JGE Fundamental Analysis - JULIUS BAER GROUP LTD

Fundamental Rating

JGE gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 107 industry peers in the Capital Markets industry. JGE has a bad profitability rating. Also its financial health evaluation is rather negative. JGE has a correct valuation and a medium growth rate. JGE also has an excellent dividend rating.

Quickly go to:

1. Profitability

1.1 Basic Checks

In the past year JGE was profitable.

JGE had a positive operating cash flow in the past year.

JGE had positive earnings in each of the past 5 years.

The reported operating cash flow has been mixed in the past 5 years: JGE reported negative operating cash flow in multiple years.

1.2 Ratios

JGE has a Return On Assets of 0.97%. This is comparable to the rest of the industry: JGE outperforms 49.53% of its industry peers.

JGE has a better Return On Equity (14.97%) than 76.64% of its industry peers.

		Industry Rank	Sector Rank
ROA	0.97%
ROE	14.97%
ROIC	N/A

ROA(3y)0.78%

ROA(5y)0.78%

ROE(3y)12.48%

ROE(5y)12.87%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

JGE has a better Profit Margin (24.74%) than 71.03% of its industry peers.

In the last couple of years the Profit Margin of JGE has grown nicely.

The Operating Margin and Gross Margin are not available for JGE so they could not be analyzed.

		Industry Rank	Sector Rank
OM	N/A
PM (TTM)	24.74%
GM	N/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3Y-1.99%

PM growth 5Y13.85%

GM growth 3YN/A

GM growth 5YN/A

More info and screens

ROA

ROE

ROIC

Operating and Profit Margin

Show most profitable peers

2. Health

2.1 Basic Checks

The number of shares outstanding for JGE remains at a similar level compared to 1 year ago.

Compared to 5 years ago, JGE has less shares outstanding

Compared to 1 year ago, JGE has an improved debt to assets ratio.

2.2 Solvency

The Debt to FCF ratio of JGE is 10.05, which is on the high side as it means it would take JGE, 10.05 years of fcf income to pay off all of its debts.

JGE's Debt to FCF ratio of 10.05 is fine compared to the rest of the industry. JGE outperforms 68.22% of its industry peers.

A Debt/Equity ratio of 1.14 is on the high side and indicates that JGE has dependencies on debt financing.

Looking at the Debt to Equity ratio, with a value of 1.14, JGE is in line with its industry, outperforming 46.73% of the companies in the same industry.

		Industry Rank	Sector Rank
Debt/Equity	1.14
Debt/FCF	10.05
Altman-Z	N/A

ROIC/WACCN/A

WACCN/A

2.3 Liquidity

		Industry Rank	Sector Rank
Current Ratio	N/A
Quick Ratio	N/A

More info and screens

WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

Show peers with great health

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 122.27% over the past year.

JGE shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.66% yearly.

Looking at the last year, JGE shows a small growth in Revenue. The Revenue has grown by 1.42% in the last year.

JGE shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 2.83% yearly.

EPS 1Y (TTM)122.27%

EPS 3Y-0.65%

EPS 5Y7.66%

EPS Q2Q%941.18%

Revenue 1Y (TTM)1.42%

Revenue growth 3Y0.11%

Revenue growth 5Y2.83%

Sales Q2Q%-1.07%

3.2 Future

The Earnings Per Share is expected to grow by 6.93% on average over the next years.

JGE is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 2.87% yearly.

EPS Next Y-6.37%

EPS Next 2Y6.08%

EPS Next 3Y9.6%

EPS Next 5Y6.93%

Revenue Next Year2.6%

Revenue Next 2Y4.51%

Revenue Next 3Y5.14%

Revenue Next 5Y2.87%

3.3 Evolution

When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.

More info and screens

Find the best growth stocks

Show best growing peers

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 10.72, which indicates a very decent valuation of JGE.

JGE's Price/Earnings ratio is a bit cheaper when compared to the industry. JGE is cheaper than 78.50% of the companies in the same industry.

Compared to an average S&P500 Price/Earnings ratio of 27.48, JGE is valued rather cheaply.

With a Price/Forward Earnings ratio of 11.45, the valuation of JGE can be described as very reasonable.

Based on the Price/Forward Earnings ratio, JGE is valued a bit cheaper than the industry average as 78.50% of the companies are valued more expensively.

The average S&P500 Price/Forward Earnings ratio is at 36.52. JGE is valued rather cheaply when compared to this.

		Industry Rank	Sector Rank
PE	10.72
Fwd PE	11.45

4.2 Price Multiples

JGE's Price/Free Cash Flow ratio is rather cheap when compared to the industry. JGE is cheaper than 95.33% of the companies in the same industry.

		Industry Rank	Sector Rank
P/FCF	6.01
EV/EBITDA	N/A

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)1.4

EPS Next 2Y6.08%

EPS Next 3Y9.6%

More info and screens

Show best valued peers

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 4.72%, JGE is a good candidate for dividend investing.

