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 109 industry peers in the Capital Markets industry. JGE may be in some trouble as it scores bad on both profitability and health. JGE has a decent growth rate and is not valued too expensively. Finally JGE also has an excellent dividend rating.

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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

JGE has a Return On Assets of 0.83%. This is comparable to the rest of the industry: JGE outperforms 51.38% of its industry peers.

JGE has a Return On Equity of 12.85%. This is in the better half of the industry: JGE outperforms 69.72% of its industry peers.

		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

With a decent Profit Margin value of 20.43%, JGE is doing good in the industry, outperforming 65.14% of the companies in the same industry.

JGE's Profit Margin has improved in the last couple of years.

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.

JGE has less shares outstanding than it did 5 years ago.

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

2.2 Solvency

The Debt to FCF ratio of JGE is 4.90, which is a neutral value as it means it would take JGE, 4.90 years of fcf income to pay off all of its debts.

The Debt to FCF ratio of JGE (4.90) is better than 74.31% of its industry peers.

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 of 2.97. This is comparable to the rest of the industry: JGE outperforms 41.28% of its industry peers.

		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

How to determine the health of a company

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.

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

The Revenue has been growing slightly by 5.67% in the past year.

The Revenue has been growing slightly by 2.83% on average over the past years.

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

Based on estimates for the next years, JGE will show a small growth in Earnings Per Share. The EPS will grow by 6.93% on average per year.

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 Year-0.7%

Revenue Next 2Y2.91%

Revenue Next 3Y4.07%

Revenue Next 5Y2.87%

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.

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

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 11.76, which indicates a very decent valuation of JGE.

76.15% of the companies in the same industry are more expensive than JGE, based on the Price/Earnings ratio.

When comparing the Price/Earnings ratio of JGE to the average of the S&P500 Index (26.48), we can say JGE is valued rather cheaply.

JGE is valuated reasonably with a Price/Forward Earnings ratio of 9.94.

84.40% 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 (34.04), we can say JGE is valued rather cheaply.

		Industry Rank	Sector Rank
PE	11.76
Fwd PE	9.94

4.2 Price Multiples

Based on the Price/Free Cash Flow ratio, JGE is valued cheaply inside the industry as 97.25% of the companies are valued more expensively.

		Industry Rank	Sector Rank
P/FCF	2.82
EV/EBITDA	N/A

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)1.54

EPS Next 2Y6.08%

EPS Next 3Y9.6%

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5. Dividend

5.1 Amount

JGE has a Yearly Dividend Yield of 4.71%, which is a nice return.

JGE's Dividend Yield is rather good when compared to the industry average which is at 5.77. JGE pays more dividend than 81.65% of the companies in the same industry.

JGE's Dividend Yield is rather good when compared to the S&P500 average which is at 2.40.

		Industry Rank	Sector Rank
Dividend Yield	4.71%

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

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 2Y6.08%

EPS Next 3Y9.6%

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JULIUS BAER GROUP LTD

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

60.46

+1.5 (+2.54%)

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 Cap12.45B

Analysts70.91

Price Target63.81 (5.54%)

Short Float %N/A

Short RatioN/A

Dividend

		Industry Rank	Sector Rank
Dividend Yield	4.71%

Yearly Dividend2.81

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)1.18%

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)-3.21%

Revenue NY rev (3m)N/A

Valuation

		Industry Rank	Sector Rank
PE	11.76
Fwd PE	9.94
P/S	2.77
P/FCF	2.82
P/OCF	2.67
P/B	1.74
P/tB	2.83
EV/EBITDA	N/A

EPS(TTM)5.14

EY8.5%

EPS(NY)6.08

Fwd EY10.06%

FCF(TTM)21.41

FCFY35.41%

OCF(TTM)22.64

OCFY37.45%

SpS21.85

BVpS34.74

TBVpS21.33

PEG (NY)N/A

PEG (5Y)1.54

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-6.37%

EPS Next 2Y6.08%

EPS Next 3Y9.6%

EPS Next 5Y6.93%

Revenue 1Y (TTM)5.67%

Revenue growth 3Y0.11%

Revenue growth 5Y2.83%

Sales Q2Q%-7.8%

Revenue Next Year-0.7%

Revenue Next 2Y2.91%

Revenue Next 3Y4.07%

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 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

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens