JGE Fundamental Analysis - JULIUS BAER GROUP LTD

Fundamental Rating

Taking everything into account, JGE scores 4 out of 10 in our fundamental rating. JGE was compared to 112 industry peers in the Capital Markets industry. Both the profitability and financial health of JGE have multiple concerns. JGE has a correct valuation and a medium growth rate.

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1. Profitability

1.1 Basic Checks

JGE had positive earnings in the past year.

In the past year JGE had a positive cash flow from operations.

In the past 5 years JGE has always been profitable.

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

With a Return On Assets value of 0.83%, JGE perfoms like the industry average, outperforming 50.89% of the companies in the same industry.

With a decent Return On Equity value of 12.85%, JGE is doing good in the industry, outperforming 67.86% of the companies in the same industry.

		Industry Rank	Sector Rank
ROA	0.83%
ROE	12.85%
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 (20.43%) than 66.96% 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)	20.43%
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

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

Compared to 1 year ago, JGE has about the same amount of shares outstanding.

Compared to 5 years ago, JGE has less shares outstanding

The debt/assets ratio for JGE has been reduced compared to a year ago.

2.2 Solvency

JGE has a debt to FCF ratio of 4.90. This is a neutral value as JGE would need 4.90 years to pay back of all of its debts.

With a decent Debt to FCF ratio value of 4.90, JGE is doing good in the industry, outperforming 71.43% of the companies in the same industry.

JGE has a Debt/Equity ratio of 2.97. This is a high value indicating a heavy dependency on external financing.

JGE has a Debt to Equity ratio (2.97) which is comparable to the rest of the industry.

		Industry Rank	Sector Rank
Debt/Equity	2.97
Debt/FCF	4.9
Altman-Z	N/A

ROIC/WACCN/A

WACCN/A

2.3 Liquidity

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

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WACC

Debt/Equity

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Altman-Z score

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3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 156.08% over the past year.

The Earnings Per Share has been growing slightly by 7.66% on average over the past years.

Looking at the last year, JGE shows a small growth in Revenue. The Revenue has grown by 5.67% in the last year.

Measured over the past years, JGE shows a small growth in Revenue. The Revenue has been growing by 2.83% on average per year.

EPS 1Y (TTM)156.08%

EPS 3Y-0.65%

EPS 5Y7.66%

EPS Q2Q%-11.21%

Revenue 1Y (TTM)5.67%

Revenue growth 3Y0.11%

Revenue growth 5Y2.83%

Sales Q2Q%-7.8%

3.2 Future

JGE is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.85% yearly.

JGE is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.12% yearly.

EPS Next Y-16.71%

EPS Next 2Y0.22%

EPS Next 3Y5.92%

EPS Next 5Y7.85%

Revenue Next Year-1.1%

Revenue Next 2Y2.82%

Revenue Next 3Y4%

Revenue Next 5Y4.12%

3.3 Evolution

The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.

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

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 12.16, which indicates a correct valuation of JGE.

Based on the Price/Earnings ratio, JGE is valued a bit cheaper than 76.79% of the companies in the same industry.

Compared to an average S&P500 Price/Earnings ratio of 27.13, JGE is valued rather cheaply.

The Price/Forward Earnings ratio is 11.51, which indicates a very decent valuation of JGE.

83.04% of the companies in the same industry are more expensive than JGE, based on the Price/Forward Earnings ratio.

When comparing the Price/Forward Earnings ratio of JGE to the average of the S&P500 Index (22.76), we can say JGE is valued slightly cheaper.

		Industry Rank	Sector Rank
PE	12.16
Fwd PE	11.51

4.2 Price Multiples

Based on the Price/Free Cash Flow ratio, JGE is valued cheaply inside the industry as 96.43% of the companies are valued more expensively.

		Industry Rank	Sector Rank
P/FCF	2.92
EV/EBITDA	N/A

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)1.59

EPS Next 2Y0.22%

EPS Next 3Y5.92%

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5. Dividend

5.1 Amount

JGE has a Yearly Dividend Yield of 4.43%, which is a nice return.

Compared to an average industry Dividend Yield of 5.88, JGE pays a bit more dividend than its industry peers.

JGE's Dividend Yield is rather good when compared to the S&P500 average which is at 2.32.

		Industry Rank	Sector Rank
Dividend Yield	4.43%

5.2 History

On average, the dividend of JGE grows each year by 11.11%, which is quite nice.

Dividend Growth(5Y)11.11%

Div Incr Years0

Div Non Decr Years0

5.3 Sustainability

61.89% of the earnings are spent on dividend by JGE. This is not a sustainable payout ratio.

JGE's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.

DP61.89%

EPS Next 2Y0.22%

EPS Next 3Y5.92%

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JULIUS BAER GROUP LTD

FRA:JGE (8/27/2025, 7:00:00 PM)

62.86

-0.34 (-0.54%)

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)07-22 2025-07-22/bmo

Earnings (Next)02-02 2026-02-02/amc

Inst Owners61.43%

Inst Owner ChangeN/A

Ins Owners0.35%

Ins Owner ChangeN/A

Market Cap12.95B

Analysts70.91

Price Target64.09 (1.96%)

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	4.43%

Yearly Dividend2.79

Dividend Growth(5Y)11.11%

DP61.89%

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)0.43%

PT rev (3m)N/A

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)-11.04%

EPS NY rev (3m)-11.04%

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)-0.4%

Revenue NY rev (3m)-3.6%

Valuation

		Industry Rank	Sector Rank
PE	12.16
Fwd PE	11.51
P/S	2.86
P/FCF	2.92
P/OCF	2.76
P/B	1.8
P/tB	2.93
EV/EBITDA	N/A

EPS(TTM)5.17

EY8.22%

EPS(NY)5.46

Fwd EY8.69%

FCF(TTM)21.52

FCFY34.24%

OCF(TTM)22.76

OCFY36.21%

SpS21.96

BVpS34.92

TBVpS21.45

PEG (NY)N/A

PEG (5Y)1.59

Profitability

		Industry Rank	Sector Rank
ROA	0.83%
ROE	12.85%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	20.43%
GM	N/A
FCFM	98%

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	2.97
Debt/FCF	4.9
Debt/EBITDA	N/A
Cap/Depr	96.65%
Cap/Sales	5.65%
Interest Coverage	N/A
Cash Conversion	N/A
Profit Quality	479.74%
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)156.08%

EPS 3Y-0.65%

EPS 5Y7.66%

EPS Q2Q%-11.21%

EPS Next Y-16.71%

EPS Next 2Y0.22%

EPS Next 3Y5.92%

EPS Next 5Y7.85%

Revenue 1Y (TTM)5.67%

Revenue growth 3Y0.11%

Revenue growth 5Y2.83%

Sales Q2Q%-7.8%

Revenue Next Year-1.1%

Revenue Next 2Y2.82%

Revenue Next 3Y4%

Revenue Next 5Y4.12%

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 1Y194.86%

FCF growth 3Y-0.23%

FCF growth 5YN/A

OCF growth 1Y205.75%

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

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5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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