Last Price | 59.62 | Max Price | 59.62 |
Min Price | 45.66 | 1 Year return | 10.69 |
Avg. Target | 60.70 | Expected Return | 1.81 % |
Sector | Financials | Subsector | Financial services |
Sell | 0 | Rating | |
Hold | 3 | Concensus | |
Buy | 2 | ||
Annual report 2015 |
Contact info:City: ZürichCountry: SwitzerlandPhone: 41 (0)58 888 52Website: www.juliusbaer.comCEO: Boris F.J. CollardiCFO: Dieter Enkelmann
Year | Turnover | Total sector | Market share |
---|---|---|---|
2019 | 0 | 88,779,403,318 | 0.00 % |
2020 | 0 | 1,375,202 | 0.00 % |
2021 | 0 | 1,493,255 | 0.00 % |
2022 | 0 | 1,427,930 | 0.00 % |
2023 | 0 | 0 | 0.00 % |
Analysts expect over 2020 decreasing revenue Julius Baer
Analysts foresee less revenue Julius Baer, relatively high dividend
High dividend yield Julius Baer
Analysts count on sales decrease Julius Baer, quite high dividend
Analysts expect sales decline Julius Baer, relatively high dividend
2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|
The stock gained over the past 12 months at around 4 percent. Over the past 5 years Julius Baer' stock rose at around 35 percent in value. The net results between 2011 and 2015 were far from constant and fluctuated between 258,14 million CHFF and 128,68 million CHFF.
Julius Baer's headquarter is located in Z�rich. The core activities of Julius Baer are in the financial services sector. Julius Baer is being led by CEO Boris F.J. Collardi. Dieter Enkelmann is as CFO financially responsible for the company. The past 10 years the (international) industry gained at around 15 percent. Measured since 2011 the sector is 38 percent higher and over the past 12 months (December 2015-December 2016) there is a minus of 15 percent.
Over the past 5 years the Swiss company paid out dividends. Julius Baer's dividend return over the period 2011 - 2015 was around 3,89 percent per year. In the period 2011 till 2015 Julius Baer paid it's investors each year a higher dividend per share. Based on the yearly higher dividend payments Julius Baer is a kind of dividend aristocrat.
At the end of 2015 the company had around 5247 thousand people employed.
At the end of 2015 the financial company's balance sheet equaled 84,12 billion CHFF. 79,18 billion CHFF (94,13 percent of the total balance sheet) was financed by debt. Last year the financial company's price/earnings-ratio (PE) was around 78. So the investors valued the stock at 78 times 2015' earnings per share. We could say that based on her price/earnings-ratio and dividend yield the Swiss stock can be seen as a value stock.
At the end of 2015 the market capitalization (the number of shares outstanding multiplied by the stock price) of the financial company equaled around 10,38 billion CHFF. At the end of 2015 the Swiss company had around 218,61 million stocks listed.
All the annual reports of Julius Baer are available here. More information about Julius Baer can be found it's website. .
Results |
2015
|
2016
|
2017
|
2018
|
2019
|
2020
|
---|---|---|---|---|---|---|
Revenue |
0
|
0
|
0
|
0
|
0
|
|
Costs |
-121
|
-619
|
-705
|
-737
|
-461
|
-695
|
Profit |
121
|
619
|
705
|
737
|
461
|
695
|
Margin of profit |
0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
|
ROI |
2.46
|
11.62
|
12.10
|
12.21
|
7.46
|
10.82
|
Balance |
2015
|
2016
|
2017
|
2018
|
2019
|
2020
|
---|---|---|---|---|---|---|
Equity |
4,936
|
5,330
|
5,825
|
6,040
|
6,180
|
6,426
|
Debt |
79,180
|
90,877
|
92,093
|
96,858
|
95,855
|
102,712
|
Total assets |
84,116
|
96,207
|
97,918
|
102,898
|
102,035
|
109,137
|
Solvency |
5.87
|
5.54
|
5.95
|
5.87
|
6.06
|
5.89
|
Cash |
0
|
0
|
0
|
0
|
0
|
|
Cashflow |
-2,633
|
10,309
|
-11,495
|
9,176
|
-8,895
|
6,327
|
Employees |
5,300
|
6,000
|
6,200
|
6,500
|
0
|
|
Revenue per employee |
0.0
|
0.0
|
0.0
|
0.0
|
0.0
|
|
Cashflow / Debt |
-0.03
|
0.11
|
-0.12
|
0.09
|
-0.09
|
0.06
|
Details |
2016
|
2017
|
2018
|
2019
|
2020
|
---|---|---|---|---|---|
Price |
48.66
|
45.23
|
59.60
|
35.01
|
49.93
|
Eps |
2.85
|
3.25
|
3.38
|
2.13
|
3.23
|
Price/earnings-ratio |
17.07
|
13.92
|
17.63
|
16.44
|
18.46
|
Dividend |
1.20
|
1.40
|
1.50
|
1.50
|
1.75
|
Dividend % |
2.47 %
|
3.10 %
|
2.52 %
|
4.28 %
|
2.94 %
|
Payout % |
0.42
|
0.43
|
0.44
|
0.70
|
0.54
|
Book value |
24.51
|
26.73
|
27.71
|
28.49
|
29.88
|
Market to book |
0.50
|
0.59
|
0.46
|
0.81
|
0.50
|
Cashflow per stock |
47.41
|
-52.74
|
42.10
|
-41.00
|
29.43
|
Stocks |
217
|
218
|
218
|
217
|
215
|
Market Cap |
10.581.73
|
9.857.16
|
12.991.01
|
7.594.68
|
12.820.21
|
Date
|
Price
|
---|---|
17 Jan 2025
|
59.62
|
09 Jan 2025
|
58.92
|
17 Dec 2024
|
59.00
|
10 Dec 2024
|
59.24
|
06 Dec 2024
|
58.24
|
03 Dec 2024
|
57.54
|
29 Nov 2024
|
58.58
|
27 Nov 2024
|
57.20
|
13 Nov 2024
|
54.20
|
08 Nov 2024
|
55.86
|
05 Nov 2024
|
54.28
|
31 Oct 2024
|
53.98
|
29 Oct 2024
|
54.92
|
23 Oct 2024
|
54.82
|
19 Oct 2024
|
55.26
|
16 Oct 2024
|
53.88
|
14 Oct 2024
|
54.02
|
05 Oct 2024
|
51.92
|
02 Oct 2024
|
50.86
|
27 Sep 2024
|
50.70
|
20 Sep 2024
|
50.10
|
17 Sep 2024
|
47.10
|
13 Sep 2024
|
46.58
|
28 Aug 2024
|
49.98
|
26 Aug 2024
|
50.28
|
23 Aug 2024
|
49.78
|
11 Aug 2024
|
47.27
|
07 Aug 2024
|
47.04
|
05 Aug 2024
|
46.15
|
01 Aug 2024
|
48.05
|