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Julius Bär Gruppe AG JBARF OTC

Other OTC • Financial Services • Asset Management • CH • USD

SharesGrow Score

SharesGrow Intrinsic Value

Negative cash flow

Julius Bär Gruppe AG (JBARF) is a Asset Management company in the Financial Services sector, currently trading at $77.50. It has a SharesGrow Score of 75/100, indicating a strong investment profile with 4 out of 7 criteria passed.

Financials: revenue is $5.9B, +14.7%/yr average growth. Net income is $764M, growing at +15.9%/yr. Net profit margin is 12.9% (healthy). Gross margin is 67.7% (-32.3 pp trend).

Balance sheet: total debt is $8.2B against $7.2B equity (Debt-to-Equity (D/E) ratio 1.14, moderate). Current ratio is 57.54 (strong liquidity). Debt-to-assets is 7.6%. Total assets: $107.5B.

Analyst outlook: 1 / 1 analysts rate JBARF as buy (100%) — strong consensus.

SharesGrow 7-Criteria breakdown: Value 75/100 (Pass), Growth 80/100 (Pass), Past 100/100 (Pass), Health 50/100 (Partial), Moat 65/100 (Partial), Future 100/100 (Pass), Income 55/100 (Partial).

JBARF SharesGrow Score Overview

75/100

SharesGrow Score

Strong investment profile

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VALUE 75/100

Valuation — P/E, PEG, Forward PEG

GROWTH 80/100

Financials — average growth

PAST 100/100

strong — trend

HEALTH 50/100

Balance sheet — Debt-to-Equity (D/E) ratio, Current ratio is

MOAT 65/100

Gross margin is + market cap

FUTURE 100/100

Analyst outlook — as buy

INCOME 55/100

Net profit margin is

Scores derived from financial statements, analyst ratings, and balance sheet data.

Score Breakdown — JBARF

JBARF trades at a trailing Price-to-Earnings (P/E) of N/A (S&P 500 average ~25). Composite: Price-to-Earnings (20%) + Forward Price/Earnings-to-Growth (35%) + upside (25%) + trailing PEG (20%). ≥ 60 = Pass.

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JBARF: +14.7%/yr revenue is, +15.9%/yr Net income is average growth. > 5%/yr — strong. Score: >20%/yr = 100, >10% = 80, >5% = 65, >0% = 45, < 0 = 15.

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JBARF: 4 / 4 years profitable. strong — 100%. Score = 4 / 4 × 100. ≥ 80 = Pass.

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Balance sheet JBARF: Debt-to-Equity (D/E) ratio 1.14 (moderate), Current ratio is 57.54 (strong liquidity). Debt-to-Equity < 0.5, Current Ratio > 1.5, Interest Coverage > 8x = ideal. ≥ 70 = Pass.

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JBARF: Gross margin is 67.7% (-32.3 pp trend), $16B market cap. Moat (0-100): margin (35%) + trend (15%) + market cap (30%) + revenue is (20%). Score 65/100. ≥ 70 = Pass.

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Analyst outlook: 1 / 1 analysts rate JBARF as buy (100%). Score: 60% buy consensus + 40% upside. ≥ 60 = Pass.

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JBARF: Net profit margin is 12.9%. thin (5-15%). Score: ≥30% = 100, ≥20% = 85, ≥15% = 70, ≥10% = 55, ≥5% = 45, ≥0% = 30, < 0 = 10.

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Stock Chart & Stats

Market Data

52-Week Range55.76-89.5

Volume291

Avg Volume (30D)817

Market Cap$15.89B

Beta (1Y)0.85

Dividend Yield$3.1910

Share Statistics

EPS (TTM)3.72

Shares Outstanding$259.23M

IPO Date2012-02-22

Employees7,595

CEOStefan Bollinger

Financial Highlights & Ratios

Revenue (TTM)$5.93B

Gross Profit$4.01B

EBITDA$1.03B

Net Income$764.07M

Operating Income$938.05M

Total Cash$25.2B

Total Debt$8.21B

Net Debt$968.56M

Total Assets$107.54B

Price / Earnings (P/E)20.8

Price / Sales (P/S)2.68

Analyst Forecast

Rating ConsensusBuy

Analysts Covering1

Buy 100% Hold 0% Sell 0%

Company Info

CountryCH

ExchangeOther OTC

CurrencyUSD

ISINCH0102484968

Price Chart

JBARF

Julius Bär Gruppe AG ↗ · Other OTC

Financial Services • Asset Management

55.76 52WK RANGE 89.50

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