Compared to an average industry Dividend Yield of 5.87, JGE pays a better dividend. On top of this JGE pays more dividend than 81.31% of the companies listed in the same industry.

Compared to an average S&P500 Dividend Yield of 2.34, JGE pays a better dividend.

		Industry Rank	Sector Rank
Dividend Yield	4.72%

5.2 History

The dividend of JGE is nicely growing with an annual growth rate of 11.11%!

Dividend Growth(5Y)11.11%

Div Incr Years0

Div Non Decr Years0

5.3 Sustainability

JGE pays out 52.40% of its income as dividend. This is a bit on the high side, but may be sustainable.

The dividend of JGE is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.

DP52.4%

EPS Next 2Y6.08%

EPS Next 3Y9.6%

More info and screens

Find the best dividend stocks

Show peers with best dividend

JULIUS BAER GROUP LTD

FRA:JGE (7/17/2025, 7:00:00 PM)

58.54

-0.94 (-1.58%)

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)02-03 2025-02-03/bmo

Earnings (Next)07-22 2025-07-22

Inst Owners61.43%

Inst Owner ChangeN/A

Ins Owners0.35%

Ins Owner ChangeN/A

Market Cap12.06B

Analysts70.91

Price Target63.07 (7.74%)

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	4.72%

Yearly Dividend2.81

Dividend Growth(5Y)11.11%

DP52.4%

Div Incr Years0

Div Non Decr Years0

Ex-DateN/A

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)N/A

Avg Revenue beat(2)N/A

Min Revenue beat(2)N/A

Max Revenue beat(2)N/A

Revenue beat(4)N/A

Avg Revenue beat(4)N/A

Min Revenue beat(4)N/A

Max Revenue beat(4)N/A

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)N/A

PT rev (3m)N/A

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)0%

EPS NY rev (3m)N/A

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)0%

Revenue NY rev (3m)N/A

Valuation

		Industry Rank	Sector Rank
PE	10.72
Fwd PE	11.45
P/S	2.72
P/FCF	6.01
P/OCF	5.29
P/B	1.65
P/tB	2.67
EV/EBITDA	N/A

EPS(TTM)5.46

EY9.33%

EPS(NY)5.11

Fwd EY8.73%

FCF(TTM)9.75

FCFY16.65%

OCF(TTM)11.07

OCFY18.91%

SpS21.51

BVpS35.55

TBVpS21.92

PEG (NY)N/A

PEG (5Y)1.4

Profitability

		Industry Rank	Sector Rank
ROA	0.97%
ROE	14.97%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	24.74%
GM	N/A
FCFM	45.32%

ROA(3y)0.78%

ROA(5y)0.78%

ROE(3y)12.48%

ROE(5y)12.87%

ROIC(3y)N/A

ROIC(5y)N/A

ROICexc(3y)N/A

ROICexc(5y)N/A

ROICexgc(3y)N/A

ROICexgc(5y)N/A

ROCE(3y)N/A

ROCE(5y)N/A

ROICexcg growth 3YN/A

ROICexcg growth 5YN/A

ROICexc growth 3YN/A

ROICexc growth 5YN/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3Y-1.99%

PM growth 5Y13.85%

GM growth 3YN/A

GM growth 5YN/A

F-Score8

Asset Turnover0.04

Health

		Industry Rank	Sector Rank
Debt/Equity	1.14
Debt/FCF	10.05
Debt/EBITDA	N/A
Cap/Depr	103.68%
Cap/Sales	6.14%
Interest Coverage	N/A
Cash Conversion	N/A
Profit Quality	183.15%
Current Ratio	N/A
Quick Ratio	N/A
Altman-Z	N/A

F-Score8

WACCN/A

ROIC/WACCN/A

Cap/Depr(3y)88.36%

Cap/Depr(5y)77.01%

Cap/Sales(3y)5.59%

Cap/Sales(5y)5.27%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)122.27%

EPS 3Y-0.65%

EPS 5Y7.66%

EPS Q2Q%941.18%

EPS Next Y-6.37%

EPS Next 2Y6.08%

EPS Next 3Y9.6%

EPS Next 5Y6.93%

Revenue 1Y (TTM)1.42%

Revenue growth 3Y0.11%

Revenue growth 5Y2.83%

Sales Q2Q%-1.07%

Revenue Next Year2.6%

Revenue Next 2Y4.51%

Revenue Next 3Y5.14%

Revenue Next 5Y2.87%

EBIT growth 1YN/A

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y260.18%

FCF growth 3Y-0.23%

FCF growth 5YN/A

OCF growth 1Y328.8%

OCF growth 3Y0.7%

OCF growth 5YN/A

JULIUS BAER GROUP LTD (JGE.DE) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens