structure context. This context pairs drivers like Depreciation And Amortization of 295.6 M, Interest Expense of 2.6 B or Selling General Administrative of 6 M and ratios such as Price To Sales Ratio of 4.25, Dividend Yield of 0.042 or PTB Ratio of 2.01 with Julius Baer Valuation and Volatility views.
  
This module adds statement context to Julius Baer Technical models. It helps organize financial context for review. Compare Julius Baer against competitors using Julius Baer Correlation. The view supports competitor context.

Julius Baer Balance Sheet

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Total Assets85.5 B107.5 B88.3 B
Slightly volatile
Short and Long Term Debt Total7 B4.7 B8 B
Pretty Stable
Total Stockholder Equity6.4 B7.2 B5.9 B
Slightly volatile
Property Plant And Equipment Net477.8 M758.3 M479.1 M
Slightly volatile
Retained Earnings5.9 B7.8 B6 B
Slightly volatile
Cash15.3 B15.9 B17.8 B
Pretty Stable
Non Current Assets Total89.5 B85.3 B37.2 B
Slightly volatile
Cash And Short Term Investments36.3 B34.6 B21.2 B
Slightly volatile
Net Receivables749.8 M789.3 M918.6 M
Pretty Stable
Common Stock Shares Outstanding170.4 M205 M209.7 M
Slightly volatile
Liabilities And Stockholders Equity85.5 B107.5 B88.3 B
Slightly volatile
Non Current Liabilities Total43.4 B27.9 B39.5 B
Slightly volatile
Total Liabilities79.1 B100.3 B82.4 B
Slightly volatile
Total Current Assets21.8 B35.6 B23.7 B
Slightly volatile
Intangible Assets1.5 B964.4 M1.4 B
Pretty Stable
Common Stock4.5 M3.7 M4.7 M
Slightly volatile
Good Will1.9 B1.7 B1.7 B
Slightly volatile
Total Current Liabilities89.3 B85.1 B17.2 B
Slightly volatile
Other Liabilities308.5 M219.2 M409.6 M
Slightly volatile
Net Tangible Assets3.6 B4.3 B3.2 B
Slightly volatile
Accounts Payable31 M32.6 M26.9 B
Slightly volatile
Long Term Debt5.7 B5.1 B7.9 B
Slightly volatile
Long Term Investments31.6 B39.8 B25.4 B
Slightly volatile
Property Plant Equipment569.8 M617.3 M478.4 M
Slightly volatile
Long Term Debt Total5.3 B5.4 B4.1 B
Slightly volatile
Short and Long Term Debt10 B9.6 B4.6 B
Slightly volatile
Short Term Debt429.2 M451.8 M8.1 B
Slightly volatile
Earning Assets30.1 B35 B28.1 B
Slightly volatile
Net Invested Capital13.6 B9.5 B17.4 B
Slightly volatile
Capital Stock3.5 M3.7 M4.3 M
Slightly volatile
Property Plant And Equipment Gross1.2 B1.4 B1.1 B
Slightly volatile
Short Term Investments10.4 B18.7 B4.9 B
Slightly volatile

Julius Baer Income Statement

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Interest Expense2.6 B2.5 B597.7 M
Slightly volatile
Selling General Administrative6 M6.3 M330.4 M
Slightly volatile
Total Revenue3.2 B4.5 B3.1 B
Slightly volatile
Gross Profit3.1 B4.5 B3 B
Slightly volatile
Other Operating Expenses2.4 B3.3 B2.4 B
Slightly volatile
Operating Income992 M1.2 B839.1 M
Slightly volatile
Total Operating Expenses2.1 B3.3 B2 B
Slightly volatile
Income Before Tax759.7 M937.6 M664.5 M
Slightly volatile
Net Income622.5 M763.7 M558.3 M
Slightly volatile
Income Tax Expense27.3 M28.7 M90.1 M
Very volatile
Selling And Marketing Expenses360.7 M228.4 M292 M
Slightly volatile
Net Income From Continuing Ops755.4 M1.2 B553.6 M
Slightly volatile
Net Income Applicable To Common Shares761.5 M763.7 M528.4 M
Slightly volatile
Tax Provision102.7 M173.8 M127.6 M
Pretty Stable
Net Interest Income600.3 M339.5 M762.1 M
Slightly volatile
Interest Income1.5 B2.9 B1.3 B
Slightly volatile
Reconciled Depreciation297 M281.5 M227.2 M
Slightly volatile
Cost Of Revenue1.8 B1.9 B2.3 B
Slightly volatile

Julius Baer Cash Flow Statement

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Begin Period Cash Flow19.8 B20.8 B19.5 B
Slightly volatile
Depreciation91.6 M96.4 M190.4 M
Slightly volatile
Dividends Paid646.7 M615.9 M332.8 M
Slightly volatile
Capital Expenditures157.1 M247.3 M159.1 M
Slightly volatile
Net Income622.6 M763.8 M558.4 M
Slightly volatile
End Period Cash Flow20.6 B23.9 B20.4 B
Slightly volatile
Stock Based Compensation81.2 M101.9 M71.8 M
Slightly volatile
Change To Netincome192.5 M174.6 M144.5 M
Slightly volatile

Financial Ratios

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio4.253.563.6161
Slightly volatile
Dividend Yield0.0420.040.0301
Slightly volatile
PTB Ratio2.012.031.7875
Pretty Stable
Days Sales Outstanding89.7494.46175
Slightly volatile
Book Value Per Share21.5929.9227.0181
Slightly volatile
Stock Based Compensation To Revenue0.02420.02250.0216
Very volatile
Capex To Depreciation0.630.930.8783
Pretty Stable
PB Ratio2.012.031.7875
Pretty Stable
ROIC0.02280.03770.0197
Slightly volatile
Net Income Per Share4.74.482.7844
Slightly volatile
Payables Turnover80.0567.7283.512
Slightly volatile
Sales General And Administrative To Revenue0.0020.00210.128
Slightly volatile
Capex To Revenue0.03770.05860.0499
Slightly volatile
Cash Per Share13813295.8769
Slightly volatile
Interest Coverage0.430.458.066
Very volatile
Payout Ratio0.420.470.6197
Very volatile
Days Payables Outstanding4.175.584.4073
Slightly volatile
ROE0.07480.130.0916
Slightly volatile
PE Ratio12.8813.5626.3316
Slightly volatile
Return On Tangible Assets0.00930.01150.0066
Slightly volatile
Earnings Yield0.04180.07630.0529
Slightly volatile
Intangibles To Total Assets0.05610.02860.0407
Slightly volatile
Current Ratio0.460.4825.0201
Slightly volatile
Tangible Book Value Per Share9.8818.4613.1989
Slightly volatile
Receivables Turnover2.214.04.3356
Slightly volatile
Graham Number30.9254.9138.6316
Slightly volatile
Shareholders Equity Per Share21.5729.9226.9874
Slightly volatile
Debt To Equity0.790.531.2247
Pretty Stable
Capex Per Share1.171.110.7714
Slightly volatile
Revenue Per Share10.8417.0814.1639
Slightly volatile
Interest-Bearing Debt Per Share23.2227.1236.0792
Pretty Stable
Debt To Assets0.04860.03480.0739
Pretty Stable
Price Earnings Ratio12.8813.5626.3316
Slightly volatile
Operating Cycle89.7494.46175
Slightly volatile
Price Book Value Ratio2.012.031.7875
Pretty Stable
Days Of Payables Outstanding4.175.584.4073
Slightly volatile
Dividend Payout Ratio0.420.470.6197
Very volatile
Pretax Profit Margin0.250.310.2103
Slightly volatile
Ebt Per Ebit0.590.890.7527
Slightly volatile
Operating Profit Margin0.340.320.2676
Slightly volatile
Effective Tax Rate0.03310.03480.1529
Slightly volatile
Company Equity Multiplier10.6313.8514.7104
Slightly volatile
Long Term Debt To Capitalization0.220.340.339
Slightly volatile
Total Debt To Capitalization0.260.340.4044
Slightly volatile
Return On Capital Employed0.04150.03960.0146
Slightly volatile
Debt-to-Equity Ratio0.790.531.2247
Pretty Stable
Ebit Per Revenue0.340.320.2676
Slightly volatile
Quick Ratio0.460.4831.8666
Slightly volatile
Net Income Per E B T0.650.870.821
Slightly volatile
Cash Ratio0.20.2124.7137
Slightly volatile
Cash Conversion Cycle82.9787.33171
Slightly volatile
Days Of Sales Outstanding89.7494.46175
Slightly volatile
Free Cash Flow Operating Cash Flow Ratio1.091.010.9971
Pretty Stable
Price To Book Ratio2.012.031.7875
Pretty Stable
Fixed Asset Turnover5.385.326.4617
Pretty Stable
Debt Ratio0.04860.03480.0739
Pretty Stable
Price Sales Ratio4.253.563.6161
Slightly volatile
Return On Assets0.00870.01120.0064
Slightly volatile
Asset Turnover0.0450.04270.0361
Pretty Stable
Net Profit Margin0.140.240.1703
Slightly volatile
Gross Profit Margin0.20.230.2468
Slightly volatile
Price Fair Value2.012.031.7875
Pretty Stable
Return On Equity0.07480.130.0916
Slightly volatile

Julius Baer Valuation Data

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Market Cap11.6 B13.9 B10.5 B
Slightly volatile

Julius Fundamental Market Drivers

Stock Overview, Methodology & Data Sources

Julius Br Gruppe AG provides wealth management solutions in Switzerland, Europe, Asia, and South America. Julius Br Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland. JULIUS BAER operates under Asset Management classification in Switzerland and is traded on Switzerland Exchange. It employs 6667 people. Market structure and macro sensitivity help explain how Julius Baer behaves across regimes. Price movements may be comparatively less responsive to macroeconomic volatility. Julius Baer has a market cap of 12.44 B, P/E of 20.11, ROE of 10.87%.

Methodology

Unless otherwise specified, financial data for Julius Baer Gruppe is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Julius (CH:BAER) prices are typically delayed by approximately 20 minutes from primary exchanges for listed equities. Data may be delayed depending on reporting sources and market conventions. Assumptions: We use public filings and market reference sources with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Analyst Sources

Julius Baer Gruppe may have analyst coverage included in Macroaxis-derived consensus inputs when available. Updates may occur throughout the day.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board

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