SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
Julius Bär Gruppe AG (JBAXY) trades at a trailing P/E of 22.3, forward P/E of 14.8. Trailing earnings yield is 4.49%, forward earnings yield 6.74%. PEG 0.30 (Peter Lynch undervalued ≤1.0).
Criteria proven by this page:
- VALUE (75/100, Pass) — P/E is below market average (22.3); PEG ≤ 1.0 — Peter Lynch undervalued (0.30); earnings yield beats bond yields (4.49%).
- Forward P/E 14.8 (down from trailing 22.3) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.30 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 4.49% — roughly competitive with bond yields (~4.3%), moderate risk-reward. Forward yield improves to 6.74% as earnings recover.
Overall SharesGrow Score: 66/100 with 3/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
75/100
Price-to-Earnings & upside
Proven by this page
~
HEALTH
50/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — JBAXY
Valuation Multiples
P/E (TTM)22.3
Forward P/E14.8
PEG Ratio0.30
Forward PEG0.30
P/B Ratio0.00
P/S Ratio2.87
EV/EBITDA0.0
Per Share Data
EPS (TTM)$0.71
Forward EPS (Est.)$1.07
Book Value / Share$0.00
Revenue / Share$5.50
FCF / Share$0.00
Yields & Fair Value
Earnings Yield4.49%
Forward Earnings Yield6.74%
Dividend Yield0.00%
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2016 |
$0.57 |
$2.85B |
$619.4M |
21.7% |
| 2017 |
$0.65 |
$3.25B |
$704.8M |
21.7% |
| 2018 |
$0.67 |
$3.37B |
$735.4M |
21.8% |
| 2019 |
$0.42 |
$3.38B |
$464.8M |
13.7% |
| 2020 |
$0.65 |
$4.06B |
$698M |
17.2% |
| 2021 |
$1.01 |
$4.27B |
$1.08B |
25.4% |
| 2022 |
$0.91 |
$4.52B |
$949.6M |
21% |
| 2023 |
$0.44 |
$3.24B |
$454M |
14% |
| 2024 |
$0.99 |
$3.9B |
$1.02B |
26.2% |
| 2025 |
$0.71 |
$5.66B |
$729.37M |
12.9% |
